There’s never been more information available to investors, but how do you avoid drowning in data? We’ve gathered our favourite investing tools from across the web to help. And what’s more, they’re free.

Get ready for asset valuation, fund selection, and portfolio modelling made easy.

And in today’s Dumb Question of the Week: Do backtests really work?

Tools discussed

Fund screening

• JustETF
• VettaFI
• Morningstar fund screener
• Morningstar ETF screener

Market Data

• FRED
• Koyfin
• FinViz
• Yahoo Finance
• Google Finance
• Dataroma

Valuation

• Yardeni
• Research Affiliates
• Barclays Indices
• Aswath Damodaran

Historic returns data

• Bogleheads SIMBA spreadsheet
• Robert Shiller’s data
• Fama/French data
• MSCI data

Portfolio backtests

• PortfolioCharts
• Portfolio Visualizer
• FI Calc

Affiliate links

• New users of Koyfin get 15% off when signing up through this special link https://koyfin.com/?via=pensioncraft
• New subscribers to Sharepad get the 2nd month free for monthly subscribers, or an additional free 13th month for annual subscribers: https://sharescope.co.uk/pensioncraftsp
• New users of Stockopedia get a special 25% discount on any annual plan: https://stk.pe/pensioncraft
• Join CBonds private investors’ dedicated plans to receive between 30-50% off: https://bit.ly/47nekIM

PensionCraft may earn a small commission on affiliate links.

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Disclaimer

This podcast is for informational and entertainment purposes and is not financial advice. We do not provide recommendations or endorse any decision to buy, sell or hold any security. We cannot be held responsible for any actions listeners may take and investors are encouraged to seek independent financial advice.

Copyright 2023 Many Happy Returns

The "Weird Portfolio" seeks to sidestep market crashes while still achieving attractive long-term returns. We talk to its creator, Value Stock Geek. We also dig into value investing, and how to find wonderful companies at wonderful prices.

Follow Value Stock Geek at securityanalysis.org

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🎧 many-happy-returns.captivate.fm

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Disclaimer

This podcast is for informational and entertainment purposes and is not financial advice. We do not provide recommendations or endorse any decision to buy, sell or hold any security. We cannot be held responsible for any actions listeners may take and investors are encouraged to seek independent financial advice.

Copyright 2023 Many Happy Returns

To succeed at investing, you need to get the big decisions right. But the details matter too. We explore ten under-appreciated aspects of stock markets that, while seemingly trivial, can greatly affect your returns.

We look at everything from index construction to valuation measures to platform fees.

And in today’s Dumb Question of the Week: Why do global index funds use market-cap weighting rather than GDP?

Selected links

• Tech Company Dilution: Finding Ground Truth
• Stock Market vs. GDP Share, by Country (1900-2022) | Visual Capitalist

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📧 [email protected]

🎧 many-happy-returns.captivate.fm

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Join PensionCraft

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Disclaimer

This podcast is for informational and entertainment purposes and is not financial advice. We do not provide recommendations or endorse any decision to buy, sell or hold any security. We cannot be held responsible for any actions listeners may take and investors are encouraged to seek independent financial advice.

Copyright 2023 Many Happy Returns

Since starting PensionCraft, I’ve spoken to more than a thousand people about their finances, helping with their investing goals, strategies, and fears.

We discuss common challenges investors face and how they chart the right course.

And in today’s Dumb Question of the Week: Why is it so hard to talk about money?

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Get in touch

📧 [email protected]

🎧 many-happy-returns.captivate.fm

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Join PensionCraft

🌐 Become a member at pensioncraft.com

▶️ Subscribe on YouTube

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Disclaimer

This podcast is for informational and entertainment purposes and is not financial advice. We do not provide recommendations or endorse any decision to buy, sell or hold any security. We cannot be held responsible for any actions listeners may take and investors are encouraged to seek independent financial advice.

Copyright 2023 Many Happy Returns

After a century of rapid population growth, the world is getting older.

But with fewer workers to subsidise healthcare and pensions, some speculate that shifting demographics spell trouble for the economy and our investments.

We debate whether the golden age of stock markets can survive the great Demographic Drag?

And in today’s Dumb Question of the Week: How did old people survive before pensions?

Selected links

• Ageing Is the Real Population Bomb | IMF
• Boomer Retirement: Headwinds for U.S. Equity Markets? | San Francisco Fed

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📧 [email protected]

🎧 many-happy-returns.captivate.fm

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Join PensionCraft

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Disclaimer

This podcast is for informational and entertainment purposes and is not financial advice. We do not provide recommendations or endorse any decision to buy, sell or hold any security. We cannot be held responsible for any actions listeners may take and investors are encouraged to seek independent financial advice.

