When I was working amongst other investment professionals in my day job, I saw it clearly: women tend to generate better, more consistent returns. So it’s unfortunate that women are under-represented in the investment industry. Female outperformance is...
You might have noticed an election is imminent. The outcome looks pretty certain but the challenges for any party are the same. And the policy scope is severely limited by our public finances. All parties want to fix things but in reality there’s a massive...
This week, Tesco released its annual profits. The announcement itself didn’t make me rush to buy Tesco shares but revealed two lessons that are fundamental to investing. Lesson 1: Understand the REAL inflation rate Long-standing followers of my commentary will...
Investing can be rewarding. Not just financially, but also intellectually as it makes our brain work differently and stops it getting lazy. Anyone can set-up a Core portfolio – a lazy, set-and-forget exercise! We can stop there and it will compound passively,...
The Rule of 100 is widely used by IFAs or Wealth Managers (WM) as a way to invest your money. As illustrated in the graphic below, it goes like this … Subtract your age from 100 That gives the % of your portfolio to have in Stocks (shares) The remaining %...
