What if I tell you that if you invest in a MSCI World tracking ETF, such as the IWDA using Interactive Brokers, you can get consistent inflation-adjusted 6% p.a. income…
equity
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Investment
Why I re-allocate Part of My Developed World Equity Allocation to iShares STOXX World Equity Multifactor UCITS ETF (IFSW) – Investment Moats
A couple of days ago, I made some re-allocation of the global equity allocation of my Daedalus Income portfolio [The latest portfolio update here] Some have commented my portfolio is…
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Dec. 10, 2025 12:17 PM ETSPDR® S&P 500® ETF (SPY), VOO, IVV, RSP, QQQ, TQQQ, SQQQ, QQQM, DXD, SH, SDS, SSO, DOG, QID, DIA, UPRO, DDM, SPXU, SDOWBy: Jason Capul,…
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Investment
Dimensional Global Core Equity and Global Targeted Value UCITS ETFs are now Live! – Investment Moats
My colleague happen to accidentally found out that Dimensional have listed their UCITS ETF a week ago. That means that you can buy them through a broker that allows you…
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Stocks
‘I am highly alarmed by the proposed changes to retirement accounts’: I don’t want bitcoin or private equity in my 401(k). What can I do?
“What are the options for safeguarding my autonomy over my funds?”
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It’s not just about risk and fees, but about knowing how much you have and having access to your money when you need it.
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Stocks
Parents are draining money from retirement accounts and home equity to pay for college. They should do this for their kids instead.
Sallie Mae says the average amount taken out in home-equity loans, retirement withdrawals and credit cards all jumped in 2025.
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Stocks
‘He cannot match my spending’: I’m 65 and have $7 million. My boyfriend is 73. Should he release equity from his home so we can enjoy retirement?
“His financial circumstances present certain limitations for me.”
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Dan Rasmussen over at Verdad Capital has a pretty good article providing a different view on the “no/low volatility” of private equity. When Private Funds Are Publicly Traded When you…
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In December last year, I made a post introducing US ETF company Avantis establishing a presence in the UCITS markets. You can read Reviewing Avantis Global Equity and Global Small…
