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Augmented reality [Members]

Why back one speculative fintech when you can run the table on the sector at a potentially bargain price?

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Decumulation strategy: the No Cat Food Portfolio [Members]

The thinking behind our new decumulation model portfolio…

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Quality street [Members]

Some quality shares are being valued less dearly by the market. Why, and is it time to buy?

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Have you ever considered living off the income yield thrown off by your portfolio alone?

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A capital idea [Members]

Here’s a trust on a discount due mostly to an administrative cock-up. Potential profit from poor paperwork!

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How to build an index-linked gilt ladder [Members]

Construct your own inflation-hedging index-linked gilt ladder

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When everything has been marked down in the sales, bargain hunters are in clover…

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A new investing goal to explore demands a new model portfolio!

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When growth goes wrong [Members]

All growth stocks eventually die a death by re-rating. Did yours just do so?

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How to help your partner manage the finances if you die prematurely

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Dumb leverage can blow you up. Smart leverage reduces risks.

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Duration matching bond funds to your time horizon [Members]

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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An investment that has gone up when everything else has gone down is hard to say no to.

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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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Leveraged ETFs for the long run*

Let’s be clear: leveraged ETFs are hyper-controversial and not well understood. Nevertheless, in forthcoming articles from the Finumus camp about gearing up a portfolio and investing for different generations I intend to talk openly about them. Hence I want to spend today explaining how they work. That way – with all the blood and gore [...]

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Opportunities in index-linked gilts

A unique portfolio asset, with an ‘interesting’ personality…

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