For MAVENS and MOGULS on April 15, 2025
We won’t get fooled again…
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For MAVENS and MOGULS on March 11, 2025
Our plucky theoretical retirees complete their first annual check-in!
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For MAVENS and MOGULS on February 11, 2025
Make like a robber baron and own the vital organs of the nation…
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For MAVENS and MOGULS on January 14, 2025
Our passive investing lead Maven takes another look at what he owns…
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For MAVENS and MOGULS on December 10, 2024
If it could happen there it could happen anywhere…
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For MAVENS and MOGULS on November 6, 2024
Are you paying tax on your savings interest? Would you like to pay less tax? Well, it turns out you can, by stashing your cash in gilts ((UK government bonds.)). It’s a legal and safe option that I’ve personally overlooked until now. The trick is to move your money out of savings accounts and into [...]
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For MAVENS and MOGULS on October 15, 2024
Introducing our new spreadsheet to tame any DIY linker portfolio
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For MAVENS and MOGULS on September 17, 2024
Everyone will face spending shocks in retirement – and our model portfolio has just hit its first bout of unexpected turbulence
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For MAVENS and MOGULS on August 20, 2024
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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For MAVENS and MOGULS on July 23, 2024
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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For MAVENS and MOGULS on June 11, 2024
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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For MAVENS and MOGULS on May 21, 2024
Does holding a chunk of gold add lustre to your portfolio returns?
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For MAVENS and MOGULS on April 11, 2024
A retirement portfolio is for spending today, not just for growing for tomorrow…
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For MAVENS and MOGULS on March 12, 2024
The only way is up it seems, but nothing lasts forever in the markets…
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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 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 MAVENS and MOGULS on December 5, 2023
Construct your own inflation-hedging index-linked gilt ladder
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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 MAVENS and MOGULS on October 10, 2023
How to help your partner manage the finances if you die prematurely
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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 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 MAVENS and MOGULS on July 11, 2023
How effective are commodities as an inflation hedge in the UK?
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For MAVENS and MOGULS on June 13, 2023
Is passive investing a Holy Straitjacket or do you have some freedom of manoeuvre?
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For MAVENS and MOGULS on May 9, 2023
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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