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
It’s amazing how much time is spent arguing about which investment strategies or styles are better in the investing universe. Like many of you, I’ve 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
Half the battle is just showing up… Sounds like a motivational speech… 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. 🪝 Investors need… Continue reading
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
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
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
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
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
As an investor, it’s important to know when to sell a stock. While there’s plenty of information on buying stocks and investing strategies, there’s not as much coverage on when to sell a stock. Selling a stock is just as important as buying one, yet many investors don’t have a sell strategy in place. TABLE… Continue reading
Multiples Valuation Analysis is a relative valuation method using financial ratios such as the P/E ratio or the EV/EBITDA ratio. This approach values a company based on specific operating metrics, such as earnings or cash flow. It is also referred to as the market-based approach, as it suggests that similar companies should have comparable valuations… Continue reading
