Introduction This write-up is based on the first month of a 3-month project where I am testing if a £50,000 mock investment fund can outperform a chosen benchmark. Each week, I tracked the portfolio’s performance and linked it to market events to see how they affected results. I decided on £50,000 as the starting amount because it felt like a realistic figure for a small fund. Even though one month is a short time, it has already given me the chance to practise building a por

Introduction Recently I’ve been learning more about different ways people invest, and one idea that stood out to me is thematic investing. Instead of just focusing on traditional sectors like technology or healthcare, thematic investing is about following big trends that are shaping the world. Some of the popular ones are artificial intelligence, ageing populations, and climate change. For this project, I chose to focus on renewable energy . Everywhere I look, there are discu

Introduction If someone gave me £500,000 to invest today, where would I even start? It is tempting to put everything into Nvidia. AI is everywhere in the news, and Nvidia’s share price has been climbing rapidly. Another option would be energy, since oil recently pushed above $90 a barrel (Reuters, 2025). Both are exciting opportunities, but are they enough to build a resilient portfolio? From what I have been learning, relying on one investment is like taking only one scan in

Introduction In one of my last posts, I looked at how I would invest £500,000 for a hypothetical client. That exercise was mainly about building a portfolio and thinking through asset allocation. In this post I want to take things further by imagining how I would advise a client who has £1 million to invest. Having a clear investment strategy is important because it gives structure to decisions and helps avoid being influenced by short term market changes. With a larger sum l