Take Control of your Finances

Becoming a DIY Investor

Faced with high professional fees or precluded from financial advice, more and more people are taking personal control of their finances.

Whether looking to clear debt, save for a rainy day, invest for children, build a pension pot or generate income in retirement DIY Investor is here to help you every step of the way.

The site delivers information to experienced investors and education to those new to savings and investment; it unites a community of self-directed investors to consider challenges, share experiences and make informed investment decisions.

Learn to establish your financial goals, understand your attitude to risk and build a personal investment plan, then use technology to research, trade and monitor your investments.

Take Control of Your Finances

DIY InvestingPersonal Finance 101Why be a DIY Investor?Getting StartedBe Tax SmartMaking it PersonalBuild a Balanced PortfolioInvesting for ChildrenCompound Interest in ActionIn Praise of RDR

Nobody Cares More About Your Money Than You

  Whether budgeting for a trip of a lifetime, helping children get on the property ladder or planning for retirement, we all have financial goals, and an ever increasing number of people are taking personal control of their finances with technology as the enabler. DIY Investor seeks to debunk the mystique that has traditionally shrouded the financial services sector and demonstrate that it is not difficult to get to grips with the basic principles of investing and investment products; online platforms now deliver access to market data, planning tools and trading technology that were once the preserve of the professional. Undoubtedly the first step is the hardest, but it will not take long to get to grips with core concepts and begin to grow in confidence as a DIY investor; this site will continue to deliver content from industry commentators and market participants, as well as practical experience from DIY investors, to help you on your journey. Once you take the plunge you’ll realise that much of an IFA’s work was formulaic and simple to replicate – set your financial objectives, understand your attitude to risk and construct a personal financial plan; then build a diverse portfolio of investments that are in line with your risk tolerance whilst delivering the desired end result. A recurring sentiment on bulletin boards is the sense of empowerment and liberation that comes with DIY investing and the platforms available now ensure that you can track your investments 24/7/365.diy investor Because nobody cares more about your money than you do.

Personal Finance 101

  Mr Micawber’s oft quoted recipe for happiness from David Copperfield is not a bad foundation for the DIY investor: ‘Annual income twenty pounds, annual expenditure nineteen nineteen and six, result happiness. Annual income twenty pounds, annual expenditure twenty pounds ought and six, result misery.’ Here we look at some of the basics you should consider before you start to build an investment portfolio. Old Wilkins clearly knew a thing about budgeting and a very good place to start a journey towards financial freedom is by setting a budget – spend less than you earn and save or invest the difference.   mr micawber   Read more    

Why be a DIY Investor?

  Whether budgeting for a trip of a lifetime, helping children get on the property ladder or planning for retirement, we all have financial milestones and objectives, and faced with the high cost of professional advice, an increasing number of people are deciding to take personal control of their finances; technology is the enabler. There is no doubt that the financial services sector, and in particular the City, have revelled in being impenetrable to the man on the street – with enlightenment and guidance come fat fees – but having scraped away much of its pomp and jargon, it is not difficult to get to grips with the basic principles of investing and investment products; online platforms now serve up market data, planning tools and trading technology that were once the preserve of the professional. diy wood   Read more  

Getting Started

  Once you have decided that you are ready to take control of your finances you may feel a mixture of euphoria and trepidation; it’s a momentous decision and one that comes with not little responsibility – after all, if it were to go wrong, you are the investment manager! Whilst every investor may differ slightly in terms of their personal circumstances, risk appetite and desired outcome, there are some fundamental considerations that should underpin any DIY investment strategy.   Building Blob   Read more      

Be Tax Smart

  The ‘Starbucks effect’ can cause the most mild mannered tax payer to mutter disapprovingly as international companies shuffle money around the world in search of optimum tax efficiency. The distinction between tax avoidance and tax evasion is well made and the reason a household name such as Google employs legions of tax accountants is simple – it saves them a fortune. Whilst an adviser may not be able to totally relieve you of any tax burden, there is every chance that by ensuring that you pay no more tax than you need to, you could save thousands of pounds a year.   Tax efficient   Read more    

Making it Personal

  When you join DIY Investor we ask you about your financial objectives and we also invite you to answer a series of questions to indicate your attitude to risk; we do so because we believe that crowds make good decisions and that by bringing together people in similar circumstances it is possible for them to make informed investment decisions and achieve improved outcomes. Before getting to grips with the plethora of products that are available, the DIY investor should spend a little ‘me’ time – decide why you are investing in the first place, what your objectives are and what time horizons you have; work out what type of investor you are and what your stated appetite to risk feels like in reality – we would all like stellar returns with no risk, but if your investments keep you up at night you have gone out of your comfort zone. DIY Investor delivers information to experienced investors and it also delivers education to those new to savings and investment.   personalising   Read more  

Build a Balanced Portfolio

  Those seeking a better rate of return and to take more control of their financial future, could consider building their own investment portfolio. Many options exist in terms of ways to invest and account types, and these will be explored elsewhere on this site, but the key to a successful (profitable) strategy is the establishment of a balanced investment portfolio. However daunting it may sound, an investment portfolio is simply where you keep your money. If all your money is held as cash in your bank account, that’s your portfolio. But it’s not a smart investment portfolio and this site is designed to demystify investing and set you on your way to becoming a DIY investor.   Balanced Portfolio   Read more    

Investing for Children

  Those born between 1980 and 2000 are the first generation to reach adulthood in the new millennium and are generally portrayed as taking their financial future seriously despite facing considerable challenges. Average student debt now tops £40,000, wages have been squeezed, rents are high and property ownership a pipe dream for most. It is accepted that earlier and longer is rarely the wrong strategy when it comes to retirement planning, it is difficult for the millennials to look so far ahead and as a result, a survey bleakly described them as ‘Generation Lost’. With the average starting salary for a graduate in the UK at £28,000 any accusations of profligacy can be dismissed – the cost of everyday living now means that this is a generation with very little disposable income and it is now more important than ever that parents give their children a financial head start. DIY Investor looks at some of the options exist for those saving for children, primarily based around how much control the parent wishes to have over the investment and at what age they would like the resulting cash to be made available.   boys 7   Read more  

Compound Interest in Action

  How different could things have been if only we’d known about the power of compound interest; if only we’d known then that the most important factor in a successful investment strategy was its duration, then we’d have done things differently wouldn’t we? Compound interest is the multiplier effect of interest being earned on interest, over time; the higher the interest rate and the longer the period of saving or investment the greater the end result. And however tough we thought we had it, spare a thought for those recent graduates, trying to make their way in the world with the burden of student debt, astronomically high accommodation costs and constantly reminded that they will be facing abject poverty when they retire. It’s tough, but whether you are planning for your own financial future or looking to give a loved one a head start, compound interest comes as close as is possible to ‘money for nothing’   Albert Einstein   Read more      

In Praise of RDR

  In December 2012 the Financial Services Authority (FSA), the City regulator, introduced a package of important reforms which affected everyone saving for a pension or investing in an ISA. Following a spate of difficulties and miss-selling scandals, the financial services sector changed forever following the introduction of a package of important financial reforms known as the ‘retail distribution review’, or RDR.  

  • RDR turned the economics of the financial services industry on its head
  • professionalised the provision of financial advice
  • put the consumer in charge of how your money is spent.
  •  

Previously, advisers have taken unseen commissions for recommending certain financial products to their clients; the ‘free’ advice that was being dispensed was nothing of the sort, and neither did the rate of commission bear any resemblance to the suitability or the performance of the products that were being recommended.   fees   Read more        

diy investing   diy investing wo2 Saga 220 x 75XO 220 x 75SDA 220 x 75CF 220 x 75 Strawberry 220 x 75 2

Saving Face: 33% of those in debt blame savings habits 

Money Basics: When to save and when to invest

Money Basics: Personal finance 101

iBonds: a major breakthrough in bond ETFs?

Spender > Saver; Saver > Investor

Emerging Market Prospects for 2024

Young investor: Smarter investing on the road to financial independence

Investing Basics: A simple guide to fund pricing

Investing Basics: Getting started

Money Basics: Savings goals for thirty-somethings

Investing Basics: Making it personal

Keys to DIY investing success!

Investing Basics: Are you cut out to be a DIY investor?

Investing Basics: The 100 Minus Age Rule

DIY Investing Rules, OK? The Rule of 70.

Money Basics: Establishing an emergency fund

Investing Basics: A beginners guide to investing

Investing Basics: Seven tips for the DIY investor

Protecting your wealth: seven strategies for high-net-worth investors

Investing Basics: Investing in your 20s and 30s

Investing Basics: Investment types

Money Basics: Why save into a pension?

Investing Basics: Five simple investing rules

Money Basics: How much do I need to retire?

Money Basics: Financial rules of thumb

DIY Investing: Keep calm and carry on – Part 2

DIY Investing: Keep Calm and Carry on – Part 1

UK bonds are in meltdown again – what does that mean for pensions?

Alternatives for income investors

Money Basics: Spring clean your finances

Manager update video: abrdn Equity Income Fund

An introduction to Aurora DIY Investing

WHY SOCIAL MEDIA IS BAD FOR YOUR INVESTMENTS 

CAMRADATA International Women’s Day Podcast

Income trusts for 2023 and big discounts that catch my eye

Webinar – Discover winning investment ideas and supercharge your portfolio

Kepler Trust Intelligence income and growth event: Brunner

Money Basics: What is a pension scheme?

