WealthTrack

The right track to your financial health.

Investing Principles

AVOID INVESTMENT LOSSES

AVOID INVESTMENT LOSSES Avoid Investment Losses Rules: – Buy quality companies selling at deep discounts – Invest with shareholder friendly managers – Keep some insurance in the form of cash and gold for portfolio protection

MAKE SURE YOU AND YOUR INVESTMENTS MATCH, IN SUBSTANCE, STYLE AND PERSONALITY

Over the years we have covered the distressing difference between how mutual funds’ perform and the poorer results investors in those same funds get. We call it the underperformance gap. It’s not just fees, trading costs and taxes that explain the difference: a huge factor is investor behavior. The moral to this story is: if […]

SOMETIMES STAND AGAINST THE CROWD

Take a cue from our guests’ One Investments this week: Japanese companies and the Chinese stock market. You decide which unloved area of the vast global financial markets appeals to you… and maybe stick a toe in.

REASONS TO BUY OR SELL STOCKS

Personal financial objectives Tolerance for risk Investment time horizon Level of stock prices Watch this episode here.

AVOID THE UNDERPERFORMANCE TRAP!

Choose funds based on management, culture, long-term track records, and match their risk profile with your tolerance level…AND STICK WITH THEM! Watch this episode here.