April 2011

Weekend reading: Free your mind and your future with Free Capital

April 30, 2011
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A great book if you want to find your inner ambitious investor, plus lots of other good reads from around the web.

7 comments

The Investor’s 2020 vision

April 28, 2011
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After knocking off half a bottle of port and some over-ripe Stilton, I had the most peculiar dream. Share prices actually went up for a decade – and stayed up!

10 comments

Synthetic ETFs could pose a threat to global financial stability, say regulators

April 26, 2011
Passive investing

Rapid growth and financial engineering of synthetic ETFs has created a cocktail of poorly understood emerging risks for investors and global markets warn reports from the IMF and others.

16 comments

Weekend reading: The Economist does pensions

April 23, 2011
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We can’t get enough of pensions at the moment. But unfortunately, we’re not paying enough into them, either.

5 comments

Rebalance with new contributions to save on grief and cost

April 21, 2011
Passive investing

Rebalancing with new contributions is the best way for investors with small portfolios to hit their target asset-allocation without excessive cost.

11 comments

An update on 2007′s high yield portfolio

April 19, 2011
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I’d rather not review the HYP, in that it was a portfolio of shares bought just before the crash. But needs must, and you might be surprised at how it’s fared, however.

18 comments

Weekend reading: Black Swan blues

April 16, 2011
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Excellent reading from the Worldy Wise Web. Once upon a time, Black Swans were rarer than golden geese. But then Nicholas Taleb wrote his bestseller The Black Swan (not to be confused with the pouting Natalie Portman vehicle) and Black Swans have ever since been ruffling feathers everywhere. I have nothing against Taleb’s dark tome, [...]

9 comments

Pay off the mortgage or invest?

April 14, 2011
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It’s the age old question – pay off the mortgage or invest? And there’s no simple answer, which is my excuse for writing an exhaustive post on the subject.

14 comments

How we rebalance the Slow and Steady portfolio

April 12, 2011
Passive investing

The rebalancing strategy for the Slow and Steady passive portfolio uses new contributions to regularly rebalance – and for no-cost.

6 comments

Weekend reading: Weather or not

April 9, 2011
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The weather is too nice today to sit inside reading posts about money, but when the sun sets here’s a good list to turn to.

10 comments

The Slow and Steady passive portfolio update: Q1 2011

April 5, 2011
Passive investing

The first results are in for The Slow and Steady portfolio: a working example of a passive investing strategy.

16 comments

Act now to defuse capital gains on shares

April 4, 2011
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Tax is a persistent pain when investing, slicing away at your hard-gotten gains. Here’s how to defuse future headaches when it comes to CGT.

7 comments

Weekend reading: The UK consumer is on the brink

April 2, 2011
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Thoughts on why the Great British consumer is finally on the run, plus good reads from around the Web.

18 comments