Weekend Reading – Investing At The Top Of The Market

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:

Everyone has a plan until they get punched in the face

Featured

Should You Invest At The Peak Of The Stock Market? (Banker on Wheels)

Before I became a Portfolio Manager 15 years ago, I briefly went into a glamourous field of finance – Mergers & Acquisitions. After my degree in Financial Engineering, I was eager to tackle some complex models and intellectual challenges. Oh boy, how I was disappointed! The models turned out much simpler than I imagined. So much for the fancy maths. But here is the great part. You will understand basic stock market valuation in the next 10 minutes.

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Portfolio Construction

Asset Allocation

Must Watch: Stocks for the Long Run Webinar with Arnott, Dimson, Siegel and McQuarrie (CFA Institute)

When Jeremy Siegel published his “Stocks for the Long Run” thesis, little was known about 19th-century stock and bond returns. Digital archives have made it possible to compute real total return on US stock and bond indexes from 1792. Mcquarrie showed that over multi-decade periods, sometimes stocks outperformed bonds, sometimes bonds outperformed stocks and sometimes they performed about the same. This is a discussion between Siegel, McQuarrie Ibbotson, Dimson and Arnott.

Understand Financial Markets

Stock Market Concentration. How Much Is Too Much?(Morgan Stanley)

Opportunity cost is a key concept in capital allocation. The idea is that when you evaluate a choice you should consider the cost of passing on the next best alternative. Those who invest in equity mutual funds that are actively managed almost always have the option to put money into an equity index fund that provides broad market exposure at a relatively low expense. The goal is to beat the benchmark.

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How To Invest

Active Investing

Factor Investing

Discretionary Investing

Alternative Asset Classes

Wall Street

Bad Bets

ETFs

UCITS ETFs

Factor Investing Is Coming To Europe - Avantis (aka American Century) to enter Europe with three ETFs (ETF Stream)

Factor Investing is coming to Europe, at last! American Century is set to be the latest US asset manager to enter the European ETF market with three active ETFs. The US asset manager has registered its fund platform in Ireland and has filed for three ETFs investing in global, global value smaller companies and emerging market equities.

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US ETFs

Dr Wes Gray discusses the unique tax benefits of etfs and other topics of interest host rick ferri (Bogleheads)

Dr. Wes Gray is the CEO of Alpha Architect. Our topic of discussion for this podcast is exchange-traded funds (ETFs) and their unique tax benefits. Wes is an author, portfolio manager, United States Marine, Iraq War vet, and former professor of finance at Drexel University. He earned an MBA and a Ph.D. in finance from the University of Chicago, where he studied under Nobel Prize Winner Eugene Fama.

Wealth Management

Personal Finance

The Real Adviser Podcast (UK)

Trap is a highly recommended podcast for anyone interested in financial advice in the UK. This week the pack discuss BTC ETFs, insurance payouts from Royal London, SPIVA Persistence, Bank of Ireland saving rate rises, or Abrdn price cuts.

We loved Nick's reaction when Alan mentioned our name (@1h:14mins). Catchy isn't it? 😊

Platforms

Wise Review: Pros & Cons (Banker on Wheels)

Wise Personal is one of the most competitive money exchange and transfer services. If you have to exchange larger amounts, the fees are more attractive than most competitors. The customer service support is decent but could be improved. We would recommend Wise for current spending, especially abroad while keeping a relatively reasonable balances, but since it doesn’t have a banking license we do not view it as safe as traditional banks. Finally, you can park your money with BlackRock Money Market and Equity Funds with typical EU/UK protection.

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(Early) Retirement

Design Your Lifestyle

Personal Development

Careers & Entrepreneurship

Travel

Going Your Own Way: Two Months Across New Zealand (Bikepacking.com)

ollowing a two-month bikepacking trip around New Zealand, Matt Bark reflects on the value of following established routes versus the potential risks and rewards that come with charting your own path. Find his story of finding the right balance, making new connections, and embracing spontaneity here…

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Tech & Economy

Economy

The Rise of India as a Global Economic Power (Bloomberg)

A collection of India-centric documentaries covering its fast-growing economy, China relations, religious tensions, the rise of Narendra Modi and industry deep dives: How India Can Win China's Growth Crown, Inside Luxury’s Secret India Supply Chain, How India's Drug Exports May Have a Safety Problem, India’s Obesity Time Bomb and much more.

And Finally

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

(* Wheels & Dividends)

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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.