Weekend Reading – World ETFs: Who Can Fight The BlackRock Goliath?

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:

There's an old saying, dumb is forever.

Featured

ESCAPE THE MAZE: OUR REVIEW OF THE BEST MSCI WORLD ETFS (Banker on Wheels)

MSCI World popularity brings a challenge: every Asset Manager offers multiple ETFs, each with various share classes, making the selection process overwhelming. Amundi – is probably the most confusing. Despite reorganizing and renaming its ETF range it still offers five different ETFs that track the Index, some with multiple share classes. French or UK Investors face even more choices. We reviewed over 30 different share classes. Today, let’s narrow down and simplify your choices.

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Portfolio Construction

Asset Allocation

Average performance can obscure some bad outcomes. (Portfolio Charts)

To understand the difference between expecting the average and planning for a long, safe life, look no further than the beautiful ocean communities of Japan. Picture a small fishing village with the local economy built around the sea. A colorful pagoda stands in contrast to the green mountain backdrop with a snowy white peak. Kids play in the water, as a Zen Buddhist painter contemplates the waves. The interesting thing about quality art is its sense of history, and there’s perhaps no greater theme in Japanese art culture than the topic of waves.

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Understand Financial Markets

The S&P 500 vs. the U.S. Economy (A Wealth of Common Sense)

According to Global Financial Data, the S&P only contained 90 stocks when it was created in 1928. It became the S&P 500 in 1957. Financials and transportation stocks weren’t added until 1976. In the late-1980s, the index was finally revamped to account for the more modern U.S. economy. Today, the market cap of the S&P 500 is rapidly approaching $50 trillion. The S&P 500 is a big part of the U.S. economy but there are plenty of differences between the stock market and the economy.

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How To Invest

Active Investing

Factor Investing

Michael Melissinos – Mastering the Art of Trend-Following# (Meb Faber)

In today’s episode, Mike shares his journey into trend following and his approach to trading. He emphasizes the importance of removing biases and opinions when observing trends and executing trades. We get into the nuances of trend following, sticking to a trading system, and much more.

Discretionary Investing

Microcap Equities (Meketa Investments)

Microcap stocks are generally defined as the smallest capitalization companies within the stock market.This paper reviews microcap stocks’ historical risk and return, correlation to major asset classes, compares active and passive management, as well as discusses implementation considerations

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Alternative Asset Classes

Wall Street

Berkshire Hathaway’s Stock Portfolio (Q1 2024) (Visual Capitalist)

Wondering what the Oracle of Omaha has his money invested in?

In this graphic, we illustrate Berkshire Hathaway’s portfolio holdings, as of Q1 2024. This data was released on May 15, 2024, and can be easily accessed via CNBC’s Berkshire Hathaway Portfolio Tracker.

The value of each position listed in this graphic is based on market prices as of May 23, 2024, and will change over time.

Furthermore, note that Berkshire has received SEC permission to temporarily withhold data on certain positions. This includes all of its Japanese stocks, which are reported as of June 12, 2023.

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Bad Bets

ETFs

UCITS ETFs

NEW ETFs

TypeNameTERISIN
💶 UCITSiShares iBonds Dec 2029 Term Corp UCITS ETF0,12 %IE000IHURBR0
💶 UCITSiShares iBonds Dec 2030 Term Corp UCITS ETF0,12 %IE000LX17BP9
💶 UCITSAmundi Fixed Maturity 2028 Euro Government Bond Yield + UCITS ETF0,09 %LU2780871666
💶 UCITSAmundi Fixed Maturity 2028 Euro Government Bond Broad UCITS ETF0,09 %LU2780871401
💶 UCITSAmundi Fixed Maturity 2027 German Bund Government Bond UCITS ETF0,09 %LU2780871823
Source: Bloomberg, Reuters, Bankeronwheels.com.

Wealth Management

Personal Finance

Design Your Extraordinary Life (ChooseFi)

This week we are joined by Alan and Katie Donogan as well as my guest co-host Ginger live from the Design Your Extraordinary Life Weekend event in Las Vegas, where we will be discussing their exercise of envisioning what an extraordinary life can look like in nine designated areas of your life, as well as learning how identify and overcome limiting beliefs that can hold you back from achieving your dream life.

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Brokers

(Early) Retirement

Design Your Lifestyle

Personal Development

How to Get Unstuck, Do “The Work,” Take Radical Responsibility, and Reduce Drama in Your Life (The Tim Ferris Show)

This episode is a two-for-one, and that’s because the podcast recently hit its 10-year anniversary and passed one billion downloads. To celebrate, I’ve curated some of the best of the best— The episode features segments from episode #355 "Greg McKeown — How to Master Essentialism" and episode #536 "Diana Chapman — How to Get Unstuck, Do “The Work,” Take Radical Responsibility, and Reduce Drama in Your Life."

Travel

The Future of Tech & Economy

Economy

Tech & Science

And Finally

The World’s Wettest and Driest Countries (Visual Capitalist)

From tropical rainforest nations to the sandy deserts of North Africa and the Middle East, the world’s wettest and driest countries are a study in contrasts.

We map and rank the countries that receive the highest and lowest average annual precipitation in millimeters, per latest data from the World Bank.

Ranked: Top 10 Wettest Countries Colombia tops the list of nations with the highest average precipitation at 3,240 millimeters (128 inches) in a year.

Its Tutunendo district is the one of the world’s wettest places, averaging nearly 12,000 mm (463 inches) of rain annually.

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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.