Simon Angelo

Total 604 Posts
Simon is the Chief Executive Officer and Publisher at Wealth Morning. He has been investing in the markets since he was 17. He recently spent a couple of years working in the hedge-fund industry in Europe. Before this, he owned an award-winning professional-services business and online-learning company in Auckland for 20 years. He has completed the Certificate in Discretionary Investment Management from the Personal Finance Society (UK), has written a bestselling book, and manages global share portfolios.

Portfolio Update: August 2024 — Rout, Recovery, and Opportunity

For savvy investors, this August proved to be one of the most fascinating months on record. Here’s how the smart money took advantage of this opportunity.

Kiwi Tax Haven: Where Capital Can Flourish

As a nation, this is our secret superpower. We are a safe harbour for capital. Here’s why it’s time for us to embrace this with an open heart.

The 100k Income You Don’t Have to Work For

Choice. Opportunity. Freedom. Are you looking to build a portfolio that will give you the power to live life on your own terms? Here’s a good place to start.

4,300 Weeks: Simon Angelo on Time and Money

Human life is like sand falling through the hourglass of time. Here’s why we need to adopt a broader view of money and maximise its potential for good.

Money Talks With Simon Angelo: The Japanese Yen and NZ Property

We talk to Reality Check Radio about the aftermath of the yen carry trade. Is this creating a rare opening for courageous investors to buy the dip?

The Luxury Brand With 100% Upside

Sometimes the best opportunities are those hiding in plain sight. Here’s why we’re seeing value right now in the consumer-discretionary sector.

The Oyster and the Noose: How to Profit from Bad News

Think differently. Be contrarian. Embrace moments of fear. This might just give you a competitive advantage over the crowd.

Market Rout Opportunity?

We’ve just gone through a sharp three-day drawdown. Is this an unusual turn of events? Or is this an expected part of the cycle?

Portfolio Update: July 2024 — Bull Market Builds…Up 7.9%

Like a breath of fresh air, we are seeing a new rejuvenation in the market. Here’s why our clients are now reaping the benefits of being courageous.

Millionaire Maker: Is Kiwi Property Changing Gears?

New Zealand has been obsessed with residential property for a long time. But the season is now changing. Should investors start adapting to this new reality?

The Great Taking (A Review)

This book has a provocative idea: banks and brokers are conspiring to steal your wealth. Is this credible? Is our financial system actually rigged?

Simon Angelo: The Luckier Country

Success comes down to making our own luck. We have hidden strengths as a nation. It’s time for us to lean into our competitive advantage.

The 100k+ Passive Income Portfolio

It’s the hardest question in finance. Should you put your money only in the bank? Or should you diversify it into productive assets?

300% Upside in 5 Years: Asymmetric Innovation?

Paying for tech innovation can be expensive. But at the right time, doing it can lead to gains. Here’s the trade-off between risk and opportunity.

Are Stupid People Destroying Your Wealth?

Our society faces a serious challenge. Many of our policymakers have no clue on how to create wealth. So, what can we do about this?