Podcast: Trust issues #4 – why are UK stocks so cheap?

Survey shows retail investors turning away from ESG investing

Investing Basics: From saver to investor

Investing Basics: What are equities?

Webinar – Real assets in an uncertain world

Interview: Roger Clarke, IPSX CEO

Podcast: how we beat inflation in the 1970s – now can we do it again?

How is the energy transition sector faring so far in 2022?

16 years of returns: History’s lesson for investors

Fidelity European Trust added to AJ Bell Select List

Podcast: what next for Russia, Ukraine and the West?

Should you always believe in gold?

Why did Meta’s share price crash and what does it mean for the tech sector?

Putin’s Next Trick: What investors should do now

Vantage: Heptagon Capital’s Alex Gunz on investing in future trends

MyStory: The firm tackling our plastic waste in Japan

Japan: the next generation of growth

Podcast: Good COP, bad COP

COP26 – the story so far

Podcast: a ‘code red for humanity’ but a green light for investors

When will the grid be green and how much storage will that require?

The risks of investing in China

Slides and Audio: BlackRock Energy and Resources Income

A payment system lifting thousands out of poverty

Measuring the impacts that will benefit investors and their grandchildren

The future of fish: The investment case

The company using agricultural waste to power your car

Murray Income Trust overview

Webinar: The new energy ecosystem – generation, storage and efficiency

Blankstone Sington AIM IHT portfolio service: Edison’s bull/bear game

Andy Brough, Schroders: Edison’s bull/bear game

Dividends without end?

Drifting apart: how emerging markets have become less correlated

DIY investing: Your choice, your know how

The importance of being idle: Part 2 – patience and the DIY investor

Introducing Supermarket Income REIT

Active vs Passive – who or what should make your investment decisions

What Proportion of Active Fund Managers Consistently Beat the Market?

UK’s first ISA millionaire talks about Company Refs

Introducing Strawberry Invest

Fundamentals of Investing – Wealth Horizon

Bonds as Part of a Balanced Portfolio

Introducing Crowdcube

Inside the Human Advantage – Part 2

Ten Golden Rules of Equity Investing

Inside the Human Advantage – Part 1

Ten Golden Rules of Equity Investing

Ten Golden Rules of Equity Investing

Ten Golden Rules of Equity Investing

Ten Golden Rules of Equity Investing

Ten Golden Rules of Equity Investing

Ten Golden Rules of Equity Investing

Ten Golden Rules of Equity Investing

Ten Golden Rules of Equity Investing

10 Golden Rules of Equity Investing

16th


Jul

Should you do anything to your investment plans post-election?

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4th


Jul

Investing Basics: What are the benefits of an investment trust board?

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1st


Jul

Politics is driving markets – diversification is the “only anchor”

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30th


Jun

Investing Basics: 3 Risks You Need to Know Before Investing in Stocks

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30th


Jun

Money Basics: How much do I need to retire?

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23rd


Jun

Is your portfolio constructed like the England team?

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16th


Jun

Investing Basics: FIRE in your eyes? Invest in your financial education

Financially Independent, Retired Early - the self-reliance movement is gathering momentum

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15th


Jun

Can you afford your retirement plans?

Survey suggests that dreams of the round-the-world cruise may be sinking fast

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15th


Jun

Key things DIY investors avoid to unlock success!

David 'DAN' Norman considers eight things that successful investors don't do

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13th


Jun

Investing Basics: Multi-manager investment trusts

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12th


Jun

Investing Basics: Growth or Value Investing?

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9th


Jun

The pension pot puzzle – should you consolidate?

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9th


Jun

Investing Basics: Why Is Diversifying Your Investment Portfolio So Important?

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7th


Jun

My Company is Planning to IPO: What Should I Do? 

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30th


May

UK households rely on their savings to cover everyday costs

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30th


May

Can market gains continue over the summer?

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25th


May

‘Men More Susceptible to Fraud Than Women, Yet Exhibit the Least Concern’

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May

Money Basics: Inheritance Tax Gifting Rules

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21st


May

UK Retirees Face Shrinking Window for High Savings Rates

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20th


May

Investing Basics: Investment Trust Sectors

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May

Financial planning tips for 2024/25

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May

Investing Basics: Why Become a DIY Investor?

Why more and more people are taking personal control of their finances

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May

Investing Basics: A complete guide to investing in alternative assets

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12th


May

FIRE in your eyes: How to achieve financial independence at any age

Financially Independent, Retired Early - the FIRE movement is big in the US and it's coming to

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11th


May

15 Tips for millennials seeking to reduce the burden of debt and invest their way to financial independence

The FIRE movement spreads as the 'debt generation' take to financial self-reliance

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9th


May

Investing Basics: Core and Satellite investing using ETFs

Dominique Riedl explains how to pep up a Buy and Hold portfolio with exotic 'satellite' investments

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7th


May

45% Fear Financial Decline for Next Generation

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6th


May

Investing Basics: ETFs Versus Old-fashioned Tracker Funds

Which of the two types of passive investing vehicle is right for you? asks Dominique Riedl, CEO and

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May

Financial Experts Advise Future Planning Amidst Wealthy Britons’ Concerns: 45% Fear Financial Decline for Next Generation

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May

Monthly markets review – April 2024

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4th


May

S=P(1+ j/n)nt….But No Chicks for Free!

Compound interest - Einstein's 'eighth wonder of the world'

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3rd


May

The UK funds leading the way as FTSE 100 hits new record high

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1st


May

Investing Basics: Making it personal

Why you should take some time to set your objectives, understand risk and adopt an individual style

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30th


Apr

11 Steps to Stock Market Success

From the late Jim Slater, creator of Company REFS

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30th


Apr

Investing Basics: The Management Sniff Test

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24th


Apr

Investing Basics: Why Fund Fees Are Important

Investors often assume their most important choice is where or what those funds invest in; fees

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23rd


Apr

How to manage your money worries this Stress Awareness Month

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22nd


Apr

Investing Basics: How to choose an investment trust

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22nd


Apr

Investing Basics: How private investors can beat the pros

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17th


Apr

Mortgage advice as Bank of Mum and Dad tightens its belt

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16th


Apr

10 quotes that explain the stock market

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12th


Apr

DIY Investor Magazine Issue 40

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11th


Apr

Investing Basics: Getting Started as a DIY Investor

You've decided to become a DIY investor - here are some basics

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10th


Apr

Behavioural Finance: Part 3 – Thinking outside the herd to give you the edge

How successful traders avoid emotional decision making and resist following the herd

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9th


Apr

Behavioural Finance: Part 2 – staying humble can give you the edge

Behavioural finance is now a familiar term in the world of finance, but how can you its principles

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9th


Apr

More than a million savers could face a shock

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8th


Apr

Behavioural Finance: Part 1 – how knowing your brain can give you the edge

Keep your head when all about are losing theirs; implement a long-term investing strategy to take

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7th


Apr

Money Basics: Savings goals for 30-somethings

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5th


Apr

25 years of ISAs – how much could an investor have made tax free?

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4th


Apr

Money Basics: Spender to Saver > Saver to Investor

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4th


Apr

How the DIY investor can neutralise the market….Safely

Dr Fred Piard - ‘The Lazy Fundamental Analyst’ - introduces his market neutral portfolio

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4th


Apr

Ways Your Bad Credit Score Is Ruining Your Life: What You Need to Know

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3rd


Apr

Top five financial planning steps people should take before tax year end

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2nd


Apr

What’s the best way to get invested in equity markets?

Is it better to jump in all at once, to average-in over time, or to wait for a market correction?

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2nd


Apr

Investment trusts: deprioritise the discount

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30th


Mar

Use it or Lose it: Pick the right ISA as the deadline approaches

DIY Investor’s at-a-glance guide to the now seven different ISA account types and what they may

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29th


Mar

Investing Basics: Seven investment tips for the DIY investor

Seven short tips from legendary investor and founder of the first tracker fund, Jack Bogle

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28th


Mar

Investing Basics: Diversify your portfolio in order to protect it

Dominique Riedl of justETF says diversification is a free lunch

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27th


Mar

FIRED up to achieve financial independence

The growing movement to become Financially Independent, Retired Early

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27th


Mar

Guest Post: Parents for Pennies – How to Teach Kids Financial Literacy

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27th


Mar

Bargain Hunter, Part of the Herd or Lone Star; what is the Best Investment Strategy?

Muckler explains why building a portfolio is like picking a fantasy XV

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27th


Mar

ISA allowance: Use it or lose it

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26th


Mar

A lack of guidance: a quarter of consumers feel neglected by their pensions and investment providers

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21st


Mar

Investing Basics: Getting ready and retirement planning

Careful planning and understanding spending patterns can help to ensure your money lasts

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20th


Mar

Investing Basics: What age can I retire?

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19th


Mar

Three financial priorities for 2024

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19th


Mar

Why transparent investing really matters

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14th


Mar

Investing Basics: Can your ETF portfolio withstand a crisis?

