Archives: Books

https://vimeo.com/1107129568/913249e640?share=copyAt Market Insider, after reviewing thousands of portfolios, one recurring problem stands out: most investors struggle to sell. It’s not about lacking knowledge or information, but about emotion overriding logic at the exit point. Research from DALBAR shows the average equity fund investor underperforms the market by 4% annually, mainly due to pRead More…

https://vimeo.com/1107385811/2bc548505d?share=copyOne of the most common things I hear from investors — especially retired ones — is this: “As long as it’s still paying the dividend, I’m not too worried.” It sounds sensible. But it can be a costly mindset.A 6% income feels great — until your capital falls 20%. Suddenly, that safe, reliable share has set you back three years… just Read More…

https://vimeo.com/1112276984/568a5ab962?share=copyI’ve just finished putting together a new report that I think you’ll find eye-opening.It’s called “Why Some Investors Never Learn” — and it’s based on years of conversations I’ve had with thousands of investors, from complete beginners to seasoned professionals.What I discovered is surprising: it’s not lack of information, tools, Read More…

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…