Investing Principles
STICK WITH YOUR INVESTMENT DISCIPLINE
STICK WITH YOUR INVESTMENT DISCIPLINE
- KNOW YOUR RISK TOLERANCE
- STAY WITH YOUR ASSET ALLOCATION
- REBALANCE WHEN IT GETS OUT OF WHACK
- BE DIVERSIFIED AMONG:
-
RISK ASSETS, LIKE STOCKS
-
SAFE ASSETS, LIKE SHORT-TERM TREASURIES
-
HEDGES AGAINST DISASTER, LIKE GOLD
KNOW YOUR RISK TOLERANCE AS AN INVESTOR
KNOW YOUR RISK TOLERANCE AS AN INVESTOR
- Understand Your Own Risk Tolerance
- Put to the Test During Market Turmoil
- Are You an Investor or a Speculator?
PAY ATTENTION TO POLICY, NOT POLITICS
PAY ATTENTION TO POLICY, NOT POLITICS
Political drama doesn’t determine:
-
- financial plan
- portfolio direction
- business climate
Policy can determine:
- Interest rates
- Taxes
- Rules and regulations
PAY ATTENTION TO A MUTUAL FUND’S CULTURE AND INVESTMENT TEAM
PAY ATTENTION TO A MUTUAL FUND’S CULTURE AND INVESTMENT TEAM
- Continuity is important in a firm’s:
- Leadership
- Investment philosophy
- Goals
- Discipline
PUT A PORTION OF YOUR PORTFOLIO WITH INDEPENDENT THINKERS WHO CAN ACT ON THEIR ANALYSIS
PUT A PORTION OF YOUR PORTFOLIO WITH INDEPENDENT THINKERS WHO CAN ACT ON THEIR ANALYSIS
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