Low cost trackers perform well in rising markets; here are six steps to build in resilience

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13th


Mar

Maximising your allowances before tax year end

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11th


Mar

Educating Your Children About Money: 28% of Parents say they still bail children out past 25

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7th


Mar

Concerns arise over limited pension planning among UK women 

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29th


Feb

Investing Basics: How to get a globally diversified portfolio with just one ETF

Why you might make your first pick equity ETF a World Index ETF

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24th


Feb

Investing Basics: Five simple investment rules

Investing for the first time can be daunting, but here are five simple investment rules to get you

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21st


Feb

Commentary: Beyond saving, the need to invest for a secure retirement

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11th


Feb

How Much Risk can you Tolerate and how Does that Affect Your Investment Portfolio?

Why understanding your appetite to risk is so important and how to manage it

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11th


Feb

‘Why investors should turn to fixed income annuities’

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8th


Feb

Monthly markets review – January 2024

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5th


Feb

Why social media is bad for your investments

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3rd


Feb

Retirement and pensions checklist: the definitive guide for seniors

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1st


Feb

Two-thirds of workers not saving enough for retirement

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1st


Feb

China Multi-Asset Insights

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31st


Jan

Investment Trust Ratings 2024: Who’s in and who’s out?

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27th


Jan

DIY Pensions: The three stages of retirement planning

Retirement planning can be daunting; here are some practical tips for accumulation and income in

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25th


Jan

Young Investor: Smarter investing in pursuit of financial independence

It's tough for millennials, but with the savings and investment habit they could be set for life

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23rd


Jan

FIRE in your hands: the road to financial independence

A look at the basics for those taking control of their financial future

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22nd


Jan

Investing Basics: How to avoid emotional investing

Emotion can be your enemy; understanding is key to being a disciplined and profitable investor

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17th


Jan

Investing Basics: How Buy and Hold Works for ETFs

Why Buy and Hold is the right strategy for long-term investors planning for retirement

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12th


Jan

Long Term Investor Checklist – Banker on Wheels

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11th


Jan

Investing Basics: Building a Balanced Portfolio

DIY Investor looks at the key things to consider when constructing your investment portfolio.

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10th


Jan

Survey reveals shocking financial literacy gap among Brits

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2nd


Jan

Easy As 123: Why the self-employed must take control of their financial future

With the gig economy in the news, Lawrence Taylor explains 'mony a mickle maks a muckle'

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1st


Jan

Investing Basics: Six biggest mistakes ETF investors make

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31st


Dec

Outlook 2024: Equities in the age of the 3D Reset

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29th


Dec

The future is here: Megatrends shaping the investment landscape

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27th


Dec

Private Markets: A Closer Look at Infrastructure and Renewables

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24th


Dec

A snapshot of the global economy in December 2023

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21st


Dec

Death and Taxes

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20th


Dec

Employee Share Plans Update – December 2023

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20th


Dec

1 in 6 Brits don’t know how much is going into their pension

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19th


Dec

Investing Basics: Five key things to consider when investing in funds

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12th


Dec

Which investment approach is best for me – App and hybrid investing explained

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8th


Dec

The Cost of Bad Credit: Understanding the Consequences of Poor Credit Ratings

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6th


Dec

How much has everyone else got in a pension?

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5th


Dec

Money Basics: 11 tips to save more into an ETF saving plan

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4th


Dec

Investing Basics: The secret of successful trend investing

Douglas Chadwick of Saltydog Investor explains the theory and benefits of momentum trading

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3rd


Dec

Balancing Act: Crafting a Strong Portfolio with Budgeting, Credit, and Investments

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3rd


Dec

How might we reduce the slings and arrows of financial stress?

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30th


Nov

Charlie Munger’s invaluable lessons about investing and life – RIP

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29th


Nov

DIY Investor Magazine Issue 39

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27th


Nov

Navigating the Financial Landscape: Smart Strategies for Personal Investment Success

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26th


Nov

Investing Basics: Make the Right ETF Selection

The essential information you need to build a portfolio to achieve your investment objectives

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24th


Nov

Four little-known funds delivering consistent returns

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20th


Nov

Equity release vs inheritance tax

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16th


Nov

Investing Basics: Are you cut out to be a DIY Investor?

Large numbers using the current lock down to take personal control of their finances

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13th


Nov

Planning for the future – what is a Lasting Power of Attorney?

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8th


Nov

Investing Basics: How to invest for income using an ISA

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7th


Nov

If you do one thing this Talk Money Week, take action on your savings before it’s too late

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6th


Nov

The gold funds shining as geopolitical tensions rise

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26th


Oct

Investing Basics: Momentum investing – how following a trend can work wonders for your retirement pot

Douglas Chadwick explains how DIY investors can make money in the stock market; ‘buy high and

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24th


Oct

UK savers £37bn down as inflation hits cash pots, despite record interest income

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23rd


Oct

‘Heavy blow to Brits nearing retirement age’

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23rd


Oct

Navigating the Waters of Inheritance: Should You Invest or Save? 

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23rd


Oct

Common mistakes to avoid as searches for DIY investing top 1m

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22nd


Oct

Is the 60/40 dead?

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11th


Oct

Loyalty hurting UK savers who feel unable or unwilling to change bank

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10th


Oct

Sector revival powers these funds to chart-topping returns

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9th


Oct

Epic Stock Market Crashes – How to take advantage of a recession

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7th


Oct

Investing Basics: Investing in your retirement

There are some important considerations to make when it comes to managing your pension or ISA pots

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6th


Oct

Trading is still a serious business: Why aren’t we acting like it? 

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4th


Oct

Two bond funds rising steadily that we have bought

'...but let this not blind you to what virtue there is; many persons strive for high ideals, and

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1st


Oct

Top tips to boost your credit rating

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27th


Sep

Guide to Laddering as Searches For “How To Maximise Savings” Increase 263%

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27th


Sep

Three ways you can support senior relatives with accessing online banking 

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26th


Sep

Women left behind by UK pension policy

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21st


Sep

A very short history of modern portfolio theory

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19th


Sep

Why it’s time to reconsider this rising sector

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19th


Sep

The parent wellbeing gap

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18th


Sep

UK Savings Week: Holidaymakers return with £130 in their pockets

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15th


Sep

Pension Awareness Day 2023 – ‘Millions heading for retirement without a financial plan’

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14th


Sep

How to Cultivate a Generation of Savvy Young Investors

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14th


Sep

FCA urges consumers to watch out for signs of Loan Fee Fraud

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12th


Sep

Funds and sectors we use to protect our portfolios

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9th


Sep

Digital money for seniors

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29th


Aug

The fund that’s caught our eye in this rising market

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23rd


Aug

Investing Basics: A simple guide to volatility

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17th


Aug

Investing Basics: Investing for income with investment trusts

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15th


Aug

UK mortgage customers take proactive measures to combat rising interest rates

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14th


Aug

Focus on Funds: The Evolution of Multi-Asset

Square Mile Research considers a diverse, vibrant and strongly growing area of the market

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11th


Aug

Investing Basics: How to select a fund

Georgette Harrison says there is some thinking to do before you get to the point of selecting a fund

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10th


Aug

QD view – the future of growth investing

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8th


Aug

The outperforming sector I’m not ready to buy yet

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7th


Aug

“The IHT nil rate freeze has been worth its weight in gold. For the treasury”

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6th


Aug

Trading Secrets Unveiled: Expert Tips for Succeeding in the Financial Markets

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6th


Aug

Investing Basics: ETF portfolio management – Do-it-Yourself or outsource?

Should you manage your own portfolio or hire a professional? This is the big decision every new

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2nd


Aug

Borrowers with blips risk sleepwalking into highstreet mortgage rejection

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1st


Aug

Investing Basics: Trading or investing, which one’s better?

Humbug, the 'investor' in The Great British Trade Off considers the best method of wealth

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31st


Jul

Investing Basics: A Beginners’ Guide to Investing

Muckler helps those new to investing on a journey to financial independence

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30th


Jul

Investing Basics: Risk and Reward – Five Popular Portfolio Types

So you've decided to become a DIY investor - how to build a portfolio that achieves your goals and

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29th


Jul

Investing Basics: New to investing? Avoid these seven common mistakes

Being aware of these common errors and taking steps to avoid them can significantly boost your

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28th


Jul

Investing Basics: Investing in your 40s & 50s

If you’re in your 40s or 50s, there’s a good chance you are already investing, be it through a

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27th


Jul

Investing Basics: More Basics of Investing

Muckler helps those new to investing on a journey to financial independence

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25th


Jul

DIY Investing: ‘How I construct my equity portfolio’

Portfolio construction gets less attention than picking stocks but it can have a profound effect

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24th


Jul

Investing Basics: What is portfolio rebalancing?

A best practice recommended by many renowned investors strongly linked to the buy and hold approach

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16th


Jul

How to Protect Against Inflation

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15th


Jul

First time investor: How to be a successful DIY investor

Guest post from EQi looks at the basics of portfolio construction, management and strategy

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13th


Jul

Dude, where’s my pension? Part 3 – charges and performance

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12th


Jul

The Doctor will see you now: Money problems can affect physical and mental wellbeing

The Female Money Doctor explains why for some investors the only way is ethics

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9th


Jul

Dude, where’s my pension? – Part 2, what’s in the box?

