Unconstrained Portfolio 1 – July 2020
Today’s post is our first look at the new Unconstrained Portfolio, which has been formed by combining the SmallCap AIM portfolio with the PiggyBack Main Market portfolio.
Yearly Archive: 2020
Online Retirement Calculators
Today’s post is about online retirement calculators and how the results they produce vary because of the different assumptions underlying them.
Weekly Roundup, 13th July 2020
We begin today’s Weekly Roundup with a look at what has worked in 2020.
The DIY Financial Advisor 5 – Practicalities
Today’s post is our fifth visit to the book – The DIY Financial Advisor (from the team at Alpha Architect).
Summer Budget 2020
Today’s post takes a look at the usual speculation in advance of the Chancellor’s Budget 2020, and at what actually happened.
Time for a UK Wealth Tax?
Today’s post looks at a recent report from the LSE and the University of Warwick analysing whether we need a wealth tax in the UK.
Weekly Roundup, 6th July 2020
We begin today’s Weekly Roundup in the FT with Merryn Somerset Webb, who was hailing a V-shaped recovery.
Expected Returns 9 – Alternatives
Today’s post is the ninth in our series looking at papers by Antti Ilmanen, as a prelude to tackling his magnum opus, Expected Returns.
Stock Screeners June 2020
Today’s post is the regular monthly update on the outputs produced by our stock screeners.
ISA Statistics 2019
Today’s post takes a look at the recently released UK government’s ISA statistics 2019.
Weekly Roundup, 29th June 2020
We begin today’s Weekly Roundup with the sad story of the Robinhood suicide.
The Sceptical Investor 5 – Value, Turnarounds and Funds
Today’s post is our fifth visit to a popular UK investing book from last year – The Sceptical Investor by John Stepek.
