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...
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...
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...
Two weeks ago, the market experienced a bout of turbulence (see chart below). Early August turbulence … Global equity ETF in 2024: up to 16th August It now seems like a non-event but the media and headlines were sensationalist, as you’d expect. That...
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...
