Calendar rebalancing is the simplest way to rebalance and ensures that your portfolio doesn’t get bloated with risk. But how frequently should you do it?
Investing
Has the world become too risky for passive investors with Donald Trump as president? Lars Kroijer says it’s more complicated than that…
We pop the bonnet on a couple of multi-factor ETFs that promise greater returns and diversification. What’s not to like? I’m sure we’ll find something…
Spooked by the soaraway pound? Not entirely comfortable with seeing your portfolio bounce 20% up or down with currencies? ETFs offer a solution…
Don’t be scared out of stocks by short-term fluctuations if you’re investing for the long-term. Over time things even out.
Losing money investing isn’t as easy as it was in the good old days of commission-based brokers, 5% upfront charges, and no cheap tracker funds…
The Slow & Steady passive portfolio leapt up by 25% in the last year. So if you’re a passive investor who stuck to your mechanical guns then you’re probably feeling a lot better off now than back in January 2016. At that point our psyches were screeching like fingernails down a blackboard as the major world equity markets slid into [...]
Fund ratings and Best Buy lists are biased against index funds, and are best ignored by passive investors.
Why would supposedly efficient markets ever allow funds to trade at more or less than the value of their underlying holdings?
UK inflation-linked gilt funds are full of long-dated bonds, potentially exposing you to far more risk than you realise.
Our model portfolio soars once again and we scratch around looking for the cloud in the silver lining.
Certain players in the UK commercial property sector looks like they might be on sale. Are they cheap for a reason?
Rebalancing with new contributions is the best way for investors with small portfolios to hit their target asset-allocation without excessive cost.
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?