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Mavens

Short kings

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Self-reflection from The Accumulator, and without a mirror in sight.

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Is 100% equities worth the risk?

Don’t stop me now I’m havin’ such a good time, I’m havin’ a ball…

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Will it be Whiskas or wagyu?

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Buffer ETFs: a strange tale of loss aversion [Members]

Loss not to like…

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How can I make the most of my redundancy money?

If it’s a prize then it’s a consolation prize. Use the money wisely.

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What derisking your portfolio looks like [Members]

Investigating the pay-off from being prudent ahead of retirement

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Why you can’t trust the CAPE ratio

CAPE is up so markets will go down? Shock horror: it’s not so simple…

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What to do about extreme US market valuations [Members]

Worried that the only way isn’t up?

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Our fictional OAPs are racing ahead thanks to their dynamic withdrawal strategy and punchier asset allocation

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Nobody said it would be easy. But we do say that it can be done!

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Gold miners: do they improve your portfolio? [Members] 

Minor league diversification

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Why small value is worth investing in [Members]

How little be large…

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Some wobbly retirement stories as told through the numbers.

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The best asset class for hedging UK inflation [Members]

We won’t get fooled again…

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Our plucky theoretical retirees complete their first annual check-in!

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Investing in infrastructure [Members]

Make like a robber baron and own the vital organs of the nation…

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Our passive investing lead Maven takes another look at what he owns…

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The Japanese stock market crash: the bursting of a bubble [Members]

If it could happen there it could happen anywhere…

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Reduce tax on savings by parking cash in gilts [Members]

How to keep more of those precious percentage points for yourself

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Introducing our new spreadsheet to tame any DIY linker portfolio

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Decumulation: No Cat Food retirement portfolio update 2024 [Members]

Everyone will face spending shocks in retirement – and our model portfolio has just hit its first bout of unexpected turbulence

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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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Optimising the All-Weather portfolio [Mavens]

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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Is it time to ditch index-linked bond funds? [Members]

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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Does gold improve portfolio results? [Members]

Does holding a chunk of gold add lustre to your portfolio returns?

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A retirement portfolio is for spending today, not just for growing for tomorrow…

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The only way is up it seems, but nothing lasts forever in the markets…

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Decumulation strategy: the No Cat Food Portfolio [Members]

The thinking behind our new decumulation model portfolio…

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

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

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

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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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Why duration matching your bonds to your time horizon isn’t the no-brainer it’s been made out to be.

{ 18 comments }

How well do commodities hedge against UK inflation?

How effective are commodities as an inflation hedge in the UK?

{ 15 comments }

When is it okay for a passive investor to time the market?

Is passive investing a Holy Straitjacket or do you have some freedom of manoeuvre?

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Escalating interest rates are widely thought to be bad news for stocks and bonds. Is this true? And if so, how grim can things get?

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