Weekend Reading – Vanguard’s Guide to Wellness & Sound Ways to invest Sustainably
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
You don't have to be brilliant, only a little bit wiser than the other guys, on average, for a long, long time
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
- Should You be 100% in Stocks? (A Wealth of Common Sense)
- The Ultimate Checklist for what goes in your portfolio and what doesn't (Pension Craft)
- Balanced portfolios will continue to prove the naysayers wrong (Vanguard)
- Questioning the illiquidity premium (Fiduciary Wealth Partners)
- Personal identity matters more than an established (Yale) model (Institutional Investor)
HOW TO INVEST
- Does your personality impact your investment decision making? (Joachim Klement)
- Losses in the markets are inevitable plus 4 other lessons (A Wealth of Common Sense)
- Avoiding FOMO could be the best investing trait to have (Collab Fund)
- Should you listen to outperforming fund managers? (Behavioural Investment)
- In conversation with a guy who Sues Financial Advisors for a living (Rational Reminder - 1 hr 10 min)
UNDERSTAND FINANCIAL MARKETS
Prof. Robert C. Merton: ICAPM, Retirement, and Models in Finance (Rational Reminder - 2 hrs)
Professor Robert C. Merton is the Distinguished Professor of Finance at The Massachusetts Institute of Technology (MIT) Sloan School of Management and Professor Emeritus at Harvard University. He also created the Intertemporal Capital Asset Pricing Model (ICAPM), a popular tool to help advisors make informed financial decisions and understand market trends. In the conversation, RR covers portfolio theory, moving from Capital Asset Pricing Model (CAPM) to the Intertemporal Capital Asset Pricing Model (ICAPM), and how financial models work.
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
A data-driven approach to picking growth stocks and thematic baskets (Flirting With Models - 14 Min )
It’s no secret that high flying growth stocks were hammered in 2022, so here is a revisit of a conversation with Jason Thomson.
Jason is a portfolio manager at O’Neil Global Advisors, where he manages highly concentrated portfolios of growth 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.
3 Sustainable Investing Strategies That Actually Work
There are at least three proven sustainable investing strategies.
To keep it simple, you may hold a non-screened portfolio and, use the incremental profits for philanthropy.
If you want to avoid investing in certain types of industries, e.g. Tobacco companies, you may select cost-efficient and well-diversified SRI Funds. The most active sustainable strategy is Impact Investing.
ALTERNATIVE ASSET CLASSES
FROM WALL STREET
crypto & blockchain
- The Sad Tale of a Crypto Lender Who Promised Safety & High Returns (Coppola Comment)
- What Does The Genesis bankruptcy mean for GBTC? (ETF.com)
- The Price of Bitcoin - fairly, under or over valued? (Fortunes & Frictions)
- In conversation with Ram Ahulwalia on the Greyscale Bitcoin Trust (Bloomberg - 37 min)
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?
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.
15 Years On, We Fall For The Same Tricks – Madoff: The Monster of Wall Street On Netflix (Review)
The 2023 Netflix docuseries Madoff: The Monster of Wall Street dives into the largest Ponzi scheme in history, worth $64.8 billion.
Although the Madoff madness stopped in late 2008, today’s investors still fall for the very same tricks.
What exactly can we learn from this series?
Let’s have a closer look.
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
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.
DESIGN YOUR LIFESTYLE
This section is dedicated to the ‘Why’ of Investing, trends or career choices.
LIFESTYLE
- Vanguard's guide to designing your life for financial wellness (Vanguard)
- Financial Planning at an early age is all about building habits (Oblivious Investor)
- On Balance (Italian Leather Sofa)
- How to Make Small Life Changes That Develop Into Atomic Habits (Entrepreneur)
- In conversation with Adam Grant on the Perfectionism & Procastination (In conversation with Adam Grant on the Perfectionism & Procastination - 1 hr 8 min)
In conversation with Dr. Matthew Walker on sleep (The Tim Ferris Show - 3 hr 10 min)
EARLY RETIREMENT
How Much You Can Spend In Retirement (Bogleheads - 34 Min)
Christine Benz answers the question, “how much can I spend in retirement?”
CAREERS
TECH & ECONOMY
James Clear, Atomic Habits — Mastering Habits, Growing an Email List to 2M+ People (2hrs)
James Clear (@JamesClear) is a writer and speaker focused on habits and continuous improvement. He is the author of the #1 New York Times bestseller Atomic Habits, which covers easy and proven ways to build good habits and break bad ones.
miscellaneous
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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.
