A Case Study in Shifting Strategy: Learning to Look Beyond Local Markets

Background

Themis had been a member of the Great Investment Programme for five years. Over that time, he regularly joined Alpesh Patel’s webinars, but like many long-term investors, he had stuck with his existing portfolio; primarily focused on UK holdings.

Challenge

Despite years of investing, Themis felt his returns were not keeping pace with global opportunities. He knew that markets such as the US had been performing strongly, but making the switch felt daunting.

Turning Point

In May 2023, after attending more sessions with Alpesh, Themis decided to re-evaluate his portfolio. Alpesh’s insights into the comparative performance of the S&P 500 versus the FTSE were the trigger. Seeing the clear long-term differences gave Themis the confidence to act.

Action Taken

Themis gradually exited his UK-focused positions and began building a US-based portfolio; an important step outside his comfort zone.

Outcome

Since then, his portfolio performance has exceeded his expectations. He describes the shift as “one of the best financial decisions” he has made. Most importantly, he now feels more confident in his investment approach and strategy.

Client Words

"Alpesh’s explanation of the S&P 500 versus the FTSE was a real eye opener. Making the switch gave me confidence, and my US portfolio has far exceeded what I expected. It’s been one of the best financial moves I’ve ever made. A huge thank you to Alpesh!"

— Themis Themistocli Read:

Case Study Themis Themistocli.pdf

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Tips for Great Investment Programme Members

1. Attend Regularly: Even if you don’t act straight away, consistency in learning builds confidence. Themis attended webinars for years before making his move.
   

2. Think Globally: Different markets behave differently. Comparing the FTSE with the S&P 500 helped Themis see the importance of looking beyond local markets.
   

3. Act When Ready: It’s not about timing the market perfectly, but about taking informed action when you feel prepared. Themis made his move in 2023—better late than never.
   

4. Focus on Confidence, Not Just Returns: The biggest gain for Themis wasn’t only financial; it was the confidence to make portfolio changes that aligned with his long-term goals.

   
   

Important Note

This case study is based on the experience of one client. Individual results will vary and past performance is not a reliable indicator of future performance. This is not financial advice. Investments can go down as well as up, and you may not get back the amount originally invested. Alpesh Patel OBE www.campaignforamillion.com