Set-&-Forget Investing in ETFs & Options – for Lasting Growth & Income …

Investment Lessons from Tesco

Investment Lessons from Tesco

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...
Use it or Lose it

Use it or Lose it

With less than two weeks until the end of this tax year (5th April), here’s some info to help nail the idea of free money that is widely available from HMRC (which relatively few people take advantage of). Taxes are one of three major leakages from our wealth...
How Stocks & Property Go Together Perfectly

How Stocks & Property Go Together Perfectly

Diversification is the initial building block I learnt in my first job in the investment industry. Not only is it necessary for a properly set-up portfolio, it’s the holy grail of investing. Why?  Because diversification cuts overall risk and enhances returns...
The Rule of 100: Does it Still Make Sense?

The Rule of 100: Does it Still Make Sense?

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 %...
Key Insights: ETFs & Options Workshop

Key Insights: ETFs & Options Workshop

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...