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Share your portfolio investing decisions with an expert analyst.

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Do self-directed investors have the necessary experience to do the research to make informed investing decision?  When we journey into the investing world we are faced with many choices to make. There are numerous people out there that will want to make money by offering their services to help you make those investing decisions. It is worth paying for advice? Well that depends on who you are talking to? There are people out there that will that will gladly take your money either through scams or through high fees or large broker fees.

A good place to start is to take financial advice from a licenced professional. It would be wise to find one that has experience in the type of investments you are interested in. Some investors are quite happy to leave their money in the hands of experts. Alternatively some are choosing to be DIY (do it yourself) investors.  Employing a combination approach is a wise move. By investing part of your portfolio in products managed by professionally can give you peace of mind while you discover which type of investing works for you.

Some of us have been down the advice path and decided to give it a go for various reasons and choose the self-directed investing path.  Self–directed investors are engaged in trading stocks, bonds, funds, bullion and crypto currencies to name a few.  They have their own accounts with brokers and use online trading accounts.  They make their own decisions and choose what stocks they are buying and time the buy and sell.

DIY investors are taking on a great responsibility and need to ensure that they have a few tools in their cupboard.

  •         Set goals both for their life and their investments
  •         Need a trading plan to get them into and out of a trade
  •         Understand fundamental analysis and research the companies there are planning to invest in
  •         Have a Charting program to be able to do technical analysis
  •         Have a trading platform to buy and sell 

Are you better off using an expert analyst to safeguard your money?  Analysts take a broader view of the economy, the markets both on the domestic front and around the world.  Analysts have the knowledge and experience having been around long enough to remember the pain of the Global Financial Crisis (GFC) and many others. Good analysts know when stocks are overpriced and when to move into cash. You may miss out on some short term gains but protecting your capital base is uppermost in a good analysts mind.

The market never stays the same. Investors need to be able to know which direction the trend of the market is heading. Recognizing if the market is consolidating, going up or going down and knowing what to do at these points is key to being a successful investor.


Do self-directed investors have the necessary experience to do the research to make informed investing decision?  It comes back to you and whether you have the time to invest to gain the knowledge.

Listen to Roger Montgomery, founder and Chief Investment Officer of Montgomery Investment Management, shares his analysis of the strong market and address the question to share your portfolio investing decisions with an expert analyst.

Until next time.



Ann is an author, experienced entrepreneur, seasoned self-directed investor and a highly sought-after retirement consultant. For more than 30 years, Ann has worked diligently to build her own personal financial security.


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Guest Monday, 19 February 2018
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