Weekend Reading – BlackRock Launches A Synthetic World ETF

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:

One of the important factors behind the fluctuation between bull and bear markets, between booms and crashes and bubbles, is that investor memory has to fail us – and fail universally – in order for the extremes to be reached.

Featured

Developed markets ex-us: how to control your allocation to u.s. stocks (Banker on Wheels)

Today, getting exposure to ex-US Markets is possible with just one ETF. Xtrackers just launched the MSCI World ex USA UCITS ETF. Some of our readers like to implement tilts towards markets that are exposed to cheaper Value Sectors in Europe and Asia. We believe in diversified investing. But, if implementing a tilt can make more expensive US Stocks more bearable for some investors so that they can stick to their strategy in the long run, it is a sin worth pursuing.

[Read our article]

Portfolio Construction

Asset Allocation

UNDERSTAND FINANCIAL MARKETS

Are We in a Stock Market Bubble? (Ray Dalio)

What the latest readings from my bubble gauge say about the market. As you know, I like to convert my intuitive thinking into indicators that I write down as decision rules (principles) that can be back tested and automated to put together with other principles and bets created the same way to make up a portfolio of alpha bets. I have one of these for bubbles. 

Read more on Ray Dalio’s Linkedin

HOW TO INVEST

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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. 

Active Investing

FACTOR investing

Factors: Upstarts Challenge a Foundation of Modern Investing (Bloomberg)

A Nobel laureate’s theory supports betting on cheaper stocks and sets a benchmark for money managers.But the numbers keep changing. How much does it matter? In November a curious paper dropped on SSRN an online hub widely used by economists to circulate their work.

Read more on Bloomberg

discretionary investing

ALTERNATIVE ASSET CLASSES

WALL STREET

SUSTAINABLE investing

BAD BETS

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ETFs

UCITS ETFS

BlackRock launches synthetic World ETF (ETF Stream)

BlackRock has expanded its synthetic range with the launch of a World Equity ETF. The iShares MSCI World Swap UCITS ETF (IWDS) is listed on Euronext Amsterdam with a total expense ratio (TER) of 0.20%. IWDS tracks the MSCI World Net TR Index, which offers exposure to 1,480 equities across 23 developed market countries.

Read more on ETF Stream

New UCITS ETF launches

#ETFTERISIN
1Amundi Prime All Country World UCITS ETF0.07%IE0009HF1MK9
2Xtrackers MSCI World ex USA UCITS ETF 1C0,16%IE0006WW1TQ4
3AMUNDI PRIME USA UCITS ETF Acc0,05%IE000FSN19U2
4AMUNDI PRIME USA UCITS ETF DistTBCIE000IEGVMH6

Overview of the US and European ETF markets by leading Issuers. (ETFBook)

ETF Book Provided an updated overview of the US and European ETF markets by leading Issuers. US ETF market: AUM $7.96 trillion – European ETF market: AUM $1.81 trillion. iShares is leading in the US, but Vanguard is closing the gap. In Europe, iShares is much more dominant.

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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]

Wealth Management

Personal Finance

Vanguard Investor UK Review – Leader in Hands-Off Investing (Banker on Wheels)

Vanguard Investor UK stands out as a great choice for hold and buy investors that are looking for a simple platform managed by one of the most reputable global asset managers. However, it may not be the cheapest, and more sophisticated investors may find limitations on both investment choice and advanced features.

[Read our article]

European Home Ownership (@MichaelAArouet)

 Homeownership in Europe:

Highest – Balkans, lowest – Germany, Switzerland and Austria.

Read more on @MichaelAArouet

Interactive Investor Review (Banker on Wheels)

Interactive Investor stands out as a great choice for UK investors with families, and looking for multicurrency accounts to reduce FX-fee frictions. However, advanced investors may find limitations depending on their sophistication and needs.

Is it suitable for you?

[Read our methodology]

Early Retirement

How to Harness the Flowing Nature of Withdrawal Rate Math (Portfolio Charts)

Withdrawal rates have always been a passion of mine. Beyond a natural desire to judiciously plan and manage my own early retirement, I’ve also been fascinated with withdrawal rate mechanics from a purely intellectual perspective. Not only is it an interesting topic, but I also like how there’s still lots of room for new development.

Read more on Portfolio Charts

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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. 

Advertisement

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

DESIGN YOUR LIFESTYLE

Personal Development

Hugh Howey -How to Sell Millions with Self-Publishing, How to Find Your Big Break (The Tim Ferris Show - 1 hr 40 Min)

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Hugh Howey is the New York Times bestselling author of Wool, Beacon 23, Sand, Machine Learning, Half Way Home, and more than a dozen other novels. His Silo trilogy was recently adapted by Apple TV, becoming their #1 drama of all time. Please enjoy!

Health & Wellness

CAREERS & Entrepreneurship

Travel

Bikepacking Thailand: The Impact of The Lanna Kingdom (Video) (Bikepacking.com)

In this 13-minute video, Sam Rice and Bec Norman re-ride a portion of the 400-kilometer Lanna Kingdom bikepacking route a year after its launch to explore the social and ethical impact of building a bikepacking route in rural Thailand. Watch as they reconnect with local friends, meet riders, and enjoy some of the route’s boundless natural and cultural beauty here…

Read more on Bikepacking.com

Tech & Economy

economy

Why Italy’s Economy is Doing Surprisingly Well (TLDR - 10 Min)

Italy, once Europe’s economic underdog, is now seeing a turnaround with improved post-pandemic growth and lower inflation compared to its neighbors. In this video, we explore the reasons behind Italy’s surprising economic resilience and its future outlook.

TECH AND SCIENCE

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.

And finally

The Oldest Unsolved Problem in Math (Veritasium - 32 Min)

Do odd perfect numbers exist? 

The question of whether odd perfect numbers exist is one of the oldest unsolved problems in mathematics. A perfect number is a positive integer that is equal to the sum of its proper divisors, excluding itself. For example, 28 is a perfect number because its divisors (1, 2, 4, 7, 14) sum up to 28.

 

Thank you for reading.
Good Luck and Keep’em* Rolling!

(* Wheels & Dividends)

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