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7th


Jul

Dude, where’s my pension? Part 1 – the basics

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4th


Jul

Are there downsides to money market funds?

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3rd


Jul

Investing Basics: Index Investing for the DIY Investor

Why low cost, passive investing could be the ideal solution for the time poor DIY Investor.

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2nd


Jul

QD view – Spreading your bets – asset allocating for uncertain times

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27th


Jun

Tech is back – and we are watching these funds

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25th


Jun

Investing in funds using charts

Humbug - the 'investor' in The Great British Trade Off, explains how he aggressively invests in

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21st


Jun

Weathering the Storm: Why and How to Invest in a Recession

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19th


Jun

Guest Post: How do you keep investing for the future while managing debts

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19th


Jun

Millions face mortgage default if interest rates are hiked again

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14th


Jun

Investing Basics: Why index investing is good for your ISA

Investing is like any other long term activity – it needs a clear destination or purpose

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12th


Jun

The tech fund we bought that’s up more than 30% this year

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7th


Jun

Tech is back – and we are watching these funds

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1st


Jun

QD view – Growth capital – fast-growing companies at compelling prices?

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31st


May

Saver > Investor: How stock market investing can help you get rich slow

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29th


May

Investing Basics: Investing in Asia with investment trusts

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25th


May

Investing Basics: Building a really simple investment portfolio

How to achieve an instantly diversified, balanced portfolio with just two ETFs

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23rd


May

ETF portfolios versus active fund portfolios – who wins?

How does the active vs passive debate stack up when you take it to the portfolio level?

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18th


May

A Value View: The Merchant’s Trust PLC

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17th


May

Beating inflation with ETFs

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11th


May

The global funds delivering the best and most consistent returns

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9th


May

Is now the right time to buy stocks?

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4th


May

Financial education: money management for Gen Z

A whole raft of money management apps are helping young people to budget, track their spending,

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3rd


May

UK shares shine in a mixed April for markets

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1st


May

Spring-clean your financial wellbeing the easy way

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26th


Apr

How To Manage Your Finances Better During The Cost Of Living Crisis

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25th


Apr

Investment trusts: Shopping for discounts

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24th


Apr

Why investing in ethical companies should be a priority in 2023

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21st


Apr

Investors offered Woodford compensation deal

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21st


Apr

DIY Investor Magazine Issue 37

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18th


Apr

Asset Allocation: choosing the right asset mix for your ETF portfolio

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17th


Apr

DIY investing comes of age

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12th


Apr

Asset managers had a poor 2022

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9th


Apr

Gilts and gold funds shine during flight to safety

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6th


Apr

UK pensioners need more help with difficult drawdown decisions

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5th


Apr

ISA myth busting

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29th


Mar

Women hit hardest as cost-of-living crisis disrupts financial planning

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21st


Mar

Having a big cash position helps us sleep at night

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21st


Mar

‘Bank of Mum and Dad’ bailouts for adult children in cost of living crisis

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20th


Mar

Rainy day funds under water and the need for better financial education 

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18th


Mar

Someone Like You: Jemima Reeves explains why she’s become a young investor

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17th


Mar

A third of higher earners unaware of their tax bracket

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16th


Mar

Investing Basics: Portfolio strategies for the DIY investor

A beginners' guide to constructing a portfolio from justETF

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16th


Mar

Investing Basics: The ABC of ESG

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16th


Mar

What the Budget means for pension planning

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14th


Mar

Investing Basics: Portfolio rebalancing – why it makes sense

To be a successful investor you should buy low and sell high, and rebalancing enables you to do

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13th


Mar

Six of the best: potential pitfalls that can whack the unwary DIY investor

Why the British Army's 'Rule of the Seven Ps' could help you be a better investor.

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8th


Mar

Solving the Rubik’s Cube: Investment Trust Ratings 2023

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7th


Mar

Three funds sold, one new holding added

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28th


Feb

Student loans and mortgage applications

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26th


Feb

Investing Basics: Portfolio management – should you stay or should you go?

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26th


Feb

A moment on the Tube: Financial independence as a self-employed- the discovery

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26th


Feb

Seb is 27 and on the road to financial independence – here are his seven tips for young investors

Guest post from a young investor who intends to take personal control of his financial future

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21st


Feb

‘Armchair detective’ investors take inspiration from Sherlock Holmes to foil investment scams

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20th


Feb

Calling time

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20th


Feb

Changes in State Pension age could squeeze private pension access

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15th


Feb

UK inflation dips to 10.1% – Financial experts react

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14th


Feb

Don’t let money break your heart

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9th


Feb

The most Googled investment questions – and the answers to them

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7th


Feb

Funds return to form, and here’s what we’re backing

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7th


Feb

Persistent volatility prompts investors to become more cautious

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6th


Feb

Investment lessons from 13 geopolitical crises

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6th


Feb

How to boost your finances as a couple

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24th


Jan

Saving vs. investing: Here are the key differences for managing your money

Guest post from our friends at Bankrate in NYNY, where they know a bit about investing

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23rd


Jan

Industries That Flourish & Fade During Economic Downturn

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18th


Jan

Inflation is back and so is momentum investing

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13th


Jan

Inspiring the next generation of female investors and professionals

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11th


Jan

Consumers admit understanding gulf regarding how their money is managed

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8th


Jan

Investment Outlook 2023

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5th


Jan

‘2023 – a change in the global investment model’

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4th


Jan

Untying the knot: The six things you need to discuss when splitting your finances

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4th


Jan

Financial cost causes 41% of younger parents to regret having kids 

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29th


Dec

Rear (QD)view mirror – 2022

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28th


Dec

Priorities to build up your financial resilience in 2023

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21st


Dec

How a Personal Loan EMI Calculator Makes Financial Planning Simple 

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14th


Dec

Cost of Cash: 4 in 5 parents losing out on children’s savings

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10th


Dec

The UK’s ‘Ridiculous Price Index’

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9th


Dec

How to make £100k without really trying: The miracle-gro of compound interest

How you can create serious wealth by starting early and letting Einstein's 'eighth wonder' get to

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20th


Nov

Picking investors’ pockets: How can the squeezed middle fight back after the Autumn Statement? 

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15th


Nov

Demystify the investment world to achieve greater equality for women

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14th


Nov

Investing Basics: DIY Investing Rules OK? Part 1

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31st


Oct

‘Low-risk portfolios’ post average losses of 12.7%

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31st


Oct

Investing Basics: How much research should you do?

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30th


Oct

Investing Basics: What Young Adults Should Know

More basics of money management on your journey to financial independence

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26th


Oct

Investing Basics: Tracking your investments with Excel

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19th


Oct

UK ‘veering off course’ as climate change takes a backseat

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16th


Oct

The IPO apocalypse

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11th


Oct

Key challenges facing the UK’s new prime minister

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11th


Oct

Why ESG considerations matter and how they are embedded in the Mercantile’s stock selection process

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8th


Oct

Active vs passive investing: Use active to your advantage

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6th


Oct

DIY Investor Magazine Issue 35

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3rd


Oct

What can we learn from the Woodford scandal? 

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29th


Sep

Survey shows retail investors turning away from ESG investing

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18th


Sep

Investing Basics: Do it Yourself, Do it With me, Do it For me – just don’t do nothing!

So you've decided to become an investor in pursuit of financial independence, but which way's best?

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11th


Sep

Personal Finance 101

Basics to consider before building an investment portfolio

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9th


Sep

The 28 Investment Trust ISA Millionaires

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1st


Sep

Guest Post: 7 common financial mistakes how to avoid them

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22nd


Aug

What Happens to your Pension When you Die?

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21st


Aug

An Introduction to Socially Responsible Investing with ETFs

Dominique Riedl of justETF shows how your portfolio can benefit the environment and society

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19th


Aug

Rising Inflation, Rising Interest Rates: Invest or save?

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18th


Aug

What do you need to do to retire early? – How to secure your future

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17th


Aug

Recession is coming: Don’t wait to protect your finances

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8th


Aug

Ten thought-provoking books for your summer reading

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5th


Aug

Preparing your pensions in the event of a UK recession

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2nd


Aug

Shoot at the elephant and miss, and it may trample the jungle for years: Thoughts from Douglas

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1st


Aug

Costly conditioning: Crypto, Pavlov’s dogs and celebrity bellringers

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30th


Jul

Long-Term Returns of the Oldest Trusts

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30th


Jul

Eight positives savers and investors can take amid the financial gloom

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28th


Jul

Has the comeback begun?

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27th


Jul

Keeping money in a Cash ISA is a wasted opportunity; DIY investing can be plane sailing

Douglas Chadwick of Saltydoginvestor explains why savers could consider becoming investors

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24th


Jul

ESG or is it all BS?

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22nd


Jul

What are companies telling us about recession risks?

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22nd


Jul

How much money do people want to achieve their ideal life?

