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      • The Best Property Valuation Books
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      • The Best Books about Saving Money
      • The Best Budgeting & Money Management Books
      • The Best Financial Independence Books
      • The Best Portfolio Management Books
      • The Best Asset Allocation Books
      • The Best Retirement Planning Books
      • The Best Estate Planning & Inheritance Books
      • The Best Tax Saving Books
      • The Best Getting Out of Debt Books
    • The Best Financial Crime Books
      • The Best Fraud & Forensic Accounting Books
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    • The Best Financial & Management Accounting Books
      • The Best Financial Management Books
      • The Best Financial Risk Management Books
      • The Best Financial Statement Analysis Books
      • The Best Corporate Tax Textbooks
      • The Best Treasury Management Books
      • The Best Internal & External Audit Books
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Tag Archive

Below you'll find a list of all posts that have been tagged as “equities”

End of the Trend Strategy

When a trend reverses, it can happen in a number of ways. It could simply turn around, without any warning. In most instances a parabolic price run up is needed, …

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equitiesinvestingpremiumtrading

Are you Eating the Only ‘Free Lunch’ in the Stock Market?

Proving the familiar saying untrue; I’ll show you how to increase your investment returns without increasing risk. Many phrases and idioms in the english language are passed down from parent …

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equitiesportfolio managementtheory

Investing Mistakes: Prioritising Saving over Living

Part of my article series on investing mistakes. I should start by saying that this article simply shares some points of view on a very subjective topic. This is a …

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equitiespsychologysavingtheory

Investing Mistakes: Over-trading

Part of my article series on investing mistakes. This article will explain a mistake made by new investors following active investing strategies. When actively trading, an investor is attempting to …

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equitiespsychologytheorytrading

Investing Mistakes: Investing in too Many Asset Classes and Platforms

Part of my article series on investing mistakes. Enthusiasm and zeal can have a downside when investing. For this reason, it’s important to ‘dial it in’ and ensure you exercise …

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equitiestheory

Investing Mistakes: Investing too Much in a Single Investment

Sometimes a big bet can really pay off. Take a look at some individual success stories from investing in the stock market in recent years: An investment in Apple Inc …

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equitiestheory

Investing Mistakes: Is it Possible to Invest Too Much?

At school, work and during retirement, we are encouraged to save money. It begins with the ‘piggy bank’ we are given as children and is reinforced with encouragement from our …

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equitiestheory

What is the FTSE 100?

FTSE 100 is a registered trademark, owned by FTSE Russell, which is in turn owned by the London Stock Exchange (LSE). The name refers to an index of the share …

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equitiestheory

Investing 101: Begin Investing with Confidence

Welcome to Investing 101, a brief introduction to investing in the stock market. This is a 5 minute guide which will highlight the key things you need to know before …

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equitiestheory

Investing for Dummies: How to Become an Investor from Scratch

One of the central themes of my articles on Financial Expert is that investing is for everyone. This includes people of any age and folks who don’t yet feel confident …

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equitiesinvestingtheory

A Quick Guide to Absolute Return Funds

If you’ve been researching actively managed funds recently, you may have come across a relatively new breed called absolute return funds. What is an absolute return fund, and could they …

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equitiesfunds

A Comprehensive Beginners Guide to Investing

Forget the advanced tips and complex investment products. Do you want to ground yourself in the simple principles that underpin all successful investments? Read on!

bondsequitiesfinancial planninginvestingsaving

Definition of Investment Trusts

Investment Trust or ‘Investment Trust Company’ is a term you may see when researching investment opportunities or collective investment vehicles. But what does Investment Trust mean? And what are the …

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equitiesfinancefunds

Do All Companies Pay Dividends?

This is a companion article to how to invest in shares which forms part of the free investing courses available on Financial Expert. If you follow dividend growth investing, or …

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dividendsequities

When do Companies Pay Dividends?

Dividends are how companies distribute their profits to shareholders. For investors who desire an income from their investments (such as dividend growth investors), this is the most important part of …

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dividendsequitiestheory

Is Your Share Portfolio Out of Date?

Legendary investors such as Warren Buffet follow the same principle as responsible dog owners; buying shares is for life. This mindset encourages us to think of buying shares as the …

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equitiesportfolio managementtheory

How to ‘Re-balance’ Your Investment Portfolio of Shares

If you’ve researched about how to buy shares online, you may have come across the concept of ‘re-balancing’. This isn’t a new Yoga pose, nor is it as difficult as …

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equitiesportfolio management

When Should Investors Buy Shares?

Many savers understand that shares are a good investment, but still hesitate before making their first purchase. The stock market can move upwards and downwards at a frightening pace – …

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equitiesinvesting

Why are Shares a Good Investment?

