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Other Useful Web Sites

Just click on any of the highlighted links below:

Monevator

Monevator is a personal blog about money: making, saving, growing, and sometimes even spending it.

Candid Money

General finance advice

Data from S&P confirms that active funds underperform in bear markets

Performance comparisons

Survivorship Bias

How the industry rewrites history

Harry Markowitz

Modern Portfolio Theory Explained

The problem with tech stocks

Technology as a unique area of investing

More proof of the fallibility of stock picking

The Courage of Misguided Convictions

Using evidence based data to improve investment returns.

An EBIS report

Questioning the value of company research

Societe Generale report.

Asset Allocation

Proof that choosing the right assets is more important that choosing the right stocks

Blogs

The only financial blog we know in the UK worth recommending is this on, The Psy-Fi blog

Proof that past performance is no guide to future returns

A report from the FSA.

Picking active funds is not easy.

Another demonstration of how hard it is to beat the market

from The Financial Analysts Journal.

The impact of fees on investment returns

An academic study that concludes:

"The report confirms our belief that it is simply not worth the risk of trying to select outstanding fund active managers to pick stocks when 99.4% of all managers either under perform, or at best equal, the market over longer terms."

Fundamental Tracker Investment Management Limited

Bestinvest

It has the best guide to the performance of active fund managers.

The Motley Fool

Not as useful as it was and now comprimised by promotion of its own stock tipping service but there its message boards can be a good source of information for those with time on their hands.

Rob Davies' podcast on the Motley Fool website

An overvew of our investment approach.

The Financial Times

Unrivalled financial news coverage

More detailed information about collective funds

Reuters

Good coverage of news, financial and other

Fitzrovia

The best analysis of the full costs of collective funds

Barclays Equity Gilt Study

The definitive study of the long term returns from investing in the stockmarket

Trustnet

Good website to compare collective investments

Glossary - What all those words and phrases really mean

Financial Times online glossary

Investorwords

Halifax House Price Data

The best guide to what is going on in the housing market and some great economic data as well.

Financial Dictionary

Modern Management Techniques

Warren Buffets Letter to Shareholders

Lots of common sense about investing.

stockopedia

  The fastest growing financial community in the UK.   

Transact

A low cost platform used by intermediaries.

Wisdom Tree

The great and the good of Wall Street have got together to build this company around the concept of basing portfolios on dividends.

Some clever people in California have spent a lot of time looking at the stock market and how it works. Some very interesting articles about dividends and indexing here.

Paper on the Philosophy of Fundamental Indexation

Smith & Williamson

Active Fund Performance Data

More Debate about the Merits of Fundamental Indexes

And Even More Debate about the Merits of Fundamental Indexes

This time from the New York Times.

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