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.
- 7 Circles - your heavenly path through investment hell -
Budget 2015
We take a look at Osborne’s last Budget of this Parliament – pension lifetime allowance, ISAs, VCTs, incomes & savings tax, Help to Buy ISA and oil tax cuts.
Weekly Roundup, 18th March 2015
Weekly Roundup for the UK Private Investor: savings inequality, tax-free pensions, the housing crisis, traded annuities, art, care costs and wages.
Piggyback Portfolio 8 – Nifty Thrifty
Piggyback Portfolio – part 8 in a series where we screen public portfolios for stock ideas. We look at the Nifty Thrifty portfolio, and performance to date.
Stop Losses
Do Stop Losses really work? We look at the evidence and come up with some rules for using them.
Social Trading and Black Swans
The perils of Social Trading, including survivorship bias and Black Swans – lessons from the FX meltdown after the removal of the Swiss Franc Euro peg.
SmallCap Growth Portfolio 2
SmallCap Growth Portfolio – we choose 15 AIM stocks from our lengthy watchlist to put in our 2014/15 ISA.
Weekly Roundup, 10th March 2015
Weekly Roundup for the UK Private Investor: tax avoidance, VCTs, pensions, P2P, crowdfunding, farmland, trading rules, Apple and property taxes
Tax Avoidance
Today’s post is about Tax avoidance. ContentsIn the newsPublic opinionRecent scandalsThe moral caseThe opportunitiesWhat’s in a name?Conclusions In the news Tax avoidance scandals have been in the news a lot…
The Banker and the Fisherman
Today’s post is about the parable of the banker and the fisherman. ContentsThe banker and the fishermanThe moralWhich are you?How people reactLife’s too complicatedThe SpectrumWhat would I do with my time?ConclusionsSources…
Weekly Roundup, 4th March 2015
We begin today’s weekly roundup as usual in the FT. ContentsFTSE-100 all-time highCommon sense on annuitiesProperty crowdfundingLabour’s pension plansP2P ISA limitsRedwood ETF portfolioRenewablesAccounting for intangiblesPensioner benefits FTSE-100 all-time high In…
Piggyback Portfolio 7 – Share Sleuth
You’re trying to reach a page that is behind our paywall. You can sign up to read it by pressing the Patreon button below – thanks. Patreon is a membership…
