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Compare Your Returns to this Benchmark

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...
Two Rules to Keep out of Trouble

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...
Embrace The Sales…

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...
Nvidia, Compounding, and me being a CEO…

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...
Election: Good News for Tax-Free Compounding …

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...