Weekend Reading - Vanguard's Outlook for 2023 and Beyond
Weekend Reading is a periodic 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.
TYPE OF CONTENT
- Recommended Reading
- Youtube
- Podcast
- Academic Research
- Twitter Thread
This Week's Quote
There is no such thing as no risk. There’s only this choice of what to risk, and when to risk it.
INVEST WISELY
This section is dedicated to research on how to invest for the Long Run using Passive Investment Strategies. Read Topics related to (i) Portfolio Construction and Asset Allocation (ii) Acting wisely by avoiding behavioural traps and also (iii) publications that help understand how financial markets work.
CONSTRUCT YOUR PORTFOLIO
Historical Market Returns & 2023 Expectations (Bankeronwheels.com)
The past decade became representative of reasonable long-term investing expectations. Since 2013, World Equities have gained over 185% and returned 6.4% annually.
What about undervalued sectors?
International Stocks and Small Caps look attractive, but while this is great for learning, remember the game’s rules and try to remain forecast-free.
HOW TO INVEST
UNDERSTAND FINANCIAL MARKETS
- Vanguard's Market Outlook for 2023 and Beyond (Vanguard)
- Last Year - Nothing has changed, it is all the same (Humble Dollar)
- 40 Years On, We Are In For A Sea Change (Oaktree Capital)
- Inflation is receeding but the threat of recession looms large (Vanguard - 5min)
- How does stock market risk look for 2023? (Pension Craft - 20min)
ACTIVE INVESTING
This section relates to improving your knowledge about active investing. If you decide to sin, then sin only a little. Given ample evidence, combined active bets should be ideally a relatively small fraction of your portfolio.
FACTOR & Thematic investing
STOCKS
SUSTAINABLE investing
This section is about Sustainable Investing. You can invest in a Socially Responsible way but there are many ESG traps. Learn how to invest sustainably, and what it means for expected returns, with the our definitve guide to sustainable investing.
ESG ETF Benchmarks (Bankeronwheels.com)
We previously covered the shocking truth behind most ESG Ratings. Yet, despite the irrelevance of ESG Ratings, there are still ways to invest sustainably.
Suppose that you want to express your values but limit the impact of ESG Ratings. How would you go about selecting an ETF?
First, let’s dive into benchmarks that ETFs track. But do it with a critical eye and our own previously established framework.
ALTERNATIVE ASSET CLASSES
FROM WALL STREET
crypto & blockchain
REMINDERS TO PUNT RESPONSIBLY
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Book a coaching session
Beginners often ask us:
- How do I reach my goals – What investments do I need to take into consideration when e.g. Taking a Sabbatical, buying a House or saving for Early Retirement?
- When should I invest – I fear that investing a lump sum in this market may have a negative impact on my returns. How can timing of buying ETFs affect my performance?
Advanced investors may avoid costly mistakes:
- Challenge my Portfolio – Here is my portfolio – what am I missing? What could derail my strategy? What can I do to protect my portfolio from shocks?
- Help me quickly understand – What makes Inflation Linked Bonds outperform? Bond Ladder or Bond ETFs? Why do some investors add Small Cap Value stocks to their portfolios? How can I exclude Tobacco companies from my portfolio? Are the synthetic ETFs I screened safe? What is Factor Investing?
Our Introductory Price Levels will end soon. Book your session before new prices apply.
By signing up for a financial coaching session you support our website and our investment research. Here are other ways to help.
DIVE DEEPER - BOOKS & MOVIES
In the Book review section we rate some of the most relevant resources related to Financial Independence, Personal Finance and Investing. Browse All Book and Video Reviews.
FEATURED - Personal Finance as a Gift – 12 Book Ideas for Christmas from Bankeronwheels.com
The holiday season is just around the corner, and with it comes the challenge of finding a great gift for your loved ones.
Why not opt for a personal finance book this year?
Over the last few months, we have compiled reviews of some of the most helpful works on managing money effectively.
No matter the age (including books for your kids), or your level of knowledge!
PERSONAL FINANCE
This section is dedicated to UK and European Products. It can also touch on other European jurisdictions outside the Euro-zone.
FINANCIAL PRODUCTS
COST OF LIVING
- What to do with unwanted christmas presents (Guardian)
- becoming a frugal shopper : 23 tips (No Side Bar)
- Frugal or stupid? (Frugal Girl)
- New Year Parties Aren't Spared From the Rising Cost of Living (BBC)
- Tips & Tricks to make the most of sales (Which?)
- Living in London getting affordable again (Bloomberg)
DESIGN YOUR LIFESTYLE
This section is dedicated to the ‘Why’ of Investing, trends or career choices.
LIFESTYLE
Finding what you truly want - maybe this stoic has the answer
In this first Daily Stoic Journal entry of the new year, Ryan revisits the most important Stoic task that there is: distinguishing between what is in our control and what isn’t.
EARLY RETIREMENT
Interview with the author of The Path To Wealth
JL is a popular personal finance blogger, a leader in the FIRE movement (Financial Independence -Retire Early), and the author of The Simple Path to Wealth. The book has sold over 500,000 copies and is published in multiple languages. His second book, How I Lost Money in Real Estate Before it was Fashionable, highlights his experience as a landlord and provides a cautionary tale for people considering direct rental property as an investment. JL’s upcoming book, Pathfinders, will feature success stories from 100 followers around the world.
CAREERS
TECH & ECONOMY
miscellaneous
FROM OUR TEAM
This website was created to provide you with all necessary resources to invest without incurring any additional costs.
Servers, data, and software are some of our costs, just to name a few. Most importantly, our time is the main resource to create great content. If you find that our guides helped you on the path to financial success, you may give us a hand by buying a coffee.
By buying us a coffee you support our website and our investment research. Here are other ways to help.
FROM OUR TEAM
This website was created to provide you with all necessary resources to invest without incurring any additional costs.
Servers, data, and software are some of our costs, just to name a few. Most importantly, our time is the main resource to create great content. If you find that our guides helped you on the path to financial success, you may give us a hand by buying a coffee.
By buying us a coffee you support our website and our investment research. Here are other ways to help.
OUR COMMUNITY
This section is dedicated the Bankeronwheels.com Community.
Bankeronwheels.com 2022 Survey Results
2022 marked the second full calendar year of Bankeronwheels.com.
To know what we do well and where we need to improve, we decided to get your feedback and launch a 2022 Year-end survey. If you missed it, make sure to keep up to date by signing to our newsletter for future updates.
Here are some takeaways from our survey. In this article, we also cover in detail parts of our plan for next year.
Thank you for reading.
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All information found here, including any ideas, opinions, views, predictions expressed or implied herein, are for informational, entertainment or educational purposes only and do not constitute financial advice. Consider the appropriateness of the information having regard to your objectives, financial situation and needs, and seek professional advice where appropriate. Read our full terms and conditions.
