DIY Pension Review Checklist: What to Ask Your IFA

Investing to Make More | World's Leading Authority

2025 Updates

Very Important Notice: PLEASE read this first
All My Free Outstanding Resources on Investing
Weekly Market Updates
Corrections and Bear Markets
The Return I Am Targetting
Does Managing Investments Have to Be Time Consuming (Definitely NOT)
Those IFAs and St James's Place, Fundsmith Keep Annoying People This Year
Top Lessons in Three Minutes from Warren Buffett (and Me Agreeing)!

How Does This Approach Work Out in 2024? 2023 Performance as an Example

How We Did This Particular Year
Risks You Must Be Aware Of (3:12)
2024 Performance (4:40)

Mistakes to Avoid in Your Retirement - Pension & Investing

DIY Pension Review Checklist: What to Ask Your IFA
Guide on Mistakes to Avoid in Your Pension and Investing
How Much You Should Have in Your Pension by Age 60
Please Check Your Pensions - Important
Free Portfolio Review
Hand Holding You Through Stock Selection
The Simple Investing Decisions Flowchart (6:06)
Why Funds Can Be Your Enemy: An Example from 2023 (3:07)
Your Questions on Stock Picks, Picking for the Long Term and Recession Proof Stocks (14:46)
Bad Fund Managers and Their Impact (2:05)
A Small Request
Do You Know Why So Many People Don't Make As Much Money As They Could Investing? A Quiz
Why Your Pension Delivered Zero
IFAs and Wealth Managers Talking Rubbish Again (7:44)
Understanding Pension Returns: Surprising Insights from Amazon and nVidia (5:02)
Exploring the Tendency to Gamble in Investing (7:29)
Why Does the S&P500 Matter to the UK?
What an Good Pension Portfolio Looks Like and Why (22:04)

Investing Unplugged Book by Alpesh Patel (normal price $50)

The Book DOWNLOAD HERE
We Asked ChatGPT AI to Pick Some Good Stocks: Results Here (May 2023)
My Return Goals (3:43)
Making a Million in the Portfolio (1:48)
The Essential Simplest Guide to Buying Stocks: Slides
How to Get Started in Investing: A Beginners Guide
The Essential Simplest Guide to Buying Stocks: Video (32:54)
When Will There Be a Stock Market Crash? When Will History Repeat Itself? (25:44)
A Message from Oxford University (1:08)
What Goldman Sachs Tell Their Richest Clients (1:53)
What's in the Portfolios of the Billionaires? (1:15)
You Can Beat the Professional Fund Managers (1:33)
The Investing Insights and Their Source (2:10)
PurePerformance(TM) in Action (0:48)
PurePerformance(TM) Investment Strategy (2:03)
The Simple Investment Process Outline (2:41)
100 Essential Questions to Ask Before Investing in a Stock: A Comprehensive Guide: Warren Buffett, Charlie Munger, Peter Lynch, Benjamin Graham
The Most Important Financial Ratios According to Buffett, Munger, Lynch & Graham and Why + What to Look For
Podcast: How To Invest

The Internet Trading CourseBook Published By Financial Times Written by Alpesh Patel

The Book Here

Famous Funds In Your Pension That Let You Down

An Analysis of Fundsmith
A Look at BlackRock Balanced Growth Fund
St James's Place
Why Funds Underperform Due to Overdiversification

The Nobel Prize Winning Research Behind Our Success

Introduction
Making Decisions under Uncertainty
Judgement Under Uncertainty
Choices, Values, and Frames
Loss Aversion and Investing
Timid Choices and Bold Forecasts: A Perspective on Risk Taking
Would Being Richer Make You Happier?

Artificial Intelligence and Investing Know-How

Our AI Tool on Investing for You to Use: Here

AI and Investing: The Future of Investing and How I Use AI

How Would AI Pick Stocks If You Asked It To Be Warren Buffet, Nobel Prize Winner Eugene Fama ...
How I Changed/Enhanced My Approach from 2024 Onwards
Financial Times: Alpesh Patel on the Future of Private Investing
An AI Pick That Blew Me Away.

