If you’re an oligarch, a millionaire rockstar, a property tycoon or you just struck oil off the coast of Brazil – brother, I feel your pain.
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Building your own passive portfolio? Here’s how to decide whether to use ETFs or index funds at every stage.
An easy way to get depressed is to never buy your own home and then to take a peek at a graph of house price growth. Let’s see what we could have won!
You know lots of people with houses worth hundreds of thousands of pounds – or even a million-plus – but a lot fewer with six- or seven-figure share portfolios. Why is that?
An instant diversified portfolio that requires less maintenance than an Easter Island statue.
Accumulation fund investors generally have no idea how much they’ve earned in dividends. But discovering this hidden flow of cash is easy…
A quick confusion-buster on the difference between income units and accumulation units and which you should use.
Property income distributions are taxed differently to dividends, and if you use an ISA you may have tax to reclaim.
If you’re investing outside of tax shelters, you need to make sure you’re using your CGT breaks and offsetting with losses to defuse your taxable gains…
Some of the finest minds in finance profoundly disagree about what return we can expect from our investments in the decades ahead, so err on the side of caution.
Legendary investor Jim Slater lived through the 1970s stock market crash: the worst slump since the 1930s. The London share index was at a 21-year low in 1975. If you find yourself in the midst of a bear market then clearly Slater’s seen a thing or two. Let’s hear what he has to say. (My [...]
Time value reflects how you’d rather get a fixed sum of money now than exactly the same amount of money in the future.
Like always, these investment principles from Sir John Templeton are incomplete and self-contradictory. But I’d rather read his maxims than those of almost anyone else.
There are safer investments and there are riskier investments, but there’s no such thing as ‘safe’. You must always consider timescales, too.