Great Investments Programme
by Alpesh B Patel OBE
www.campaignforamillion.com
"Developed by Alpesh Patel OBE, former Visiting Fellow in Business & Industry, Corpus Christi College, Oxford University"
Is It Worth It?
Calculate exactly how much additional wealth you could build with just a 5% improvement in your investment returns. The numbers might surprise you.
Cost of Ownership Calculator
Will the programme pay for itself through improved returns?
Education, not advice.
Returns are not guaranteed. Past performance does not guarantee future results. This calculator is for illustrative purposes only and should not be considered as financial advice.
Programme Details:
- • Programme cost: £24,999 (excl VAT if applicable)
- • Improvement scenarios: 5%, 10%, 15% annual returns
- • Base market return: 7% annually
- • Analysis period: 10 years
How Little Time It Can Take
60 minutes
a year. That’s it.
(excludes 1 hour client onboarding with Alpesh)
You do it yourself — we do not manage your money. The Great Investments Programme is four straightforward steps, and the whole year’s work adds up to about one hour.
- 120 minutes
Examine Approved List and Model Portfolios
Review the research-backed approved list and the model portfolios so you know exactly what you are looking at before committing a penny.
- 210 minutes
Set Up Your ISA / 401k / SIPP
A one-off account opening in your chosen tax-efficient wrapper. Most people complete it online in a single sitting.
- 310 minutes
Buy 20-40 Securities Through Your Broker
You place the orders yourself through whichever broker you prefer — for example Interactive Brokers or Schwab. Examples only, not endorsements.
- 420 minutes
Rebalance at End of Year Using Our App Calculator
Once a year you run the numbers in our calculator and adjust your own holdings. No daily screen-watching required.
20 + 10 + 10 + 20 = 60 minutes a year. Less time than one commute, for a portfolio you own and control.
And Far More Is Included — All Optional
60 minutes is all the programme requires of you. Everything below is included at no extra cost and is entirely optional — use as much or as little as you want. That is exactly why the core time commitment stays so low.
- Optional
Daily Market Updates
Read them every morning or never — the portfolio works either way.
- Optional
Weekly Webinars
Live sessions each week, with replays if you would rather catch up later.
- Optional
What Alpesh Purchased for Family
Visibility of the holdings Alpesh buys for his own family. Disclosure, not a recommendation.
- Optional
Unlimited Calls
Ask as many questions as you like. Educational support, never personal advice.
- Optional
GIP Private Circle Meet Ups
In-person gatherings with other members when you want the community side.
- Optional
Special Situation Updates
Notes on unusual opportunities as they appear, for your own research.
- Optional
Hedge Fund Buys
What the major funds have been buying, summarised for you.
- Optional
Bank Wealth Manager Buy Ratings
Institutional buy ratings collated in one place so you need not hunt for them.
- Optional
Educational Materials and Course
A full course plus written materials, worked through at whatever pace suits you.
Steps 3 and 4 are carried out by you through your own broker. Broker names are examples only and are not endorsements or recommendations. Timings are typical estimates, not guarantees. Education, not advice.
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Regulatory Compliance & Risk Disclaimers
Investment Risk Warning: The value of investments and any income from them can fall as well as rise and you may not get back the original amount invested. Past performance is not a guide to future performance and may not be repeated.
No Financial Advice: This calculator and any content provided is for educational and illustrative purposes only and does not constitute financial advice. You should seek independent financial advice before making any investment decisions.
Hypothetical Performance: The calculations shown are based on hypothetical scenarios and assumptions. Actual results may vary significantly from those illustrated. No representation is made that any investment will or is likely to achieve profits or losses similar to those shown.
Market Volatility: Investment markets are subject to volatility and can go down as well as up. Economic, political, and market conditions can affect investment performance unpredictably.
Tax Implications: Tax treatment depends on individual circumstances and may be subject to change. You should consult a qualified tax advisor regarding your specific situation.
Programme Limitations: While our programme aims to improve investment knowledge and decision-making, we cannot guarantee specific investment returns or outcomes. Individual results will vary based on market conditions, personal circumstances, and implementation of strategies.
Regulatory Status: This programme is educational in nature. We are not regulated by the Financial Conduct Authority (FCA) for investment advice. If you require regulated financial advice, please consult an FCA-authorised financial advisor.