Just Copy What Works

https://vimeo.com/1107153830/9c1ec2e40d?share=copySince 2002, I’ve worked as an FCA-regulated portfolio manager, reviewing two to three investment portfolios almost every day. Over more than two decades, that adds up to well over 10,000 portfolios—ranging from ISAs and pensions to general investment accounts. Much like a doctor who recognises symptoms instantly, I can usually spot the problemsRead More…

The Dividend Trap

https://vimeo.com/1107140333/bee5450071?share=copyDividends have always been a popular way for investors to generate income from their stock portfolios. The idea of receiving a steady cash payout feels reassuring — especially in uncertain markets. But there’s a catch many investors don’t realise until it’s too late: chasing high dividend yields can lead you straight into what I call the diRead More…

Tortoise v Hare- How to Choose the Right Investment Strategy for You

https://vimeo.com/1105174111/e0ada1c29f?share=copyLet me share a story that highlights one of the most important decisions every investor faces.A client of mine had built a £400,000 portfolio by concentrating on high-growth U.S. tech stocks. For five years, his strategy worked brilliantly—he was the classic hare, racing ahead during a booming market.But within just 12 months, he lost 25% of hisRead More…