≡ Menu

Mavens

Does gold improve portfolio results? [Members]

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

{ 12 comments }

The time has come at last to make our first withdrawal from our No Cat Food (NCF) model retirement portfolio. The NCF is the decumulation equivalent of our long-running Slow & Steady model accumulation portfolio. The idea is to track how withdrawals affect a retirement portfolio over the forthcoming years. Plus we’ll discuss our approach [...]

{ 19 comments }

For years now, returns from the US stock market have thrashed the rest of the world. And yet even as the disconnect between the Land Of The Free Jumbo Upgrade and the rest of us widens, pundits ponder when it will all go wrong. Only this week, veteran market watcher – and sometime bubble-spotter – [...]

{ 26 comments }

Decumulation strategy: the No Cat Food Portfolio [Members]

The thinking behind our new decumulation model portfolio…

{ 30 comments }

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

{ 43 comments }

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

Construct your own inflation-hedging index-linked gilt ladder

{ 26 comments }

Today we are introducing a new Monevator investing experiment – a live trial of a retirement portfolio and its accompanying withdrawal strategy. We’ve been updating our model Slow & Steady accumulation portfolio for nearly 13 years now. Our new experiment – the No Cat Food portfolio – will be its decumulation equivalent.  The purpose: to help [...]

{ 94 comments }

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

{ 37 comments }

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

{ 14 comments }

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?

{ 27 comments }

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?

{ 48 comments }