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21st


Jul

Silver linings amidst the volatility: China mid-year market outlook 

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15th


Jul

Insights from Silicon Valley: The crisis in Ukraine

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13th


Jul

How Japan is making strides on sustainability

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13th


Jul

DIY Investor Magazine Issue 34

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12th


Jul

Perspective: Why investors can’t overlook the ‘S’ in ESG

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11th


Jul

Why we are happy to own just one fund

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11th


Jul

Insights from Silicon Valley: Netflix sheds subscribers

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7th


Jul

Q2 2022: The Big Bad Bear 

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1st


Jul

Investing Basics: 9 Investment Options Every Millennial Should Consider

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26th


Jun

Spider’s web

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20th


Jun

Options for taking sustainable income from your portfolio

Taking an income could be more complicated than accumulating your portfolio in the first place;

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20th


Jun

Over 65s go green as DIY investors embrace sustainable investing

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19th


Jun

Investing Basics: Explaining inflation

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18th


Jun

DIY investing tips for Millennials: In memory of one of the world’s greatest investors

Vanguard founder John 'Jack' Bogle's guidance for those seeking financial independence

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2nd


Jun

How long-term investment can help us cope with short-term uncertainty

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1st


Jun

Solving climate change can be the investment opportunity of our lifetime

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1st


Jun

How to prepare your portfolio for a recession

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31st


May

How to future proof your savings

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27th


May

Active versus passive investing – selectivity required

Janus Henderson Investors believes that active management is key to achieving investors objectives

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27th


May

Investing Basics: It’s all a Matter of Trust

How well managed investment companies can deliver the right balance of income and growth.

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27th


May

Seven key considerations for the income investor

Things to think of to make your investments pay from JP Morgan

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27th


May

Investing Basics: Mutual Funds 101

Focus on Funds Magazine - Passionate about active investment management

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26th


May

Inflation battle means continued interest rate rises for the UK

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23rd


May

Watch out for currency risk with these funds

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23rd


May

Investing Basics: Income investing 101

More and more are taking control in pursuit of financial independence; here is an introduction to

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23rd


May

Investing Basics: Core and satellite investing for your ISA or SIPP

DIY investors taking personal control on the road to financial independence; how to invest like the

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23rd


May

Micro-investing: Just Don’t do Nothing

DIY Investor looks at the way wealth mangers are trying to engage millennials

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23rd


May

Investing Basics: Six investment solutions for your capital

Harneet Bhari of SAMT AG considers funds, equities, gold, property, bonds and passives

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23rd


May

Investing Basics: Income investing with ETFs

ETFs with high dividends provide a good source of income; how to find the best distributing ETFs

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23rd


May

Investing Basics: DIY Investing for the long term

Why 'time in the market' is more important than timing the market and the importance of

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23rd


May

Investing Basics: Why ETFs and SIPPs make a great combination

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20th


May

Lockdown changed the world, and now ethical investing will too

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20th


May

Classic Investment Mistakes and how to Avoid Them – Part 3

Not selling poorly performing stocks, and mixing investment strategies

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20th


May

Investing Basics: Becoming a better DIY investor

Richard 'Greediz' Gould explains the psychological biases that can damage your wealth

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20th


May

Diversification – How many stocks should you hold in a DIY investment portfolio?

DIY investor Matt Bird shares his thoughts about constructing a well diversified and thereby risk

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20th


May

Classic Investment Mistakes and how to Avoid Them – Part 2

Trying to time markets and failing to take profits

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20th


May

Investing Basics: Core principles to help you rebuild your portfolio after the crisis

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20th


May

Classic Investment Mistakes and how to Avoid Them – Part 1

Looking at the investment chain and where things can go wrong

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19th


May

Simple DIY Investing with Vanguard LifeStrategy Funds

A Low-cost, Flexible Investment Strategy for Life just got cheaper

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19th


May

Why bother investing? The power of compounding

Wheelie Dealer looks at long term investing returns and how you can work out when you can afford to

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19th


May

Holding our nerve with volatile energy funds

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19th


May

Investing Basics: First time investors

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18th


May

#fintok racks up 1.2bn views as young people seek financial independence

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16th


May

Someone Like You: SIPP, ISA or both? A Case Study

Selftrade customer Leah has an ISA and a SIPP; here she explains her investment strategy

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15th


May

ShareScope: Helping private investors for 25 years

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13th


May

Investing Basics: Compound Interest – the gift that keeps on giving

Muckler makes no apology for taking another look at compound interest - the ‘eighth wonder of the

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12th


May

Investing Basics: Simple Rules for Successful Investing

FT journalist David Stevenson shares his five rules for successful investing

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12th


May

Investing Basics: What is a P/E ratio and how to used it to create a fair value calculation for shares?

Price to earnings ratio (P/E) is a statistic widely used to measure or value a company’s shares;

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10th


May

Investing Basics: Generating an income from investments

With interest rates on savings near zero, how can you find income generating investments?

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10th


May

Investing basics: Understanding cash flow

As the saying would have it 'cash is king' - here's the cash flow statement and why its important

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10th


May

Investing Basics: What is the FTSE 100?

We hear about it every night on the news, but what is it, and why does it matter?

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10th


May

Investing Basics: Why investing in an ISA is a good idea

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10th


May

Investing Basics: A simple guide to risk profiled funds

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10th


May

Investing Basics: ESG Investing

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10th


May

Investing Basics: Before you Start Investing

Muckler helps those new to investing on a journey to financial independence

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8th


May

Performance hits, misses, and newcomers among most-consistent funds

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8th


May

It’s the end of the world as we know it

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6th


May

Fifteen Ideas for Your ISA

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4th


May

Some innovative thinking to make your tax set-aside go further

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23rd


Apr

The path less travelled: A value approach

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19th


Apr

Three funds boosting our portfolios

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17th


Apr

33 reasons not to invest in the stock market

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17th


Apr

Investing Basics: Why and how Statistics Matter to Investors

Some of the predominant issues regarding financial and economic statistics

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16th


Apr

Apples and pears

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15th


Apr

60/40 and other dinosaurs

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14th


Apr

One-in-four fear pension shortfall

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13th


Apr

Financial Moves You Need to Make Before You Retire

Guest post from the US: Are you financially ready to say goodbye to your work life?

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11th


Apr

The top 20 funds so far this year

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10th


Apr

Investing Basics: Investment Options

An introduction to four fundamental investments types - shares, bonds, property and cash

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5th


Apr

The fog of war: a multi-asset view

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4th


Apr

Four cautious fund buys as stocks rebound

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4th


Apr

The Importance of Execution

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2nd


Apr

Is it time to revisit the UK as an asset class?

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1st


Apr

Time to stop investing for the duration

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17th


Mar

‘Half of British investors plan to ‘buy the dip’’

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16th


Mar

‘Searches For ‘Best Investments 2022′ see a 3,450% increase’

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13th


Mar

What is the outlook for UK dividends in a less certain world?

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12th


Mar

Our investment outlook amid Ukraine uncertainty

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11th


Mar

The high-risk funds bucking the downward trend

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10th


Mar

The under-explored power of listed private equity

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9th


Mar

Implications of the war in Ukraine for US stocks

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8th


Mar

Regime Change

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7th


Mar

Notes from the Investment Floor: Russia – the facts have changed

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7th


Mar

Ten insightful books for value investors

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7th


Mar

Gone with the wind

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5th


Mar

Gold funds on the move, but we’ve resisted temptation to buy

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1st


Mar

Investing for Income: UK shares forecast to pay lower dividends in 2022

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25th


Feb

The consequences of the Russian attack for the markets and the economy

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22nd


Feb

Guest Post: How will Russia/Ukraine tensions impact China and Asia markets over the coming weeks?

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18th


Feb

The 12 most-consistent funds over the past three years

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16th


Feb

DIY Investor Magazine Issue 32

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12th


Feb

A framework for long-term investing

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11th


Feb

Inevitably we will lose sometimes; the trick is not to make a habit of it – thoughts of Saltydog Investor

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10th


Feb

The Dividend Dilemma

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30th


Jan

QD view – every cloud

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27th


Jan

Four funds we’ve bought, and three we’ve sold

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24th


Jan

Investing Basics: Income Investing

Is paying your bills and having enough income to live on more important than growing richer?

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23rd


Jan

Investing Basics: 7 Strategies for Successful Long-Term Investment

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23rd


Jan

Impact investing: the third dimension

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17th


Jan

Is the UK’s debt a ticking time bomb?

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17th


Jan

How to protect your portfolio from inflation

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4th


Jan

Banker on Wheels road-tests Vanguard Life Strategy Funds

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2nd


Jan

Board Games

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28th


Dec

Personal Finance as a Gift: Best books for Christmas

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21st


Dec

Emerging markets – from uncertainty to opportunity?

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13th


Dec

Have yourself a sustainable little Christmas

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13th


Dec

Markets recovering, but we’re still holding significant levels of cash

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11th


Dec

The ‘safe’ sector that’s benefited from pick-up in market volatility

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9th


Dec

Five expert tips for choosing a fund manager

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4th


Dec

Cash cushion protected portfolios from market mayhem

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3rd


Dec

IT Investor: Quarterly Review – quality fights back

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1st


Dec

Seven outstanding funds over the past three years

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30th


Nov

Beyond the Middle Kingdom

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27th


Nov

New PM, new dawn for investing in Japan?

