Intel & Insights
2024 Returns Revealed … Are You Positioned to Benefit Further?
My final investment message for 2024 ... It's been another rewarding year in the financial markets. The chart below shows returns in 2024-to-date, by asset class. My own portfolio was diversified across these assets and returned a blended 26% this year (that number...
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...
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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