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1 Domestic. UK – Medium Term (12 month) – Medium Risk. Stop Loss Exits. 2 International. Why Foreign Stocks?. GREATER COMPETITIVENESS. GREATER COMPETITIVENESS. REDUCED COSTS. US, China, India. 30,000 Co’s. 3000 companies. Issues. Tax – Stamp Duty Money Transfer Research

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1 Domestic

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  1. 1 Domestic

  2. UK – Medium Term (12 month) – Medium Risk Stop Loss Exits

  3. 2 International

  4. Why Foreign Stocks? GREATER COMPETITIVENESS GREATER COMPETITIVENESS REDUCED COSTS US, China, India 30,000 Co’s 3000 companies

  5. Issues • Tax – Stamp Duty • Money Transfer • Research • www.adr.com • www.bigcharts.com • Correlation - Diversification

  6. What we are after High Patience: Sit on Hands A few trades Pounce It’s the trades you don’t make that make you rich Reward Low Risk High Low

  7. Long Term –3 years +Low-Medium Risk - International Stop Loss Exits

  8. EWZ - ETF

  9. Low setup and management fees messageimportant Importance in investments` Tax efficiency Low setup/mgmt fees Not having all eggs in one basket Buying/selling quickly/easily Strong performance Being able to track an index/sector High return Minimising risk Performance of ETFs Investing in overseas companies

  10. Those interested view ETFs as a long-term investment • “It would suit me down to the ground because I’m not able to be active. It would enable me to invest long term…but if I needed cash quickly, then I could sell and that would be useful to me.”

  11. ADRs - Country – Medium Term (12 month) – Medium- High Risk (stop loss at 25%) Stop Loss Exits

  12. Reliance

  13. alpesh@alpeshpatel.com • Send an email to alpesh@alpeshpatel.com if you would like: • a FREE 50 page copy of Alpesh’s Investment Guide • Ask questions

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