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.

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Introduction

Active vs passive performance – the evidence

Arguments for active management

Arguments for passive management

Debunking the myths of passive 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
  • The best investing blogs
  • The best investing books for beginners
  • 10-year return expectations: 2020 edition
  • Smooth is what we aim for: ergodicity, the volatility tax, and not being stupid
  • Investor behaviour – behavioural biases and the behaviour gap
  • Avoiding the news
  • How does an ETF work?
  • Tax efficient investing
  • Understanding investment performance
  • How do I choose a good passive equity fund?
  • How do I choose a good passive bond fund?
  • Index funds vs ETFs
  • Individual bonds vs bond funds
  • A diversifier or a hedge? Understanding bond funds
  • 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