Weekend Reading - The Untold Story of Warren Buffett
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
The most important quality for an investor is temperament, not intellect.
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
- The 60/40 Portfolio is down. Time to double down? (Wall Street Journal, Paywall)
- The impact of investing costs on your portfolio (The financial bodyguard)
- Asset allocation for retirement income (Journal of Portfolio Management, Paywall)
- How often should you rebalance your portfolio? (Wall Street Journal)
HOW TO INVEST
- If you weren’t down 20% last year, you won, basically (The Reformed Broker)
- Investment Maxims are not one size fits all (Investment Talk)
- How Good of an Investor Are You? (The Evidence Based Investor)
- The Impact of Depression on your Investing (Humble Dollar)
- The key to successful investing (Bloomberg)
- Why Investing is hard (Young Money)
- What investors should avoid doing in 2023? (Behavioural Investment)
UNDERSTAND FINANCIAL MARKETS
- 15 charts explaining an extreme year for investors (Mornignstar)
- An Economist whose predicted 8 Recessions thinks his indicator is giving a false alarm (Bloomberg)
- Inflation outlook in 5 charts (Mornignstar)
- Unlearning economics (Noahpinion)
- Micheal J Burry on Inflation (Pension Craft - 15 min)
- The role of interest rates in stock prices (Of Dollars and Data)
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
An Evidence-Based Approach to Markets with Larry Swedroe (Excess Returns - 1 hr)
In this episode Larry covers the current situation in the economy and markets and how long-term investors can make sense of it. He also discusses value investing, ESG, the importance of diversification and a lot more.
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.
Sustainable Investing vs. Sin Stocks - The Showdown
Over the past century, Sustainable Investments did not outperform. Sin Stocks did.
But Sustainable funds may temporarily outperform, as they’ve done from 2018 to 2022.
This outperformance is due to two reasons. First, they are over-exposed to large-cap and growth factors. Second, ESG was, until recently, very trendy. Investors developed a taste for sustainability.
ALTERNATIVE ASSET CLASSES
FROM WALL STREET
The Untold History of Warren Buffett | 2023 Documentary
The mysterious early years of Warren Buffett are revealed for the first time ever. Buffett was more or less a corporate raider during that period, often getting into boardroom fights. Through ruthlessness, he also made a 100% profit a year for five years.
crypto & blockchain
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?
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!
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
- Is the peak near for UK Interest rates? (David Smith)
- UK House Prices Continue to fall (Yahoo Finance)
- 5 steps for a financially productive 2023 (Jason Butler)
- Nine easy ways to have a cheaper holiday (Guardian)
- Why increasing your income is the best strategy to get the most out of your portfolio (Of Dollars and Data)
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
EARLY 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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(* 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.
