Investing is a soap opera that provokes return-wrecking emotions. Reduce your emotional involvement to that of a car factory robot via automatic investing.
passive investing
It’s back to school time – or at least it should be, given how so many people are ‘investing’…
The strong case for index investing is made by a passionate fan of the strategy (who shall be known here as The Accumulator).
It’s easy to berate ourselves for falling short of our ideals but passive investors have plenty of reasons to feel good about themselves.
This time three months ago, the Slow & Steady passive portfolio was suffering under the strain of Trump’s one-man assault on the global trade system. But we’ve made up all our losses since then. Indeed we’re now ahead, albeit by a none-too-convincing 1.6% year-to-date. Our four equity funds have put on double-digit gains in the [...]
With our passive portfolio only inching ahead, so we look back in mock anger at what might have been…
Our portfolio continues to make its comeback, like an aging rockstar who manages to sell-out the John Smith’s stadium in Huddersfield…
Tim Hale’s Smarter Investing is The Accumulator’s go-to book. It’s now on its third edition.
Our passive portfolio drifts along in a sideways market. Time to take up tiddlywinks.
The Oracle of Omaha dispenses effortless wisdom on investing strategy, stock picking, and holding on in a market crash.
What do the 10-year returns of the Vanguard LifeStrategy funds tell us about passive investing?
Investing edge is (mostly) a fantasy concocted by people that (mostly) don’t have it, in order to make you pay.
Skill might let you play in the deep end of the pool, but knowledge enables you to stay safe in the shallows.
The only way for active funds to compete with ever-cheaper passive rivals is to cut costs to the bone. Will they?
Is the FCA too narrow in its thinking when it comes to shaking up the active fund management industry for the sake of consumers? One industry insider believes so.
Index trackers cover all kinds of funds – some plain and simple, some highly complex. Make sure you understand what you’re getting into before investing.
As one of the world’s very best stock pickers, Warren Buffett knows exactly how hard it is to beat the market…
I spend so little time on my investments that it feels wrong. How can I expect to succeed without any effort? You get back what you put in, right? Wrong. Investing is one of the most counter-intuitive of activities going, because we can only meaningfully judge the results over several decades, not the hours or [...]
The equity risk premium is fun to know about just in case you’re invited to a Bank of England cocktail party, but it can also help shape your portfolio…
Warren Buffett has given us his most explicit investment advice yet: Buy shares for the long-term and do it in an index fund.
An ongoing study of the Nobel prize winning / billionaire stock pickers who suggest the best way forward is to use index funds.
There’s a crucial difference between the fact that trying to beat the market is a zero-sum game, and the *misconception* that the same is true for investing.
There’s no need to overcomplicate investing. Like so much in life, it works best when you keep it simple. Here are the investing basics that underpin success.
In the first of this 10-part video series, Sensible Investing lays out the charges against the active fund management industry.
Passive investing can be so dull that you just can’t stand doing nothing all the time. So learn some mind control to avoid doing anything daft.
Wondering how to invest your £15,000 ISA allowance? In a hurry? Skip the rest of our website and just read this.
Hard evidence shows that investors are better off investing in passive funds than active funds in the UK.
Unburden your sins of investing trespass as The Accumulator reveals his dirty laundry. Ooh!
Ex-hedgie turned passive investing prophet Lars Kroijer debuts his first article on Monevator with a look at the true cost to you of active funds.
In the grand finale of our three-part investing debate, we tackle edge – does it exist for humble folk? Then we shake hands and head off for a sherry.
Part two of our three stage smash-up sees The Investor turn the tables on The Accumulator to ask him why he never tried going active.
A seasonal passive vs active investing debate laced with a little humour, respect and fanatical devotion to the annihilation of the other side. [Not really]
Index investing feels random to a lot of people. Luckily, there’s nothing random about it.
Don’t let anyone tell you passive investing is too straight. It’s actually a lot weirder than you think, but the reasons why are also why it works.
Nine classic passive investing portfolios, conveniently populated with low price trackers for UK investors.
Wondering what you’re doling out to fund your el-cheapo fund managers’ lavish-ish lifestyle? Here’s how to calculate the cost of your entire portfolio.
A movie all about passive investing. Somewhat lacking in special FX, but otherwise pretty good.
Vanguard is the home of cheap index funds. But for passive investors in the UK, it’s not as simple to buy Vanguard as you would hope.
If DIY investing is your hobby then you’re not alone. The Monevator massive is hooked on investing and we’re not embarrassed to admit it.
Our passive investing HQ is the UK’s ultimate guide to the best investment strategy for the majority of ordinary investors.
We reach the end of our mini-series with another win for index funds as the superior vehicle for passive investors. Read on and make your own mind up!
Vanguard index funds are now within reach of drip-feeding small investors thanks to new investing platform options.
Low cost index trackers should be a cornerstone of most private investor’s portfolios. Here’s how to make sure you’re not paying too much.
A simple system for cutting through the investing muck and tracking down the trackers that you need.
Not all ETFs are simple trackers. Synthetic ETFs are exploding in number and entail counter-party risks and collateral risks that investors need to understand.
Low cost monthly dealing fees put Vanguard index funds within the reach of UK investors making moderate monthly contributions.
A shock tax bill is liable to ruin anyone’s year and that’s exactly what you’ll get if you don’t understand the difference between reporting and non-reporting funds.
The UK’s only proclaimed small cap tracker looks more like an expensive mid cap tracker in my book.
A model passive portfolio that can help investors to formulate their own index investing strategies.
Search for index funds quickly and avoid misleading investment information using these fund-finding tips.
How to build a diversified passive investors portfolio that avoids costly trading fees.
Use TER not the misleading AMC when comparing fund costs. It’ll make a big difference to your eventual returns.
There are more than 6,500 actively traded US stocks. Some 2,000 companies are listed on the London Stock Exchange. 2,271 Japanese companies call the Tokyo Stock exchange home. Then there’s China, India, Canada, Germany, Australia… Happily, you can forget about companies, earnings, forecasts and ratios and still make more money than most investors. By passively [...]