From Confused to Confident: Paul's Investing Journey with Great Investments Programme

“I’ve learnt so much from the GIP and firmly believe I now manage my ISA and SIPP better than my ex-IFA ever did.”

– Paul, GIP Member & Independent Investor From Stop-Losses to 100% Gains

Investing isn’t just about choosing the right stocks — it’s about having a strategy, managing risk, and knowing when to stay calm. Paul, a member of Alpesh Patel’s Great Investments Programme (GIP), has learned exactly that.

In just 12 months, Paul saw two of his GIP picks return over 100%, all while managing his emotions, risk, and timing like a pro. But perhaps most importantly, he developed the confidence and knowledge to manage his investments better than his own financial adviser ever had.

The Power of a Structured Strategy

Paul’s experience highlights the value of a disciplined investment plan — one grounded in data, taught through GIP.

Let’s take a look at the results:

Stock 1: Turning Point Brands (TPB)

• 📈 From GIP’s June 2024 NYSE Special Situations

• ⏱ Took 27 weeks to hit a 100% gain

• 🚨 Sold after a -20% drop from highs (at just under 100%)

• 🧠 Monthly MACD suggested holding longer — it later peaked at +148%

“Had I stayed in, it could’ve reached 148%. But I’m still very happy with my profits — and more importantly, I followed my plan.”

Stock 2: Sea Ltd (SE)

• 📈 From July 2024 NYSE Special Situations

• 📊 After 42 weeks, SE hit over 100% in profit

• 🔁 Paul’s strategy: sell if it drops 20% from its high, just like TPB

His consistency in applying the same rules to both positions shows a disciplined mindset — something Paul credits to GIP's teachings.

Case Study Paul.pdf

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Lessons Beyond the Returns

While the gains were impressive, what Paul found most rewarding was the learning process. Anyone can get lucky with a stock tip. But what Paul gained went far beyond the numbers.

He learned how to think like an investor. How to interpret charts. How to set rules — and stick to them. Most importantly, he learned how to manage risk.

“I’ve learnt so much from the GIP and firmly believe I have better risk management. I’m managing my ISA and SIPP better than my ex-IFA ever did.”

This level of personal growth is at the heart of the Great Investments Programme. It represents the shift from dependence to independence — and that’s exactly what GIP is designed to empower.

Why GIP Isn’t Just About Picking Stocks

Alpesh Patel’s Great Investments Programme is about teaching you how to invest — not just telling you what to buy.

That means:

• 📚 Understanding charts, trends, and market psychology

• 🔁 Applying risk management strategies like stop-losses

• 🎯 Learning when to enter and exit positions

• 💬 Getting expert guidance, support, and ongoing education

Whether you’re investing through an ISA, SIPP, or other portfolio, GIP equips you with the tools to take control — without being dependent on costly advisers or vague tips.

Emotional Balance and the Value of Education

Paul noted that Alpesh often teaches how investors should not let emotions sway their decisions — something he’s embraced.

Even though some trades didn’t work out, Paul kept perspective. He followed his rules, stayed consistent, and trusted the strategy. That mindset is what sets successful investors apart.

“I realise you give the message about positive and negative situations and how they should NOT change your investing emotions. I believe I am fairly balanced in these situations.”

What You Can Take Away from Paul’s Story

• 📈 Results are real – two 100%+ gainers in under a year

• 🧠 Rules-based investing works – Paul applied stop-losses and profit-taking triggers

• 🎓 Education pays off – he now feels more confident than when relying on a professional adviser

• 💪 Control = Confidence – managing his own ISA and SIPP with skill

A Programme That Empowers You to Own Your Journey

Paul’s story is proof that when you pair expert guidance with education, you don’t just make better trades — you become a better investor.

Whether you're tired of mediocre results from traditional advisers or you want to learn how to think for yourself in the markets, the Great Investments Programme could be your turning point.

As Paul says: “Thank you for helping people like me make the most of our investing journey.”

Ready to Take Control of Your Wealth?

If you’re tired of average returns, want to understand your investment or ready to manage your money like a pro?

Then it’s time to see what Alpesh Patel’s Great Investments Programme can do for you.

Don’t wait to say what Paul said: “I wish I’d started this sooner.”

RISK WARNING: All investing is risky. Returns at not guaranteed. Past performance and case studies are no guarantee of future results.

Disclaimer: The content provided on this blog is for informational purposes only and does not constitute financial advice. The opinions expressed here are the author's own and do not reflect the views of any associated companies. Investing in financial markets involves risk, including the potential loss of your invested capital. Past performance is not indicative of future results. 

You should not invest money that you cannot afford to lose. Mentions of specific securities, investment strategies, or financial products do not constitute an endorsement or recommendation. The author may hold positions in the securities discussed, but these should not be viewed as personalised investment advice. 

Readers are encouraged to conduct their own research and seek professional advice before acting on any information provided in this blog. The author is not responsible for any investment decisions made based on the content of this blog.

Alpesh Patel OBE

www.campaignforamillion.com 

Visit www.alpeshpatel.com/shares for more and see www.alpeshpatel.com/links