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

The aha moment that transformed how I invest …

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Today I reveal something that will forever transform the way you think about stockmarkets!

This will probably blow your mind …

150 years of data reveals that markets have NEVER permanently lost money – always bouncing back to make new gains, whatever has happened.

Key idea:  Volatility has NEVER meant permanent loss – it was always your opportunity  

Getting this was a massive a-ha moment which has proved to be a huge lightbulb moment..

Something that allows me to be financially independent – with my capital working for me so i don’t have to.

Importantly, it shows the value of something we focus on closely inside the investment academy – namely, Pound-Cost-Averaging.

The evidence behind that aha moment …

The table below shows all the uncertainties that caused a market correction of >5% in the US (S&P500 index, 2009-22).

We saw recession concerns, wars, pandemics, interest rate fears, worries about inflation, debt crises … you name it, we had it!

Doesn’t this list look worrying?

Well, let’s view those same events on a chart to put things into perspective.  All those “losses” are shown as red dots in the chart below.

During the whole period, the market rose by 615% (or 16% pa), including dividends.

For the patient investor, those were highly profitable “loss-making” uncertainties ..

As Warren Buffett says, “The stockmarket is a device that transfers wealth from the impatient to the patient”

My key message: Don’t panic, stay diversified.  That helps you buy when stocks are on sale.

Over the long term, stocks have returned 8-10% pa (using data going back to 1871).

That makes stocks a passive, wealth compounding machine.

Time IN the markets beats TIMING the markets.   Invest, don’t Trade

How to work this to your advantage?

A simple process called “Pound Cost Averaging” (PCA) that helps you buy more when stocks are on sale. In the Investment Academy we teach you the step-by-step process to properly set up PCA to suit your own risk profile.

In the Investment Academy we show case-studies to see how well PCA works.  This includes during one of the biggest market corrections, the Covid crash.   You’ll be surprised to see how a crash like that can be highly profitable by employing PCA – click here to see the results.

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 

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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