≡ Menu

Passive investing: what is it and how does it work?

An ongoing study of the Nobel prize winning / billionaire stock pickers who suggest the best way forward is to use index funds.

How to find Exchange Traded Funds

Find the best, low-cost ETFs in a jiffy by following these fund-finding tips.

There’s no need to overcomplicate investing. Like so much in life, it works best when you keep it simple. Here are the investing basics that underpin success.

Our model passive portfolio gets a diversification makeover for 2015.

Risk factors are the fantasy pin-ups of passive investing with amazing figures to match. Sadly, the reality can prove disappointing – find out why.

Do you want to add some sexy risk premiums to your passive portfolio in pursuit of outperformance? That’s a lot of alliteration – but not to difficult to pull of in practice.

How to invest for children

Want to invest some money for your child’s future? Here’s how to do it.

The profitability factor is as strong as value, is negatively correlated with it and is strong in large caps. But how do you actually invest in it?

Why the unique characteristics of the profitability factor mean it could be worthy of a place in your portfolio.

Never mind the width, feel the quality – the profitability factor explains why great companies can offer market-beating returns.

You like the idea that low volatility can beat the market for less risk than regular equities, but how do you invest in it? Read on…

The problem with low volatility

Do you want to get higher returns with less heartache? Low-volatility holds out such promise but it could be too good to be true.

Looking for a free lunch? Who wouldn’t like less risk and more reward, but is that really what low volatility offers?

Momentum – the fickle factor

Momentum is the elusive portfolio juicer that has historically had great returns but is frustratingly difficult to capture.

Befuddled by all the new kinds of index trackers on the block these days? Don’t worry: It’s fine to ignore them if you want.

Our passive portfolio presses on deeper into the financial forest, ignoring the branches of overvaluation that seem to thicken around it.