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Dependable Income with Options

Dependable Income with Options

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...
Stocks: What Are We Missing?

Stocks: What Are We Missing?

Plus: something that blew my mind this week … Stocks have been running strong for a while; this structural bull market started in 2009. Interspersed by shorter bear markets in between (2018, 2022) – all of which subsequently recovered with fresh new highs....
Compare Your Returns to this Benchmark

Compare Your Returns to this Benchmark

Easy Comparison Benchmark … After my recent email about the performance of managed portfolios (incl St James’s Place), some people reached out to ask how to check performance of their own managed funds. It’s actually quite simple.  Use my table below...
Two Rules to Keep out of Trouble

Two Rules to Keep out of Trouble

Remember these rules …. Warren Buffett famously said: Rule 1:  Never Lose Money Rule 2:  Never Forget Rule 1 This week, I was reminded of that by an investor who had just incurred a 100% loss. This was in a ‘FX bot’ trading scheme which advertised...
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...