Worldwide Investors Archives | Page 8 Of 18

Weekend Reading – IBKR Merger: Are You Affected?

October 6, 2023 Team Bankeronwheels

Interactive Brokers Merger – Are you impacted? When It Comes to Passive Bond ETFs, the Devil Is in the Details. Index funds don’t give you average returns. They almost guarantee you’ll be in the decile. Mixing Bitcoin With 60/40 is Like Using Kerosene as Kindling. Why China’s real estate crisis is different. “We’re going to have a debt crisis in this country” – Ray Dalio

How To Choose A Safe Stock Broker?

October 1, 2023 Raph Antoine

Imagine discovering your broker has gone belly-up overnight, leaving your hard-earned investments in the balance. In a market where investors tirelessly chase after low fees, the often-ignored specter of broker failure lurks in the shadows.

The collapse of a broker isn’t just a plot twist in a Hollywood blockbuster—it’s a stark reality that has left many investors stranded and panicking.

Could your broker be next? What safeguards do you have in place?

Here is what you need to know to protect your savings.

Weekend Reading – Is the Fed done raising rates?

October 1, 2023 Team Bankeronwheels

How Bankers slice the global pie & why index choices mattes, Is the Fed done raising rates, How Often to Rebalance a Portfolio, A new Index based on business activities rather than domicile, CAPM works across asset classes.

Cracking the Code: How Bankers Slice the Global Pie (2023)

September 29, 2023 Raph Antoine

Most investors starting out would be confused to learn that, for example, investing in an MSCI World ETF wouldn’t provide them with a Global exposure.

Equity ETFs can be confusing due to Index Providers’ naming conventions. So, I had a deep dive into how they work, and I hope you can also benefit from it

Weekend Reading – More iBonds & Highest Security Lending Returns

September 22, 2023 Team Bankeronwheels

It’s Time to Consider Inflation Adjusted Bonds, Bond ladders with iBonds (Updated with new ETFs), Securities Lending Provides Value. But Is It Enough?, 4 ways to diversify concentrated stock positions, Reports of 60:40’s Death Have Been Greatly Exaggerated, Bill Gross on the End of the Great Bond Bull Market, Visualizing the Future Global Economy by GDP in 2050 and more.

Weekend Reading – What Returns From Vanguard Lifestrategy Can You Expect & New iBonds.

September 15, 2023 Team Bankeronwheels

▶ Vanguard LifeStrategy – Updated Return Expectations
▶ Implications of Regime-Shifting Stock-Bond Correlation
▶ Duration matching asset allocations with personal goals
▶ Honey, the Fed Shrunk the Equity Premium
▶ Why is Argentina’s economy such a mess?
▶ On Dividend Investing Strategies
▶ Are Leveraged ETFs Worth the Costs and Risk?

Weekend Reading – How To Park Your Cash: Short-Term Investing Hacks

September 8, 2023 Team Bankeronwheels

▶️ Investing for the Short to Medium Term – The new UCITS iBonds ETF
▶️ How to Use Cash in a Portfolio
▶️Dissecting the Investment Factor

▶️Position Sizing: Optimizing for Better Returns
▶️Cheapest destinations for a last-minute holiday this September
▶️Why We Glorify Overwork and Refuse to Rest

Weekend Reading – Weak Currencies: How To Avoid Losses

September 1, 2023 Team Bankeronwheels

▶ Should You Hedge Currencies?
▶ Should you have commodities in your portfolio?
▶ How Dividends contributed to total returns in different markets
▶ Why China’s economy ran off the rails
▶ Sector composition of the S&P 500 since 1985
▶ If the UK stock market is cheap, why doesn’t it go up?
▶ BRICS is fake

Buying the S&P 500 today? Wait. These 7 Graphs Might Change Your Mind.

September 1, 2023 Raph Antoine

As portfolio managers, we are constantly reminded of changes in the world’s economy. This century may not belong to America. And my portfolio needed to reflect it.