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Investing

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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The rebalancing strategy for the Slow and Steady passive portfolio uses new contributions to regularly rebalance – and for no-cost.

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The first results are in for The Slow and Steady portfolio: a working example of a passive investing strategy.

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Psst! Wanna make more money? You can gear up by buying subscription shares, but beware there’s a risk of losing your entire investment.

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Warren Buffett’s grandfather had more common sense about cash than many investment bankers of today. Here’s some great wisdom he passed down the family.

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Low cost monthly dealing fees put Vanguard index funds within the reach of UK investors making moderate monthly contributions.

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You can’t stop inflation, but you can stop it from savaging the value of your portfolio. For long-term investing, inflation-proofing is a must.

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A shock tax bill is liable to ruin anyone’s year and that’s exactly what you’ll get if you don’t understand the difference between reporting and non-reporting funds.

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Are your trading charges outrunning your appetite to invest lean? Here’s some tips to control the cost of the bid-offer spread.

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I fear high inflation as much as the next man, but it’s important to realize that an inflationary spiral is always being predicted by someone.

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Use the Portfolio Turnover Rate to spot stealth costs attacking your tracker.

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Subscription shares

Subscription shares are not very well-known among private investors, but they can greatly multiply your returns (or conversely lose you a lot of money!)

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