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ShareSoc
INVESTOR ACADEMY

Investment strategies

DIY Investing vs Using a Financial Adviser

£300 or £3,400 of annual costs/advice fees is the choice that an investor with a £170,000 portfolio would face if he/she invested in a Vanguard passive fund with interactive investor or sought individual financial advice from one of the UK’s leading firms of advisers. £170,000 is the average portfolio of a St James’s Place client so is a useful benchmark for comparison purposes. ShareSoc member Cliff Weight looks at some of the facts about the charges you have to pay for advice.

Strategy types (match approach to your requirements, skills & personality)

Value

Growth

Income (income from dividends vs capital gains)

Asset Allocation

Pros & Cons of mechanical & quantitative strategies

Monitoring results

Finding Investments

Publications

Stock screeners

Fundamental Analysis

Investor presentations

Original research

Digital media