Investment Mastermind Q4 2023

Joined again by Adam Lawrence and Manish Kataria we each pick a specific investment that anyone can do in their ISA or pension and explain the reasoning behind it.

As well as our picks, we discuss;

Pound cost averaging,

changing a portfolio for retirement

Bias to home nations

How value vs growth has performed

Nominal vs real numbers.

How long do you hold specific investments for and what makes you make a decision to sell or not.

Rod's pick is one of the Vanguard lifeStrategy funds which is 100& in equities with a bias to UK and USA. https://www.vanguardinvestor.co.uk/investments/vanguard-lifestrategy-100-equity-fund-accumulation-shares/overview

Adam's pick is Developed countries small cap value ETF https://www.ishares.com/ch/professionals/en/products/317548/ishares-international-developed-small-cap-value-factor-etf

Manish's pick is an energy ETF with a weighting towards American Oil producers https://www.google.com/finance/quote/XLE:NYSEARCA?sa=X&ved=2ahUKEwj71Jn_sb6DAxWOQUEAHYwHCCUQ3ecFegQIKBAX

For more info about the Boardroom Club please email me rod@incomethroughproperty.co.uk

For information about finance for property investors regarding mortgages and development& bridging loans please contact our sponsors 978 finance simon@978finance.com

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