Category: investor compendium

ETFs: Unraveling the Importance of Tracking Difference, Tracking Error, and TER

Exchange Traded Funds (ETFs) have revolutionized the investment landscape, providing investors with an efficient and accessible way to gain exposure to a diverse range of assets. These passive investment vehicles are designed to replicate the performance of an underlying benchmark index. However, achieving perfect alignment with the index is a complex task due to factors […]

Comprehensive Guide to Navigating Withholding Taxes on Dividends for European Investors

For European investors seeking to optimize their investment returns, understanding the intricacies of withholding taxes on dividends is essential. In this comprehensive guide, we’ll delve into the complexities of withholding taxes, explore strategies to minimize their impact, and focus on the benefits of Irish domiciled ETFs as a tax-efficient solution. Whether you’re aiming for financial […]

Sector Investing: How to invest intelligently in the stock market

If you follow my investments you can see that I mainly invest in specific sectors to diversify my investments. But I am not the only one. One of the keys to successful investing is understanding the various sectors of the economy and how they can affect the performance of stocks. In this article, we’ll look […]

How wealth management firms can help grow your savings

Wealth management firms are companies that manage investors’ money in order to make a profit. The main goal of these firms is to grow their clients’ wealth through the management of mutual funds, retirement accounts, stock portfolios and more. History of Wealth Management Firms Wealth management firms have a long history dating back to the […]

“Unveiling the Mystery of Hedge Funds: Characteristics, Investors, Costs and Performance of Financial Market Giants”

Hedge funds are a type of investment fund that have attracted much attention in recent decades due to their complex nature and often extraordinarily profitable investment results. In this article, we’ll explore what hedge funds are, their characteristics, who can invest, the associated costs, how they make money, and the performance metrics used to measure […]

Accredited Investors: Who They Are, How To Become One, And The Implications In Investing

Accredited investors are a category of investors who are considered legally eligible to invest in certain types of financial instruments. Thus they have the possibility to participate in investment opportunities reserved for professional investors. This status is reserved for individuals or entities with a high level of financial knowledge and experience. But also those who […]

Investing in REITs vs Real Estate Crowdfunding: Which to Choose to Diversify Your Real Estate Investments

I’ve looked into REITs and Crowdfunding in the past on this blog. In this article I want to analyze the convenience between REITs and a particular section of crowdfunding, Real Estate Crowdfunding. Real Estate: A little bit of history Real estate investment has been one of the greatest wealth generators in the history of the […]

Rental Yields on Real Estate Investment

Renting out a property can be a great way to generate passive income, but it’s important to understand the potential return on investment through rental yields. I’ve already done a couple of posts about houses which you can find here and here. However, rental yield can vary depending on a number of factors, such as […]