Investing

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 [...]

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

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

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

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

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

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.

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

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

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

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

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.

What the tracking error of the leading FTSE All Share index trackers can teach us about the dangers of relying on the TER / OCF to choose funds.

Can adverse market movements wipe out all your gains when switching to a cheaper index fund?

All too often, dividend investors base their investment decisions on yield alone, with little regard for the price they paid for the share.