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