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26th


Nov

DIY Investor Magazine Issue 31

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24th


Nov

How we see sustainability: the CEO and the ESG fund manager

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22nd


Nov

The two clean energy funds we have just bought

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15th


Nov

Seven outstanding funds over the past three years

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7th


Nov

The fund we’ve bought to play recent US rally

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1st


Nov

Climate change investing: net zero considerations

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1st


Nov

Investment themes: IPO boom in London

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31st


Oct

IPCC report: why the detail matters to energy investors

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31st


Oct

Getting ahead of COP26 and what it means for investors

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31st


Oct

Countdown to COP26: how 2021 is a ‘make or break’ year in the fight against climate change

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26th


Oct

Bargains galore: Discounted Investment Trusts

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25th


Oct

Five charts which explain what is going on with inflation

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24th


Oct

Winter is coming

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17th


Oct

The emerging market country that’s flying and we are buying

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7th


Oct

There is no Planet ‘B’ (Mike Berners-Lee): Thoughts of Saltydog Investor

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4th


Oct

All Aboard: Momentum investing with the Flying Stocksman

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29th


Sep

The indicators that help us decide when to sell

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29th


Sep

A better class of travel*

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27th


Sep

DIY Investing Loses Some Lockdown Momentum

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12th


Sep

The Sunday Ride #5 – Updated 4% Rule

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10th


Sep

A ship in harbour may be safe, but that’s not what ships are built for

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10th


Sep

DIY Investor Magazine Issue 30

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7th


Sep

Caution – slowdown ahead

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7th


Sep

Top-performing funds that are continuing to deliver

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21st


Aug

Five Investment Themes for the Rest of the Year and Beyond

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18th


Aug

Five consistent funds that have doubled in three years

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10th


Aug

An investor’s guide to climate change: the simple and surprising facts

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9th


Aug

Uncertainty turbocharges returns for this fund sector

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7th


Aug

Inflation – a real threat or hot air?

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22nd


Jul

‘Enjoy your achievements as well as your plans’: Thoughts of Saltypup Investor

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12th


Jul

Investing in decarbonisation: Plant-based foods, unexpected EVs and an unsung hero

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4th


Jul

East End boys and West End girls

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3rd


Jul

The truth is often unpopular and the contest between agreeable fancy and disagreeable fact is unequal

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3rd


Jul

Female wealth is rising, yet investment gender gap persists

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22nd


Jun

The fund we have bought to dip our toe back into continental waters

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22nd


Jun

Inflation – the latest fad or the theme of the future?

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17th


Jun

The income fund we have just bought

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27th


May

DIY investing continues to surge; Which? platforms are we using.

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14th


May

FundHunter: The Investor’s Dilemma

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6th


May

Green is the new black – ESG investing

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3rd


May

Beware the latest investment scams

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1st


May

ESG: closing the expectations gap

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30th


Apr

Never Turn Your Back on Mother Earth: DIY Investor Magazine 28

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25th


Apr

Climate change tracker hits record low as progress gathers pace

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25th


Apr

Retirement savings gap causes increasing numbers to consider equity release

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23rd


Apr

The importance of being idle: Part 1 – the power of patience for the DIY investor

Wheelie Dealer sees patience as a key skill for long term investors

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19th


Apr

2021’s key themes for emerging markets

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18th


Apr

Millennials engage as DIY investing boom continues

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16th


Apr

Inequality and taking financial control

New survey shows that pensioners' income now outstrips that of those of working age

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7th


Apr

Pathways to retirement

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6th


Apr

The ETF year 2020

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4th


Apr

Use or lose your ISA allowance…

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2nd


Apr

Make your Portfolio Tax Efficient

Make sure your portfolio is as efficient as possible by making best use of all available allowances.

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25th


Mar

To ISA or to SIPP, or to do both, that is the question?

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21st


Mar

Why I Opened Junior ISAs for My Children

Justin Urquhart-Stewart said - ‘they’ll either snort the proceeds or drink them’, but I

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12th


Mar

The hidden cost of buying stuff

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11th


Mar

Should I consider ESG Funds in my ISA and SIPP?

Holly Thomas Suggests What to Consider as you Begin Your ESG Journey

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7th


Mar

……what on earth is a digital watch? DIY Investor Magazine 27

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7th


Mar

UK Smaller Companies tops our sector performance tables in February

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6th


Mar

Global perspectives UK: The value of vaccination

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26th


Feb

Seven consistent funds up 100% over the past three years

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26th


Feb

Investment Trusts: Spring Conference, register now

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23rd


Feb

What happens when the party starts back up?

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14th


Feb

Five trends for 2021

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8th


Feb

How to Invest your Money Ethically in 2021

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30th


Jan

Big game: Can the Scottish Mortgage stampede continue?

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23rd


Jan

‘Dreadful result for UK investors’; dividends unlikely to hit pre-Covid levels until 2025

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22nd


Jan

The Future of Consumption: Emerging Markets and the Digital Revolution

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17th


Jan

The Long Game – Historical Market Returns and 2021 Expectations

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17th


Jan

The next big thing: two mega-trends that everyone should own

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14th


Jan

A personal journey from broke banker to financial independence

A brutally honest guest post from Melissa Blevins as she puts together a plan to get her financial

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13th


Jan

New Year, New You, New Finances?

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13th


Jan

Are funds good value for money?

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2nd


Jan

Young investors shine as broker reveals DIY investors significantly outperformed the market in 2020

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1st


Jan

Lockdown 2.0: Increasing numbers take personal financial responsibility and turn to DIY investing

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25th


Dec

Four funds that helped power our portfolios to all-time highs

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24th


Dec

What the Dickens!

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23rd


Dec

Adopting good habits can greatly improve your financial wellbeing

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21st


Dec

A green kick-start?

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18th


Dec

‘Bok to the Future: Helping professional athletes manage their financial future as their career transitions

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16th


Dec

DIY Investor Magazine 26: Let’s be careful out there

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5th


Dec

‘Luck happens when preparation meets opportunity'(Seneca): Thoughts of Saltydog Investor

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23rd


Nov

The most consistent fund over the past three years: Thoughts of Saltydog Investor

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15th


Nov

Is it a good time to buy this fund sector? Thoughts of Saltydog Investor

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13th


Nov

Top tips for teenagers receiving a Child Trust Fund windfall

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30th


Oct

Study suggests millennials aren’t investing because they lack knowledge and confidence

US study suggests that when it comes to understanding why millennials haven’t started investing,

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29th


Oct

A Glimmer of Hope for UK Income Investors as Some Dividends Return

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28th


Oct

Money Basics: When it comes to planning ahead, we’re seriously lacking…

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21st


Oct

Momentum is the simplest way to identify funds getting it right: Thoughts of Saltydog Investor

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5th


Oct

China Investment Trusts Come Of Age

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1st


Oct

The top 20 fastest-growing investment funds

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30th


Sep

Go to work, don’t go to work: DIY Investor Magazine 25

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28th


Sep

Not meeting your 2020 financial goals? Take a chill-pill and relax

Guest post from across the Pond by financial writer and 'debt fighter' Aiden White

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27th


Sep

Property Funds: How much longer will investors be trapped?

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23rd


Sep

Who Do You Trust in a Financial Crisis?

Uncertainty about levels of state support and mistrust of institutions fuel financial self-reliance

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20th


Sep

Global perspectives- Global growth stocks over-hyped in 2020?

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16th


Sep

Lessons From the Fall of a Superstar Fund Manager

With the Woodford Equity Income Fund still gated, what can the DIY investor learn?

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5th


Sep

‘An investor’s most powerful weapon is patience’*

Thoughts of Saltydog Investor - Douglas explains how his portfolios are set to benefit from the

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2nd


Sep

Junior ISAs Surge During Lockdown

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2nd


Sep

Sentiment Analysis: The power of the crowd

How sentiment analysis helps investors sift through information overload

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30th


Aug

Income Investors Battered as Dividends Dry Up; how have Equity Income Funds and Trusts performed?

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29th


Aug

Drowning not Waving: Middle Class Debt is Rising

If you are affected, here are some options to consider to manage and clear debt

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20th


Aug

Financial wellness: Open Banking and the rise of money management apps

A whole raft of apps are now available to help you track your spending, budget and save money

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16th


Aug

Automated Solution for Millennials Seeking Ethical Investment Opportunities

Investors are increasingly looking for ways to make a positive impact on the world with their money

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16th


Aug

Financial education: 62% of adults don’t understand the term ‘inflation’

OECD study poor levels of financial literacy and the need for more education and engagement

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11th


Aug

Outstanding Funds: Saltydog Investor’s 6×6 Report

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3rd


Aug

Biotech: The high stakes investment theme where expertise is everything

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2nd


Aug

The importance of being idle: Part 2 – Patience and the DIY investor

Wheelie Dealer on patience and back to investing basics

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31st


Jul

What is the case for gold?

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27th


Jul

Personal Finance: Recession Proof Your Finances

The long-term financial impact of pandemic remains a worry; here’s how to get your finances in

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12th


Jul

Jam Tomorrow: Should you Consider Deferring Your Pension?

