The countdown begins! – New book: How to Make Money in ISAs and SIPPs

Posted by Stephen Sutherland on Wed, Oct 02, 2013 @ 01:30 PM
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Tags: ISA investing tips, How to Make Money in ISAs and SIPPs, Investment strategy

12 months of strong performance: More than double the Footsie's return

Posted by Stephen Sutherland on Wed, Sep 11, 2013 @ 01:30 PM

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

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Tags: Investment funds, Investment strategy, Investment news

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

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

Managing your portfolio: Preserving your ISA and SIPP wealth

Posted by Stephen Sutherland on Wed, Jul 31, 2013 @ 01:30 PM

This is the penultimate post in our series on managing your portfolio more effectively. In this post, we'll look at how you can preserve your ISA and SIPP wealth.

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

Managing your portfolio: How do you measure success?

Posted by Stephen Sutherland on Sat, Jul 27, 2013 @ 01:30 PM

This is the fifth post in our series on managing your portfolio and we're going to look at measuring success. 

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

How to manage your account: making an investment switch

Posted by Stephen Sutherland on Wed, Jul 24, 2013 @ 01:30 PM
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Tags: Investment funds, Investment strategy

Five models for constructing your portfolio

Posted by Stephen Sutherland on Sat, Jul 20, 2013 @ 01:30 PM

This is the fourth post in our series on managing your portfolio. In our last post we looked at how investors can manage the risk they face by using fixed interest and cash, although equites remain the most important element of their portfolio.

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Tags: Investment funds, Investment strategy