Investor, blogger, software geek interested in LTD company investing & tax optimization. More on https://xitter.cf/t.co/rgbNv3pgMo and https://xitter.cf/t.co/YbMUPhnae0
London, England
Joined December 2016
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Really good investor annual letter.
info.nydig.com/hubfs/2023-St…
Unique perspective, not afraid to differ. Company ethics too.
The 2023 Stone Ridge investor letter is out.
It's one of those annual letters that is good to read, and then read a second time.
info.nydig.com/hubfs/2023-St…
"You'd be amazed at how reluctant some chair people are to meet me.
I wouldn't mind if they were trading at NAV, but when they're trading at 45% discount you would have thought they might want to take a coffee!"
LondonMetric Property, A. Jones on the REIT situation
💥
My new book, Broken Money, is now available on Amazon.
Paperback and hardcover versions are currently available, with ebook and audiobook versions on the way. It'll also be available through other distribution partners soon as well:
amazon.com/dp/B0CG83QBJ6
Damodaran's wisdom on the Masters in Business podcast..
Released 15 days ago but I just found out. Glad I did!
bloomberg.com/news/audio/202…
Dividend investing inside a limited company.
Is it worth it?
How does a high yield strategy compare with a global tracker *after tax*?
Key takeaways:
* Global trackers outperformed dividend funds after 2008
* But during 1994-2023, dividend investing performs better overall
* Limited companies can benefit from dividend investing thanks to tax benefits (usually no corporation tax)
* Finding good #dividend funds is hard (but I provide a few options)
Read my analysis here:
foxymonkey.com/dividend-fund…
Foxy Michael retweeted
It's here: monevator.com/pensions-and-i…
Foxy Michael retweeted
There are plenty of options. Personally use Blackrock Cash D Acc or ERNS ETF. There’s understandable plenty of discussion online about this currently. For me, it’s the hassle of moving funds between broker and bank. @FoxyMonkey has written a nice article foxymonkey.com/best-places-c…
Foxy Michael retweeted
#Bitcoin will win if the technology is easy to use, too costly to stamp out, and well-understood by the public.
"The Implications of Open Monetary and Information Networks" by @LynAldenContact 👇👇
swanbitcoin.com/the-implicat…
Foxy Michael retweeted
These are my top places to park cash in 2023.
Cash is back 💷 💷 !
If you liked this thread could you please retweet it?
You can read more about each option in detail here 👇
foxymonkey.com/best-places-c…
Cash is King again 👑
If you're not earning 3-5% on your #Cash you're missing out.
👇 Here are 8 ways to make your cash work harder
1. Savings account (honourable mention...)
8. Mortgage Overpayments
Seriously, that's underrated. If your mortgage rate is anywhere between 4-6%, why not make some overpayments?
You are "earning" 4-6% by NOT paying it. Risk-free, tax-free, guaranteed. Plus better LTV later.
Look out for extra charges on overpayments.
These are my top places to park cash in 2023.
Cash is back 💷 💷 !
If you liked this thread could you please retweet it?
You can read more about each option in detail here 👇
foxymonkey.com/best-places-c…