Set-&-Forget Investing in ETFs & Options – for Lasting Growth & Income …

False Beliefs are Costly



Here’s a very short article about misconceptions.

Have you ever held a belief which proved to be untrue?

I used to believe the Great Wall of China was visible from space until my kids debunked that myth!

Another common myth is that stock-markets are risky or prone to frequent corrections.

The quote below from Peter Lynch describes how costly that misconception can be …

(Peter Lynch was a legendary American investor who managed money for Fidelity. Also, an author who says how easy it is to invest like a pro – something i couldn’t argue with!)


Your Myth Busters …

  • Shares in diversified ETFs (or funds) have never had a permanent loss
  • They have returned 8-10% pa, on average, since 1870.
  • They can be entirely Set-and-Forget
  • All capital gains and income is tax-free – within pensions and ISAs
  • It is genuinely simple to invest like a pro – without needing to pay high fees

Of course, stocks occasionally have corrections. That’s always your opportunity.

Always remember the difference between volatility and permanent loss – read about that here


Easy Ways to Make Gains … Low Hanging Fruit

Making great returns can be hard or super simple – which do you prefer? 😊

In fact, you can make £ tens of thousands – before your investments even start working for you.

How?  By evaluating how your existing investments and pensions are doing and knowing the fees you’re paying away (most people would not know)

Which is exactly what many attendees do in our Investment Academy. The image below is from a live evaluation of an existing portfolio owned by one of the attendees …


Low hanging fruit creating new gains …

The Monetary result: This attendee will gain £52k in fee savings alone – on top of better returns. (*compounded gains)

Non-monetary results: Less monitoring, more balance and better diversification

How? In class you can have your existing portfolio evaluated for its performance and the fees you’re being charged (including hidden fees).

Then … we see how your existing portfolio compares to a simpler, low cost, diversified, set-and-forget ETF portfolio. To realise the gains, switch and transfer across.

Typical Results: We’ve taken hundreds of investors through this same exercise. 9 times out of 10, the result is better returnslower fees, and no more monitoring.

Average Fee Saving: £87k compounded (based on a £240k existing portfolio having fees of 1% pa + hidden fees). This is hard cash you can enjoy in retirement for whatever you like – eg a property deposit

Who else has benefited? Those with an existing portfolio of shares or funds – in an ISA, SSAS, SIPP or other pension including work-related. In self-managed platforms or in managed funds via an IFA, wealth manager or pension scheme. You’re guaranteed to make savings.

** Investing is not just about MAKING gains, it’s also about KEEPING those gains **

Keep your gains for a better retirement. Or to gift a deposit on a property for your children.

Many people unknowingly lose a huge % of their gains by not knowing how to minimise their FITs: Fees, Inflation, Taxes.

The key thing is it’s simple to minimise your FITs. Sadly, most people are not aware of the extent of their FITs – or even know they can be managed so simply.

Don’t make the same mistake. A simple step can result in one more property (other assets are also available!).

Key messages from this article:

  • Stocks generate attractive gains but ensure you don’t give away those gains
  • Know your FITs and how much they equate to
  • Be aware that it’s reasonably simple to manage your FITs

Always Remember:

  • Time in the Markets always beats timing the markets
  • Stay Diversified
  • Think Long-term
  • Minimise those leakages
  • Stay educated to outperform 99% of the population


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


Stockmarket Investment Academy … Step-by-Step Training to Diversify your Wealth and Create Passive Compounding in the Markets (click image below for details …)

About Me

Manish Kataria is a Fund Manager. A CFA-qualified professional with 18 years’ experience in investment management and UK property. He has managed investment portfolios for JPMorgan and other blue chip investment houses. Asset classes managed include Equities, ETFs, Bonds, Funds and Options. Within property, he invests in and owns a range of assets including developments, HMOs, BTLs and serviced accommodation. InvestLikeAPro was set up so anyone can invest like a pro.

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