Are you frustrated by poor return on your investments?
What kind of investor are you?
Self Directed: I want to do it myself thank you very much
Validator: Want to manage my money, but need an occasional steer
Avoider: Hate to, but have to, manage my money
Delegator: I want to pay someone to manage my money
Services We Offer For
Anyone!
Absolute Beginners:
Advanced Investors:
Browse our course catalogue
We offer courses for beginners or more experienced 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:
Is Gold a Good Investment?
Gold has been synonymous with wealth for millennia, but is it a good investment? We find that contrary to received wisdom gold is a poor diversifier and offers little protection against inflation. The historical drivers of gold are pointing at a period of poor performance ahead. Gold generates no income and consequently has no fair price and so its price is driven by speculation. For these reasons gold is difficult to justify as part of a portfolio.
Lump Sum Investing or Drip Feed Investing: Which is Best?
If you have a cash lump sum to invest is it best to drip feed that money into your investments or to invest it all in one go? The best strategy depends on something nobody knows: whether markets are going to rise or fall.
Which is the Best UK Active Fund: Lindsell Train, Fundsmith or Vanguard Value?
How do you choose market-beating active funds that will outperform for decades to come? While there are some guidelines you can follow the surprising truth is that this is ultimately a matter of faith. Here we compare three UK active funds which we believe have the potential to outperform long-term: Fundsmith Global Equity, Lindsell Train Global Equity and the Vanguard Global Value Factor.
Take our DIY Asset Allocation course!
