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
⚠️This is one of my longer blogs to help show how the investment strategy is formed in stages. Grab a coffee and buckle up. An investment strategy is a plan that helps investors allocate their financial resources in a well-thought-out and written-down manner to achieve their financial goals. It summarizes what you invest in after… Continue reading
Investors need to focus first on generating investment ideas at the start of their Investment Process. A reliable and consistent source of ideas can save a lot of time in their search for opportunities. It’s important for investors to build a system that allows them to evaluate investment ideas that meet their specific criteria and… Continue reading
