Modern Portfolio Theory: Part 2
My last post told the story of how I was recently contacted by a sophisticated investor, who was wondering how they should be applying Modern
Modern Portfolio Theory: Part 1
I was recently contacted by a sophisticated investor who asked how I’d apply Modern Portfolio Theory (MPT) to their asset allocation process. They already had
AVC Pension Guide
One of the great things about running an investing blog is receiving questions from readers. Helping out readers is not only rewarding, but it’s also
The best investing blogs
Following on from my article on ‘The best investing books for beginners’, I’ve compiled a list of what I consider to be the best investing
SSAS Pension Guide
This week I thought I’d give some love to another type of pension scheme which tends to fly under the radar – alongside the AVC
How to create an Investment Policy Statement
My last post was all about why you should consider crafting an Investment Policy Statement (IPS). Here, I’ll show you how to create an IPS,
Why you need an Investment Policy Statement
People have been creating investment plans for a long time. It looks like the first on record dates back roughly 4,000 years ago, and was
How to fail at investing
There are an almost infinite number of ways to succeed at investing. If success is ending up with a portfolio large enough to meet your
How many ISAs can I have?
I tend to receive a smattering of ISA questions throughout the year, then a deluge of them leading up to the tax year-end in April.
Who wants to be an ISA millionaire?
With the ISA deadline having just passed, I’ve been getting more than a few ISA-related questions coming into my inbox. So I thought I’d put
Size matters: how small is too small?
In my free time, I like to kick back and relax by reading books with titles like ‘All about Asset Allocation’ and ‘The Intelligent Asset
Should you invest in corporate bonds?
When I began my investing career, I was pretty ambivalent towards the use of corporate bonds in portfolios. They seemed like the investing equivalent of
Average UK savings by age
This post explores the average UK savings by age groups. It also looks at the average amounts in UK pension accounts, and the average UK
Should you use duration matching?
We’ve made it! This is the final post in the series on duration matching. Before we conclude, let me explain what we’ve seen so far.
Against duration matching
This is the fourth post in a series on duration matching. The first post covered an introduction to duration, what duration matching is, and why