ISA Investing Helps Provide Index-Beating Gains Part 2 of 2
By Stephen Sutherland, author of Liquid Millionaire.Posted in the Category of ISAS, Investing, Stock Market, Investment Fund, Wealth Building on 16th October, 2009.
Tags: index-beating returns, isa, isa investing, isaco, retire rich, time-friendly.
How ISA Investing Has Provided My Clients with Index-Beating Gains
Recently on this blog I shared with you how ISA investing has helped me to make gains of 80.6% over the past ten and three quarter months.
As you probably know, my brother and I co-own a company called ISACO where clients pay for key financial information and one to one highly personalised support. This premium service that ISACO offers helps them to retire rich in a time friendly way.
As I had been making such decent gains recently I was intrigued to find out how our clients had been doing. The findings I made were incredible and yesterday, in Part 1 of this series, I told you about two clients who made gains of 205% in 9 months and 80.1% over the last 3 years, respectively.
Today I would like to share more with you about how those clients made these gains.
I will also be telling you about other clients of mine who have been enjoying index beating returns so that you can see exactly what is possible from ISA investing and the kind of rewards you could be making too.
205% Profit in Just Nine Months
Just to remind you, the two clients who had seen the best performances on their ISA portfolios were:
Nathan De Boer who made £92,653 (102,391 Euros) - a 205% profit in 9 months
and…
Declan Hughes who made 80.1% over the last 3 years - a yearly gain on average of 21.7%.
Both of these returns are remarkable.
Nathan’s return is remarkable because instead of buying investment funds, he bought individual stocks that our funds owned. This is much more risky than buying funds but Nathan’s boldness has certainly paid off big time. In a 7 year plan to make 17.5% yearly gains on average, he’s midges away from his target - and all in less than one year!
Declan’s return was equally remarkable because of the time frame it was made in. Declan’s close to 22% annual return over the last three years is amazing since during that period, the market has experienced one of the worst bear markets in its entire history. That was when the Nasdaq dropped 55.8% from October 2007 to March 2009.
But I have to say that Nathan and Declan had some serious competition to fight off.
Other ISACO clients worthy of mention are:
Cliff Baker from Harrow in London who made a 56.2% gain in 6 ½ months.
Sam from Balaymoney who made 62.8% over a 10 month period.
Paul Russell from Woking in Surrey who made a 38.1% 7 month gain on his SIPP and a 53% 9 month gain on his ISA.
Nick Robbins from Sheffield who made a profit of £32,087, a 50.6% tax-free return in 10 ½ months.
Peter Finch from Wigmore in Kent who made a 79.1% 11 month gain.
And finally John Clark from Southampton whose portfolio jumped 70.4% in 11 months.
“Stock Market Masters”
In order to acknowledge their incredible achievements, both Nathan and Declan received a “Stock Market Master” engraved trophy, a book of their choice, and a slap up dinner for two at a five star restaurant.
Nathan had this to say about his prize:
“Thanks for the awards, I feel really great being called a “Stock Market Master”. Especially since it’s coming from you. I’ve earned more money on my stocks than what I make as a doctor! Strange, I don’t feel like stopping as a chiropractor, I really love what I do. I plan on using the money to expand the practice but that won’t be for another year or two (too much bureaucracy to get planning permissions). I also am planning on building a bed and breakfast in a new ski resort in Macedonia strating next year!”
Buckle Up for the Bull Market
The type of gains that my clients and I have been achieving with our ISA investments clearly demonstrate that a new bull market is in its early stages and so these sorts of gains are only the beginning.
It’s time to buckle up!
If you would like to find out how you could be making the same kind of returns as my clients and I please contact a member of my team for a chat. You have my word that there will be no sales, no jargon, just the facts.
Your friend,
Stephen Sutherland
The UK’s Leading Authority in ISA Trend Investing and Author of Liquid Millionaire
Please Note: As always, let me remind you that I am not a financial adviser and therefore not authorised to give advice on what investments to buy or sell.
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