top of page

5 Amazingly Simple Steps on How To Invest To Make Your Life Better

  • Writer: Alpesh Patel
    Alpesh Patel
  • Jan 24, 2021
  • 2 min read

In this video and presentation slides I have collected all the best advice from my investing books to present the easiest most simple 5 step guide to invest and why it will make your life better.

With my guide you do not need any prior investing experience because I explain everything and how you can learn more.

I will also highlight why stocks are good investments for almost everyone. Investing in the stock market is the most common way for people to gain investment experience.

My guide will also give you a taste of being your own broker and what it is like to get into investment management. Plus there now investment broker costs are lower than ever and if you DIY there are no additional costs compared to giving money to a traditional fund manager.

Whilst many brokers are racing to offer cut price brokerage charges and also index investing, I show you that if you pick your own stocks, those things do not matter.


How to Invest: Risks to Investing We Will Avoid

You Buy Too Many/Few Stocks

You Buy Bad Ones

You Need the Money Sooner

You Don’t Realise the Risk You’re Taking

You Give It To A Fund Manager Thinking They’ll Make More of Your Money

You Pick a Stock That Does Poorly

You Try to Time the Market and Get It Wrong

Step 1: Finding a Broker

Key Things To Consider •Simple to Use •Regulated •Investing not Trading •Global Stocks not Just Funds ISA/SIPP ie Tax Free Funds.

Step 2: How to Divide Your Money

In the video and slides I show why it is 15 stocks, equal money in each.

Step 3: Knowing What to Buy

In this part of the video I explain why the best source is you for research and how you should do it.

How to Invest

Learn to Invest Step 4: How to Find Stocks Yourself

I give you a checklist and the tools to find those stocks.

How To Trade with Alpesh Patel

How to Invest Step 5: When to Sell

Again I explain in the video a simple set of rules on when to sell. This is the part that people often find the most difficult. It is very easy to buy and keep buying, then never do anything to your portfolio because you have no exit strategy. That then leads to holding too long to good stocks, or even worse, to poor stocks.

Alpesh Patel How to Invest Newsletter

More free resources on www.alpeshpatel.com

Comments


  • LinkedIn
  • YouTube
  • Flickr
  • Instagram

 ALL INVESTING CARRIES RISK. PAST IS NOT GUARANTEE OF FUTURE. NOT FINANCIAL ADVICE. EDUCATION AND INFORMATION ONLY. ©2025 Alpesh Patel Ventures Limited. Alpesh Patel is Founding CEO of Praefinium Partners Ltd which is (Authorised and regulated by the Financial Conduct Authority)  PLEASE READ THIS IMPORTANT LEGAL NOTICE               

Privacy Policy: 

We respect your privacy and are committed to protecting your personal data. When you visit this website or register for our services, we may collect your name, email, IP address, and browsing behaviour. This data is used solely to deliver the services you've requested (e.g., course access, investment updates) and improve your experience. We do not sell or share your data with third parties for marketing. We store data securely and comply with UK GDPR regulations. You can request to delete your data at any time. 

TERMS OF USE: The content is for educational purposes only and does not constitute personal financial advice. We do not offer regulated investment advice, and we are not responsible for any financial decisions made based on our content. Any unauthorised copying, reuse, or redistribution of our material is prohibited. 

DISCLAIMER:  Investing involves risk. Past performance is not a reliable indicator of future results. The information provided is not intended to be, and should not be construed as, financial advice. All testimonials reflect individual experiences and do not guarantee outcomes. You should conduct your own due diligence or consult with a financial advisor before making investment decisions. We do not accept liability for any loss or damage incurred from reliance on any material provided.  Disclaimer & Terms of Use   Privacy Policy

bottom of page