Links tagged with “investing”
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UKEthicalInvesting - making money in a responsible way
Only just come across this subreddit. Been going since April 2020. Ethical investing often gets dismissed in other investing places, so interesting to have this.
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My ethical investment strategy - Matthew Somerville
This is good. But there’s still no easy way to balance low-cost passive investing with investing ethically (whatever that means to you).
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Low cost index trackers that will save you money
I’d forgotten this occasionally-updated post existed.
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What is a sustainable withdrawal rate for a world portfolio? | Monevator
I’ve read many times that a 4% “safe withdrawal rate” is too optimistic, but not a simple breakdown like this of the adjustments to it that one should make.
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Book: Living off Your Money, by M. McClung - Bogleheads.org
I got through most of this long topic earlier in the year, and the book sounds good. But it’s time to close the tab.
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How I track investment returns - Young FI Guy
Impressive spreadsheet for tracking a portfolio. (via Monevator)
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Portfolio Charts – a picture is worth a thousand calculations
Mainly saving this simply because, rarely for a personal finance site involving data and charts, it looks reasonably designed.
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Savings Rate - the four pot solution - 7 Circles
An interesting spreadsheet for planning savings for retirement that I hadn’t seen before. UK based.
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Opposing Funds Duel on Tesla Valuation | SumZero
I’m not as interested in Tesla’s share price as I am in whether the company can succeed or not, which, fundamentally, this article is about. (via Monevator)
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Why 4% Could Fail
The 4% Safe Withdrawal Rate should be closer to 2%. Maybe less, especially for many countries outside the US. (via Monevator)
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Noh-Joon Choo’s answer to If Warren Buffett had to start today, could he still reach his current level of wealth? - Quora
Nice clear explanation of how Berkshire Hathaway uses their insurance companies’ funds to increase their overall rate of return.
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How to unitize your portfolio
Long and, inevitably, dull. But I’d wondered how to do this kind of thing.
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Which asset allocation is right for you?
Some nice summaries of different balances of passive investment portfolios.
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9 lazy portfolios for UK investors
It’s annoyingly rare to come across UK-specific guidelines for portfolios, so this up-to-date set of examples is handy.
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Ethical Funds - Ethical Fund Directory, Ethical Investment, Ethical Financial Advice
Another list of UK ethical funds, rated by someone else’s criteria.
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Ethical investment: failing to keep up? | FairPensions
A recent survey of ethical fund providers in the UK. (I’m scrabbling for anything to go on, because you’d have to spend weeks researching this stuff to actually have a real clue.)
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Fund directory - Investment Management Association
Compared to other fund searching tools, this is quite quick and simple, and has an “Ethical” filter. (via Monevator)
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Retirement Researcher Blog: The Shocking International Experience of the 4% Rule
Historical number-crunching, looking at one of the universal rules-of-thumb of financial blogs. (via Monevator)
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Bestinvest | Fund Search | Comments | Ethical | ISA | page 1
Aha, Besinvest’s Fund Search tool’s Advanced search options lets you filter by “Investment Themes”, such as Ethical. It’s a start.
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Investments & ISAs | Your Ethical Money (an EIRIS initiative)
Big searchable table of ethical funds.
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Ethical Funds | Save up to 100% on Initial Charges!
Lists of Ethical Funds for ISAs (more categories in left-hand menu. It’s been hard just to find what’s available anywhere.
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Collective2 - Find the trading strategy best for you
A site for finding different stock market trading algorithms. Some very nice touches, but still bewildering to me. I could get so lost in this stuff if I had the time. (via Tom Taylor)
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Ten Books on Investing Recommended by Warren Buffett | Business Pundit
I love lists of books recommended by people who know what they’re talking about. (via Kottke)