Balance Your Portfolio for Success … Investing only in the S&P500 means owning just one country and, effectively, just one large sector (technology). For most of 2025, I have encouraged having a more balanced portfolio. See here and here. That meant looking...
The Secret to Investment Success? It’s not what you invest in, it’s how you think … How your mindset will secure your financial future … Creating lasting wealth isn’t just about knowing the right funds, stocks, ETFs or Options. You get...
Exciting Investment Alternatives … In a previous article I discussed why investing only in the S&P 500 could leave you exposed to risk, particularly with its increasing concentration in tech stocks. Today, i’ll introduce ideas that can provide more...
The Growing Risk of Not Being Global … When Chinese startup DeepSeek claimed to have built a ChatGPT-like app for only $6m it sent shockwaves through the US market. Until then, the market believed such Ai technology wasn’t possible without needing Nvidia...
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...
