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Most of our Funds are Failing

Most of our Funds are Failing

St James’s Place: A Lesson in Failure I recently did a podcast & video on how tracker funds consistently beat more expensive branded active funds – like that of St James’s Place (SJP) – links below. SJP sums up the failure of active funds...
Global Tensions: Why Aren’t Markets Selling Off?

Global Tensions: Why Aren’t Markets Selling Off?

Why So Calm? This week saw an escalation of tensions in the Middle East, with Iran getting directly involved. The world hasn’t looked this dangerous for a while.  And let’s not forget the ongoing conflict in Ukraine. So why aren’t stocks declining ?...
Cost of Inaction and Neal’s Transformation …

Cost of Inaction and Neal’s Transformation …

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...
How do Stocks Perform After Rates Start Falling?

How do Stocks Perform After Rates Start Falling?

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...
Embrace The Sales…

Embrace The Sales…

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...