Simon Angelo

Total 662 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.

The Quiet Roar: Small-Caps Poised to Break Out?

Large-cap stocks tend to capture all the media attention. But look past the glitz and the glamour. Are we forgetting about the rising potential of small-caps?

Millionaire Migration: Warning or Opportunity for NZ?

As the threat of higher taxes loom, millionaires are looking for safer havens abroad. Can New Zealand position itself to benefit from this exodus?

Portfolio Update: August 2025 — 5.09% Up and Still Room to Load the Truck

It’s been another strong month, with our value stocks powering ahead. So what comes next? Well, we’re now watching closely for another ‘sliding-door’ opportunity.

4,000% Later: A Speculator’s Case Study in Timing

Speculation is like fire. It can be dangerous in the wrong hands, but powerful when controlled. Can cautious investors learn how to wield it?

The Pension Trap: NZ’s Superannuation Fork

The fate of our NZ Super scheme has become a lightning rod for controversy. Is financial crisis coming? Or can we find a positive outcome here?

Monopoly Profits: Up 40% in 1 Year

How do you find the right balance between risk and reward? Well, here’s an opportunity we didn’t pursue because of risk. One year on, have things changed?

How to Build Financial Resilience

Energy. Stamina. Endurance. If you want to succeed in investing, you must embrace the long run. Here are 6 key areas that you can focus on to build strength.

Portfolio Update: July 2025 — Up 3.54%: Strategic Gains

Tariff fear is fading. A buoyant market is now shifting into high gear. Here’s why brave investors who bought the dip are well-positioned for strong upside.

Money Talks With Simon Angelo: AI Justice

We talk to Reality Check Radio about how artificial intelligence can cut through the bureaucratic red tape. Is automation the solution to our cost-of-living crisis?

The Italian Giant Caught in a Chinese Tug-of-War

When’s the best time to extract maximum value? Well, by investing during moments of turbulence. Here’s why this Italian asset might offer a contrarian opportunity.

Simon Angelo: AI and Your Wealth

The rise of artificial intelligence is disrupting the old way of doing business. This will create winners and losers. How do you position yourself for a brave new world?

Lindy’s Law: AI for Delicious Returns

Everyone’s talking about artificial intelligence. But beneath the hype, something deeper is happening. Which companies will survive and thrive in this brave new world?

Simon Angelo: Unseen Incentives, Uncommon Results

What drives people to make prosperous choices? Well, it’s all about the right incentives. Here’s why value-driven investing always starts with insight and discipline.

Business Success: Magatte Wade’s Story

What does it take to achieve prosperity? One African entrepreneur reveals some stunning truths about her personal journey.

Portfolio Update: June 2025 — 12.55% in 6 Months and Still Hungry for Value

This past month has given us a burst of geopolitical volatility. But look past the media hysteria. For gutsy investors, this was a ‘sliding door’ moment to deploy cash.