≡ Menu

Investing

The Greybeard has updated his table of income-orientated investment trusts.

{ 14 comments }

UK market history suggests you need gold and cash in your portfolio to protect against the worst.

{ 44 comments }

Can you deal with the shock of an 80% loss?

{ 11 comments }

Keep investing in your pension and ignore the naysayers.

{ 47 comments }

Our Slow and Steady passive portfolio chalks up another good three months…

{ 25 comments }

Visualizing investors’ emotions

Investors swing from fear to greed. It’s easy to see the cycle in retrospect, but here’s some images to help us understand it while it’s happening.

{ 24 comments }

Get a readymade portfolio, active management and low costs in a one-er? What kind of Faustian pact is this?

{ 48 comments }

Do you love your partner? Enough to want them to be secure in retirement? Then you need to read this post about how long at least one of you is likely to live.

{ 19 comments }

Your lifespan affects the viability of your financial plan. We show you how to estimate your life expectancy using the best tools available.

{ 33 comments }

Are you on the Rich List? Do you want to be? We do the sums to assess your chances.

{ 11 comments }

Let’s look at how we can passively invest in bonds. To do so, we need to know what indices contain which types of bonds.

{ 30 comments }

You can raise your sustainable withdrawal rate by improving your withdrawal plan.

{ 65 comments }

Craft your own sustainable withdrawal rate using the layer cake approach.

{ 46 comments }

An active fund plot unfolds; what heresy is this?

{ 67 comments }

Why the 4% rule doesn’t work

The 4% rule is the most misunderstood piece of received financial wisdom floating around on the internet. Without proper handling it can blow up your retirement. We make it safe.

{ 70 comments }

Money invested early for children can benefit from decades of compounding – and some juicy tax breaks.

{ 38 comments }