Weekend Reading – Vanguard’s Outlook for 2023 and Beyond

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

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. 

 [Read our analysis]

HOW TO INVEST

UNDERSTAND FINANCIAL MARKETS

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.

 [Read our analysis]

ALTERNATIVE ASSET CLASSES

FROM WALL STREET

crypto & blockchain

REMINDERS TO PUNT RESPONSIBLY

When you play with fire, you can get burned. This section is a stark reminder of what can happen when engaging in active investing, even as a professional.
ADVERTISEMENT
Book a coaching session with us

Beginners often ask us:

  • How do I reach my goals  What investments do I need to take into consideration when e.g. Taking a Sabbaticalbuying 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?
Currently available in English, French and Polish.
 

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.

Ad
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?
Currently available in English, French and Polish.
 

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!

 [Read the review]

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

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

Also available on your favorite on your podcast platform

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

Also available on your favorite on your podcast platform

 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
Help Us Create Great Resources

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
Help Us Create Highest Quality Resources

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.

 [Read the results of the survey]

Thank you for reading.

Good Luck & keep’em* rolling!

(* Wheels & Dividends)

TALK ABOUT THIS ARTICLE

You can comment on articles, tools and discuss wider investing and personal finance topics using our newly set up community forum.

HELP US

Running this website is hard work. If you enjoyed it and want us to help others, you can contribute by setting up a coaching session or buying us a coffee. You can also use our Broker affiliate links when opening an account, at no cost to you. Here are all ways, financially and non-financially, to contribute to our growth.

DON'T MISS ANY INVESTING GUIDES AND TOOLS
SHARE THIS ARTICLE
DISCLAIMER

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.