Good reads from around the Web. Morgan Housel at the US Motley Fool did a smashing job this week in whittling 5,000 years of financial advice down 61 pithy one liners. Here are some of my favourites: 1. Dollar-cost average for your entire life and you’ll beat almost everyone who doesn’t. 3. Every five to […]

Former hedge fund manager Lars Kroijer now advocates passive index investing as the best approach for most people. You can read more in his book, Investing Demystified. How you should allocate your portfolio across the main asset classes – shares, bonds, cash? Like most things in investing (and in life) it depends on your circumstances […]

How can you know how much to invest without knowing what investment gains your portfolio may deliver in the future? Your portfolio’s expected return is the number you need. Your expected return figure helps you plot a financial master plan that’s more robust than: Sticking your finger in the air. Consulting goat entrails. Getting your other half to pop on […]

Missing Monevator alert: For some sinister reason, Monevator email subscribers didn’t get my article on this week’s Budget. It was a spirited old ramble followed by some good comments from readers, so go check it out if you missed it! People have been fretting about the stock market being too frothy all year (and for […]

Did you know that the shares, ETFs and funds1 you invest in through an online broker are not held in your name? In the vast majority of cases, all these securities are held in the name of your broker’s nominee company. A nominee company is a custodian charged with the safekeeping of investors’ securities. It should […]