10 days or 10 years? A story about one clients investment journey

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10 days or 10 years? A story about one clients investments

It’s December 2018.

A client calls in, asking what he should do with his investments.

At a loss, I ask him to clarify what he means.

“Haven’t you seen the market? It’s down 2%!”

I look at the performance of his investments:

–   Since yesterday: -2.03%

–   Since last week -0.32%

–   Since last month: +1.74%

–   Since last year: +8.43%

–   Since 10 years ago: +112.54%

I ask him if he needs to cash in his investments in the next 10 days.

No” he says.

I ask him if he needs to cash in his investments in the next 10 years.

I don’t think so” he says.

I’ve got enough money coming in so that I can leave my investments alone” he tells me.

I ask him if he wants to achieve another 100%+ return over the next ten years.

Yes” he says.

I kindly ask him to stop looking at his bloody investments every day then!

All the best,

Independent Financial Adviser in Bristol

P.s – if you want a little more help with navigating your investments, check out the 7 Simple Steps to Investment Success. It provides you with a proven process to help you avoid costly mistakes and tilt the odds in your favour.You can get a copy by clicking here.

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