Content with this tag is dedicated to approaches and funds that enable a UK (tax-resident) investor to invest using index investing techniques
Examples include:
Content with this tag is dedicated to approaches and funds that enable a UK (tax-resident) investor to invest using index investing techniques
Examples include:
Vanguard Investor UK stands out as a great choice for hold and buy investors that are looking for a simple platform managed by a very reputable global asset manager. However, more sophisticated investors may find limitations on both investment choice and advanced features.
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.
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.
Some ETFs track the same benchmarks as well-known Money Market Mutual Funds.
The advantage? There is no minimum ticket, and ETFs are much cheaper. However, the allure comes with its twists. As always in finance, higher returns can mean more risks.
You’re now rolling with the big dogs! BlackRock Institutional Cash Series are Mutual Funds that a predominately used by professional investors, but can also be bought by individual investors.
Hargreaves Lansdown projects an image of a premium, dependable service where no corners have been cut. In cycling terms it’s pitching you Trek or Specialized – big brand, high production quality. HL has everything you need to conduct a wide range of basic to fairly complex investing activities, but you’ll need to be smart to manage costs carefully, since these can be high versus competitors.
100% Equities: Raph’s View, 100% Equities: The Economist’s Criticism, What happens when you invest right before a bear market? Mike Green about how the growth in passive has changed markets, The Trillion Dollar Equation, Financial Literacy and Financial Resilience: Evidence from Italy.
Interactive Investor stands out as a great choice for investors with families, and looking for multicurrency accounts to reduce FX-fee frictions. However, advanced investors may find limitations depending on their sophistication and needs.
Do you need a separate allocation to real estate in your portfolio? MSCI Index rebalance brings India-China weight gap to record low Inflation-protected bonds: justified backlash? Bond Ladders Gain Traction in Direct Indexing.
Trying to beat the market is an entertaining activity.
Consider this: from 2013 to 2024, the top 10 U.S. stocks, largely dominated by Big Tech, eclipsed the rest of the S&P 500 pack by a whopping 4.9% annually.
But, you’re getting yourself into an investing minefield. What’s the potential damage if you pick a loser? Especially if you do it in an overheated market?
Sure, your stock-picking friends may get lucky in the short term. But, here are nine charts showing why – in the long run – you will outperform.