Rebalancing 3 – Value Averaging
Today’s post looks at a form of rebalancing we’ve previously overlooked – Value Averaging.
Category: Passive & Assets
ETF Portfolio Construction
Today’s post is another in the series following a passive investing Meetup group that I organise.
Investing in ETFs
Today’s post is a follow-up to the recent article on the Meetup Experiment, and summarises the discussion around Investing in ETFs that was had at the first meeting of the group.
My Meetup Experiment
Today’s post is about My Meetup Experiment, in which I took over as organiser of an investing Meetup group, to find out more about how they operate.
Robo Advisors 16 – Exo Investing Interview
Today’s post is about robo advisor Exo Investing, and a chat I had with them a few months ago.
Actual investing – Active Share and Low Turnover
Today’s post is a look at a report from Baillie Gifford on Actual Investing, which is their spin on active share.
Who’s Afraid of Bitcoin?
Today’s post is about an event I attended last week – a seminar organised by the Spectator entitled Who’s Afraid of Bitcoin.
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.
Robo Advisors 14 – PensionBee Interview
Today’s post is the transcript of an interview I carried out recently with the Marketing VP of robo-advisor PensionBee.
P2P Lending Aggregators – Orca, Goji and BondMason
Today’s post looks at a trio of P2P Lending Aggregators. We’re going to be discussing Orca, Goji and BondMason.
IF ISA Scale Up – Alt Fi Seminar
Today’s post is about the IF ISA, and in particular about a seminar that Alt Fi held a couple of weeks back.
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.
