Flint Bishop

Why you should treat your investments with more regard than your Epsom flutter

Horse racing punters have as much chance of winning the big prizes as many investors have in successfully investing for their retirement. And as the Epsom Derby approaches (Saturday June 4), one investment advisor reckons that following the horse-racing tipsters is no better than following an investment active fund-manager.

According to Noel Farrelly, director of Index Wealth Management investing and horseracing are all too similar.

"The chances of backing a horse-racing winner is remote - but here's the interesting bit.  In any one year, 30% of horseracing tipsters will make money for their followers, but year-on-year, it is never the same 30%. Compare that with investing money in funds and the markets and you'll find again that in any one year, 30% of active fund managers - dealing with our savings - will beat an index, but year-on-year it is never the same 30%.

"Both investing and betting involve putting money at risk with the hope of a return - and both can result in savings being lost if the gamble doesn't pay off," said Noel. 

"In fact, investing is even trickier. Whilst there are only 20 or so horses in The Derby, there are some 6,000 funds to choose from in the investment line up. The odds of picking the right investment winner are pretty long."

Noel Farrelly, who advises high net worth individuals on their investment approach, believes that whilst horseracing can be exciting, investing should be boring, steady and reliable. 

"The Epsom Derby lasts for just minutes but investing should be for the long-term, at least five years and preferably ten," he says.

"Long-term savings and pensions are just too risky to play with. An approach to asset allocation and risk should be thought about very carefully and the asset should be stuck to unless there is a very good reason not to.  Choosing low-cost institutional grade index funds will enable you to finish the race and in the longer run, you will be among the very front runners."

And will Noel be having a flutter on June 4?

"Without a doubt, yes.  I'll pick the horse I fancy and regard my stake as a bit of fun. That way, I won't care if I lose it - which I probably will."

 

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Article published by Midlands Business News on 2 June, 2011

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Articles submitted by Index Wealth Management:



  • Financial planning specialists lead way in setting standards - click to read
  • Why you should treat your investments with more regard than your Epsom flutter - click to read
  • Index Wealth achieves top accreditation with charter award - click to read
  • Three's the magic number for Wealth managers - click to read
  • Midlands based firm Index Wealth Management comment on 'do it yourself' finance - click to read
  • Riding the storm can bring financial returns says Midlands based firm - click to read
  • Take gain now to avoid pain later, investors advised - click to read
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