Alpesh is a successful investor, entrepreneur and mentor, pursuing a mission to teach people to make money to solve big world problems. He is an FCA-authorised investment manager and launched his FCA-regulated Asset Management Company, Praefinium Partners, as founding CEO in 2005. Alpesh is also retained by UK Trade and Investment as part of an expert, senior team of Dealmakers.
Alpesh Patel OBE uses a multi-factor screen across 5,539 US shares to uncover stocks showing strength across valuation, quality, momentum and financial resilience. He explains how the APSE process highlights ten US names where academic factor evidence and current market trends point in the same direction. WHY I DO THIS EVERY YEAR Fund managers have
Alpesh Patel OBE looks at the causes and potential strategies when a stock that has risen significantly experiences a sudden drop. When a stock that has risen significantly experiences a sudden drop, it can cause concern for many investors. This situation is common in the stock market, and it’s crucial to understand the reasons behind
In today’s fast-paced world, artificial intelligence has emerged as a disruptive technology with the potential to transform various industries. Investors seeking exposure to this exciting field may consider investing in stocks that specialise in AI solutions. In this blog post, we explore the world of artificial intelligence and highlight some of the best AI stocks
Prepare to be captivated, as I unravel the troubling discoveries I made after analysing dozens of investment portfolios sent to me via my Campaign for a Million to educate a million people to be better investors. Biggest errors 1. Over-diversification: The curse of too many funds A prevalent issue was over-diversification, resulting in subpar performance.
With the start of 2023 showing promise for US-centric portfolios, many investors may be feeling optimistic about the stock market. However, a closer look at the outlooks and forecasts from major banks and analysts reveals a more complex and varied picture, with some cautionary notes and potential challenges on the horizon. I’ve had a great
Are you looking to stay ahead of the market and get the best return on your investments? If so, you’ll want to start researching the best stocks to buy in 2023. In this article, we’ll provide you with an overview of the best stocks to buy in 2023, so you can make informed decisions about
2022 brought the market a raft of surprises, but one thing seems certain: Energy stocks had a great year – although it remains to be seen whether they’ll deliver an encore. Here’s what analysts say and which stocks to watch. Oil Stocks Will Weather the Volatility Oil prices have held steady at around $90 per
Let’s look at the data. Yes, I am data-obsessed. Too many people speak twaddle without looking at the facts or data. By the way, here’s a good trick on social media when you find annoying twaddle, just put this into the comments “Data?”. Out of the 350 largest quoted companies on the London Stock Exchange
I write to you from India. In fact from Asia’s largest tech summit. I’ve seen companies in AI, quantum computing, cancer detection, and rocketry (India launches UK satellites btw), and today India had its first private rocket launch. Then there were companies in Advanced Manufacturing, advanced materials and of course cyber security (they do have
If you’re like most people, you might think that US midterm elections mean one thing for stock markets: Volatility followed by investor-friendly upswings. In reality, however, the situation is far more convoluted. Here’s a quick primer on why. Do the Midterms Really Matter? Post-midterm stock market upswings enjoy a long history, although some analysts disagree
We’re not alone – if it makes you feel better. Look at the Americans. Of course, you could argue that the market will help when rates are rising according to history: It’s no secret that inflation can have a significant impact on your portfolio. During times of high inflation, it can be difficult to maintain
I write to you from New York where I’ve been doing Bloomberg and met with a former employee of my Asset Management company now earning the big bucks in M&A in the big apple! The British pound continues to face significant challenges, with the currency seeing significant volatility in recent years. This is likely to