Are you frustrated by poor return on your investments?

What kind of investor are you?

Delegator: I want to pay someone to manage my money

Avoider: Hate to, but have to, manage my money

Validator: Want to manage my money, but need an occasional steer

Self Directed: I want to do it myself thank you very much

Learn how to invest for the long-term.

We will help you:

  • ​Master asset allocation, a key driver of long-term returns
  • Avoid pitfalls (overconfidence, loss aversion, confirmation bias)
  • Learn how use macroeconomic data to inform your investments
  • Construct your own top-down view on the global economy
  • ​Learn the potential reward and risk of each asset type
  • Understand volatility, risk and diversification
  • Learn how to construct and manage a cross-asset portfolio
  • Avoid paying fees on your investments
  • Avoid investment scams

This email course will teach you the basics:

  • Use P/E ratios to find cheap shares
  • Compare share income with dividend yield
  • How bonds work and duration risk
  • How to calculate risk with volatility
  • How to reduce risk by diversification
  • How to find a broker and trade
  • What funds are and how to choose them
  • How to seek independent financial advice

This is just scratching the surface of how we can help. We would love to hear from you, click this button to get in touch:

Recent videos:

How I Invested 20k Using ETFs and Vanguard Direct ISA

Bitcoin Problems

Interview with Andrew Innes author of S&P DJI Active vs Passive Investment SPIVA Report

George Magnus: China for Investors

Which is the cheapest robo advisor in the UK?

Can Fundsmith Continue to Outperform?

Review of Vanguard LifeStrategy Funds

Our financial blog:

Fundbuyer’s Checklist
We give a checklist of 8 things to consider when buying a fund. This list helps you make a reasoned and considered choice when deciding on which fund to buy. It also helps you record why you made a purchase.
How I Invested 20k Using ETFs and Vanguard Direct ISA
You asked on YouTube how I would invest £20k of my own money. Here is my answer illustrated with my Vanguard Direct ISA. I take you from planning the portfolio using a correlation tree via macroeconomic indicators, valuation and then implementing the actual trades in my Vanguard account.
China for Investors with George Magnus
China has the second largest share market in the world behind the US. If China stumbles it affects all global markets. If you are an investor you need to stay informed about political and economic developments in China. The renowned economic George Magnus shares his knowledge of China; you literally can't afford to miss what he says.

Take our DIY Asset Allocation course!

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