ISAs and SIPPs are two of the UK’s best-kept investment secrets. The ISA is the UK's top tax shelter but if you want to save for retirement, you have to consider pensions as an alternative. They are known as wrappers and are great tax efficient vehicles for helping you build and preserve tax-free wealth. They are also your secret weapon in helping you to beat the market. In this post we’ll look at why.
Tags: ISA investing tips, ISA millionaires, Investment strategy
In our last post we looked at why we switched out of a fund that had returned 13.1% over the last 14 months. We channeled half of the proceeds (about 14.5% of our total portfolio) into our star performing fund and the rest into a new fund.
In this post we'll look at the performance of the other funds we own in the first financial quarter of the year.
Tags: Investment funds, Investment strategy, Investment news
On 9th March we switched out of a fund in our portfolio. The fund in question was the Fidelity India Focus fund and we channeled half of the proceeds (about 14.5% of our total portfolio) into our strongest fund, Fund A and the other half into a new fund, Fund D.
The Fidelity India Focus fund had had returned 13.1% over the last 14 months, so in this post we're going to explain why we made the switch.
Tags: Investment funds, Investment strategy, Investment news
In this series of posts, we're looking at how your can draw up a retirement savings plan, with the aim of enjoying comfortable and secure lifestyle later in life.
In this series of posts, we're looking at how your can draw up a retirement savings plan, with the aim of enjoying a comfortable and secure lifestyle later in life. Last time we looked at the first two steps of creating a retirement savings plan and the importance of factoring in inflation.
Tags: Retirement planning, Investment strategy, Achieving your investment goals
There are many ways to get advice and investment tips and in this post I’m going to focus on the most popular. For most people, advice on what to invest in and when to invest tends to come from one of five sources:
Tags: Investment strategy, Investment Guidance, Investment mistakes
Many people are looking for help with their investing and advice, tips and ideas can come in many forms. If you type ‘investment advice, tips and ideas’ into Google, you get a staggering 55,000,000 results. This means that investors aren't short of recommendations, but what they do need is clarity on how to gauge what information is good and what isn’t.
Tags: ISA growth, Investment strategy
In our latest series of posts we've been looking at common mistakes that some fund investors make. I'd like to close this series by looking at our 9 investment lessons for success. By trying to avoid these mistakes and adhering to the lessons, you'll give yourself a much better chance of reaching your financial goals on time.
Tags: Better performance, Investment strategy, Achieving your investment goals
In this series of posts we've been looking at some mistakes that fund investors often make. By avoiding these, you'll give yourself a much better chance of arriving at your financial goals on time.
Tags: Investment funds, Investment strategy, Investment mistakes
In this series of posts I'm taking you through 7 mistakes that fund investors sometimes make. By avoiding these, you'll give yourself a much better chance of arriving at your financial goals on time.
In our last post we discussed why low investment fees shouldn't be you only priority and why performance is crucial. In this post, we'll look at two more common investment mistakes, which are often closely related.
Tags: ISA investing tips, Investment strategy, Investment mistakes
