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...
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....
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...
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...
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...