Simon Angelo

Total 563 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.

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?

Forget AI: Is This the Next Big Opportunity?

For speculative investors, it’s tempting to go all in on AI. But are they overlooking an alternative idea that has the potential to be just as bullish?

Portfolio Update: June 2024 — A Defensive Vision

Last month gave us a generous surge of fear in Europe. Here’s why it actually turned out to be a rare chance to buy into value.

AI and Fintech: 2 New Boom Industries?

Artificial intelligence and financial technology could transform our economy. Is this the start of a new Industrial Revolution?

Bitcoin Income: What You Need to Know

Bitcoin is one of the most volatile growth assets in recent memory. It’s risky, but is it possible for investors to get income yield from it?

Trump’s Revenge: The Stock Market

The aftermath of Donald Trump’s trial has provoked controversy. Is freedom and fairness in America at stake here? We take a critical look at the road ahead.

35%+ Discount: Kiwi Property on the NZX

There’s no hiding it: rising rates have hammered NZ property assets. But is this creating a rare discount? Should investors explore this further?

Portfolio Update: May 2024 — Bobbing Up

The interest-rate outlook for the Eurozone is starting to move the markets. For forward-looking investors, this final stretch could be a great time to capture value.

Simon Angelo: The Next Black Swan

The stock market is incredibly adaptable. It has the ability to price in the future. But what happens when an unexpected fear event hits us?

Optionality: How to Beat the Cost-of-Living Crisis

There’s no hiding it. Everyone has been feeling the tight squeeze of inflation. But here’s the good news: there’s an obvious way to futureproof ourselves.

America: Tech Boom or Real Estate Recovery?

The market in the USA is the most popular in the world. It’s a crowded space. Competition is fierce. But despite the odds, is it still possible to find value here?

Simon Angelo: Big Bank Profits

Are the banks greedy and heartless? Or do they have a valuable role to play in our society? We take an inside look at how this industry actually works.