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
Investor presentations
Original research
Digital media