NFA GRS amateur investor
This article is not financial advice it is intended for general use and I have no idea about your systems or personal circumstances. Feel free to use the plans and framework to evaluate your decisions but I have no idea why you would.
DO IT yourself -Amateur Investing Would you like to know why Wall Street and KiwiSaver Funds will never beat the index but will always make money? Read Peter Lynch’s “One Up on Wall Street; How to Use What You Already Know to Make Money in the Market”, He wrote two sequels with a few updated examples, but they are redundant. I read two of the three pick any of them. Peter highlights the rules that Wall Street Funds, ETFs and KiwiSaver must follow and why they won’t make as much as an amateur who found one well-performing company and stock—the rules around protecting other people’s money. “Where are the customer’s yachts” This book is out of print and some revisited versions are available that tell you why banks and financial services make money in up-and-down markets for them not for you. Pay special attention to how any advisor makes money.
The independently developed “Stock Picking” course I took from a young “Amateur Investor” is Find Fat Fish
Interviews with Cole Hauptuhrer “Find Fat Fish” - If you think it is for you happy to chat and I can refer you I make a referral bonus or don’t go through me and search for his site.
COLE teaches you how to evaluate FAANG (Facebook, Apple, Amazon, Netflix and Google) and how to find the next one. Darcy, Ruper & Cole discuss concentration
Cole & Darcy Courageous Investing
This is not financial advice but how I got where I am I did it for 23 years as a do-it-for-you investor, and the last 2 as a do-it-yourself I still have KiwiSaver as a deworsified investment all the others are concentrated.
I will set our a framework for 20 year old me, I might opine on 30 year old me but I have a strong awareness of risk.