How to Get a 62.9% One Year Return on Your ISA - Part 1 of 4
By Stephen Sutherland, author of Liquid Millionaire.Posted in the Category of ISAS, Investing, Stock Market, Wealth Building on 28th July, 2010.
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How would you like to return over 60% in one year?
Does that sort of 12 month performance excite you?
If it does, then you are going to love what I have to share with you.
I read in a recent Financial Times Money Guide an article written by Steve Lodge that began with the headline “Cautious managers fail to catch recovery in the markets.”
It highlighted the poor performance returns of thirty three wealth management companies and featured big heavyweight names like JP Morgan Private Bank, Cazenove Capital Management and Rothschild Private Banking and Trust.
The article shocked me because I discovered that out of all the management firms featured, the average annual return on “equity risk” portfolios for 2009 was just 21%.
To some this may seem like a reasonable return but when you look at the bigger picture and cast your mind back to 2008, most people were sitting in huge losses going into 2009 especially with the Nasdaq Composite falling 40%.
And so when you look at it with different glasses on, a 21% rebound would have nowhere near been enough to help recover all their 2008 losses.
So how did we at ISACO manage to clock up a 62.9% gain for 2009?
The answer lies in three things and I’m going to tell you all about them on Friday.
Until next my friend.
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