#39 — Key resources... as referenced in "How to Own the World"
To make decent forward progress with your finances, you will obviously need to use various types of financial account (ISAs, pensions and so on). In my book I explained why I would not list specific providers of things like ISA or pension accounts or specific funds in the text of ...
#38 — The benefits of our community
If you have been reading these updates for a while or spent any time on our website, you may know that our explicitly stated aim is: …to improve the financial affairs of as many people as possible... With this end in mind - there is a section of our website sn...
I wanted to write a quick update today to highlight how our fund did versus many of the other main financial markets in 2018 now that all the results are in. From the 1st of January to the 31st of December 2018, our fund was down 6.36% (it is now minus 5.1% since launch ...
#36 — "Why this fund is perfect for these market conditions"
Today I just wanted to share my latest audio interview with you. A couple of weeks ago, Lee Wild of Interactive Investor was kind enough to invite me into their HQ to discuss our fund. In the interview, we covered: How Plain English Finance began Why we launched an investment ...
#35 — Sell the hare, buy the tortoise?
Our fund – the investment tortoise… Long-time readers will hopefully be aware by now that we have our own investment fund – the snappily named VT PEF Global Multi Asset Fund (don’t get me started on the name – there is an immensely boring story behind why it is such a mouthful. Suffice to...
Many people have got in touch with me in the last couple of weeks to ask if I think it is time to sell out of “riskier” assets and funds given the “risk of a massive crash”. Given this fact, I thought that I would take some time to write a quick ...
#33 — Fund Update - The "Geoff Boycott" of Funds?
I am delighted to be writing our second quarterly fund update. As I said in the last one of these back in January - Funds such as ours have a statutory obligation to provide semi-annual written updates but we will be providing them quarterly. I will write an update a ...
#32 — The "twelfth 12th” of your 2017/2018 ISA
As many of you will be aware from the annual advertising bombardment that surrounds the ISA year end – you have until midnight this Thursday, April the 5th to use (or lose) this year’s ISA allowance. Given this reality, in the lead up to the deadline, I wanted to revisit some...
#31 — The UK’s number one finance blind spot?
Last week I was reminded of something I have run into time and time again since I set up Plain English Finance seven years ago: The fact that so many people in the UK do not understand the difference between a CASH ISA and a STOCKS AND SHARES ISA... This ...
#30 — ETFs - Still a great financial innovation
Responding to your questions on ETFs I have had a few questions recently about ETFs or Exchange Traded Funds (if you would like a reminder of what these are, I have written on the subject before in my book). One person in particular got in touch to ask me if ...
