Study the table of asset class returns below. It is one of the most important graphics you’ll ever see in investing. Created by Vanguard, the table ranks several of the main asset classes by historical performance – from best to worst – for each of the past 15 years. For instance, you can see that […]

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There’s a compelling case to be made that the only equity fund you need is a total world equity tracker, as ex-hedge fund manager turned passive investing champ Lars Kroijer has explained. But which total world equity index tracker should you actually buy? The issue is clouded by the usual fog of choice that swirls […]

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Good reads from around the Web. I still get comments incorrectly – and often indignantly – claiming there’s a 10% tax paid on dividends that holding shares in an ISA “no longer” protects you from. I still read media advice saying the same thing. Not as often as before, admittedly, mainly because the seed of […]

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I sometimes fantasize that people in power read Monevator, and that our humble blog makes a bigger impact in the world. Note: I said fantasize. Like all fantasies, my mooning is sustained by the odd sigh here and lingering moment there… The policies I’ve mooted on Monevator that later make it into law… The emphasis […]

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