36 Years Investing - What I've Learnt - by Philippa Gee
by Philippa Hall
Ten golden rules of investing, one per episode, from 36 years of experience. Short, snappy takeaways on the fundamentals people forget. Information and personal views only, not advice. Capital at risk.Find out more: https://www.philippagee.co.uk This podcast represents my personal views only. It is not advice and you have not appointed me as your adviser. When investing, your capital is at risk. The value of investments can fall as well as rise and you may get back less than you invested. Past performance is not a guide to future returns. Tax treatment depends on individual circumstances and may change. Philippa Gee Wealth Management Ltd is authorised and regulated by the Financial Conduct Authority. Intended for UK listeners. See <a style='color:grey;' target='_blank' rel='noopener noreferrer' href='https://acast.
Episodes
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Rule 6: Know When Your Holding Is Designed to Flourish
Today's very short episode is to do with timing, and where we are in the stock market climate. I have people coming to see me who have been investing by themselves and say, I don't understand, the fund was doing well, other markets have continued to rise and my holding didn't. What's gone wrong?...
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Rule 5: The Sweet Spot of Diversification
Diversification is a lovely word. It's just about spreading your investments out as widely as is right for you in your circumstances. But there's a balance: diversify too much and you may dilute the return you achieve, yet when markets are retreating it can be the comfort blanket that means you...
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Rule 4: Don't Chase the Timing
Today is about reacting. Markets fall, markets soar (at times - no guarantee of course!), there's a headline, there's a budget, there's something going on in the world that nobody saw coming. And the question is, what do you do? What I'm seeing is people falling into one of two camps. The first…
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Rule 3: What Does Long Term Actually Mean?
Today's episode is about timeframes. We talk about investing as long term, but what does that actually mean, and what mistakes might you make because of it? A timeframe is the amount of time you could give your investment to produce the sort of return that might be expected from it, allowing for...
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Rule 2: If It Looks Too Good to Be True?
If it looks too good to be true, it probably is. It might seem obvious, and I wish it was, but time and time again I'm seeing people come into my office for the first time who have fallen foul of this very point. In this episode I talk about fool's gold: the new product, the new theme, the up and...
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Rule 1: DIY Investing and the Warning Bell
There is so much information out there now: a wealth of investment platforms, a great range of funds, and far more detail on allocations, risks and objectives. But does that mean you should do it yourself? In this first episode Philippa Gee looks at the DIY option. Why your initial reaction to...
About this show
Ten golden rules of investing, one per episode, from 36 years of experience. Short, snappy takeaways on the fundamentals people forget. Information and personal views only, not advice.
Capital at risk.Find out more: https://www.philippagee.co.uk
This podcast represents my personal views only. It is not advice and you have not appointed me as your adviser. When investing, your capital is at risk. The value of investments can fall as well as rise and you may get back less than you invested. Past performance is not a guide to future returns. Tax treatment depends on individual circumstances and may change.
Philippa Gee Wealth Management Ltd is authorised and regulated by the Financial Conduct Authority. Intended for UK listeners.
See <a style='color:grey;' target='_blank' rel='noopener noreferrer' href='https://acast.
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Philippa Hall
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