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
Services We Offer
For Anyone!
For Absolute Beginners:
For Advanced Investors:
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:
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:
How Many ISAs Can I Have?
You can split your £20,000 ISA allowance amongst one each of the four ISA types in this tax year: a Cash ISA, Stocks & Shares ISA, an Innovative Finance ISA & a Lifetime ISA. A household creates even more opportunities for tax-free saving for you and your family.
What Is An Investment Platform?
What is an investment platform? How much does it cost? What services does it provide for that fee? Mark Polson, the founder of Lang Cat, provides answers to all these questions.
Review of Vanguard Factor Funds
Can you box Warren Buffet's investment style? Maybe not, but you can buy four cheap, active factor funds from Vanguard that buy stocks which are fundamentally cheap (Value), have prices rising more than other stocks (Momentum), have shares that change hands infrequently (Liquidity) or have small price fluctuations (Minimum Volatility). Research shows that these factors have beaten the wider market over the long-term.
Take our DIY Asset Allocation course!
