Using charts to help you time buying a fund (Citywire video interview)

Posted by Paul Sutherland on Wed, Apr 30, 2014 @ 01:30 PM

Recently my brother Stephen, our Chief Investment Strategist, was interviewed by Gavin Lumsden, Editor in Chief of Citywire. 

This video interview focuses on technical analysis and using charts when timing a fund purchase. Stephen introduces the 'cup with handle' pattern and shows how it works in reference to three specific funds.

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Tags: Investment opportunities, Investment funds, Investment strategy

New! "This book could be the best investment you've ever made"

Posted by Paul Sutherland on Wed, Apr 23, 2014 @ 01:30 PM

I’m proud to say that these were the words Lawrence Gosling, Founding Editor of Investment Week used to describe my brother Stephen’s latest hot off the press book, How to Make Money in ISAs and SIPPs.

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Tags: How to Make Money in ISAs and SIPPs

How to know if your fund is acting right

Posted by Stephen Sutherland on Wed, Apr 16, 2014 @ 01:30 PM

Each month we like to make sure that the funds we own are acting right. In our opinion, as well as long-term performance being a key factor in fund selection, the short-term performance of a fund is very important once you own it. It’s vital because we’ve noticed that strong funds tend to get stronger and weak funds tend to get weaker.

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Tags: Investment outlook, Investment news

Have we just entered a new bear market?

Posted by Stephen Sutherland on Wed, Apr 09, 2014 @ 01:30 PM

In this post we'll take a look at what has been happening in the market since the beginning of March.

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Tags: Investment outlook, Investment strategy

Make the most of your ISA allowance (new Morningstar interview)

Posted by Paul Sutherland on Thu, Apr 03, 2014 @ 01:30 PM

Recently my brother Stephen, our Chief Investment Strategist, was interviewed by Emma Wall of Morningstar. With investors having just days to make the most of their £11,520 2013/14 tax year ISA allowance, Stephen offered some tips on how to make the most of your tax-free sum.

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Tags: ISA investing tips, ISA growth, Investment strategy

Your Annual ISA Allowance - Use it or lose it

Posted by Stephen Sutherland on Wed, Mar 26, 2014 @ 12:30 PM

With the April 5th deadline looming, we wanted to remind you that every tax year end marks the end of an annual opportunity to take advantage of one of the few tax benefits now available.

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Tags: ISA investing tips, ISA growth, Investment news

How have the funds in our portfolio been performing?

Posted by Stephen Sutherland on Wed, Mar 19, 2014 @ 12:30 PM

Each month we like to make sure that the funds we own are acting right. In our opinion, as well as long-term performance being a key factor in fund selection, the short-term performance of a fund is very important once you own it. It’s vital because we’ve noticed that strong funds tend to get stronger and weak funds tend to get weaker.

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Tags: Investment outlook, Investment news

Does the bull market have further to run?

Posted by Stephen Sutherland on Wed, Mar 12, 2014 @ 12:30 PM

In this post we'll take a look at what has been happening in the market since the beginning of February.

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Tags: Investment outlook, Investment news

A flaw that pushes brilliant people to make financial mistakes

Posted by Stephen Sutherland on Thu, Mar 06, 2014 @ 01:30 PM

Chapter 9 of my new book, How to Make Money in ISAs and SIPPs, has proved to be very popular. So I thought it best to run a series of articles taken from the chapter to see what you think. This is article number two in the series.

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Tags: How to Make Money in ISAs and SIPPs, Investment strategy, Behavioural Investing

How to make better investment decisions

Posted by Stephen Sutherland on Wed, Feb 26, 2014 @ 01:30 PM

I’m proud to say that David Mountain, an ISACO client and engineer was one of the many people that loved my new book, How to Make Money in ISAs and SIPPs.

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Tags: How to Make Money in ISAs and SIPPs, Investment strategy, Behavioural Investing