Cracking the Code: Decoding ETF Names & Discovering Tools To Find Them

April 15, 2024 Raph Antoine

If you read about Investing from a US source you know how easy it is to invest in North America

And yet in Europe and the UK, selecting an Equity ETF can be a bit of a different ballgame.

Not only is Europe more fragmented. For instance, the second-largest ETF provider in the US, Vanguard, doesn’t even cover 5% of the market in Europe. There are also oaspects like currencies or dividends.

But it’s also never been easier to buy ETFs. By doing some initial research you can avoid life-long fees charged by Robo and Human Advisors.

It will make you substantially wealthier.

Broker Review Methodology

April 15, 2024 Raph Antoine

When choosing a broker, investors face a myriad of considerations, from safety measures to fee structures and beyond. Bankeronwheels.com takes a unique approach to broker comparison, designed with the discerning investor in mind. Here’s how we guide you through making an informed decision.

UCITS vs U.S. ETFs – Pros and Cons for Non-US Investors

April 8, 2024 Raph Antoine

ETF Domicile is not very glamour. And something that most new investors won’t pay attention to. While fees and index tracking frequently steal the spotlight, the domicile’s pivotal role in portfolio performance cannot be overstated.

Some of our readers from Latin America, Asia and Middle East know how to optimise their tax bill.

But here is what most investors ignore, and may pay a heavy price for it.

Should You Invest In Gold In 2024?

April 8, 2024 Raph Antoine

Bankers are a rational bunch unless you talk to them about Football or Gold.

Gold is a controversial topic, and there are a lot of misconceptions about it and facts that may surprise you. Some investors avoid it, since it does not generate any yield. But, portfolio managers and traders, including prominent ones, allocate personal savings to Gold.

If we don’t subscribe to the doom predictions of gold bugs and take emotions out of the equation, is buying Gold a wise choice?

The Long Game – 2024 Guide To Asset Class Returns

April 8, 2024 Raph Antoine

2022 reminded us that trees don’t grow to the sky. But, for equities, 2022 losses meant 2023 gains. Over the past decade, Global Equities have gained over 215% and returned 7.9% annually.

Today, it’s time to rebalance your portfolio – maybe buy some losers (I look at you – Bonds and Value Stocks), and revisit your plans for 2024 and beyond.

Finding Your Broker Tribe: Our Broker Classification System

April 4, 2024 Raph Antoine

Brokers are usually bucketed together by comparison sites, that don’t have an in-depth knowledge of trade-offs related to fees, transparency and counterparty exposure. Most of the websites are also conflicted, often promoting brokers with the highest-earning commissions.

We take a more rigorous angle. How would a wise long-term investor categorise them?

Here is what you need to know about the 5 Key Broker Categories in Europe and the UK. These categories give you a mental model of how to think about brokers, but some of them may not fit in neatly, and availability in your country may also impact your choice.

Interactive Brokers Review: Insights From Hundreds Of Investors

April 3, 2024 Raph Antoine

For most individual investors, Interactive Brokers is simply one of the best platforms. While beginners might find its interface and features complex, the platform is a treasure trove for those willing to scale the learning curve.  It is suitable for most passive investors. Very competitive ETF trading commissions and FX rates, no ongoing platform fees along with family subaccounts and monthly standing orders largely justify opening an account.