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.
7 Circles - your heavenly path through investment hell
Tax Planning in Your 80s
Today’s post is about tax planning in your 80s. My mother-in-law is 83 years old. What can we do to help her to save tax?
Past Performance: Hope over Experience – Mark Finn
We look at Mark Finn from Just One Thing as part of our ‘Guru’ series – successful investor profiles with takeaways for the UK private investor.
Weekly Roundup, 9th May 2016
We start today’s Weekly Roundup in the FT, with the Chart That Tells A Story, which this week was about long-term mortgages.
Dual Momentum – Low-Volatility Outperformance
Today we’re going to look at Dual Momentum, an active trading strategy from Gary Antonacci.
Inheritance tax – the Grim Reaper
Today we’re going to take a look at inheritance tax, something that most ordinary people didn’t have to worry about until recently.
Weekly Roundup, 4th May 2016
We begin today’s Weekly Roundup in the FT, with the Chart That Tells A Story. This week the topic was the slowing UK economy.
Savings Rate – the four pot solution
Today’s post builds a spreadsheet to work out how much you need to save in order to be able to retire early, using the four pot solution.
SmallCap Growth AIM Portfolio 14 – One Year Review
Our experimental SmallCap Growth AIM portfolio has reached the one-year mark. It’s time to find out whether it’s been a success or not.
Weekly Roundup, 26th April 2016
We begin today’s Weekly Roundup in the FT, with the Chart That Tells A Story. This week’s topic was unsecured household debt. ContentsUK debtIncome FundsSitting on cashHelicopter moneyHousehold savingsExecutive payOutsider…
Sell in May – yes, no or something else?
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