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...
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...
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...
Rate Cuts and Stocks … Yesterday was a historic day in the investment world. Jerome Powell, head of the US central bank, announced: “The time has come” … a moment investors around the world had waited a long time for. This was a clear signal...