‘Deferring the state pension is essentially a gamble on your own life expectancy’

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10th


Jul

Dangers of using social media for money matters

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7th


Jul

DIY Investors Increasingly Fuelling Demand for Investment Trusts

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7th


Jul

July Market: The UK Stock Market Almanac

Seasonality effects and anomalies that are seen in July

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5th


Jul

Investing in Asia, Emerging Markets or globally?

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2nd


Jul

Growing Number of Millennial Investors increases demand for ESG Investments

What the next generation of investors means for financial advisers

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30th


Jun

How advisors are engaging millennials and female investors in the States

Millennials set to control $30 trillion and women are increasingly financially engaged

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18th


Jun

Double whammy for DIY investors as investments are diluted and income dries up

Relaxed rules on capital issuance see retail investors left out as institutional buyers clean up

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10th


Jun

Self-invested pension: SSAS – who dares wins

With advantages in terms of control, flexibility and cost, for many business owners a SSAS is the

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9th


Jun

The True Cost of Buy-to-Let Property

Recent changes have altered the tax treatment of those investing in property and this infographic

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6th


Jun

As self-employed nears 5m, support for the little guys can be as Easy as 123

The 'gig economy' is on the rise and increasing numbers are choosing to go it alone

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5th


Jun

Sticking to what you know – survey shows investors remain optimistic

Despite the dramatic falls experienced in the markets, EQi finds its clients have kept calm and

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31st


May

Millennials: Are you maximising your savings and investment opportunities?

A very basic introduction to savings and investment from True Potential Investor

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27th


May

Value Stocks are Underperforming… For Now

Guest post from across the Pond considering the relative prospects for growth and value stocks

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27th


May

ESG Funds; is Passive set to be Massive?

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25th


May

Coronavirus Lockdown Fuels Spike in DIY Investing

Huge increase in the number of people taking control of their finances and opening DIY investing

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23rd


May

The biggest recession since the Great Depression

Global Perspectives from Edison Investment Research considering the economic fallout from the

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19th


May

Sell in May? Stock Market seasonality effects and anomalies

The UK Stock Market Almanac delivers some gems to give you a trading edge

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17th


May

Life as (Un)Usual: After the Lockdown, What Next for Investors?

What kind of world we will find when we are released – Which sectors will thrive and which have

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12th


May

IT Investor: Holding On Tight

After a few decades of investing, it’s tempting to think that you’ve seen it all...

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6th


May

Twin Petes Investing podcast secures SharePad sponsorship

Twin Petes Investing’ announced today it has agreed a title sponsorship deal with investment data

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6th


May

Economic life after lockdown

What will the re-start look like in the short, medium and long-term?

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5th


May

What does defensive investing mean today?

Investors reflecting on the damage to their portfolios in recent weeks may be looking for a way to

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29th


Apr

Investing in a crisis: Worry, but don’t panic

The coronavirus is playing havoc with markets and our health and well-being; it is time to be

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25th


Apr

DIY Investor Magazine 24: Seeking certainty in the face of unknown unknowns

More people are taking personal control as DIY investing spikes in coronacrisis

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25th


Apr

DIY Investor Magazine Issue 24

Seeking certainty in the face of unknown unknowns; DIY investing spikes in coronacrisis

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25th


Apr

Hold Fast for Income

Investment trusts' revenue reserves could make them a vital stronghold for investors facing UK

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19th


Apr

Markets: An Asset Boom Could be on its way

Why has there been such a strong bounce before any sign that the economically catastrophic

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12th


Apr

Children of the Revolution – Part 2 – How do we Get Out of This Place?

The outperformance of technology hints at an exciting possible future for the market when the virus

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24th


Mar

Core and satellite – simple, effective DIY investing for your ISA or SIPP

David A Norman explains how to adopt a strategy used by the world's biggest investment funds

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24th


Mar

ISAs: The five key benefits

ISAs offer a flexible and tax-efficient way to invest. So what are the five key features that make

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21st


Mar

Investment Strategy: Diversification, Selectivity and Dynamism

'Extraordinary times' in financial markets - Yoram Lustig, The Investment Assets Handbook.

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16th


Mar

How to Make the Most of Your ISA Allowance

It's ISA season - when some finally get around to it, and the self-satisfied front load for the

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9th


Mar

‘You see who is swimming naked when the tide goes out’: Thoughts of Saltydog Investor

Will Coronavirus trigger a correction, or a major market meltdown; will Douglas stick or twist?

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2nd


Mar

Remember Retail Bonds and ORB? You’re no Mr Bond Chancellor

There are rumours that the budget will announce a new exchange for retail bonds; Mr Bond has his say

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26th


Feb

Building a long-term real estate strategy

How ASI's UK Commercial Property REIT targets strong, sustainable and rising income return and

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22nd


Feb

Is higher education a worthwhile investment?

Students can emerge £50k in debt + 6.3% p.a. - does the 'graduate premium' justify it?

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14th


Feb

Finding income that’s not scary and ugly

Lawrie Chandler looks at options for those seeking income from high quality sources

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13th


Feb

Free energy? You cannot get ought for nought: Thoughts of Saltydog Investor

Science always assumed there was no such thing as free energy; will that be so in the future?

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10th


Feb

Ethical Investing: ESG Investments Deliver Strong Returns

Previously, investors putting their money where their values were may have missed out on returns;

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9th


Feb

Best-buy Lists: We need to Talk About Bad Press

Hargreaves Lansdown got plenty of stick for its relationship with Woodford; not all justified,

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15th


Jan

Trapped investors’ anger at further delay; Woodford takes multi-million pound bonus

FCA to look at regulatory regime around liquidity and investment platforms' 'best buy' lists

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12th


Jan

Disruption: driven by technology

Ben Rogoff of Polar Capital Technology Trust says technology as an investment sector is in a good

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2nd


Dec

Is Financial Independence a myth?

Semi-retired Humbug asks whether it is possible to achieve true independence or whether he's struck

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20th


Nov

Investing in funds using charts

Humbug now invests in funds rather than shares - here he explains how he trades momentum

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14th


Nov

Regulator warns investors to diversify and avoid excessive risk to protect their nest eggs

Chair o FCA warns investors of ‘putting all their eggs in one high-risk basket, like a minibond

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6th


Nov

FCA addresses issue of illiquid assets in open-ended funds post-Woodford

The IA is developing a a new structure called a ‘long-term asset fund’ for illiquid assets

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1st


Nov

When the Market Goes to Hell in a Handcart

The Nimble Trader looks at how groups of investors may react when the inevitable happens

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28th


Oct

Why Gatekeepers Need Europe Right Now…

Despite the government’s attempts to extricate the UK from the EU, as investors we remain

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22nd


Oct

Global warning: the case for low carbon investing to counter climate change

​​Hamish Chamberlayne of Janus Henderson says climate change is the biggest investment issue of

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20th


Oct

Why Inflation is bad for so Many People

Guest post addressing the major economic swizzle that inflation is good for us

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10th


Oct

3 things you should know before introducing P2P lending to your investment portfolio

Guest post from Lending Works explaining the basics of marketplace lending

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1st


Oct

Money management: Five ways technology can help you get your money under control

Guest post from Muckle looking at new apps that allow you to better control your money

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24th


Sep

The FIRE Movement – America’s Hottest New Trend in Personal Finance

Stateside increasing numbers seek to be financially independent, retired early: and its coming here

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10th


Sep

Digital Banking: End of the Beginning for Monzo

Challenger Bank With Cult Following Looks to Attract Older, Wealthier Clients

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6th


Sep

Thoughts of Saltydog Investor: ‘To travel hopefully is a better thing than to arrive…..

......and the true success is to labour. (Robert Louis Stevenson)

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25th


Aug

DIY Investing: Don’t wait for a stock market crash to plan ahead

How to ensure that your portfolio is ready should the market face a 'correction'

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7th


Jul

Post-university: financial planning sooner rather than later

Young Brits are being told they need to save 18% of their salary to have an 'acceptable' pension

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23rd


Jun

Financial wellness: Fintech spells the end for ‘monogamous banking’

Open banking gives consumers a holistic view of their financial well-being

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22nd


Jun

How open banking and robo advice are changing our relationship with money

Changes to regulations and advances in technology are changing the banking industry as we move

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16th


Jun

Pensions – Expectations vs. Reality: The increasing gap affecting retirement

The biggest thing you need to save for could be bigger than you think

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21st


May

EPIC for income

Ediston Property Investment Company delivers monthly income with firm foundations

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14th


May

‘The industry’ gains as savers lose out: Thoughts of Saltydog Investor

Tax efficient wrappers are only of benefit if there are profits to be taxed - and other stories

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7th


May

Scam-a-lot: how to protect yourself against fraud

UK bank customers lost £500m to scams in just six months; here are some tips

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6th


May

Survey highlights financial advice gap as young investors miss out

Nutmeg voices approval as FCA launches investigation and pledges to make advice available to all

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20th


Apr

From Cradle to Later Life, SIPPs Offer a Lifetime Solution

Francis Moore looks at the pension regime and explains why you may consider a SIPP

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11th


Apr

£50,000 of Debt at 8x Base Rate – Loan Sharks? No, Student Finance

Muckler looks at the double whammy of increasing tuition fees and punitive interest rates

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6th


Apr

As Britain’s debt mounts money worries prevent pension saving

Survey identifies increasing levels of concern as household debt and consumer credit rocket

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12th


Feb

Need for financial education never greater as marketers seek to engage Millennials in savings and investment

Under considerable financial duress, Millennials say lack of knowledge prevents them form investing

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8th


Feb

Saving up and drawing down; should you cash in a DB pension?

