Robo Advisors 13 – Open Banking
Today’s post is a little off-centre for our Robo Advisors series. We’re going to take a look at the Open Banking initiative, and what it means for FinTech and for investors.
Author: Mike Rawson
Tech Stocks 2 – Spread Bets
Today’s post is a long-overdue update on the construction of a Tech stocks portfolio.
Weekly Roundup, 23rd January 2018
We begin today’s Weekly Roundup in the FT, with the Chart That Tells A Story. This week it was about the effect of Brexit on UK stocks.
Schroder Global Investor Study
Today’s post takes a look at the Schroder Global Investor Study – a survey of investor perspectives, understanding and expectations.
Idle Investor 2 – Anomalies, Foundations and Two Strategies
Today’s post is our second visit to Edmund Shing’s book The Idle Investor. Today we look at market anomalies and the first couple of Ed’s strategies.
Robo Advisors 12 – PensionBee Revisited
We first looked at PensionBee back in October 2016, but they’ve cut their fees for larger portfolios, so it’s time for another look.
Weekly Roundup, 16th January 2018
We begin today’s Weekly Roundup in the FT, with the Chart That Tells A Story. This week it was about the online shopping boom in the UK.
The £1M Portfolio and The 7 Circles 100
Today’s post is an introduction to a master list of ETFs & Investment Trusts that can be used as the basis of any portfolio. It’s called the 7 Circles 100.
Quality Shares – A Stock Screen
Today’s post is an attempt to make a stock screen from the rules in Phil Oakley’s book on How to Pick Quality Shares.
AIM IHT Update 8 – December 2017
Today’s post is the regular monthly update on the AIM IHT portfolio.
Weekly Roundup, 9th January 2018
We begin today’s Weekly Roundup in the FT, with their investing round-table for 2018.
