Intel & Insights
Our Returns for 2025
December 14, 2025 Your Portfolio on Autopilot - with Evidence ... Written by a human (me), not Ai. The investment world is full of opinions and predictions. Making them is easy: just sound credible and hope to be right. Unfortunately, most predictions are...
A Dark Horse Investment for 2026 …
December 06, 2025 A Surprise Performer in 2026 ? ... + Investment Mastermind Video Written by a human (me), not Ai. Here’s a dark horse with the potential to surprise investors in 2026. Specific ideas like this are usually first discussed amongst our investment...
Crypto Crash: Is Your Portfolio Diversified Enough?
Novermber 23, 2025 How to create a well-balanced portfolio (that outperforms) ... Written by a human (me), not Ai. Crypto has crashed with Bitcoin having fallen 30% in just a few weeks. The wider Crypto space has plunged even more. Bitcoin's prior...
Bye from Warren: Buffett’s Final Letter
His 7 Most Important and Actionable Lessons ... Plus: My discussion on Property as an investment ... Written by a human (me), not Ai. When starting off my career as an investment manager, I would read Warren Buffett’s annual shareholder letters like a textbook. His...
Here’s Where I Keep My Gold …
Why it Matters For You ... Plus: Your Invitation to an Important Pension & IHT Webinar Written by a human (me), not Ai. This week, I jumped into a discussion on owning gold in an investment group. It made me realise how persistent some misconceptions in...
Why Property Won’t Fund Your Retirement
Missing TWO Essential Criteria ... Written by a human (me), not Ai.... In a recent insight I wrote about property being a risky strategy for your retirement. Particularly if your overall wealth is heavy in it. Since then, I evaluated further to reveal...
Gold has Rallied – What Now?
How Should We Think About Gold Investing? Written by a human (me), not Ai. Gold has rallied more than 60% this year, hitting new highs on multiple occasions. Inside our investment community we've been keen buyers - I've been highlighting it for more than a year. It's...
How to Protect Your Portfolio …
7 Safety Net Ideas - Without Missing Upside ... Written by a human (me), not Ai. Stocks and other financial assets have continued to deliver great returns, as expected. This isn't because of QE, liquidity or other narratives. It reflects the reality of earnings...
Property v Stocks: My Current Focus …
Property as Your Pension? + Searching for Value .... Written by a human (me), not Ai. Property and stocks are two asset classes that people usually consider investing in. They tend to dominate asset allocation in our portfolios. Many coming into our Investment...
Stocks Just Hit an Important Milestone
It could change how you invest ... Written by a human (me), not Ai. This week the market hit an important milestone (see chart below) and it captured lots of attention. It reminded me of my time at JPMorgan during the depths of the financial crisis. I remember it...
Stockmarket Investment Academy … Step-by-Step Training to Diversify your Wealth and Create Passive Compounding in the Markets (click image below for details …)
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