Intel & Insights
Can you manage your money better?
Do You Need a Financial Adviser? ... Can you manage your money better? + Portfolio Review service + Listen to my discussion on this The last 20 years have been transformational for the investment industry. Power has shifted from the providers...
Investment Lessons from Tesco
This week, Tesco released its annual profits. The announcement itself didn't make me rush to buy Tesco shares but revealed two lessons that are fundamental to investing. Lesson 1: Understand the REAL inflation rate Long-standing followers of my commentary will know...
Welcome to the InvestLikeAPro Podcast!
Welcome to the InvestLikeAPro Podcast! I'm Manish Kataria. My goal is to demystify the financial markets and showcase how simple investing in shares, ETFs, and options can be for anyone seeking financial security. In the inaugural episode of the Invest Like a Pro...
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,...
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.
Passive Investing Blueprint
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