Call Richard Cook: 07770 575 122

email: richard@theinvestmentandretirementcoach.co.uk

Profits are up!

15% investment growth since April! Time to bank the profits?

Profits are up!One of the investment strategies which has worked well for me over the years is to be prepared to bank investment profits on a regular basis. And now is one of those times.

Four of my investment funds have increased in value by more than 15% since the tax year end valuation in April. Others have done OK and only one (a good long term performer) shows a small loss. So the profits will be banked until either we decide to spend them on something worthwhile or we see a good investment opportunity.

Do you know how your investments are performing?

I find the online valuations from Hargreaves Lansdown invaluable in helping me keep track of what is going on. The process for cashing in profits is also dead easy.

A strategy like this is even more important if, like me, you are retired or semi-retired and are in a spending rather than accumulating mode. It is absolutely essential that you take profits at the right time and avoid selling when markets are low.

If you would like some guidance from me just text ‘PROFIT TAKING’ to 07770 575122 and I will be in touch.

I encourage you to adopt a “banking profits” strategy. It is even more fun if you know how you are going to enjoy spending those profits when they arise.


This document and our on going services are not personal advice. We'll give you all the help and guidance you need to make your investment and retirement decisions, but we can't advise you. If you're not sure whether you need regulated financial advice we can put you in touch with a suitably qualified and experienced regulated adviser. Because we are not regulated by the Financial Conduct Authority you will not have access to the Financial Ombudsman Service in respect of any complaints. If you use one of the "no advice" on line services to handle investment transactions they will be Regulated and you will have access to the Ombudsman and The Financial Compensation Scheme in respect of their services. The value of investments/pension plans can fall or rise depending on market performance. The Retirement Team and The Investment and Retirement Coach are trading names of Capture Success Ltd Reg No 01825075 Tel 07770575122

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