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Investing

Our model portfolio soars once again and we scratch around looking for the cloud in the silver lining.

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Mini-bonds look like terrible investments on paper. So why do I own some?

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Certain players in the UK commercial property sector looks like they might be on sale. Are they cheap for a reason?

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

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Can I live like a millionaire?

How long does it take to save a million pounds and will I be making my roll-ups with £50 pound notes when I get there?

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Help, the market has gone up!

Worried that a fast-rising market might cost you in the future? Here are some simple steps you can take to lower your risks.

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Here’s a five-part series on investing from Lars Kroijer, the ex-hedge fund manager turned passive investing zealot.

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Index trackers cover all kinds of funds – some plain and simple, some highly complex. Make sure you understand what you’re getting into before investing.

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Costs are king when it comes to index investing. But is shaving your fees really worth the faff?

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The demo HYP and its benchmarks are all growing their annual income nicely, but our roll-your-own portfolio is the laggard.

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Are you really saving enough for retirement? If you did your calculations a decade ago then you may be disappointed by the answer.

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Our doughty passive portfolio has been an island of calm amid the uncertainty.

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Our demo high yield portfolio is five-years old but not (quite) forgotten. Here’s where it stands after 60 and a bit months in the wild…

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Threshold rebalancing offers a number of easy-to-follow strategies that enable you to fine tune your portfolio’s exposure to risk.

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Finding it tough to reach financial independence? A fellow, weary traveller reaches out.

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Even the most blue chip dividend payers can go astray, as this retrospective case study on Tesco demonstrates…

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