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Investing

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.

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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.

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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.

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

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

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

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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.

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

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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.

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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.

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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.

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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.

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

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The Investor’s 2020 vision

After knocking off half a bottle of port and some over-ripe Stilton, I had the most peculiar dream. Share prices actually went up for a decade – and stayed up!

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Rapid growth and financial engineering of synthetic ETFs has created a cocktail of poorly understood emerging risks for investors and global markets warn reports from the IMF and others.

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I’d rather not review the HYP, in that it was a portfolio of shares bought just before the crash. But needs must, and you might be surprised at how it’s fared, however.

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