Stock Market

The Case For A 100% US Equity Portfolio

At some point, all stock market investors face the following question:

What is the right portfolio allocation between US and international equities?

As the data below shows, at the turn of the 20th century, the US stock market represented ~15% of the world’s total.  […]

Greatest Hits
Financial Independence

Greatest Hits: Volume 9 (Resurrection)

Around 9 pm on Thursday evening, I nipped out for a quick walk.

I kept a brisk pace – not least because it was reasonably chilly outside.

Yet, the streets of South Kensington were filled with people. Patios that have sprung up overnight, filled to the brim. […]

Greatest Hits
Financial Independence

Greatest Hits: Volume 8 (Insanity)

If I am to be perfectly honest, Easter Friday found me in a slightly disoriented state. I am no stranger to hard work, but even by those standards, the past weeks have been more than intense. The investment banking world is on absolute fire. […]