Mavens Archives - Monevator

Retirement withdrawal strategy: introducing our decumulation series [Members]

For MAVENS and MOGULS on November 7, 2023

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 [...]

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Succession plan: could your partner manage the family finances without you? [Members]

For MAVENS and MOGULS on October 10, 2023

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]

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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Duration matching: should you match your bonds to your time horizon? [Members]

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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How well do commodities hedge against UK inflation?

For MAVENS and MOGULS on July 11, 2023

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

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

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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Do rising interest rates spell dark days ahead for our portfolios?

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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