For MOGULS on February 29, 2024
Why back one speculative fintech when you can run the table on the sector at a potentially bargain price?
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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 MOGULS on January 29, 2024
Some quality shares are being valued less dearly by the market. Why, and is it time to buy?
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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 MOGULS on December 21, 2023
Here’s a trust on a discount due mostly to an administrative cock-up. Potential profit from poor paperwork!
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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 MOGULS on December 1, 2023
When everything has been marked down in the sales, bargain hunters are in clover…
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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 MOGULS on November 2, 2023
All growth stocks eventually die a death by re-rating. Did yours just do so?
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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 MOGULS on September 28, 2023
Dumb leverage can blow you up. Smart leverage reduces risks.
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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 MOGULS on August 31, 2023
An investment that has gone up when everything else has gone down is hard to say no to.
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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 MOGULS on July 27, 2023
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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For MOGULS on June 30, 2023
A unique portfolio asset, with an ‘interesting’ personality…
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