Category: Investing

I moved our Pillar 3A accounts to Finpension

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Hi dear RIP friends, last week I completed the 3 post series on “trolling a financial advisor”.

The “season finale” was about how not to fall for an Insurance Policy Pillar 3A, and how to identify snake oil salesman tactics.

Today I’m going to show you better alternatives available for your Pillar 3A, and I’m also going to tell you what I’ve done with my and my wife’s Pillar 3As.

Before we even start: I’m not going to tell you yet another time what’s a Pillar 3A, I assume you know about it. This post is probably only useful for Swiss residents, so if you’re not living and, more importantly, paying taxes in Switzerland see you on Monday January 4th, 2021 for the first MLJ 😉

Enjoy!

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The Problem with small, EU Domiciled ETFs

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Hi RIP readers,

I’m trying to simplify my investments.

I want to get rid of some of the irrelevant ETFs I purchased in the past years, especially in the bonds area, and I want to focus on few core ETFs (global bonds, global stocks). Plus maybe some small bets to add a personal touch to the strategy. Some small cap, value, dividend… I like the idea of factor investing. Anyway, my strategy is still a bit fuzzy, I’m not focusing on that at the moment and it’s not the topic of this post.

Under the umbrella of “simplifying my portfolio”, a month ago I entered a couple of GTC (Good-Til-Canceled) Limit Sell Orders on Interactive Brokers for the ETFs I wanted to get rid of, with limit prices I was happy with.

I know that “I will sell when the price reaches X” is not a good strategy, don’t yell at me.

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Interactive Brokers: thanks Brexit, screw you!

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Hi RIP readers,

This is a quick post about how Brexit is impacting Interactive Brokers account in Europe.

IBUK accounts are going to be moved in EU and lose SIPC protection of 500k USD.

Crap!

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First shot of stock picking vaccine, i.e. my recent experience with Individual Stocks

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Hi RIP readers, Let’s take a break from the Dark Fire series (will come back to it, do not worry) to document my experience with […]

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P2P Lending – The good, the bad, and the ugly

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Dear readers, Today we’re going to talk about P2P Lending / Crowdlending, and we’re going to do it with the help of a guest: Mr […]

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Investing-paralysis temporary resolution

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Hi RIP friends, Marry Christmas and happy new year 🙂 Welcome another boring post about my investing paralysis. A couple of weeks ago I told […]

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