Alpesh B Patel OBE explains why checking your portfolio after a long gap triggers panic, then describes his education service that filters 10,000 securities down to 200-800 picks you can buy through any broker. No money management, no fund fees, just data and mentorship for self-employed people and DIY investors.
Could that happen again? It could happen from tomorrow. Who knows? It could happen from tomorrow. But if you are not going to look at it, you better be able to take that drawdown. Don't look at it 6 months in. Either don't look at it at all and then wake up once you've got through the storm or look at it regularly. But if you're one of those, I'll look at it every 6 months and then have a market laxative because you looked at it belatedly, then you're in the worst of both worlds and you're going to panic. We take 10,000 securities. We then get to the elite 800, maybe sometimes 200. SIPs, ISAs, they can go in. Self-employed professionals, they love it because they're cash-rich, time-poor. Entrepreneurs love it because they've built a business and they haven't got the time. So, they get the data, they hold the portfolio. We might even create models for them. They pick them. They get the education. And as you get, we're not managing their money. We're not brokers. We're not fund managers. We're educators and mentors, educators and mentors. So, we teach them and then they They buy through whichever broker they might buy through. JP Morgan, Hargreaves Lansdown, whoever they want, they own it, they control it, but at least they've got the data and the mentoring and the education and control. Business owners love it because they've spent their lives working and they need a return. DIY investors love it because they've got a process. Retirees love it because they've got the time and they want to acknowledge and they want that growth and they want to avoid the panic and the boredom and they want the handholding.
