Intel & Insights
Use it or Lose it
Taxes are one of three major leakages from our wealth - the other two being fees and inflation. Read my piece on how to reduce fees and this one on turning inflation to our advantage. Any time we allow a leakage to persist, we're actively allowing money...
Investment Intel – in the Community
Investing can be rewarding. Not just financially, but also intellectually as it makes our brain work differently and stops it getting lazy. Anyone can set-up a Core portfolio - a lazy, set-and-forget exercise! We can stop there and it will compound passively, very...
How Stocks & Property Go Together Perfectly
Diversification is the initial building block I learnt in my first job in the investment industry. Not only is it necessary for a properly set-up portfolio, it's the holy grail of investing. Why? Because diversification cuts overall risk and enhances returns - almost...
The Rule of 100: Does it Still Make Sense?
The Rule of 100 is widely used by IFAs or Wealth Managers (WM) as a way to invest your money. As illustrated in the graphic below, it goes like this ... Subtract your age from 100 That gives the % of your portfolio to have in Stocks (shares) The remaining % in Bonds...
Key Insights: ETFs & Options Workshop
My recent workshop was popular, with high interest and attendance. We covered new thought-provoking content, inviting lots of questions. One attendee said it will forever change the way they think about investing! If you found it beneficial, you will gain 100x value...
Here’s how Returns in a Bad Year look …
2023 was supposed to have been a bad year ... The narrative consistently scared people off investing (as it always does). Robert Kiyosaki, author of Rich Dad, Poor Dad, is one of the chief scaremongers. Remember, he has predicted 17 of the last 2 crashes! Now the...
How to create Dependable Passive Returns & Recurring Income
2023 yielded strong investment returns - both for myself and past attendees of my Investment Academy. We've made 8-22% in Core ETFs, even higher double-digits in specific sectors / stocks, and between 12-60% in Options. But 2023 is no one-off. Over the long run,...
Useful Reads, Listens & Viewings for the holidays …
I always aim to demystify investing. If some of my messages have managed to do that, half my work is done. I look forward to creating more insights and tools next year to clarify and, perhaps, inspire your investment strategy. Holiday Reads, Listens and Viewings ......
Your own Diversified, Set-and-Forget Growth and Income Portfolio
This quick recap is the last email in this series ... Take the next step to secure lasting diversification and financial stability for you and your family. The sooner you take action the better because: Diversification = Protection of your wealth Being more passive...
Why you need to own REAL assets – in One Chart …
The chart below caught my eye this week. It summarises why you need to own REAL assets (defined below) ... It shows that over 30 years, the real value of cash declined by 52%, whilst the real value of stocks appreciated 681%. The chart uses US data (US dollar and US...
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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