Market Outlooks from the Major Banks 2025

UBS Wealth Management 2025 Outlook

Preview

What Makes a Share Move? (15:09)
How I Hand Hold to Success: Who Wants to Be a Millionaire? (13:19)
Investing Strategies - Essentials (79:29)
Fund Managers are Not Special: Easy to Beat, Hard to Kill
The Way to Get Ahead: Be P*ssed Off, You'll Do Better
Make Your Child A Millionaire (or Yourself)
Your Major Investing Questions Answered: Overview (56:21)
Plan, Process, Perform (5:03)
Having the Right Tools to Make Quick Effective Profitable Decisions is the Only Real Secret to Wealth (4:14)
Contact Details

A Simple Way to Make So Much More Money by Ditching Your Funds

How To Make Money by Cutting Out the Middleman
Why Are Fund Managers like Vanguard so Bad, and You Should DIY - A Look at Nobel Prize Winners Evidence
Retail Fund Manager Performance

My Favourite Tools - Summary Overview

Overview
VGI: Value Growth Income (5:20)
CROCI & Altman: The Goldman Sachs Wealth Management Tool
So Easy: Why I, and Warren Buffett, Loves Discount Cash Flow Valuations: Part 1 (4:36)

A Couple of my Favourite Strategies in Action

Strategy 2: Leverage Big on Low Risk: Low to Medium Risk
Strategy 4A: What Banks Telling Richest Clients - Medium Risk
Strategy 4B: What Do Big Banks Tell Their Clients - Low to Medium Risk
Strategy 5: Cash Flow Is King - Medium to Higher Risk
Strategy 6: High Risk Resuming Returns
Global Companies Like Alibaba and How to Access Safely
Do Not Trade Your Investments (2:06)
What To Do In a Falling Market: Lessons of 2022

WHAT HAS WORKED IN INVESTING Studies of Investment Approaches with Exceptional Returns

The 60 Page Research Report
What If Your Stock Drops? (15:07)
Warren Buffett Guide to Investing

Stock Market Guides By Me For You

Simple Guide To The Stock Market
The Godfather's Guide to Exchange Traded Funds
Indiana Jones's Guide to Risk and Return
Working Girl's Guide to Financial Literacy
Financial Modelling Guidebook

What Banks are Telling their Biggest Clients

UBS: Bear market guidebook How to manage risk and harness opportunity in a market downturn
Excellent Research: The Anatomy of a Recession: What to Look For and Where We’re Headed
Goldman Sachs: Profile of a Bear Market & What's Likely to Happen

Welcome to Online Investing

A Quick Hello From Your Instructor (sorry bit cheesy) (3:07)
WHAT HAS WORKED IN INVESTING: Studies of Investment Approaches and Characteristics Associated with Exceptional Returns
Introduction to Stock Exchanges (6:29)
Introduction to Stocks (6:48)
Stock Market Index (10:39)
Trading & Investing (9:52)
How Awesome Are Hedge Fund Careers?
Invest or Trade? Why Not Both?
Compounding (7:25)

Investing Unplugged Book by Alpesh Patel (normal price $50)

The Book

Smarter Investment Book

The Book

How To Pick Winning Shares Online Using Company Information

Valuing a Company Online In Simple Quick Easy Steps: Apple Example (13:14)
Financial Strength of a Comany - The Apple Example (6:03)
Finding Good Dividend Paying Stocks - The Microsoft Example (4:59)
How Competitive is Your Share Pick - Apple Example (8:04)
5 Essential Ratios of Stock Picking
Measuring Companies: Financial Ratios 1 (7:28)
Evaluating Stocks Through Ratios (5:12)
Finding Undervalued Growth Stocks in 3 Minutes - The Terra Example (2:48)
Simple Steps To Tell You If A Stock Is Overvalued: Facebook Example (3:31)
Finding Undervalued Growth Stocks Using Screeners Free Online (14:27)
Investing Online Through Themes (11:25)
Investing Online In Global Shares (4:46)
Why Most People Fail at Online Trading
Profiting From Market Falls (2:10)
Missing the Best Market Days (3:53)
Penny Shares: Quick Road to Riches or the Poor House? (1:48)

More Ways to Pick Winning Shares Online (Beyond Beginner Level)

Forecasting Share Prices With The Ever Popular PE Ratio (3:05)
Forecasting Based On Stock Strategies I (Intermediate Level) (2:21)
Forecasting Based on Stock Strategies II (Intermediate Level) (2:26)
Financial Ratios For Predicting Share Prices (Intermediate) (4:04)

How To Pick Winning Shares Using Share Charts

Charting For Forecasting (2:26)
Forecasting Using Chart Patterns (3:08)
Charting Made Easy
How I Use MACD and Momentum Indicators (12:23)

How To Build a Market Beating Online Share Portfolio: Part 1 - Diversification

Should You Just Give Your Money To A Professional Fund Manager? (5:31)
What is Diversification and how do I do it cheaply? (7:10)
How Many Shares Should You Own? (3:49)
Balancing Return, Risk and Time (4:46)
Clever Money Asset Allocates (3:17)
Conservative to Aggressive Portfolio Mixes (1:24)
Cycle of Market Emotions and Asset Allocation (1:16)

How To Build A Market Beating Online Share Portfolio: Part 2 - Funds

Exchange Traded Funds: Window to the beating fund managers (16:39)
Exchange Traded Funds - An Introduction (21:31)
Buying a Bundle of Stocks in One Click - Why It Makes Sense
Investing in Exciting Regions and Sectors Through One Product - ETFs (15:27)
Essential Facts & Dangers of Investing with Professional Fund Managers (3:02)

Trading For a Living

Should You Just Use a Stock Market Newsletter?

