Set-&-Forget Investing in ETFs & Options  

Get your Actionable Step-by-Step Guide 👇🏼

Election: Good News for Tax-Free Compounding …

Election: Good News for Tax-Free Compounding …

The election campaign has been pretty dull so far, but this week brought unexpected good news on pensions. I’m surprised there wasn’t more excitement around this.  It will have a huge impact on many. In summary, Rachel Reeves – our next Chancellor in...
Gold has Rallied – Should you Buy?

Gold has Rallied – Should you Buy?

Gold is on a good run, reaching record highs*, at the time of writing. In this article I’ll bust some myths about gold, review what’s driving this rally, consider whether we should own it now, and show the best way to invest. Historically, I’ve never...
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...
Investment Intel – in the Community

Investment Intel – in the Community

Investing can be rewarding.  Not just financially, but also intellectually as it makes our brain work differently and stops it getting lazy. Anyone can set-up a Core portfolio – a lazy, set-and-forget exercise!  We can stop there and it will compound passively,...
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 %...