13 ISA investing myths dispelled

Posted by Stephen Sutherland on Wed, Aug 28, 2013 @ 01:30 PM

As well as getting asked lots of questions about ISAs, we find that when we speak to clients, they have many false assumptions about what you can and can’t do with ISAs. We call these ‘ISA myths'.

To help, we've put together a list of the 13 most common ones.

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Tags: ISA investing tips, ISA millionaires, ISA growth

The S&P 500 strategy: Boosting your returns in a bear market

Posted by Stephen Sutherland on Wed, Aug 21, 2013 @ 01:30 PM

In our last post, we looked at the S&P 500 strategy and how it could help you leave a legacy. The strategy involves a five year buy program, so you are likely to experience at least one bear market during that time and you may feel like cashing in and aborting the whole program. However, in this post we'll look at how you could take advantage of the opportunities a bear market presents.

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Tags: Investment strategy

The S&P 500 strategy: How to leave a legacy

Posted by Stephen Sutherland on Wed, Aug 14, 2013 @ 01:30 PM

If you want to invest in something that you can benefit from yourself and leave for others to benefit from after you’re gone, then the S&P 500 strategy is one we'd suggest you take a closer look at.

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Which funds are outperforming right now

Posted by Stephen Sutherland on Sat, Aug 10, 2013 @ 01:30 PM

Over the last month* our portfolio has surged 9.4%, outperforming the FTSE 100’s 8% and the NASDAQ Composite’s 8.6%. Out of the six funds we own, five are outperforming the extremely powerful NASDAQ Composite.

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Tags: Investment funds, Investment strategy, Investment news

12 months of strong performance: 33.4% versus the FTSE 100's 17.1%

Posted by Stephen Sutherland on Wed, Aug 07, 2013 @ 01:30 PM

We don’t always outperform the market but we are proud that over the last 12 months* we have trounced both the NASDAQ Composite and the FTSE 100.

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Tags: Investment funds, Investment strategy, Investment news

10 investment tools and resources for smart investors

Posted by Stephen Sutherland on Sat, Aug 03, 2013 @ 01:30 PM

In this final post in our series on managing your portfolio, we'll look at ten investment tools and resources that smart investors can use to make better informed decisions.

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Tags: ISA investing tips, Investment funds, Investment strategy, Managing your portfolio