Around this time last year, after reading one of my emails, Neal booked in a call to discuss his investments.
He needed to simplify, grow and diversify his portfolio. And, create recurring income from stocks and options.
Neal’s concerns were typical of many others like him: is now the right time, how complex is it, where to invest, how to start?
He wondered at the time if stocks were too high – or if stocks ever make money (both can’t be true!)
The chart below shows a diversified stocks ETF and when Neal reached out …
Global Equity ETF – tracking FTSE All-World Index (GBP)
Our Call …
It was clear Neal’s portfolio wasn’t properly diversified or balanced. There was too much dependence on cash and property. He wasn’t benefiting from stocks and options for growth and income. His cash wasn’t earning enough to meet his goals.
Neal was also missing out on £000s in free money (literally) via pension contributions every year.
In short, there was lots of ‘low-hanging fruit’ that could transform his future financial security.
I told Neal his prior concerns were common but simple to solve. In the Investment Academy, it takes people just 6 weeks to transform their portfolio. Once and forever, and without ongoing management.
Sooner beats Later beats Never
Despite the low-hanging fruit, Neal did not take action following our call. Unfortunately, that meant an opportunity loss of 22% – or approx £17k based on Neal’s investable capital (calcs include his cash returns during the period).
At the time, Neal felt the training fee was too much. But he didn’t count the cost of inaction.
He kicks himself for missing out but I reminded him that, although sooner beats later, it’s never too late. Neal proceeded to join the Investment Academy in June this year.
Neal may have missed £17k of gains but now – importantly – his portfolio is finally re-balanced, better diversified, and starting to earn income with options. He has already created free lumps of cash through tax-efficient pensions.
Best of all, this is super-simple and Neal has now built strong foundations to secure his financial independence far quicker than would otherwise be the case.
Learn More in my Live Webinar
My workshop on 10th September will show how a Stocks & Options Portfolio can transform your financial future. With recurring income, growth, diversification & financial freedom.
Register now to secure your place
Now is the perfect time to consider stocks as an effective way to diversify your portfolio and secure passive financial independence for your future.
Hope to see you on the 10th
Always Remember:
- Time in the Markets always beats timing the markets
- Stay Diversified
- Minimise those leakages: Fees, Inflation, and Taxes
- Financial Markets are a great source of recurring income
- ETFs, Balanced Funds and Options achieve all the above
- Being educated helps you outperform 99% of the population
… to ensure your investments work for YOUR financial freedom (not someone else’s)
And …
For more guidance, our Investment Academy will help you implement all of this in a step-by-step way.
Thousands of people have learnt how to diversify and pound-cost-average into low-cost, set-and-forget ETFs & Funds for inflation-beating growth. And Options to create recurring income.
Click here to learn about our Investment Academy
Finally …
– Don’t take the above as advice as it may not apply to you personally
– Your Capital is at Risk
– You may not be covered by the FSCS
– Anything mentioned in a podcast or in a previous article was valid at that time and may not continue to be now