In my ultimate guide to investing in shares & the stock market and our explainer ‘what are shares?’, I briefly address why shares are good investments: High expected returns Tax …

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equitiestheory

10 Shocking Common Mistakes most New Investors Make

They say that experience is the best teacher. However, when money is at stake, it is wise to learn from the mistakes of others rather than your own! Don’t you …

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equitiesportfolio management

How NOT to Pick Stocks & Shares

I receive quite a high volume of emails about stock picking, i.e. choosing the right company shares to invest in. This article will point out some bad practises that I …

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equitiesrelated

Are Shares a Risky Investment?

The stock market is often compared to a casino. The newspapers often refer to investment banking as ‘casino banking’ which adds further weight to this idea. But are shares actually …

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equitiesinvestingpsychologyrisk

Definition of Stocks and Shares – is there a Difference?

The Stocks and Shares ISA is a tax-free investment account available to UK investors. The name implies that stocks and shares are similar but somehow different. This leads many people …

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equitiestheory

How to Research Share Prices and Company Information

Two hundred years ago, shares were traded between an elite group of wealthy individuals through social groups which often met in coffee houses. How to research share prices back then …

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equitiestheory

What is an IPO (Initial Public Offering) and how to invest in one

Initial public offerings (IPOs) are milestones in the stock market calendar. An IPO is where a company gives the public an opportunity to buy shares in the company for the …

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equitiesoptionsrelatedtheory

How to Spot Investment Scams

Knowing how to spot investment scams is an essential skill for a modern investor. Collectively, investors represent a gold mine for organised criminals. Think about it: Is there an easier …

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equitiesrelatedscams

Investing in Emerging Markets

Are you curious about investing in emerging markets? In our article ‘How to build a basic investment portfolio‘ we suggested that investors with an ‘adventurous’ or ‘balanced’ risk profile should …

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equitiesfundsoptionsrelatedscams

How to Build an Investment Portfolio

I’m Simon, founder of Financial Expert. This beginners guide covers the essential things you need to know when building an investment portfolio. It’s the most popular guide on Financial Expert. …

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equitiesfinancial planningportfolio managementrelatedreturnsrisk

The Science of Diversification

This article will explain how to diversify your investments using the science of diversification. To get there, we will walk through logical steps which build to the conclusion. Therefore you …

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equitiesportfolio managementreturnsrisk

What are Shares and Why do People Invest in Shares?

If you’ve ever wondered ‘What are shares’ or ‘why are shares so popular?’ – this ultimate guide to shares is the right place to begin! What are shares? You gain …

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equitiestheory

How to Buy Shares and Invest in the Stock Market

Buying shares is a proven way to grow your savings over the long term. Shares have produced an average return of between 5% – 8% annually. For this reason, many …

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equitiesinvestingrelatedreturns

What is an Investment Time Horizon and how does it Impact a Portfolio?

When designing an investment portfolio, one of the factors you must consider is your investment time horizon. The consequence of overlooking your time horizon is discovering that your investments have …

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equitiesfinancial planningportfolio managementrisktheory

What is a Stock Market Index and Why are Stock Market Indices Important?

This is a companion article to how to invest in shares which forms part of the free investing courses available on Financial Expert. If you’ve ever picked upon a copy …

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equitiestheory
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Best broker overall


Etoro stockbroker

Overview


Trade shares with zero commission with the eToro investing app. Open an account with just $100. Unique social trading features allow clients to find new trading ideas and mirror the top performing traders on the platform. 

Best for


  • Cheapest share dealing
  • Lowest annual charge
  • Copytrade™ feature
  • ISA now available

Drawbacks


  • No OEICs or unit trusts
  • $5 withdrawal fee
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Read review

Capital is at risk. Other fees apply. For more information, visit etoro.com/trading/fees. 


Best for funds

Hargreaves Stockbroker

Overview


The UK’s no. 1 investment platform for private investors. Boasting over £125bn in assets under administration and over 1.5m active clients. ‘Best Share Dealing Platform 2021’ (UK Investor Magazine) and ‘Best Digital ISA’ (Boring Money 2021 Best Buys).

Best for


  • Widest range of funds
  • ISAs & SIPPs available
  • Most popular UK broker
  • Competitive management charge for < £50k portfolio

Drawbacks


  • Management charge for > £50k portfolio is less competitive
  • Share dealing charges are £11.95 for infrequent deals
Visit broker
Read review

Capital is at risk. 


Best for £100k+

Interactive Investor Broker

Overview


Large UK stockbroker with a flat account fee and a free trade every month. Cheapest for investors with big pots.

Best for


  • Lowest management charge for large portfolios (£100k+)
  • ISAs & SIPPs available
  • One free trade per month

Drawbacks


  • Flat £9.99 account charge is costly for small accounts
  • Web platform interface isn't as slick as peers
Visit broker
Read review

Capital is at risk. 


How is Financial Expert funded? In addition to display advertising, we earn commission for referring new customers to financial service providers, including 14 stockbrokers. We give equal prominence to stockbrokers who don't pay to be featured. Commission doesn't impact scoring or the order of providers. Risk warning: all trading carries a risk of loss. Fees were correct at the time of publishing, however these can change. See our disclaimer.

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