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.

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VCT Portfolio 2 – May 2020
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The 36 Year Snowball
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SmallCap Growth Aim Portfolio 27 – November 2019
Featured / ETFs / Passive

Passive ETF Portfolios – A Recap
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Lazy Portfolios
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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
Mike's portfolio / R2R

Pension Drawdown – UFPLS (uncrystallised funds pension lump sum)
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Drawdown Strategy – Joining the Chain Gang
Active investing

Starting an Investment Club
RoboAdvice / Own The World / Assets

Plain English Global Multi-Asset Fund
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FIRE Prowess Gauge – Chain Gang No 2
Weinstein

Stan Weinstein’s Stage System 1 – Charts and Buying
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Portfolio Tracking Spreadsheet, part 2
Mike's portfolio

Annual Portfolio Review 2019

Al Cam says:

Thanks. Tax arbitrage with those percentages sure changes the calculus! 40%/20%...
Mike Rawson says:

As things stand, it's 40% relief on the way in (ignoring...
Al Cam says:

Seems there are lots of considerations that I am not particularly...
Mike Rawson says:

As long as there's VCT/EIS and I have enough cash outside...
Al Cam says:

Re: "Although the dust has settled on ..." FWIW, I am...
John K says:

Issue 5 came out in February 2023 as I discovered when...
Al Cam says:

Milevsky's book is a bit of a classic on this subject,...
Al Cam says:

And presumably if you have accessed it and not been working...
Mike Rawson says:

I would assume so. The tweet I saw only said that...
Al Cam says:

Thanks. Take your point re earnings. I assume the above only...

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How to avoid dividend traps with excessive debts

Submergence: A Tool to Assess Drawdowns and Recoveries - Alpha Architect

Intangible-Adjusted Profitability Factor - Alpha Architect

The tech giants have an interest in AI regulation

Can carbon removal become a trillion-dollar business?

Your job is (probably) safe from artificial intelligence

How to invest in artificial intelligence

What does a leaked Google memo reveal about the future of AI?

Reducing the Impact of Momentum Crashes - Alpha Architect

Gold as a Safe-Haven Asset - Alpha Architect

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The UK Guide for the Private Investor - Posts from 7 Circles for 03/26/2023 - http://eepurl.com/inIEo6

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Quiet week, two blue days. Listed portfolio +0.2%, net worth +0.3%, blended benchmark -0.4%. YTD: listed -1.3%, net worth +0.8%, benchmark +0.2%. TTM: -1.6%

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Tagged: Portfolio insurance

UK Private Investor Weekly, 12th November 2014

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