Intel & Insights
Why the FTSE is Irrelevant
And what's MUCH better .... If you follow the markets bulletin on the news, the first thing they show is how the FTSE100 did. Like the rolling ticker on Sky News which updates us on the the FTSE every other minute. As a reminder, the FTSE100 is an index to represent...
Dependable Income with Options
5k per month: Passive & Minimal Complexity... Bitcoin took the headlines this week after breaking $100k. But Crypto is for growth. Not income. For income, Options are working superbly for myself and our Academy investors. The chart below is a screenshot of my...
How Samantha made £200k…
And it could have been much more .. One of my Investment Academy graduates just shared with me a fascinating story about somebody's investment portfolio (story linked below). It was about Samantha who had started investing a regular £25 per month. Now, almost in...
Stocks: What Are We Missing?
Plus: something that blew my mind this week ... Stocks have been running strong for a while; this structural bull market started in 2009. Interspersed by shorter bear markets in between (2018, 2022) - all of which subsequently recovered with fresh new highs. All...
How i’m investing in Crypto and managing risk …
Crypto: Here's What I Think .... In case you missed it, Bitcoin has just been on a huge run. This month alone it broke $70k, then $80k, then $90k! This recent excitement was sparked by Trump's election victory. He's expected to be Crypto-friendly and unlikely to be...
Why The Stock Market Never Truly Crashes
I recently stumbled upon something that seemed utterly nonsensical, shared by a popular influencer who claimed, "What goes up must come down," particularly referring to stocks. This is complete nonsense and honestly just clickbait. The truth is quite the opposite:...
Compare Your Returns to this Benchmark
Easy Comparison Benchmark ... After my recent email about the performance of managed portfolios (incl St James's Place), some people reached out to ask how to check performance of their own managed funds. It's actually quite simple. Use my table below as a...
Two Rules to Keep out of Trouble
Remember these rules .... Warren Buffett famously said: Rule 1: Never Lose Money Rule 2: Never Forget Rule 1 This week, I was reminded of that by an investor who had just incurred a 100% loss. This was in a 'FX bot' trading scheme which advertised returns of 5%+ per...
Most of our Funds are Failing
St James's Place: A Lesson in Failure I recently did a podcast & video on how tracker funds consistently beat more expensive branded active funds - like that of St James's Place (SJP) - links below. SJP sums up the failure of active funds and wealth managers...
Global Tensions: Why Aren’t Markets Selling Off?
Why So Calm? This week saw an escalation of tensions in the Middle East, with Iran getting directly involved. The world hasn't looked this dangerous for a while. And let's not forget the ongoing conflict in Ukraine. So why aren't stocks declining ? Actually, global...