Intel & Insights
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...
From Beginner to Pro: How Brad Transformed his Portfolio
Watch the Video or Listen to the Podcast: Taking Investing to a New Level with Brad Lazarus ... Digital marketing expert Brad Lazarus started his investment journey as a complete beginner with zero knowledge of Stocks, Options or Secured Loans. In his own words, he...
Learn How To Invest (PROPERLY)
Learn How to Invest (properly) in my Workshop ... When I first started to teach people how to invest in diversified shares, around 25% were property investors. Today, that number is 80%. Looking to diversify their source of growth and income. Why the rise? 1. An...
Cost of Inaction and Neal’s Transformation …
Around this time last year, after reading one of my emails, Neal booked in a call to discuss his investments. He needed to simplify, grow and diversify his portfolio. And, create recurring income from stocks and options. Neal's concerns were typical of many others...
How do Stocks Perform After Rates Start Falling?
Rate Cuts and Stocks ... Yesterday was a historic day in the investment world. Jerome Powell, head of the US central bank, announced: "The time has come" ... a moment investors around the world had waited a long time for. This was a clear signal about an imminent...
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...
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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