Category: Personal finance
- 25.11.2019
- Categories: Analytics, AVC Pro Subscription, Investment ideas, Personal finance
- Tags: DJIA, IWM, NASDAQ, NDX, Russell 2000, RUT, S&P 500, Santa Claus Rally, SPX, SPY
Novemeber is tracking the seasonal patterns very closely. We still expect a mild pullback early next week, but from then on we are likely to see post-Thanksgiving gains. Early December can be disappointing for bullish traders, but as Christmas approaches the bulls come back to the parade.
- 18.11.2019
- Categories: News, Personal finance
- Tags: Brexit, Expats, Property, Real Estate, Spain, UK
Spanish property prices have been coming back recently. With all the UK residents living on the Spanish Costas, can this continue? Brexit could thow the area back into the a recession, if UK expats retreat home. Three factors having the most impact include, residency, pension levels, and access to affordable healthcare.
- 15.11.2019
- Categories: Analytics, Investment ideas, Personal finance
- Tags: RUT, Seasonal Strategy, SPX
There are several market tendencies or historical biases that we highlight throughout the year. One historical tendency worth noting at this time of year is the "January Effect." The “January Effect” refers to the tendency of small cap stocks (as a group) to outperform their large cap counterparts early in the calendar year.
- 27.10.2019
- Categories: Analytics, AVC Pro Subscription, Personal finance
- Tags: DJIA, NASDAQ, Seasonal Strategy, SPX
November is generally a very good month for US stocks. However, in years preceeding US Presidential elections, November has not always shown a strong performance. This year, options expiration week comes early. Our calendar shows the dates investors need to watch.
New UK property tax legislation is coming into effect in April 2020. Higher Capital Gains Tax - even for non-residents - are to be expected. Owning REITs through offshore life companies can mitigate these new tax laws.
- 14.10.2019
We lay out the buy points and stop losses for the Tactical ETF Portfolios based on the the Seasonal Trade Strategy
- 11.10.2019
- Categories: Analytics, AVC Pro Subscription, Personal finance
- Tags: DIA, IWM, QQQ, SPY
Suddenly, the market turns bullish. The seasonal bull run has begun and investors are jumping in.
- 8.10.2019
- Categories: Analytics, Investing basics, Investment ideas, Personal finance
- Tags: ETFs, IYW, QQQ
With the US economic indicators faltering, everyone wants ideas on how to reduce their invetsment portfolio risk. Here are so ideas, and also a simple analysis of which US sectors are performing well.
- 8.10.2019
- Categories: Personal finance
- Tags: Compass, Devere, Education, Evolution, investors trust, Providence Life
I compare two life insurance based savings plans that clients could use to cover children's education fees: Hansard Worldwide’s Vantage and Investors Trust’s Evolution. The results are shocking.
- 6.10.2019
- Categories: News, Personal finance
- Tags: TAX, UK
UK persons looking to return to the UK after a period of time ‘offshore’, and people who are moving to the UK, should be aware of a number of benefits which can smooth the transition of your investment portfolios. Although UK fiscal regulations are a wide-ranging and complex, we will try to simplify and provide …