For MAVENS and MOGULS on April 15, 2025
We won’t get fooled again…
{ }
For MAVENS and MOGULS on March 11, 2025
Our plucky theoretical retirees complete their first annual check-in!
{ }
For MAVENS and MOGULS on February 11, 2025
Make like a robber baron and own the vital organs of the nation…
{ }
For MAVENS and MOGULS on January 14, 2025
Our passive investing lead Maven takes another look at what he owns…
{ }
For MAVENS and MOGULS on December 10, 2024
If it could happen there it could happen anywhere…
{ }
For MAVENS and MOGULS on November 6, 2024
Are you paying tax on your savings interest? Would you like to pay less tax? Well, it turns out you can, by stashing your cash in gilts ((UK government bonds.)). It’s a legal and safe option that I’ve personally overlooked until now. The trick is to move your money out of savings accounts and into [...]
{ }
For MAVENS and MOGULS on October 15, 2024
Introducing our new spreadsheet to tame any DIY linker portfolio
{ }
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
{ }
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.
{ }
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?
{ }
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?
{ }
For MAVENS and MOGULS on May 21, 2024
Does holding a chunk of gold add lustre to your portfolio returns?
{ }
For MAVENS and MOGULS on April 11, 2024
A retirement portfolio is for spending today, not just for growing for tomorrow…
{ }
For MAVENS and MOGULS on March 12, 2024
The only way is up it seems, but nothing lasts forever in the markets…
{ }
For MAVENS and MOGULS on February 6, 2024
The thinking behind our new decumulation model portfolio…
{ }
For MAVENS and MOGULS on January 16, 2024
Have you ever considered living off the income yield thrown off by your portfolio alone?
{ }
