CNBC Live Appearance - Ten Top Tips for Successful ISA Investing

By Stephen Sutherland, author of Liquid Millionaire.
Posted in the Category of ISAS, Investing, Stock Market, Wealth Building on 23rd March, 2011.
Tags: bull market, investing, investing in isas, investment funds.

I have some exciting news. On Tuesday 29th March 2011 at approximately 11.50am, I will be sharing with over 21 million people my “Top 10 Tips for Successful ISA investing.”

These tips are what professional ISA investors use to become ISA millionaires.

Successful ISA investing is just like baking a cake. You need all the right ingredients to make it work. Below are my 10 commandments of ISA investing. These are the rules my clients and I follow and by adhering to them religiously, they have fortunately helped me build a six figure ISA account.

Here are the first 5 of the 10 points that I intend to cover:

1. Make a Compelling Goal
2. Be Active
3. Buy Quality Investment Funds
4. Park in Cash During Bear Markets
5. Tax Shelters = Compounding Power

1. Make a Compelling Goal

The journey begins with making a commitment. Make the all important, never go back decision – that one day you will be financially free. Decide you will do whatever it takes to achieve your goal. Many people in the UK have proven that becoming an “ISA Millionaire” is possible. Gain absolute clarity on your future ideal lifestyle and how much cash you’d need to fund your lifestyle. Set a realistic deadline.

2. Be Active

Learn how to read and analyse stock market behaviour using price and volume data. This will allow you to invest when the stock market is in an uptrend and move out of the market into an ISA Cash Park when the market is in a downtrend. Because three out of four investment funds move in the same direction as the stock market, by investing with the uptrends, you significantly increase your probability of success.

3. Buy Quality Investment Funds

Learn how to find the best performing investment funds managed by fund managers with outstanding track records. Look also at the fund manager’s short-term performance. Ideally, your fund manager will have outperformed the market indexes over the long-term and will also be outperforming the market indexes in the short-term. Morningstar.co.uk is a free site ideal for searching for investment funds.

4. Park in Cash During Bear Markets

Switch into a cash-based investment fund (an example is Fidelity’s ISA Cash Park) when the market is unhealthy to help you protect your capital. When the downtrend is over and a new uptrend begins, simply start scanning for quality investment funds that are “on the move.”

5. Tax Shelters = Compounding Power

By religiously using your ISA allowance, you continually protect your investment from the taxman. This means you don’t pay capital gains tax when you switch back and forth from being invested to not being invested. This preserves the incredible power of compounding.

Please find the time to watch and enjoy the show and if you can’t see me live Sky + my interview. On Friday I’m going to share with you the final five tips and they are not to be missed.

Until the next time my friend.

If you would like to get more detail about what you’ve just heard, you can request a FREE Telephone Consultation (£1,997 value) by simply contacting us.

In your free over the phone consultation, you’ll learn about a first class investment opportunity– aimed at affluent people who have Stocks and Shares ISAs, a personal pension or a SIPP.

As well as booking your free session, you can also obtain a copy of my book Liquid Millionaire (RRP £21.97) for just 99p. I have just 99 copies to give away so be quick.

The number of telephone consultations (and free book giveaways) available is always limited.

You can email us or call 0870 757 8554 if you prefer.

In both cases you are under no obligation to do anything, buy anything or sign up for anything.