The SPIVA study provides critical evidence in the case against active management.
Investing
You always need a tough constitution for angel investing and crowdfunding. But in 2022 private company funding and valuation is more painful than ever. As an investor in a portfolio of unlisted startups, you must hope you’ve backed a few big winners to make it worthwhile – because many of your other investments will sour. [...]
Building your own passive portfolio? Here’s how to decide whether to use ETFs or index funds at every stage.
How long does it take to recover your losses from a bear market? Longer than we’d like
Think your portfolio of unlisted companies is offseting the declines in your stock market investments? Think again!
An instant diversified portfolio that requires less maintenance than an Easter Island statue.
Accumulation fund investors generally have no idea how much they’ve earned in dividends. But discovering this hidden flow of cash is easy…
A quick confusion-buster on the difference between income units and accumulation units and which you should use.
High inflation can be murderous for equities and bond returns. But it’s more complicated than that.
Property income distributions are taxed differently to dividends, and if you use an ISA you may have tax to reclaim.