Weekend Reading – Escape the Tax Man: Tax-Free Compounding & Top 12 Countries with Zero Taxes!

Weekend Reading – Escape the Tax Man: Tax-Free Compounding & Top 12 Countries with Zero Taxes!

Weekend Reading is a collection of Investment Research and Lifestyle topics from all corners of the Web. We source the highest quality insights from Wall Street and Main Street that you may apply to your investment process. Unlike the rest of Bankeronwheels.com, this series is provided without additional guidance. As usual, everything is to be used at your own risk.  Below is the type of content we shortlist:

A rising tide lifts all boats.

INVEST WISELY

CONSTRUCT YOUR PORTFOLIO

Tax-Free Compounding (Bankeronwheels.com)

Compounding is a money-making machine. But taxes and fees can sabotage your plan.

Typically, up to 2-3% of the 7% average annual total return from Global Stocks comes in the form of dividends. But what happens to compounding if your ETF distributes them?

[Read our article]

A deep dive into credit investing (Excess Returns - 1 hr 3 min)

Listen also on:

Listen in on this episode for an in depth look at the credit market with Asterozoa Capital CIO Joe Hegener. Coverage of the basics of the credit market, the current state of the market, the potential upcoming refinancing wall and the most important fundamental criteria Joe looks at when evaluating companies are some of the key highlights.

UNDERSTAND FINANCIAL MARKETS

Stock Market vs. GDP Share, by Country (1900-2022) (Visual Capitalist)

While the distribution of global GDP has diversified over time, the global stock market remains dominated by a few developed financial markets. In 2022, the U.S. accounted for 59% of global stock market capitalization, with a 21% share of global GDP. To put that into context, China makes up just 4% of the global stock market despite accounting for 16% of global GDP. To explore the roots of this disconnect, this animated bar chart from James Eagle compares countries’ share of the global stock market and global GDP over 122 years from 1900 to 2022.

Read more on Visual Capitalist

Dimensional Co CEO on the Future of Fund Management (Bloomberg - 51 min)

Listen in on an insightful discussion with Gerard O’Reilly on how the fastest growing ETF provider sees the market.

HOW TO INVEST

The 20 Most Common Investing Mistakes, in One Chart (Visual Capitalist)

No one is immune to errors, including the best investors in the world.

Fortunately, investing mistakes can provide valuable lessons over time, providing investors an opportunity to gain insights on investing—and build more resilient portfolios.

This TOP 20 includes: Not Knowing Your Performance – Often, investors don’t actually know the performance of their investments. Review your returns to track if you are meeting your investment goals factoring in fees and inflation. Reacting to the Media – Negative news in the short-term can trigger fear, but remember to focus on the long run. Working – With the Wrong Advisor Taking the time to find the right advisor is worth it. Vet your advisor carefully to ensure your goals are aligned.

Read more on Visual Capitalist

Active Investing

FACTOR investing

discretionary investing

Breaking down Elon Inc. (Bloomberg - 43 Sec)

Elon is the biggest business story of our times. Listen in on an engaging conversation as host David Papadopoulos and a panel of guests including Businessweek’s Max Chafkin, Tesla reporter Dana Hull & Big Tech editor Sarah Frier break down the most important stories on Musk and his empire.

ALTERNATIVE ASSET CLASSES

WALL STREET

David Rosenthal and Benjamin Gilbert talk with Charlie Munger as he nears his 100th birthday. (Acquired.fm - 1 hr 6 min)

Over dinner at his Los Angeles home, Charlie reflects on his own career and his nearly 50-year partnership at Berkshire Hathaway with Warren Buffett. He tops it off with lessons and advice for investors today, and of course the virtues of Costco (among other favorite investments) are once again (among other favorite investments). Listen in and enjoy the singular wit and wisdom of Charlie Munger.

SUSTAINABLE investing

crypto

BAD BETS

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As of 29/03/2024, Interactive Brokers offers rates up to 4.738% (GBP), 3.445% (EUR) and 4.83% (USD) on cash. 

