If you have followed us for a while, you will hopefully be aware that we have an investment fund - the snappily named "VT PEF Global Multi-Asset Fund”. (You can find out all about the fund, how it came about and the team behind it by reading our detailed Fu...
#45 — S&P 3,000 - We are there...!
+353% since 2009 low... In the last week, the S&P 500 (arguably the most important stock market index in the world), went through the level of 3,000 (an all time high)... It closed at 3014 on the 15th July 2019, which means that it is now up nearly 353% since the spooky March 2009 low of 666. ...
#44 — Zoom out. See the big picture.
I don’t think that it would be particularly controversial of me to say that there has been a great deal of negative press about investment recently. There has been even more than usual - and that is saying something. This has been as a result of the very public pr...
#43 — How to invest like the World's most successful investors (Audio)
A few weeks ago I was delighted to be approached by a very nice chap called Michael Coombe. Mike is an entrepreneur who has run various successful businesses, mainly focused on personal development. He also runs the podcast “Who’s Going to Stop Me”. We did the interview on a Saturd...
#42 — Yet another ISA deadline...
As many of you will be aware from the annual advertising bombardment that surrounds the ISA year end – you have until midnight on the 5th April to ensure that you use (or lose) this year’s ISA allowance. Given this reality, in the lead up to the deadline, I wanted to r...
#41 — Are you a leader in business, government, charity or education?
I wrote on Monday to announce the publication of the new edition of "How to Own the World" this week. Today, I wanted to say a massive thank you to everyone who took the plunge. Thanks in large part to your response to that email, by yesterday morning ...
#40 — New Hodder edition of "How to Own the World" coming this week...
I write today to pass on the happy news that the third edition of my book, "How to Own the World" will be published this Thursday the 7th of March by John Murray Learning - a division of Hodder & Stoughton. The current (second) edition of the book ...
#39 — Key resources... as referenced in "How to Own the World"
To make decent forward progress with your finances, you will obviously need to use various types of financial account (ISAs, pensions and so on). In my book I explained why I would not list specific providers of things like ISA or pension accounts or specific funds in the text of ...
#38 — The benefits of our community
If you have been reading these updates for a while or spent any time on our website, you may know that our explicitly stated aim is: …to improve the financial affairs of as many people as possible... With this end in mind - there is a section of our website sn...
I wanted to write a quick update today to highlight how our fund did versus many of the other main financial markets in 2018 now that all the results are in. From the 1st of January to the 31st of December 2018, our fund was down 6.36% (it is now minus 5.1% since launch ...
