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Introducing our new portfolio review service for professionals
The vast majority of pensions funds, charities, endowments and other institutional portfolios have underperformed the market for decades. The way to stop the rot is to have an independent portfolio review, reduce fees and complexity, and increase diversification. From today, that’s precisely what TEBI is offering. As anyone who’s read The...
Why I like cash
By JASON BUTLER I was recently approached by a chap at my gym who listens to me regularly on the FT MoneyShow podcast. He wanted to know what I thought would happen to the stock market over the next six months...
People are infinitely different. So are investment solutions
The Nobel laureate economist Eugene Fama was once asked to define the ideal portfolio. He looked bemused for a moment before replying that there was actually an infinite continuum of possibilities. Why? Because every person is different. So much of media commentary...
Robin’s Reads, Week 02, 2020
Quote of the week Woodford and partner shared £13.8m in dividends in final year (Owen Walker) [Paywall] Investing A six-step guide to reviewing your portfolio (Christine Benz) What to consider when choosing an index fund (Larry Swedroe) Reasonable predictions for investing...
What’s in the back of your financial cupboard?
By LESLEY GREGORY One of my New Year’s resolutions is to have a financial declutter. We’ve just finished fixing up our 20-year-old kitchen, and it turns out the best part of the experience wasn’t the fact my drawers were no longer...
Factors to consider when choosing an index fund
By LARRY SWEDROE One of the more common mistakes made by investors in index funds, and other passively managed vehicles (funds that invest systematically following fund construction rules and do not engage in individual stock selection or market timing), is that...
A primer on liquidity risk
By ROBIN POWELL Investment risk comes in many guises, but one type of risk in particular came to the fore in the UK in 2019 — namely liquidity risk, or the risk of not being able to access your money when you...