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As of 29/03/2024, Interactive Brokers offers rates up to 4.738% (GBP), 3.445% (EUR) and 4.83% (USD) on cash. 

ETFs

State Street to offer Europe’s cheapest S&P 500 ETF after drastic fee cut (ETF Stream)

State Street Global Advisors (SSGA) is set to offer the cheapest ETF in Europe after slashing the fees on its S&P 500 product by two-thirds.

Effective 1 November, the $5.5bn SPDR S&P 500 UCITS ETF (SPY5) will see its total expense ratio (TER) cut from 0.09% to 0.03%, the cheapest S&P 500 ETF on the European market, undercutting the Invesco S&P 500 UCITS ETF (SPXS) and its 0.05% TER.

Read more on ETF Stream

Robeco is stepping into the European ETF market with a focus on active funds. The Dutch asset manager, which has €181bn assets under management, is planning to launch its first UCITS ETFs in Q2 2024. [FT.com]

Xetra has seen the launch of 3 new fixed income ETFs by the German asset management group DWS. The ETFs provide ultra-short-duration exposure to bonds from issuers of Eurozone sovereigns. All the ETFs have a 0.07% fee. [ETFStrategy.com]

US ETFs

BlackRock is set to launch ten ETFs focused on Treasury inflation-protected securities (TIPS). Ranging in maturity from 2024 to 2033, these ETFs will seek to provide inflation protection to investors concerned with erosion of purchasing power. The new TIPS-defined maturity bond ETFs will carry an expense ratio of 0.1%. [ETF.com]

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Wealth Management

Personal Finance

Early Retirement

These 12 Tax-Free Countries Are So Welcoming to Retirees, You’ll Never Want to Leave (The Frugal Expat )

When it comes to planning for retirement, one crucial aspect that often takes center stage is taxation. Retirees seek tax-friendly destinations where their hard-earned savings and pensions can stretch further. Fortunately, numerous countries around the world offer the enticing prospect of tax-free living in retirement. These nations, through a combination of tax incentives, exemptions, and strategic financial policies, provide retirees with the opportunity to enjoy their golden years with minimal tax burdens.

Read more on The Frugal Expat

FINANCIAL PRODUCTS

COST OF LIVING

OUR Community

Question of the week

[democracy id="2"]

DESIGN YOUR LIFESTYLE

Personal Development

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As of 29/03/2024, Interactive Brokers offers rates up to 4.738% (GBP), 3.445% (EUR) and 4.83% (USD) on cash. 

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As of 29/03/2024, Interactive Brokers offers rates up to 4.738% (GBP), 3.445% (EUR) and 4.83% (USD) on cash. 

Health & Wellness

CAREERS

TECH AND SCIENCE

Elon Musk & UK Prime Minister Discuss AI’s Global Risk (Farzad Meshabi - 40 min)

Watch a special encounter as Rishi Sunak, the British Prime Minister, puts questions around AI’s viability and acceptability as a new technological force including burning questions around the legal & policy side.

Travel

From Bankeronwheels.com
Get Wise The Most Relevant Independent Weekly Insights For Individual Investors In Europe & the UK

Liked the quality of our guides? There is more. Every week we release new guides, tools and compile the best insights from all corners of the web related to investing, early retirement & lifestyle along with exclusive articles, and way more.  Probably the best newsletter for Individual Investors in Europe and the UK. Try it. Feel free to unsubscribe at any time.

🎁 In the first email, you can download a FREE comprehensive 2-page checklist to construct & monitor your portfolio and clean up your personal finances.

miscellaneous

Visualizing the Pyramid of Global Wealth Distribution (Visual Capitalist)

Who controls global wealth?

In 2022, the world’s millionaires held nearly half of net household wealth. Decades of low interest rates led equities and real estate values to soar, and these assets are disproportionately held among the world’s wealthiest.

While a steep rise in interest rates decreased these fortunes in 2022, the share of wealth controlled by the global millionaire population remains substantial.

Read more on Visual Capitalist

OUR Community

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Each week we go through hundreds of articles, some submitted directly to us via this form, and through social media. Share your discovery with the community.

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(* Wheels & Dividends)

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