Topic Guide

Welcome to the Occam Investing topic guide.

This page contains links to all articles written on the blog, as well as my ideas for future posts.

I’m currently updating the Active vs Passive section, and will return later to the Basics section.

  • Why invest? / How much can I expect to make from investing?
  • How much do I need to start investing?
  • How do I invest?
  • What assets can I invest in?
  • Should I pick stocks?
  • Why do stocks go up?
  • Index funds vs ETFs
  • How do I choose a good passive equity fund?
  • Individual bonds vs bond funds
  • A diversifier or a hedge? Understanding bond funds
  • How do I choose a good passive bond fund?
  • When should I invest?
  • Is my portfolio diversified?
  • How often should I rebalance?
  • I’ve lost money – what should I do?
  • When should I sell my investment?
  • Tax efficient investing
  • Understanding investment performance

Introduction

Active vs passive performance – the evidence

Arguments for active management

Arguments for passive management

Debunking the myths of passive investing

  • Introduction
  • Passives create price distortions and bubbles
  • Actives can help you avoid crashes
  • Actives outperform in less efficient markets
  • Passives buy all stocks, actives buy only good stocks
  • Actives give a chance of outperforming
  • Active management works for bonds
  • Passives don’t contribute to price discovery
  • Passives don’t allocate capital efficiently or manage corporate governance
  • Passives reduce dispersion and increase correlations
  • The market is irrational
  • ‘We are not average’
  • Passives are untested in a downturn
  • Passives have only done well because of QE
  • Passives are un-diversified
  • Index tracking is momentum investing
  • The power of simplicity
  • The case for stocks
  • Equity – to hedge or not to hedge?
  • The case for bonds
  • Bonds vs bond funds
  • Bonds – to hedge or not to hedge?
  • Index funds vs ETFs
  • Avoiding hedge funds
  • Avoiding other alternatives
  • Avoiding gold
  • Investor behaviour – behavioural biases and the behaviour gap
  • Avoiding the news
  • How does an ETF work?
  • Should I invest in the market or a BTL property?
  • Should I rent or buy?
  • Interest rate effects on stocks/bonds
  • Do I need a financial adviser?
  • Investing tips
  • Sequence of returns risk
  • Your returns depend on when you’re born – as do your perceptions of risk. Focus on what you can control.
  • The uselessness of peer group benchmarks
  • Why there will always be bubbles and crashes
  • Avoiding fads/The danger of speculation – how losses are disproportionately bad
  • ESG
  • Investment consultants