Smart Beta – Assets or Alpha?
Today’s post is a look at how Smart Beta – as applied by the asset management industry – is not exploiting the outperformance of factor investing to the benefit of investors.
Category: Passive & Assets
Waiting for Average Returns
Today’s post is about a report from Crestmont Research, which warns investors not to expect historical average returns in the future.
Order Book for Retail Bonds (ORB) – Bond Ladder 2
Today we’re going to look in more detail at the Order Book for Retail Bonds (ORB). Is it really suitable for the private investor?
Build your own Bond Ladder
Today we’re going to look at how you can build your own bond ladder. Is this a good option for private investors?
All About Asset Classes
We look at the characteristics of the various asset classes, and build a portfolio for the UK private investor moving towards financial independence.
Robo Advisors – Any Good Ones Yet?
We catch up with ready made portfolios, looking at three new robo advisors and comparing them to the three from last time. Do any beat DIY investing?
Peer-to-peer lending – time to build a portfolio?
We look at the growth of the peer-to-peer lending market and the threats that it faces. Is it time to build your own P2P portfolio?
Bitcoin and the blockchain – time to invest?
We take a look at Bitcoin and the blockchain technology that underlies it. Will it be a success, and should you be investing now?
Ready-Made Portfolios – Hargreaves, Fidelity & Nutmeg
As Hargreaves Lansdown launch their readymade Portfolio+ service, we look at the details and compare it to the offerings from Fidelity and Nutmeg.
Stamps and Coins 2 — more detail on costs
Stamps and Coins 2 – We look in detail at the costs associated with the Stanley Gibbons products, and compare them to an ideal portfolio, and to ETFs.
Stanley Gibbons — Stamps and Coins
Are Stamps and Coins viable alternative assets for the private investor in the UK? We look at the products offered by Stanley Gibbons to find out.
Asset allocation vs. Costs vs. Taxes
We look at a new study of asset allocation strategies, and wonder whether things are more complicated than people think.
