In this episode, I detail the essentials of constructing a well-balanced portfolio for options investing and income.

Ever wondered how to identify great stocks and ETFs? I break down the four key attributes professionals use to spot high-quality companies: quality, value, growth, and momentum.

Have you experienced the struggle of finding stocks with these attributes?

Join me as I share a framework for stock selection, discuss screening tools, and explore strategies to ensure consistent income through dividends and options.

00:00 Introduction to Balanced Portfolios

00:15 Four Key Attributes of Good Stocks

01:26 Deep Dive into Quality

02:14 Understanding Value

03:07 Growth Characteristics

03:39 Momentum Explained

04:09 Screening for Quality Stocks

05:44 Dividend Yields and Payout Ratios

07:22 Qualitative Factors in Stock Selection

08:15 Building a Smart Portfolio

09:21 Conclusion and Final Thoughts

Thousands have learnt via our Investment Academy - learn more here:

https://investlikeapro.co.uk/academy

More on InvestLikeAPro:

https://investlikeapro.co.uk/

Follow me on Facebook for regular investment insights:

https://www.facebook.com/manish.kataria.7758

Connect with me on Linkedin:

https://www.linkedin.com/in/manishkcfa/

IMPORTANT: Your Capital is at Risk. Investments may not be covered by the FSCS. This is NOT investment advice - for information purposes only. Please seek advice from a regulated advisor before investing. The value of investments can fall as well as rise - don't rely on past performance.

In this episode, I break down the strategies I use to manage my income portfolio and set-and-forget portfolio.

Learn how to generate continuous income, use diversified options portfolios, and apply advanced strategies like the options wheel, credit spreads, and using margin to enhance returns while managing risk effectively.

Thousands have learnt via our Investment Academy - learn more here:

https://investlikeapro.co.uk/academy

More on InvestLikeAPro:

https://investlikeapro.co.uk/

Follow me on Facebook for regular investment insights:

https://www.facebook.com/manish.kataria.7758

Connect with me on Linkedin:

https://www.linkedin.com/in/manishkcfa/

IMPORTANT: Your Capital is at Risk. Investments may not be covered by the FSCS. This is NOT investment advice - for information purposes only. Please seek advice from a regulated advisor before investing. The value of investments can fall as well as rise - don't rely on past performance.

In this episode, I sit down with Kevin Whelan, founder of Wealth Builders, to explore essential strategies for achieving financial independence.

Here is the link for the free resources mentioned: https://wealthbuilders.co.uk/investlikeapro

We discuss why it's crucial to take control of your financial future, the benefits of SAS pensions, and practical steps to safeguard your assets. Kevin delves into the often overlooked Gift out of Income rule for inheritance tax, and we discuss the importance of consolidating pensions.

Whether you're looking to build wealth, protect your family’s future, or gain financial freedom, this conversation is filled with actionable insights.

Thousands have learnt via our Investment Academy - learn more here:

https://investlikeapro.co.uk/academy

More on InvestLikeAPro:

https://investlikeapro.co.uk/

Follow me on Facebook for regular investment insights:

https://www.facebook.com/manish.kataria.7758

Connect with me on Linkedin:

https://www.linkedin.com/in/manishkcfa/

IMPORTANT: Your Capital is at Risk. Investments may not be covered by the FSCS. This is NOT investment advice - for information purposes only. Please seek advice from a regulated advisor before investing. The value of investments can fall as well as rise - don't rely on past performance.

I stumbled upon a new Ai tool that converts text-to-voice (thanks to one of my Investment academy grads).

The resulting conversation blew my mind - have a listen !!

Have a play around with it yourself here: https://notebooklm.google.com/

Just enter any text (eg one of your emails, an article, or even just a brief story about your day). Then wait for it to do its magic!

In this episode, I look at over 100 years of stock market data and tackle the common misconception that 'what goes up must come down'.

I'll show you why the evidence proves that what goes down must come up.

We'll dive into the simplicity of stock investments, the role of the global economy and inflation, and illustrate how shares track profits over time.

My aim is to provide you with clear, evidence-backed insights into why stock prices have always grown, and why they will continue to do so.

Thousands have learnt via our Investment Academy - learn more here:

https://investlikeapro.co.uk/academy

More on InvestLikeAPro:

https://investlikeapro.co.uk/

Follow me on Facebook for regular investment insights:

https://www.facebook.com/manish.kataria.7758

Connect with me on Linkedin:

https://www.linkedin.com/in/manishkcfa/

IMPORTANT: Your Capital is at Risk. Investments may not be covered by the FSCS. This is NOT investment advice - for information purposes only. Please seek advice from a regulated advisor before investing. The value of investments can fall as well as rise - don't rely on past performance.

Join me in this episode as I sit down with Brad Lazarus to explore breathtaking investment strategies!

Learn why pullbacks are crucial for a sustainable market, discover the benefits of options investing, and understand the importance of a diversified core and satellite portfolio.

We discuss the transition from property to stocks, the power of compounding, and how even beginners can make significant returns.

If you're eager to elevate your investing game, this chat is packed with strategies you can't miss!

Thousands have learnt via our Investment Academy - learn more here:

https://investlikeapro.co.uk/academy

More on InvestLikeAPro:

https://investlikeapro.co.uk/

Follow me on Facebook for regular investment insights:

https://www.facebook.com/manish.kataria.7758

Connect with me on Linkedin:

https://www.linkedin.com/in/manishkcfa/

IMPORTANT: Your Capital is at Risk. Investments may not be covered by the FSCS. This is NOT investment advice - for information purposes only. Please seek advice from a regulated advisor before investing. The value of investments can fall as well as rise - don't rely on past performance.

In this eye-opening episode I provide an insider's perspective on active funds.

Discover how these funds function and learn the real differences between active and passive management.

I reveal the clever marketing tactics used by active fund managers and break down all the hidden fees that might be eating into your investment returns.

Using real-life examples and shocking data, I illustrate why active funds often underperform passive funds, and why understanding these dynamics is crucial for your financial future.

Learn the truth and get the tools to make informed decisions about your retirement funds, IFAs, and more.

Thousands have learnt via our Investment Academy - learn more here:

https://investlikeapro.co.uk/academy

More on InvestLikeAPro:

https://investlikeapro.co.uk/

Follow me on Facebook for regular investment insights:

https://www.facebook.com/manish.kataria.7758

Connect with me on Linkedin:

https://www.linkedin.com/in/manishkcfa/

IMPORTANT: Your Capital is at Risk. Investments may not be covered by the FSCS. This is NOT investment advice - for information purposes only. Please seek advice from a regulated advisor before investing. The value of investments can fall as well as rise - don't rely on past performance.

Welcome to a special episode where we dive deep into the debate of which asset class reigns supreme.

Join me and our fantastic guests, Natasha Collins and Adam Lawrence, as we explore stocks, commercial property, and residential property. We'll answer questions like:

Which asset class offers the best returns? How do you mitigate risks in each investment?

And what are the pros and cons of each approach?

If you're looking to refine your investment strategy or explore new opportunities, this episode is packed with insights just for you!

Thousands have learnt via our Investment Academy - learn more here:

https://investlikeapro.co.uk/academy

More on InvestLikeAPro:

https://investlikeapro.co.uk/

Follow me on Facebook for regular investment insights:

https://www.facebook.com/manish.kataria.7758

Connect with me on Linkedin:

https://www.linkedin.com/in/manishkcfa/

IMPORTANT: Your Capital is at Risk. Investments may not be covered by the FSCS. This is NOT investment advice - for information purposes only. Please seek advice from a regulated advisor before investing. The value of investments can fall as well as rise - don't rely on past performance.