For MAVENS and MOGULS on October 15, 2024
Introducing our new spreadsheet to tame any DIY linker portfolio
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For MAVENS and MOGULS on September 17, 2024
Everyone will face spending shocks in retirement – and our model portfolio has just hit its first bout of unexpected turbulence
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For MAVENS and MOGULS on August 20, 2024
We show how often the World index manages to outperform the US stock market over a century’s worth of data.
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For MAVENS and MOGULS on July 23, 2024
The All-Weather portfolio has protected against some of the worst market setbacks. But can it be improved for the UK?
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For MAVENS and MOGULS on June 11, 2024
Index-linked bond funds failed to defend against inflation in 2022 and 2023. So is there any point keeping them and what are the alternatives?
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For MAVENS and MOGULS on May 21, 2024
Does holding a chunk of gold add lustre to your portfolio returns?
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For MAVENS and MOGULS on April 11, 2024
A retirement portfolio is for spending today, not just for growing for tomorrow…
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For MAVENS and MOGULS on March 12, 2024
The only way is up it seems, but nothing lasts forever in the markets…
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For MAVENS and MOGULS on February 6, 2024
The thinking behind our new decumulation model portfolio…
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For MAVENS and MOGULS on January 16, 2024
Have you ever considered living off the income yield thrown off by your portfolio alone?
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For MAVENS and MOGULS on December 5, 2023
Construct your own inflation-hedging index-linked gilt ladder
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For MAVENS and MOGULS on November 7, 2023
A new investing goal to explore demands a new model portfolio!
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For MAVENS and MOGULS on October 10, 2023
How to help your partner manage the finances if you die prematurely
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For MAVENS and MOGULS on September 12, 2023
Duration matching with bond funds? Pah! It’s easy after you’ve read this 10,000 word treatise on the topic
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For MAVENS and MOGULS on August 15, 2023
Why duration matching your bonds to your time horizon isn’t the no-brainer it’s been made out to be.
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For MAVENS and MOGULS on June 13, 2023
Is passive investing a Holy Straitjacket or do you have some freedom of manoeuvre?
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