Look for Consistency, Discipline, Ceaseless Effort and Honesty from your investment professionals. [bliptv id=”iIdDg5qKHgA”]
Investing Principles
AVOID THE UNDERPERFORMANCE TRAP
AVOID THE UNDERPERFORMANCE TRAP Investors chase performance: buy when funds are hot and sell when they cool off How to avoid the underperformance trap? Invest with a fund manager who suits your investment style. Don’t chase performance Buy incrementally
MAKE SURE YOU HAVE SOME “BORING” INVESTMENTS IN YOUR PORTFOLIO
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GRANT & SYLLA: PAY ATTENTION TO WHAT FEDERAL RESERVE IS SAYING
PAY ATTENTION TO WHAT FEDERAL RESERVE IS SAYING – Fed is more forthcoming and transparent – Fed is world’s most powerful financial institution – Fed influences economy and moves markets
THINK SAFE AND CHEAP
Whitman’s Basic Investment Rules: Buy Safe and Cheap Safe = Financially Strong Company Cheap = Buy at 30%+ discount to net asset value
CONSIDER ROSENBERG’S “HIRP” INVESTMENT THEME
CONSIDER ROSENBERG’S “HIRP” INVESTMENT THEME “HIRP” = HEDGE INFLATION, RISK PROTECTION Consider making small portfolio adjustments Rosenberg suggests inflation hedge such as TIPS- Treasury Inflation Protected Securities