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Your ISA Stocks Did Poorly
Manage episode 395581083 series 3175326
المحتوى المقدم من Alpesh Patel. يتم تحميل جميع محتويات البودكاست بما في ذلك الحلقات والرسومات وأوصاف البودكاست وتقديمها مباشرة بواسطة Alpesh Patel أو شريك منصة البودكاست الخاص بهم. إذا كنت تعتقد أن شخصًا ما يستخدم عملك المحمي بحقوق الطبع والنشر دون إذنك، فيمكنك اتباع العملية الموضحة هنا https://ar.player.fm/legal.
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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