Recommended reading

turtleneck

this one was recommended to me some time ago:

the zurich axioms

http://www.forexfactory.com/attachment.php/706430/Zurich_axioms[1].pdf

Sobryma

Another US book worth looking at would be Investors Manifesto - William Bernstein - you will need to tweak asset allocation for UK but its a decent overview and approach.

Glen_Clark

Archi_Bald wrote: »

A great video: How to Win the Loser's Game

80 minutes long, it contains interviews with some of the biggest names and brightest minds in the investment world. The aim is to provide ordinary investors with the information they need - and to challenge the industry to offer consumers a fairer deal.

If you don't have 80 minutes to spare, it's also available to watch in 10 parts.

Thanks - thats the best video on finance I have seen. Surprised its free so I wondered who is funding it and why. The only significant omission I can think of is they never mentioned Investment Trust Discounts - where the fund managers are a liability that is factored in to the price of the fund. With a big discount some Investment Trusts can be a better bet than a passive fund. So I wondered if the people financing the video are the passive fund managers?

Archi_Bald

No need to guess - as per their "About Us", it's financed by Barnett Ravenscroft Wealth Management (BRWM), a UK based wealth management company which manages portfolios for private clients and trusts with investable assets of £1 million or more.

http://sensibleinvesting.tv/about-us

KNJ_2

After RDPD read his latest "Second Chance."
It is sensible and at times frightening, the big worry being he may well be right.
Then rather than looking at tertiary investments you might want to consider primary - RTFM

Archi_Bald

Investment ISAs for Dummies

http://viewer.zmags.com/publication/69a113e2#/69a113e2/1

Health warnings:

1. this was written by an investment firm (F&C). You don't have to invest with them, other platforms exist.
   
2. it's does not appear to have been updated since tax year 2013-14 so some of the numbers and ISA rules have now been superceded. The principles still stand

Archi_Bald

Why a total world equity index tracker is the only index fund you need

http://monevator.com/why-a-total-world-equity-index-tracker-is-the-only-index-fund-you-need/

No_Santander

The Intelligent Investor -- Book by Benjamin Graham

I found it good.

bowlhead99

Archi_Bald wrote: »

Why a total world equity index tracker is the only index fund you need

http://monevator.com/why-a-total-world-equity-index-tracker-is-the-only-index-fund-you-need/

Alternatively, the counterpoint "why a total world equity tracker is NOT the only fund you need..." see lots of threads on this forum

Of course, deciding which posters, if any, are to be believed, is no easier than deciding which authors to follow. But ultimately the more you read the more chance you have of finding the right answers, although unfortunately the more chaff you have to sort through to find the actual wheat.

Archi_Bald

bowlhead99 wrote: »

Alternatively, the counterpoint "why a total world equity tracker is NOT the only fund you need..." see lots of threads on this forum

I think you missed the word index.

But anyway, could you pls post a collection of the links so people have an easy reference to everything. As this thread is "Recommended reading". Ta.