Tagged: Portfolio insurance

November 13, 2014

by Mike Rawson · Published November 13, 2014 · Last modified July 11, 2015

UK Private Investor Weekly, 12th November 2014

Weekly roundup for the long-term UK Private investor: automation, ETF portfolio, disintermediation, constant volatility, IT outperformance, bond bubble.

Social:

Posts, Comments, tags

Recent Posts
Recent Comments
Tags
Popular Posts

The Problem / Featured

Taking a View – Twenty Questions for Investors
Featured / Mike's portfolio

Annual Portfolio Review 2020
Featured / Stock Screens

Stock Screeners December 2020
Featured / IHT

AIM IHT Portfolio Update 31 – September 2020
Featured / VCTs

VCT Portfolio 2 – May 2020
Featured / Mike's portfolio

The 36 Year Snowball
Featured / SmallCap (AIM)

SmallCap Growth Aim Portfolio 27 – November 2019
ETFs / Featured / Passive

Passive ETF Portfolios – A Recap
Featured / ETFs / Passive

Lazy Portfolios
Featured / MoneyDeck

8♣ – Don’t be Afraid of All Time Highs

FIRE & Frugal

Savings Rate – the four pot solution
R2R

Retirement Strategies 2 – SIPP Run-Off and the LTA
Active investing

Starting an Investment Club
Own The World / RoboAdvice / Assets

Plain English Global Multi-Asset Fund
Mike's portfolio / R2R

Pension Drawdown – UFPLS (uncrystallised funds pension lump sum)
Weinstein

Stan Weinstein’s Stage System 1 – Charts and Buying
Mike's portfolio

Annual Portfolio Review 2019
Taxes / Pensions

LTA Revisited
Tools

Portfolio Tracking Spreadsheet, part 2
Passive

Lazy Portfolios 3 – One Fund from Vanguard

John Doe says:

Larry hasn't traded since 2018. These days he sells 'trading signals'...
Sean says:

Can I get added to your FIRE blog, I want to...
Eddie says:

These are great questions for anyone looking to manage their own...
Ray says:

Sorry, his strategy is terrible. It only avoided ONE drawdown in...
Mike Rawson says:

That question might be better aimed at Tom himself.
Mike Rawson says:

Not sure I understand your comment.
Mike Rawson says:

I think Big ERN's work on SWRs is the most important.
Mike Rawson says:

It's better than nothing I guess. Helios Underwriting looks interesting.
GH says:

What are your thoughts on investing in publicly traded companies such...
Edward says:

Bill Bengen, the investor of the 4% rule, has revisited his...

Alternatives Angels Annuities Asset management Assets Banks Benchmark Closet trackers Commodities Contributions Costs Deal size Decoupling Deflation Dividends Drawdown Education Emerging markets Enough Europe FI Growth rate HFT Inequality Investment trusts IPOs Japan Monte Carlo Noise Oil Planning Portfolio insurance Private equity QE Ratios Returns Robotics Sector rotation Selection Smart beta Stamp duty Technical analysis Technology Tobin tax Wills

Reddit – /r/UKFinanceOver30

free money

If you had stocks in an all world ETF portfolio that you plan to put £250 per month for the next 40 years. Would taking out a loan of £30,000 and putting that into your portfolio to maximise compound interest early then paying the loan instead of the £250 to the portfolio be a good idea?

self assessment software for managing UK taxes efficiently?

Thoughts on this advert?

[Dev Feedback] I built a UK personal finance app (Expenzez) to genuinely help with money struggles – what are your biggest pain points and what features do YOU need?

Look for advice on my startup 'idea' on financial guidance in the UK

Prudential - advice for a finance amateur

Best way to shop for private health insurance without receiving 50,000 marketing calls for the next few months?

Was this a ridiculous mistake?

Worth early mortgage repayment or investment elsewhere?

Hot posts

UK budget breakdown – income and spending
Becoming a Lloyd’s Name
Van Tharp 7 – Stops and Exits
Irregular Roundup, 12th February 2026
Mark Minervini 1 – Specific Entry Point Analysis (SEPA®)
Leverage for the Long Run
Stan Weinstein’s Stage System 1 – Charts and Buying
Freakonomics 4 – Names
John Bender – Question Everything
Annual Portfolio Review 2019

Search for:

If money is your hope for independence you will never have it. The only real security that a man will have in this world is a reserve of knowledge, experience, and ability.

— Henry Ford

Tagged: Portfolio insurance

UK Private Investor Weekly, 12th November 2014

You are here