Intel & Insights
How I Profited from Volatility with Options (from the beach)
Two weeks ago, the market experienced a bout of turbulence (see chart below). Early August turbulence ... Global equity ETF in 2024: up to 16th August It now seems like a non-event but the media and headlines were sensationalist, as you'd expect. That impacted...
Embrace The Sales…
Sales don't come around too often - unless of course you shop at DFS or Sports Direct! Stocks tend to gain value 70-80% of the time and decline for the rest. Overall, and on average, they return 8-12% pa. So stockmarket sales are always an opportunity to grab...
The Truth About Active Funds: An Insider’s Perspective
Do you have a work pension scheme? Or IFA-managed funds? Or ever invested into a fund that was advertised? If so, you are likely to have invested in an active fund. This matters because you'll be paying excessive fees for poor returns. As a former active fund...
What Makes Women Better Investors?
When I was working amongst other investment professionals in my day job, I saw it clearly: women tend to generate better, more consistent returns. So it's unfortunate that women are under-represented in the investment industry. Female outperformance is evidenced in...
The Decision that REALLY matters for you …
You might have noticed an election is imminent. The outcome looks pretty certain but the challenges for any party are the same. And the policy scope is severely limited by our public finances. All parties want to fix things but in reality there's a massive...
Nvidia, Compounding, and me being a CEO…
Nvidia This week, Nvidia became the world's most valuable company with a market cap of $3.1 trillion. It overtook both Microsoft and - remarkably - the combined value of all companies listed on the London Stock exchange! Nvidia shares have benefited from huge profit...
Commercial, Resi or Stocks – Who gets your Vote?
Investing is a topic that brings together experts, enthusiasts, and skeptics alike. With the myriad of choices available, it's crucial to understand the strengths and weaknesses of different asset classes. In this episode, two other experts and I will compare three...
Election: Good News for Tax-Free Compounding …
The election campaign has been pretty dull so far, but this week brought unexpected good news on pensions. I'm surprised there wasn't more excitement around this. It will have a huge impact on many. In summary, Rachel Reeves - our next Chancellor in 3 weeks - said...
Diversified Shares: a VITAL part of anyone’s Portfolio
When I first started to teach people how to compound and create financial security in diversified shares, around 25% of those interested were property investors. Today, that number is around 80%. All seeking to passively diversify, grow their capital, and create...
Should You Invest In Gold?
Investing in gold has always been a topic of significant discourse among investors. Gold's enduring appeal, its historical value, and its reputation as a "safe haven" investment continue to make it a popular choice. However, whether it is truly a worthwhile investment...