SORC 18 Part 3 – Morningstar and the 4% Rule
Today’s post is our third visit to the the Science of Retirement Conference 2018, which was held in London recently. This time we’ll be looking at Morningstar’s take on the 4% rule.
Monthly Archive: April 2018
Pairs Trading – A Market Neutral Strategy
In the wake of recent volatility, we look at a market-neutral strategy for active investing.
April 2018 – Trades, Tips and Funds
Today’s post is another in the series of monthly roundups of the interesting investing tips I’ve come across, plus a summary of any trades that I make. Welcome to April 2018.
Weekly Roundup, 26th April 2017
We start today’s Weekly Roundup in the FT, with the Chart That Tells A Story. This week it was about estimates of lifespans.
Robo Advisors 15 – Wild Geese, Counting Chickens & Checking the Small Print
Today’s post is about a frustrating day spent investigating opportunities in Robo Advice and Managed Portfolios that proved just too good to be true.
VCT Universe 2 – The Results
A couple of weeks ago we looked at the data available on the VCT Universe. Today we’ll see what the results show.
Piggyback Portfolio 15 – April 2018
Today post is another look at the Piggyback portfolio of stocks listed on the UK Main Market. How has the portfolio coped with the turbulence of 2018 so far?
Weekly Roundup, 17th April 2018
We begin today’s Weekly Roundup in the FT, with the Chart That Tells A Story. This week it was about build-to-rent.
Moving to Portugal
Today’s post is about an event I attended a few weeks ago, on the topic of moving to Portugal.
Taming The Lion 1 – Richard Farleigh – Markets & Advantages
Today’s post is our first visit to a book by Richard Farleigh, formerly of Dragon’s Den. It’s called Taming The Lion.
SmallCap Growth Aim Portfolio 21 – April 2018
It’s time for another look at the SmallCap Growth AIM portfolio (SGAP). How has it survived the turbulence of 1Q2018?
Weekly Roundup, 10th April 2018
We begin today’s Weekly Roundup in the FT, with Tim Harford. This week he was writing about opportunity cost.