Copyright 2023 Many Happy Returns

Despite all the predictions of doom, the American economy has achieved a macro miracle. Inflation has been tamed without the insidious side-effects of higher unemployment or a recession.

But how has the Fed pulled off a soft landing, and can we hope for the same in the UK?

And in today’s Dumb Question of the Week: Why do economists always get it wrong?

Selected links

• How did the US achieve a soft landing? - by Noah Smith

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📧 [email protected]

🎧 many-happy-returns.captivate.fm

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Join PensionCraft

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Disclaimer

This podcast is for informational and entertainment purposes and is not financial advice. We do not provide recommendations or endorse any decision to buy, sell or hold any security. We cannot be held responsible for any actions listeners may take and investors are encouraged to seek independent financial advice.

Copyright 2023 Many Happy Returns

12 tricky questions to test anyone's knowledge about money, markets and investing in 2023. Can you triumph in our Christmas pub quiz?!

And in today’s Dumb Question of the Week: What is the Santa Rally and is it real?

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📧 [email protected]

🎧 many-happy-returns.captivate.fm

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Join PensionCraft

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▶️ Subscribe on YouTube

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Disclaimer

This podcast is for informational and entertainment purposes and is not financial advice. We do not provide recommendations or endorse any decision to buy, sell or hold any security. We cannot be held responsible for any actions listeners may take and investors are encouraged to seek independent financial advice.

Copyright 2023 Many Happy Returns

We celebrate the life of Charlie Munger and look to learn from his wisdom.

Warren Buffett's long-time right-hand man helped build Berkshire Hathaway and was a brilliant investor in his own right. But perhaps he will be best remembered for his willingness to share his wisdom, wit and one-liners.

And in today’s Dumb Question of the Week: What is the “Lollapalooza Effect”?

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📧 [email protected]

🎧 many-happy-returns.captivate.fm

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Join PensionCraft

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▶️ Subscribe on YouTube

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Disclaimer

This podcast is for informational and entertainment purposes and is not financial advice. We do not provide recommendations or endorse any decision to buy, sell or hold any security. We cannot be held responsible for any actions listeners may take and investors are encouraged to seek independent financial advice.

Copyright 2023 Many Happy Returns

Markets are full of numbers. Big ones. Small ones. Nonsensical ones. But what is the most influential number in investing?

Is it the oil price? Or the interest rate set by the Fed? Or perhaps the strength of the dollar?

We debate seven different rates and prices in attempt to crown The World’s Most Important Number.

And in the Dumb Question of the Week: Why does the Fed set its policy rate as a target range?

Selected links

• How the Fed Implements Monetary Policy with Its Tools — St Louis Fed 
• How Does the Fed Influence Interest Rates Using Its New Tools? — St Louis Fed

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Get in touch

📧 [email protected]

🎧 many-happy-returns.captivate.fm

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Join PensionCraft

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▶️ Subscribe on YouTube

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Disclaimer

This podcast is for informational and entertainment purposes and is not financial advice. We do not provide recommendations or endorse any decision to buy, sell or hold any security. We cannot be held responsible for any actions listeners may take and investors are encouraged to seek independent financial advice.

Copyright 2023 Many Happy Returns

The Fear of Missing Out tempts us all. Amid fast-moving markets and 24-hour news, FOMO can be an investor's worst enemy, derailing decision-making and undermining long-term goals. We discuss the strategies that help us stick to the plan. And in today’s Dumb Question of the Week: When is the right time to sell an investment?

Thanks to Lightyear for sponsoring this episode. Sign up at lightyear.app.link/pensioncraft or use the code PENSIONCRAFT to get a US fractional share worth $10.

Capital at risk. The provider of investment services is Lightyear Financial Ltd for the UK and Lightyear Europe AS for the EU. Terms apply: lightyear.com/terms. Seek qualified advice if necessary.

Yield is provided as of November 27th, 2023. Refer to the instrument’s Key Information Document available on the issuer’s website and Lightyear App before making investment decisions.

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Get in touch

📧 [email protected]

🎧 many-happy-returns.captivate.fm

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Join PensionCraft

🌐 Become a member at pensioncraft.com

▶️ Subscribe on YouTube

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Disclaimer

This podcast is for informational and entertainment purposes and is not financial advice. We do not provide recommendations or endorse any decision to buy, sell or hold any security. We cannot be held responsible for any actions listeners may take and investors are encouraged to seek independent financial advice.

Copyright 2023 Many Happy Returns