Being a full-time private investor is no easy feat, and one of the hardest parts is being consistent like clockwork. Many people envision private investing as glamorous, but there are numerous challenges that come with being a full-time money manager. Like many other investors who have chosen this path, I face a variety of obstacles… Continue reading
Post Category → Investment Process
The most important step when buying a stock is to never get married at first site.
Thereβs a lot of information about buying a stock, how to value it, along with countless best-buy lists. However, the actual execution of a buy order is often overlooked, even though itβs a crucial step in the investment process. Many investors spot a potential opportunity and dive in, but the results can be hit or… Continue reading
DYOR is the most important investment rule of them all.
At the top of every investor’s list should be DYOR, short for “Do Your Own Research,” just like the scholar in the cover picture. Many say that avoiding losing money is the number one rule in investment, a quote often attributed to the legendary Warren Buffet. However, it isn’t exactly a rule because sometimes it… Continue reading
πHow a simple haircut led me to explore more Investment Strategies.
Itβs amazing how much time is spent arguing about which investment strategies or styles are better in the investing universe. Like many of you, Iβve heard the long debates about value investing being better than growth, or small-caps being higher risk and therefore not better than large caps. Even long-only strategies are considered the only… Continue reading
To be a successful investor you need to have the discipline of showing up and casting more lines.
Half the battle is just showing up… Sounds like a motivational speechβ¦ Showing up will lead to success. Just turn up at the office or the gym, and the rest will fall into place. Well, not necessarily – there is still work to be done, but showing up is the first step. πͺ Investors need… Continue reading
What is the best way to build a portfolio and how to manage it?
To build a portfolio, you need to have a detailed plan that outlines the types of asset classes and returns necessary to achieve your goals. Once you have developed a strategy, you can allocate your capital across a diversified portfolio and then manage it. Building an investment portfolio has two stages – portfolio construction and… Continue reading
One of the best ways to build a portfolio is with a core-satellite strategy.
A core-satellite strategy is a very popular approach to constructing a portfolio. The Investment strategy uses a mix of asset classes to create a diversified balance between long-term and short-term objectives. A core-satellite strategy is a great way to build an investment portfolio that can help to achieve the right risk-adjusted returns by blending both… Continue reading
One of the most important terms in investment is diversification.
Investment Diversification is a portfolio management strategy centred around risk management. Diversification looks to strike a balance between risk and reward by allocating capital to various asset classes to help reduce volatility within the portfolio. By diversifying a portfolio one can ensure positions that perform poorly are countered with other asset classes that outperform. TABLE… Continue reading
What is the best practice for portfolio monitoring?
Investment monitoring is an ongoing process of evaluating the fundamentals of underlying businesses and the performance of your investment portfolio. A disciplined approach to portfolio monitoring is essential. It’s not just about logging into your brokerage account and checking stock prices. It’s about knowing what you own. TABLE OF CONTENTS: What is Portfolio Monitoring? Portfolio… Continue reading
Is portfolio rebalancing important and what is the best way to use it in a share portfolio?
Portfolio rebalancing is the process of ensuring the portfolio weightings remain consistent with the asset allocation strategy in your investment plan. Assets/positions can become overweight or underweight based on the movements of the markets. The purpose of rebalancing is to ensure you manage risk in correlation with returns and your overall investment objective. Periodically you… Continue reading