ISA Trend Investing Can Help You RETIRE RICH - Part 3 of 3
By Stephen Sutherland, author of Liquid Millionaire.Posted in the Category of ISAS, SIPPS, Investing, Stock Market, Investment Fund on 17th March, 2009.
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In Part 1 and Part 2 of this series I started off by asking you to imagine a new, time friendly way of “tax-free” investing – that could help you to make enough cash, to retire rich and live a truly amazing, dream lifestyle.
The good news is that there is a way – and its name is ISA Trend Investing.
When people ask me to summarise what ISA Trend Investing is, this is what I say:
“With ISA Trend Investing you trade investment funds (not stocks) using an ISA, a SIPP or both, to achieve tax-free, index beating returns. You simply profit in up markets and protect in down markets.”
Today I am going to show you the final two key aspects to the brand new ISA Trend Investing and how they can help make all of your financial dreams a reality.
But first to recap:
In Part 1 of this series you learnt that the first two differences between ISA Trend Investing and traditional investing using ISAs are:
1. Instead of simply buying and holding, when investing with ISAs, you are active.
2. You use a Stocks and Shares ISA tax-free wrapper instead of a Cash ISA.
And in Part 2 we looked at Differences 3-5:
3. You look to buy the highest quality Investment Funds.
4. You time your buying of your investments.
5. You time your exits of your investments.
Now let’s get on with the last two key aspects of ISA trend Investing and how they can make you rich.
Difference 6: You aim to beat the most powerful stock market index in the world.
Because it’s possible to read the trend of the overall market, and pick the highest quality investment funds, ISA Trend Investing allows you to set yourself aggressive performance targets. You therefore set yourself the target of beating the powerful US Nasdaq Composite. (The Nasdaq is capable of 24.5% annual returns over the long-term.)
Difference 7: You do not use an adviser.
You become your own adviser and make your trades on a “smart” investing platform with virtually zero costs. By being your own adviser, you save on charges, commissions and initial set up fees. This seriously helps boost your overall compounded returns. And if you know what you are doing, you get much better results than you would if you were with an adviser.
ISA Trend Investing – The Options
It is important to note that with ISA Trend Investing you also have the option of:
1) “Shadow” Investing successful ISA Trend Investors. This allows you to get exactly the same returns as they are getting and in a time friendly way.
2) SIPP Trend Investing. A SIPP (Self Invested Personal Pension) can be run parallel with your ISA Trend Investing. Whichever investment fund you buy with your ISA, you buy the same fund with your SIPP. That means if you get a 20% annual return on your ISA, you get a 20% annual return on your SIPP.
If you have any questions about how ISA Trend Investing can help you retire rich, contact me or one of my team for a chat. Whoever you speak to, you can be sure there will be no selling, no jargon, just the facts.
If you have enjoyed reading about the final two differences between ISA Trend Investing and traditional ISA investing then read more in Part 1 and Part 2 of this series.
Your friend,
Stephen Sutherland
The UK’s Leading Authority in ISA Trend Investing and Author of Liquid Millionaire
