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. 

Should You Invest 100% In Equities?

April 1, 2024 Raph Antoine

We live in extraordinary times. Just a decade ago, the mere idea of launching a website like ours, rooted in evidence-based investing, would seem far-fetched due to a general disinterest. Today, academic insights like the recent paper ‘Beyond the Status Quo: A Critical Assessment of Lifecycle Investment Advice’ by Scott Cederburg, Michael O’Doherty, and Aizhan Anarkulova, which challenges traditional asset allocation are not just noted – they’re often implemented by individual investors.

Currency Royale – Should You Hedge Your Bonds?

April 1, 2024 Raph Antoine

Navigating the world of bonds can be a treacherous journey, especially when it comes to currency hedging.

Can your strategy change based on your home currency? Does it matter if you invest in Euros, or Swiss Francs? Is the British Pound any different? What about other currencies?

Is the decision to hedge impacted by your life situation and goals?