With transfer values at record levels what should you consider before leaving a final salary scheme?

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28th


Jan

DIY investing: The new rule of financial self-reliance

Europeans are revolting - Muckler suggests it is time to take personal control of your finances

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24th


Jan

Research suggests competition in the DIY investing market not working as well as it should

Boring Money study says wide variation in fees charged by platforms could be costing investors dear

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8th


Jan

January Market: The UK Stock Market Almanac

Seasonality effects and anomalies that are seen in January

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18th


Dec

RM Funds: Targeting long term, stable and predictable returns

James Robson explains how RM Funds use lower risk real estate, infrastructure & alternative

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16th


Dec

A tale of two sisters and successful wealth creation

JP Morgan explains the power of compounding in long term wealth creation

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8th


Dec

Junior ISA Offers Tax Efficiency to the Bank of Mum and Dad

How can you give your child a financial headstart?

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4th


Dec

The importance of being idle: Part 2 – patience and the DIY investor

Wheelie Dealer says stay calm and take your time for long term successful investing

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29th


Nov

‘Taxes, death and trouble’ in the gig economy

HMRC comes out swinging for the self-employed

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25th


Oct

Active vs passive: as the cost of actively managed funds falls, passives continue to grow

Report shows active fees have reduced by 20%, but ETFs and trackers continue to take market share

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11th


Oct

Investing basics: How those seeking income can participate in the dividend bonanza

Dividends are at record levels; those seeking income can choose individual equities or UK Equity

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17th


Sep

Wonga? Pah! Here comes Student Loans Company

As interest rates hit 6.3% Muckler takes another look at student loans; has he mellowed?

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8th


Sep

Investment trusts for income

Investment trusts can help savers struggling with low returns, and rising inflation to preserve

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25th


Jul

City watchdog challenges DIY investment platforms on fees and transparency

FCA wants more competition and transparency as £500bn platform business doubles in 5 years

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24th


Jul

The Lady’s not for Investing: Survey reveals 56% of women are failing to save for retirement

YouGov survey reveals women miss out on long term investment growth potential due to lack of

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22nd


Jul

Searching for Yield? You Need to Look Hard to Find it.

Angus Campbell looks at some possible sources of income

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22nd


Jun

‘We don’t do frugal’: Seeking financial independence

Humbug and Fagin are contestants in The Great British Trade Off - and out to make

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11th


Jun

Can we afford to ignore 22.5% of world markets? Investing in financials

Nick Brind of Polar Capital Global Financials Trust considers the prospects for the sector

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20th


May

The Rich List is evidence that capitalism isn’t broken

94 per cent of the 1,000 people on the Rich List are self-made writes Tim Worstall

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19th


May

Postcard from Brazil

Scottish Investment Trust has been to São Paulo and Brasilia looking for signs of a turnaround

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18th


Mar

Evolution of a DIY Investor

Wheelie Dealer on his ‘obsession’ with short index trades and ‘cutting out the noise’

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3rd


Mar

Personalised investment management – three unstoppable forces & Object-Oriented Investing

Three powerful forces are re-shaping investment and wealth management and AI is allowing more

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6th


Feb

Goldilocks, two bears and a bull

Richard Buxton tells his version of the classic 19th Century fairy tale.

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27th


Jan

Active vs. passive – who or what should make your investment decisions?

In the world of investing, the debate between active and passive rages on like no other, but which

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21st


Jan

Millennials embrace robo advice as they take control of their financial future

Early adopters were more mature, wealthier investors; now tech savvy millennials are joining in

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27th


Nov

‘Resetters’ taking more control of their lives on the road to financial independence

Study reveals an unprecedented number of people making fundamental changes to their lives

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10th


Oct

What Millennials can learn from Generation X

Older generations outflank millennials when it comes to wealth, investment and risk

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9th


Oct

The rise of the gig economy and the need for financial self-determination

As employment and certainty yields to flexibity and possible insecurity, education will be key

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18th


Sep

Investment styles – is there a catalyst for change?

Liz Rees of Willis Owen looks at the different investment styles adopted by funds and what may

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26th


Jul

As investors flock to DIY platforms, City watchdog launches probe into charges and transparency

FCA to ensure 'wealthtech' platforms deliver good value to investors

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5th


Jul

The Inequity of Soaring Student Debt

As the Institute of Fiscal Studies says poorest students will owe £57,000, Muckler reports that

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4th


Jun

June Market: The UK Stock Market Almanac 2017

Seasonality effects and anomalies that are seen in June

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2nd


May

BOMAD now ninth biggest mortgage lender

Millennials increasingly depend upon parental contributions to get on the housing ladder

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27th


Jan

Micro-investing apps and Robo-advisers Give Millennials the Savings and Investment Habit

Student debt, squeezed wages and housing costs make it tough, but the next gen are saving and

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1st


Dec

The Quest for Income: Market Place Lending Comes of Age

The launch of the Innovative Finance ISA has taken P2P lending into the mainstream

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3rd


Oct

INVESTING FOR CHILDREN – SPECULATE TO ACCUMULATE?

DIY Investor and guest columnist Dianne P with a very personal approach to saving for children -

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29th


Sep

Digging Deeper – Berkeley Energia

DIY Investor Takes a Close Look at the AIM-listed Uranium Miner to see what's attracting the

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26th


Sep

BATS CHALLENGES FTSE100 MONOPOLY & REDEFINES THE MARKET

Bats indices to revolutionise investors’ view of the market, improve transparency and drive down

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1st


Sep

Well on Track – DIY Investors ‘Flock’ to Passive Investments

Hargreaves Lansdown sees the number of its clients investing in trackers double

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1st


Sep

Boxing Clever – App Introduces Millennials to Savings and Investment

Moneybox launches smartphone app to allow users to invest 'change'

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31st


Aug

BOMAD to Lend to Other People’s Children?

No joy with the Bank of Mum and Dad? try asking someone else's parents to help you buy your first

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21st


Aug

The Not Much Help to Buyers ISA

500,000 first-time buyers told they cannot use savings as deposit on homes

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19th


Aug

New Robo-adviser Munnypot ‘Like Nothing Else on the Market’

WhatsApp-style Adviser Seeks to Address 'Sky-High-Fees'

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28th


Jul

Brexit and the DIY Investor; it’s all About Control

Muckler looks at the challenges facing investors in times of uncertainty

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25th


Jun

Selftrade: ETFs ‘Best’ for Investors

Online broker cuts commission and introduces comparison tool

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15th


Jun

Not Shaken, Not Stirred: Woodford Pledges to Keep Calm and Carry on – in or out

It will be business as usual in Oxford as he won’t be changing a single constituent of his

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14th


Jun

Bats to the Future – ‘BUK100’ launches to Rival FTSE Dominance

Bats Europe seeks to break FTSE 'monopoly' in the UK and deliver improved service and keener prices

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8th


Jun

Campaign to get Sisters Doing it for Themselves

A campaign has been launched to encourage British women to engage with savings and investment after

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23rd


May

Eyes Wide Shut? – Muckler Urges Caution for P2P Investors Seeking Income

‘Investors face potential losses when the loans they have bought are down-valued’ - sound

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18th


May

Are Banks and Investment Houses Facing Extinction?

As the world economy edges towards low inflation and low growth, Mark Pearson looks at the forces

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5th


May

Bank of Mum and Dad to Review Lending policy?

Contributions to fund house purchase now 50% of total wealth and unsustainable

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26th


Mar

A Pension, an ISA or a LISA?

With the launch of the Lifetime ISA, young savers now have another option for retirement planning

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14th


Mar

Cutting the Cost of Advice

FCA seeks to encourage universal access to affordable financial advice

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2nd


Mar

Investing for Children – As ‘Generation Y’ Fronts up to Tough Times

Those born between 1980 and 2000 are the first generation to reach adulthood in the new millennium

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2nd


Mar

Be Tax Smart

Death and taxes may be unavoidable, but don't pay more than you need to

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10th


Feb

Now is the Time to Become a D.I.Y. Momentum Investor

How Saltydog's fund analysis helps momentum investors

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5th


Nov

Retirement Realities: What Lies Beneath the Income Gap?

A recent survey has revealed the gap between expectations and reality in retirement.

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4th


Nov

Seeking Income in a Low Interest Rate Environment

Some lateral thought in the pursuit of reliable income.

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1st


Nov

Does Wheatley’s Removal from FCA Signal a new era in Investment?

City Grump contends that 'different leadership' can be the catalyst to take British companies

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20th


Oct

The Road to Becoming a D.I.Y. Investor is Paved with Good Intentions

How Saltydog's fund performance analysis helps you make smart investment decisions

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27th


Oct

Enjoy Flexible Income in Retirement – But Don’t Lose Focus on the Taxman

Those taking advantage of pension reform are urged to be wary of the taxman

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22nd


Feb

In Praise of the Retail Distribution Review

The Financial Services Authority changed the financial services landscape forever with RDR

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