I love technology. Ever since I wrote Trading Online which became an international bestseller for the Financial Times and me, I’ve mixed trading and investing and technology. So you don’t have to wait between columns, I am going to make available to my Asian Voice readers my private mobile app for communicating my market thoughts. It’s free via this app on Telegram: https://t.me/pipspredator
And if you were on that you would see my trades and videos of them but also this:
The FTSE 100 P/E is around 18 – not expensive – still.
Now my annual picks which I give each January for 2020 based on my algorithms which have beaten every UK fund manager since 2004. To see historic performance have a look at www.sharescope.co.uk/alpesh
You exit at the failsafe 25% drop – eg in 2008 we had a few of those!
You never ever expect everything to always rise all the time under all market conditions. If you are looking for a crystal ball, it’s the circus you need.
12 month hold based on our algorithm which examines company valuations, growth and dividend yields.
Picks for 2020:
Care Tech Holdings
International Consolidated Airlines
British American Tobacco
Last year results and picks from 10 Jan 2019 (date of newsletter) to 31st Jan 2019
Gordon Dadds (now Ince Group) -25%
El Group +43.6%
Telecom plus -0.3%
Cosan (US) +130%
Pointer Telocation (US) + 17.9%*
Walgreens Boots (US) -18.7%
D4t4 Solutions +7.4%
James Halstead +23.4%
* take over at $8.50 per share cash + 1.27 Powerfleet shares
On average I produce (unleveraged) 17.1% per annum and the market is around 5% pa on average.
Hey Alpesh, why don’t you have a fund managing billions? I do have a regulated asset management company and fund, but the person who got my billions was the one I beat in the Financial Times competition back in 2003 – Neil Woodford. The City gave him money, not me, even though over a 12 month period he and I head to head went against each other and I trounced him and I won and he came 14th. The City which reads the Financial Times went for him.
I don’t like saying ‘racism’. But race and lack of diversity is in the news a lot. Maybe it was. Maybe I didn’t look right. Don’t forget by this time I was both a Barrister and Visiting Fellow in Business at Oxford University.
The author is founder of www.trading-champions.com , www.sharescope.co.uk/alpeshand www.pipspredator.com