Picking Brokers and Opening Accounts

A Step by Step Guide To Opening a US Online Trading Account (2:15)
How To Open An Online Trading Account - UK (5:12)

What's Important

Let's Make Finance More Accessible
Time Machine - Making Time: Billionaire Rules
My BBC Pitch to Richard Branson in front of 300m
Rejection is Better than Promotion

Words of Wisdom from the Best in the World

What Would Warren Buffett Advise?
A Leading Hedge Fund Manager's View on How to Think About Investing
Watch CNBC's Full Interview With Berkshire Hathaway CEO Warren Buffet (120:57)
Watch CNBC's Full Interview With Warren Buffet, Charlie Munger and Bill Gates (126:06)
Warren Buffet, Berkshire Hathaway Chairman and CEO Talks Coronavirus and the US (48:58)
Warren Buffet On Why He'll Never Sell a Share of Coke Stock (6:51)
Don't Sleepwalk Through Life Warren Buffet (3:22)
Tour Warren Buffet's Office (2:26)
Greatest Investors of All Time and How They Did It
Ed Thorp Talks Roulette and Financial Market Investment Talks at Winton (4:55)
Iconic investor Warren Buffet Lays Out the History of the US Economy (56:00)
The Mathematician Who Cracked Wall Street Jim Simons (23:07)
The Scientific Method and Investment Management (12:47)
Warren Buffet Just Looking At The Price Is Not Investing (13:05)
What The Legacy of Jim Simons Can Teach Investors About Markets (7:39)

Advanced Section

Compounding - The 8th Wonder of the World (7:24)
Performance Measurement
What Has Worked Well in Stock Picking
Using Cash Flow To Decide To Buy (3:33)
Asset Allocation - an Overview (6:09)
Charting From A to Z - with Steve Achelis
What is Quantative Easing?
What Causes Flash Crashes?
7 Chart Patterns That Consistently Make Money
Alpesh Patel Credentials (1:38)
Conclusion & Thank You (2:54)
Learn to Read a Balance Sheet, P&L, Cash Flow Statement
How Professionals Calculate Performance

Careers in Fund Management and Hedge Funds

Hedge Fund Strategies
Hedge Fund Books
Hedge Fund Analyst
The Hedge Fund Interview
Hedge Fund Jobs
Hedge Fund Resume/CV
Real Hedge Fund Case Study - Pitch
Top Quant Hedge Funds
Investment Banking Resume
Investment Banking Job Interview
Investment Banking: Morgan Stanley's Guide to Cost of Capital

Work Experience/Internship

For Those Wanting Work Experience
Gain Virtual Internship at Citibank, KPMG, Goldman Sachs, JP Morgan
What to Put On Your CV on Completion of the Internship
50 Top Business Schools

Be An Apprentice & Mentored by Alpesh Patel & Use His Investing Tools

Your Mentor on BBC, CNBC, Bloomberg, Sky (17:30)
Hand-Holding to Success

Book: The World's Largest Hedge Fund CEO's Advice

Ray Dalio: Principles of Success

Want to Be An Investment Manager? My Staff Have to Read These (Full Best Books Here)

Security Analysis - By the Guy who Taught Warren Buffett (Full Book)
Investment Strategies (Full Book) Download

What Do You Need To Know For a Career in Fund Management? (Full Course Books)

CFA Exam Prep Books for Investment Managers and Bankers (Full Book)
What Budding Investment Managers Read (Full Course Book)
Guide to Options
Guide to Hedge Funds
Theory & Practice of Investments Management
Hedge Fund Strategies
Hedge Fund Insights in Performance
CFA: Portfolio Management
Economics for Investment
Private Equity - An Exercise on What We Do
Morgan Stanley on Discount Cash Flow
UBS on Valuations
Finance Cheat Sheet
UBS on Discount Cash Flow
26 PitchDecks of Companies Raising Millions

The Books I Tell My Staff in My Asset Management Company to Read (Full Copies Here)

The New Buffettology
The Amazing Importance of Behavioural Investing (Full Book)
The Intelligent Investor (Full Book) DOWNLOAD HERE
Behavioural Economics
Smart Thinking
Zero to One
The Black Swan: Impact of the Improbable (New York Times Bestseller)

DIY Pension Review Checklist: What to Ask Your IFA

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