Smarter Investing: Simpler Decisions for Better Results, 4th edition

Published by FT Publishing International (July 31, 2023) © 2024

  • Tim Hale Tim Hale, Managing Director of Albion Strategic Consulting, has spent fifteen years in the active investment management industry.
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  • How to build a balanced portfolio
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  • How to build a balanced portfolio
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Title overview

Build a successful investment portfolio that is right for you

Smarter Investing: Simpler Decisions for Better Results, 4th edition by Tim Hale, is the ultimate guide to help you build an investment portfolio that suits your needs.

This book is not only suitable for professional investors, but anyone concerned about how their money is invested. So, whether you are a beneficiary of your family's money investments, a "do-it-yourself" investor or someone who has employed others to handle your portfolio, this book will help you understand the "why's" and "how's" behind investment decisions.

The book is written with contemporary investors and their needs in mind and does not follow the typical route of introducing complex strategies like other investment books.

With comprehensible content, easy to understand and to the point, Smarter Investing will help you achieve your goals for successful investing using a simple yet powerful set of rules. You will learn how to:

  • establish your investment objectives,
  • avoid common investor pitfalls,
  • build a balanced portfolio that is right for you,
  • make the investment product selection easy and effective.

Table of contents

Part 1: The Basics 
Simplifying the confusion 
Covering the basics 
It only takes a minute – PACE ‘a quick way to a better portfolio' 

Part 2: The PACE Framework 
P - Smarter investment philosophy 
P - Smarter investment behaviour 
A - Smarter risk insight 
A – Smarter risk avoidance - crypto currencies, NFTs and meme stocks 
A - Smarter portfolio construction
C - Smarter product choices
C - Smarter sustainability
E – Smarter execution
E - Smarter advice 

Part 3: In a bit more detail 
Smarter insight – on-menu assets
Smarter insight – off-menu assets 
Conclusion 
Bibliography
Appendix 1: Your risk profile
Appendix 2: Goal planning 

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