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Investing

Recent research suggests that even a monkey could beat a market cap index. But here’s why you may not want to ape their conclusions…

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Roll up, roll up, for another widely-quoted measure of stock market valuation with more flaws than a cut-glass diamond.

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Capture the extra returns potential of the value premium with this comprehensive selection of UK-investible value funds.

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Click through for a super infographic showing how Warren Buffett’s wisdom can work for you, in simple cartoon form.

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Always be alert to the different ways in which large numbers can be (mis)interpreted when trying to make sense of the world. Never forget: You’re an upgraded ape with delusions of grandeur, designed to hunt gazelles and run away from lions. You’re prone to fear and greed, you love being in with the crowd, and [...]

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The market’s on fire and we’re dancing like chimps on heat around our model passive portfolio.

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What is the value premium? How does it work and how big is it? We explain all without droning on about Risk Factor models…

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How big are return premiums like value and small cap? Are they worth the risk?

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Know your own risk tolerance

You’re investing your money, so make sure you’re taking the risks you feel comfortable with.

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Increase your expected returns or lower your risk by embracing return premiums.

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Risk and investment

Unless you’re a hedge fund manager or Jim Cramer you don’t have to care about picking markets and winning. Your risk is of failing to meet your goals.

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So you want to be the next Warren Buffett? Here are the best areas of the market to start your search.

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Tips on using the best tool I’ve found for analysing tracking error on a wide range of index trackers.

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High inflation is hear to stay, but the good news is mortgages are cheap. Carefully taking on debt is looking like a no brainer.

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How to work out which broker will cost you less, depending on the size of your portfolio.

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I know they’re boring and the future returns look lousy, but if you’re not going to hold any bonds make sure you know what you’re missing.

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