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 %...
My recent workshop was popular, with high interest and attendance. We covered new thought-provoking content, inviting lots of questions. One attendee said it will forever change the way they think about investing! If you found it beneficial, you will gain 100x value...
2023 yielded strong investment returns – both for myself and past attendees of my Investment Academy. We’ve made 8-22% in Core ETFs, even higher double-digits in specific sectors / stocks, and between 12-60% in Options. But 2023 is no one-off. Over the...
I always aim to demystify investing. If some of my messages have managed to do that, half my work is done. I look forward to creating more insights and tools next year to clarify and, perhaps, inspire your investment strategy. Holiday Reads, Listens and Viewings...
This quick recap is the last email in this series … Take the next step to secure lasting diversification and financial stability for you and your family. The sooner you take action the better because: Diversification = Protection of your wealth Being more...
