Investment Strategy

Adopting an appropriate investment strategy requires an investor to build a systematic plan of action to achieve his or her long term goals. The plan will determine the allocation of investable assets among stocks, bonds, cash and cash equivalents and alternative investments. The plan will consider such macro factors as economic trends, inflation and interest rates. Other factors are more personal–such as the investor’s age and risk tolerance as well as future needs for income and capital expenses. Tactics to achieve these individual strategic investment goals will inevitably involve a trade-off between risk and reward parameters. The expectation of higher returns will almost certainly involve the acceptance of some risk. Investors determined to follow their plan will commit it to writing. Then, when the going gets tough in stressful financial markets, the comfort of re-reading your strategic plan will remind you that you’re on the right path.

When management thinks like shareholders

5iResearch securities analyst Moez Mahraz finds companies with high insider ownership do well. When management has significant “skin-in-the-game”, their interests are closely aligned with yours.
Many of the companies we follow   Read More

When management thinks like shareholders

5iResearch securities analyst Moez Mahraz finds companies with high insider ownership do well. When management has significant “skin-in-the-game”, their interests are closely aligned with yours.
Many of the companies we follow   Read More

A gift for your graduate

Great graduation gifts needn’t cost you much. Smart-as-a-whip grads may have earned straight ‘A’s, but did they learn anything about managing money? You can help them start a post-grad program   Read More

Trying to outfox The Fox

We have always advised strenuously against stock-market timing. And the longer we work at investments, the more convinced we become that no one has much of an edge at timing.
It’s   Read More

Trying to outfox The Fox

We have always advised strenuously against stock-market timing. And the longer we work at investments, the more convinced we become that no one has much of an edge at timing.
[caption   Read More

A gift for your graduate

Great graduation gifts needn’t cost you much. Smart-as-a-whip grads may have earned straight ‘A’s, but did they learn anything about managing money? You can help them start a post-grad program   Read More