Weekend Reading – Invesco Lowers Small Cap ETF Fee To Become The Lowest In Europe

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:

Women fake orgasms and men fake finances.

Featured

From Tibet To California – 8 Investing Lessons From Cycling The World (Banker on Wheels)

One of the biggest misconceptions and most frequent question that people ask adventure cyclists is whether they’re lonely. It couldn’t be further away from reality. Some cycling experiences changed me in various ways, including my way of looking at investing. You may think that spending 15 years on Wall Street would teach me more about successful investing than cycling. Technical knowledge – yes. The perspective? Not necessarily.

[Read our article]

Portfolio Construction

Asset Allocation

Top 10 Things to Know About Building a Diversified Portfolio (Morningstar)

Diversification is a core principle of sound investing. A portfolio that includes assets with different performance characteristics often leads to better risk-adjusted returns than one that relies on a single asset class. But building a diversified portfolio can be easier in theory than practice. In our recently published 2024 Diversification Landscape report, my colleagues Christine Benz, Karen Zaya, and I took a deep dive into the diversification potential of several major asset classes. 

Read more on Morningstar

UNDERSTAND FINANCIAL MARKETS

Rolf Agather on investment index methodology and innovation, host Rick Ferri (Bogleheads on Inversting)

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Rolf Agather has been in the indexing industry since the 1980s. He started Russell, moved around the industry a bit, then went back to Russell Investments and in 2002 became the Managing Director, Research and Innovation, Russell Indexes. He remained there after a merger with FTSE and became the FTSE Russell Managing Director, Research, North America. Rolf moved to Morningstar in 2020 as Morningstar’s Head of Research and Product, Indexes.

Are Index Funds Propping Up the Stock Market? (A Wealth of Common Sense)

I’ve always thought the worries about index funds wreaking havoc on stock prices were overblown. If all the money flowing into index funds is propping up stock prices, why are large caps growing even faster than small and mid-caps? Wouldn’t it be easier to push up the prices of the smaller companies? When you buy a market cap weighted index fund you buy those stocks in proportion to their current weights.

Read more on A Wealth of Common Sense

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

Barry Ritholtz talks with Jim O'Shaughnessy about the benefits of a quantitative investment approach. (Ritholtz - 16 Min)

Throughout history, investing has been a lot more “Art” than “Science.” But today, data is widely available and it’s a key tool you can use to enhance your portfolio returns. About this week’s guest: Jim O’Shaughnessy, former chairman and founder of O’Shaughnessy Asset Management (now part of Franklin Templeton) and author of the New York Times bestselling book, “What Works on Wall Street” — the first quantitative investing book available to the general public.

discretionary investing

The AI Bubble Thesis with Doug Clinton (Excess Returns - 60 Min)

AI stocks have seen a big run recently. This has led many fundamental-based investors to suggest that things have gotten ahead of themselves. Some have even suggested AI is already in a bubble. But what if we are still in the early innings? What if a bubble is just getting started that could eventually exceed the dotcom bubble? Those are the questions we tackle this week with Deepwater’s Doug Clinton.

ALTERNATIVE ASSET CLASSES

WALL STREET

How new-age brokerages won against Fidelity and Schwab, the different business models for brokerages, and how AI will transform the industry. (Colossus - 54 Min)

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 Jannick Malling is the co-founder and co-CEO of Public.com. We cover how new-age brokerages won against Fidelity and Schwab, the different business models for brokerages, and how AI will transform the industry.

SUSTAINABLE investing

BAD BETS

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ETFs

UCITS ETFS

Cheapest UCITS Small Cap ETF: Invesco cuts fees on four ETFs (ETF Stream)

Invesco has slashed the fees of four equity and bond ETFs including its $65m Russell 2000 ETF as it looks to boost demand. The US giant reduced the fees on the Invesco Russell 2000 UCITS ETF (RTYS) from 0.45% to 0.25%, making it Europe’s lowest cost ETF to track the US small-cap index, undercutting rivals State Street Global Advisors (SSGA), DWS and Amundi.

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

iMGP DBi Managed Futures Strategy ETF Update with Andrew Beer (iMGP Funds)

We’ve had a very strong start to the year – up about 6%, in line with both the SocGen CTA Index (hereinafter the “Hedge Fund Index”) and the Morningstar US Trend Systematic Category (hereinafter the “Morningstar Category”). Since inception we’ve handily outperformed both. Perhaps more importantly to the model portfolio world, the S&P 500 has returned around 7% this year, but the Bloomberg Agg is down close to 2%.

Read more on iMGP Funds

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

Fidelity International Review: A Golden Retriever-Friendly Platform (Banker on Wheels)

Fidelity International stands out as a great choice for investors with families, and looking for a reputable and competitive choice.  However, advanced investors may find limitations depending on their sophistication and needs.

[Read our article]

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]

InvestEngine Review – Decent Choice (For Beginners) (Banker on Wheels)

InvestEngine offers competitive trading for ISA and General accounts, as well as a good range of ETFs. It caters well to buy-and-hold investors who want a simple portfolio. More advanced investors will quickly be very limited in their choices, as they can only trade LSE-listed ETFs.

[Read our article]

Early Retirement

Personal Development

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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. 

Health & Wellness

CAREERS & Entrepreneurship

DESIGN YOUR LIFESTYLE

Travel

Alone time: ana jager’s solo ride on the iditarod trail (Bikepacking.com)

On March 13th, 27-year-old Ana Jager rolled into Nome, Alaska, finishing a harrowing 19-day solo ride on the Iditarod Trail. Conditions this year were extraordinarily difficult and slow, but she maintained a pace that was in step with the fastest ITI racers. After the ride, author and fellow endurance athlete Jill Homer caught up with Ana to discuss her monumental effort. 

Read more on Bikepacking.com

Tech & Economy

economy

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

Map of Global Happiness By Country in 2024 (Visual Capitalist)

Happiness, like love, is perhaps one of the least understood and most sought-after emotions and experiences in human life. And while many inspiring teachings exist about attaining individual happiness, it’s worthwhile to consider how happy entire countries are on a collective scale. 

We visualize the findings from the World Happiness Report 2024, an enduring attempt to measure, quantify, and compare happiness levels around the world, sourcing data from Gallup.The Gallup World Poll surveys approximately 1,000 respondents in nearly every country on a variety of issues, one of which is to evaluate their current life on a scale from 0–10.

Read more on Visual Capitalist

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

(* Wheels & Dividends)

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