Systematic investment

The Money Shot

I wrote a book on systematic investing, "Smart Portfolios", which can be found here.

My investment performance

Year three (in years one and two I didn't report on my investing, only my trading)

Year four

Year five

My occasional series of posts on what to invest in

The five minute portfolio

A little demonstration of portfolio optimisation

Other posts on investment

Bitcoin, money, gold and my great unpublished novel (2014)

Bitcoin again (2017)

Obligatory Brexit Post

Risk targeting and dynamic asset allocation


  1. For £2,000, what instruments would you recommend? ETFs? CFDs? While maintaining diversification to achieve what you book teaches.

    1. Buy two funds. Any more and you'll be paying too much in fixed costs.

      Bonds: DBX XBAG ETF or UK Vanguard Global bond fund
      Equities: Vanguard FTSE All world VWRL ETF

      Maximum Sharpe Ratio, Low risk: 70% bonds, 30% equities
      Medium risk: 50% bonds, 50% equities
      High risk: 20% bonds, 80% equities

      I answer this kind of question more fully in a book I'm currently writing that should be published next year.

  2. Hi Rob,
    thank you for the previous reply.
    I'm quite struggling to find an EPIC for the "UK Vanguard Global bond fund" or find it on my "BarcleysStockbroker" platform.
    Do you think it's possible that it is not even listed on my platform? If so, would you recommend any other bond fund?

    Can you also please provide some update on your next book release?

    Thank you very much.

    1. Probably because it's a unit trust (

      Buy XBAG instead

      Next book will be on exactly this subject! And should be out mid 2017