≡ Menu

Investing

Caledonia is the sort of investment trust that takes you back in time – and sure enough, the discount suggests its best days are behind it. But I’m more optimistic.

{ 24 comments }

Our model passive portfolio is tossed around like the plaything of the financial gods. And survives.

{ 12 comments }

Everybody loves to receive dividend income, which is a key component of the rewards of being a part-owner in a business. The demo HYP has already begun to earn it.

{ 14 comments }

The UK’s crying out for a small cap index tracker. The RBS HGSC Tracker has answered the call, but there are still plenty of reasons not to be cheerful.

{ 7 comments }

Low cost index trackers should be a cornerstone of most private investor’s portfolios. Here’s how to make sure you’re not paying too much.

{ 9 comments }

A checklist of fundamental questions to help you choose the best index trackers for your portfolio. First up: asset class, index choice, and tracking method.

{ 10 comments }

A simple system for cutting through the investing muck and tracking down the trackers that you need.

{ 14 comments }

A funny article from Oblivious Investor neatly skews the profusion of exotic and unwarranted ETFs. Plus the rest of the week’s good reads.

{ 4 comments }

Some things to think about if you’re getting worried about losing your growing nest egg. In short, don’t worry too soon.

{ 13 comments }

Never say never again

Asset classes, sectors, and styles all come in and out of both fashion and genuine prosperity, depending on the underlying cycles. So never say never again.

{ 15 comments }

My quest to write Everything You Wanted To Know About Subscription Shares But Never Thought To Ask is well into its Third Act.

{ 5 comments }

How a synthetic ETF works

Not all ETFs are simple trackers. Synthetic ETFs are exploding in number and entail counter-party risks and collateral risks that investors need to understand.

{ 11 comments }

I could have spent £5,000 on a great holiday, a decent car, or a bad woman, but instead I’ve spent it buying high yield shares for your delectation.

{ 24 comments }

ETFs have been cited by global regulators as a potential threat to the global financial system. It’s time for a level-headed view on what action can be taken.

{ 9 comments }

Here’s a portfolio of 20 large company shares that will pay you a far higher income than cash, and hopefully a growing income over the long term.

{ 13 comments }

Even plain vanilla ETFs may be exposed to counterparty risk as a consequence of extensive security lending activities.

{ 21 comments }