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 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...
How to beat the system … I wouldn’t say I’m an avid fan of reality TV but The Traitors was compelling viewing. Once I started drawing investment lessons from it there was no stopping! Series 3 just finished and it was a big hit for the BBC. ...
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...
5k per month: Passive & Minimal Complexity… Bitcoin took the headlines this week after breaking $100k. But Crypto is for growth.  Not income. For income, Options are working superbly for myself and our Academy investors. The chart below is a screenshot of my...
