lexo logo

The Intelligent Investor (December 2023)

A Few Lessons from 2023

What are we to make of the year that has almost been consigned to the record books? Before we busy ourselves with the holiday period, we reflect on three lessons we’ve taken from 2023. 

Understanding Your Financial Levers

When managing money and working towards financial goals, it’s important to understand which factors we can control and which we can’t.

The Stock Markets

(Updated 30 November)

The key benchmark you should care about is achieving all of your financial and life goals and not running out of money.

The Unimportant Numbers – 1 Month

Monthly figures are a distraction from your long-term goals, we’ll help you avoid the noise.

The Important Numbers – 30 Years

Investing in the Great Companies of the World has produced life-changing returns for the disciplined and patient investor.

Inflation – The Real Enemy (Updated 30 November)

The number one enemy of the long-term investor is the financial dragon called inflation (the silent but steady increase of prices over time).

The only sane definition of money is purchasing power, and over the last 30 years, inflation in the UK has almost halved the value of your money.

But an investment in the global share market has consistently provided protection from this enemy.

IN THE MEDIA

The media is not a friend of the disciplined and patient investor. Whether it’s on TV, Print or Online, the media prefers to focus on short-term returns, market predictions, and negative news. Which is not suitable for a long-term investor.

Below are the stories, podcasts, and images which we wanted to share with you this month, which are uplifting, interesting and informative.

These links below will take you to articles on other websites.

Positive News

Here is this month’s selection of positive news stories not related to investing.

Further Reading

Here are some articles you may find interesting this month.

Listen & Watch

A Picture is worth 1000 Words