How exposed is my portfolio to the U.S. stock markets?
We select a range of portfolios, examine how they are exposed to U.S. markets and the simple steps to increase portfolio diversification.
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Sep 84 min read
Will Guyton-Klinger guardrails allow me to withdraw 7% a year?
Do Guyton-Klinger guardrails allow us to take 7% from our portfolio from the first decade of retirement? Does a cash buffer help?
Sep 87 min read
Renaissance Technologies. The greatest hedge fund of all? Updated for 2024
We examine what many consider the greatest hedge fund of all time: Renaissance Technologies. What's its secret?
Sep 83 min read
Book Review: 'Smarter Investing' (4th Edition) by Tim Hale
Tim Hale's book gives you all you need to build a robust portfolio, taking you all the steps from the evidence to actual implementation.
Aug 217 min read
Why we don't rely on cashflow software when planning retirement income
Cashflow modelling software is often used to evaluate the feasibility of client objectives. We identify the limitations of this approach.
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