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Your ISA Stocks Did Poorly
Manage episode 395581083 series 3175326
Urgent Portfolio Review - Major Mistakes Uncovered! 🚨 📉 In today's must-listen episode, we're tackling a concerning portfolio managed by someone for their mom - and the stakes couldn't be higher. We're dissecting a portfolio that's underperforming drastically, with an average return of just 3.6%, while the NASDAQ soared by 55% and the S&P 500 by 25% last year. 📊 📋 I'll share insights on a simple yet effective monitoring process that only takes 5 minutes every two weeks - a strategy that could have prevented such drastic losses. ❌ This portfolio is a prime example of what not to do, and we're breaking down each mistake to ensure you don't fall into the same traps. 👉 Tune in for an eye-opening analysis and practical tips to improve your investment strategy. This episode is a wake-up call for anyone managing investments, especially for loved ones.
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This is part of my www.campaignforamillion.com to teach a million people to be better investors and make an extra million in their pensions as a result across their lifetimes.
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Alpesh Patel OBE
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