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passive investing

We pit the Slow & Steady portfolio against its off-the-shelf rivals…

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With our passive portfolio only inching ahead, so we look back in mock anger at what might have been…

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Our portfolio continues to make its comeback, like an aging rockstar who manages to sell-out the John Smith’s stadium in Huddersfield…

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How the Vanguard Target Retirement Funds take the work out of investing.

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Tim Hale’s Smarter Investing is The Accumulator’s go-to book. It’s now on its third edition.

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Our passive portfolio drifts along in a sideways market. Time to take up tiddlywinks.

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The Oracle of Omaha dispenses effortless wisdom on investing strategy, stock picking, and holding on in a market crash.

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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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Our model portfolio bounces back from its 2022 decline. Okay, twitches back…

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Is now a good time to invest?

Why now is almost always the right time to invest.

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Passive vs active investing? Passive wins by a landslide. Here’s why.

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The SPIVA study provides critical evidence in the case against active management.

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The Accumulator confesses to his greatest investing fails.

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Fund names explained

Make searching for index funds faster and easier by cracking the clues in the name.

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What do the 10-year returns of the Vanguard LifeStrategy funds tell us about passive investing?

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Do you have an investing edge?

Investing edge is (mostly) a fantasy concocted by people that (mostly) don’t have it, in order to make you pay.

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The facts of investing life

Skill might let you play in the deep end of the pool, but knowledge enables you to stay safe in the shallows.

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The cautionary tale

Getting rich doesn’t help if you can’t hang on to it.

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How to overcome your fears about investing for the first time.

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What problems might you face accessing your investments during a no-deal Brexit?

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The only way for active funds to compete with ever-cheaper passive rivals is to cut costs to the bone. Will they?

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The strong case for index investing is made by a passionate fan of the strategy (who shall be known here as The Accumulator).

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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.

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I, Robot

Investing is a soap opera that provokes return-wrecking emotions. So reduce your emotional involvement to that of a car factory robot via automatic investing.

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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.

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As one of the world’s very best stock pickers, Warren Buffett knows exactly how hard it is to beat the market…

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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 [...]

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How index trackers work

A quick guide to the different types of index tracker and how they work.

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The equity risk premium and YOU

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…

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A starter’s guide to index investing that will help you meet your investing goals.

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Warren Buffett has given us his most explicit investment advice yet: Buy shares for the long-term and do it in an index fund.

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An ongoing study of the Nobel prize winning / billionaire stock pickers who suggest the best way forward is to use index funds.

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How to find Exchange Traded Funds

Find the best, low-cost ETFs in a jiffy by following these fund-finding tips.

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Is investing a zero sum game?

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.

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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.

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How to invest for children

Want to invest some money for your child’s future? Here’s how to do it.

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More on the academic mathematics behind your humble global index tracker.

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In the first of this 10-part video series, Sensible Investing lays out the charges against the active fund management industry.

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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.

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Wondering how to invest your £15,000 ISA allowance? In a hurry? Skip the rest of our website and just read this.

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Hard evidence shows that investors are better off investing in passive funds than active funds in the UK.

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It’s easy to berate ourselves for falling short of our ideals but passive investors have plenty of reasons to feel good about themselves.

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Unburden your sins of investing trespass as The Accumulator reveals his dirty laundry. Ooh!

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The cost of active fund management

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.

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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.

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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.

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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]

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Index investing feels random to a lot of people. Luckily, there’s nothing random about it.

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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.

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9 lazy portfolios for UK investors

Nine classic passive investing portfolios, conveniently populated with low price trackers for UK investors.

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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.

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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.

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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.

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Our passive investing HQ is the UK’s ultimate guide to the best investment strategy for the majority of ordinary investors.

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Vanguard index funds are now within reach of drip-feeding small investors thanks to new investing platform options.

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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.

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A simple system for cutting through the investing muck and tracking down the trackers that you need.

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How a synthetic ETF works

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.

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Low cost monthly dealing fees put Vanguard index funds within the reach of UK investors making moderate monthly contributions.

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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.

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Use tracking difference to find out the true cost of owning an index tracker.

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The UK’s only proclaimed small cap tracker looks more like an expensive mid cap tracker in my book.

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A model passive portfolio that can help investors to formulate their own index investing strategies.

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How to find index funds

Search for index funds quickly and avoid misleading investment information using these fund-finding tips.

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How to build a diversified passive investors portfolio that avoids costly trading fees.

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Use TER not the misleading AMC when comparing fund costs. It’ll make a big difference to your eventual returns.

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