Any Investor adviso...
 

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[Closed] Any Investor advisory types? Hypothetical question below.

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Let's say you're quite a cautious person, middle-aged with no property or assets, but no debts either. You get a windfall sum into six figures.
How do you best nurture it for reasonable return (up to 40%), and for how long, keeping in mind this current financial climate?

Beer and xmas shopping are not legitimate options, although they would be given strong consideration.


 
Posted : 28/11/2013 3:57 pm
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Is that 40% in real terms or nominal?

Id probably look at Retail bonds, maybe a FTSE tracker fund.

Retail bonds ought to get you around 5-6% nominal, so assuming 2.5%ish CPI you might see 3%ish real return pa.

FTSE ought to do a bit better but needs to be in there for 5-10yrs really.

Id allow at least 5 yrs if not 7 to get to 40% real return for reasonable risk.


 
Posted : 28/11/2013 4:02 pm
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Go and see a real independent financial advisor, it will cost, but will be worth it.

If it was mine, I'd probably do the following:-

- use some of it as a deposit on property
- put the full allowance in a stocks & shares ISA and buy a spread of funds.
- Put some in a fixed term bond.
- Keep the rest in the highest paying savings account I could find.

But the above wont make 40% return , unless you look at it over 10 years +.

To make 40% in the short term is going to take some serious risk taking,and more likely end up in losing a significant portion of it. how about buying £100k of bitcoins?


 
Posted : 28/11/2013 4:12 pm
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Thank you gents.


 
Posted : 28/11/2013 10:34 pm
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Peer to peer lending?


 
Posted : 28/11/2013 10:50 pm

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