Swensen’s actively managed fund based Yale endowment portfolio has trounced the ETF one he suggests for the common people. What can we do about it?
Investing
Why take one unloved banking preference share into the portfolio when you could have two? Well, a few reasons actually, but they didn’t stop me.
Behavioural finance unpicked the Efficient Market Hypothesis. But is it really the Holy Grail of investing insight?
Some people find complicated financial products compelling – especially advisers peddling a hot new fund for commission.
If you’re going to risk borrowing to invest in volatile assets, you need long-term debt to do it.
The rich get richer, while the rest of us struggle to keep up, let alone catch up. It’s all about safety-first investing.
You see a reaction to a French minister saying industrial output is looking shaky. I see a market following a random walk.
With the common shares tempting value investors yet others fearing a second banking crash, these high-yielding 5-year bonds look a good compromise.
For the third time in five years, I own Lloyds shares. What’s the case for the company this time around?
Wondering how your money will grow? Pondering whether it’s worth over-paying your mortgage? Muse no more, my friends.
Sometimes the best time to pick up a bargain is when everyone else is running the other way. Is it time to buy BP shares?
Why buy some dubious investment bond thingy-me with a big initial fee when you can buy a 5% income from investment trusts?
I recycled some of my equity portfolio into Natwest preference shares. Out of the frying pan, into the microwave oven?
Did you buy bank preference shares when the market was giving them away? Me neither. What an incredible opportunity it was.
If you’re trying to beat the market, you need to buy good companies and you need buy them at the right price. A watchlist helps with both.
A huge but wildly waffle-riddled update on my personal portfolio and recent activity. Plus the week’s best links!