Alpesh Patel on Investing — Covid, Brexit, After Trump

How to invest to make money with Covid, Brexit and Trump news making things complicated?

Whilst markets as a whole rise (see image) the trick is not to have to wait for so long.

Introduction

We’re going to start off with, ‘Is COVID a good or bad time to enter the market?’ and if we’re worried about risk what should we do. What are the strategies, what are the insider hedge funds saying, what are the big banks telling their wealthiest clients?

It’s my job to know those things. Why should you trust me? I don’t want you to trust me. I want you to trust the independently verifiable knowledge and the independent website sources I’m going to give you.

Equally you might say, ‘Well surely buying stocks is risky anyway?’ Should we just stick to UK ones or whichever domestic market you’re from? Let me know where you’re from as well and which part of the world you’re all from. You’ll also want to know what should your investment goals be. I’m going to cover that as well and like I said much much more.

All those questions I’m going to put up onscreen and you can read them yourself. They are what returns are reasonable, what if you pick a stock and the price goes up, what if it falls, what should you do?

How long should you hold on for, what’s the quickest easiest way to pick stocks that the gurus, the banks, and the hedge funds have already researched for their wealthy clients so you can ride on their coattails?

Remember we’re talking about investing so how much do we need for retirement, how long will it take to turn £10k to £100k?

What does statistics and history tell us, or turn £100k into £1m?

And, what the statistics in history tell us, who’s done it before and how can we copy what they’ve done so we’re not reinventing the wheel.

Plus, what if we don’t have time for all of this, how do we reduce the time process?

Finally, What if we’ve already got a fund manager or an IFA, an Independent Financial Advisor, how do we make sure we’re asking them the right questions to keep on their back?

How do we find a good broker? What if we want a bit more risk? You might want to do a CFD or god forbid a spread bet on this.

Well can we do that for the long term for a 12 month holding or 24 month holding, and is that sensible?

What if we want to save tax, how do we do that? All of those things I’m going to cover.

The Markets Always Rise Right?

The issue is not that the markets rise but knowing what to pick to take advantage of it, and ensure when they fall, we are protected. Look at these images:

S&P 500

Market Drawdowns