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:

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Review of Vanguard LifeStrategy Funds


Our financial blog:

Review of Vanguard Factor Funds
Can you can 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.
What Should You Do In a Market Crash?
During a market crash you will be bombarded with tales of fear and woe. But for a long-term investor these market setbacks are simply bumps on the road. Find out how to beat your cognitive biases and maintain your investment goals and discipline through tough times...
Review of Vanguard Target Retirement Funds
Vanguard Target Retirement funds are inexpensive, diversified and designed to give you a good, but not guaranteed, investment outcome by some fixed date in the future. They do this by starting with a high equity allocation then dialling down risk by moving more money into bonds as the fund approaches its target date.

Take our DIY Asset Allocation course!

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