Investing Principles

PAY ATTENTION TO THE MORNINGSTAR MANAGER OF THE YEAR AWARDS

January 31, 2014

Pay Attention to the Morningstar Manager of the Year Awards
They identify skilled investors over multi-year periods in good and bad markets

Future Performance of Morningstar Fund Managers of the Year
By a 3-1 margin winners (in top two quintiles of fund performance) outnumber losers (in bottom two quinitles of fund performance) in next 5 & 10 year periods




WHAT TO LOOK FOR FROM YOUR INVESTMENT PROFESSIONALS

January 17, 2014

Look for Consistency, Discipline, Ceaseless Effort and Honesty from your investment professionals.

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AVOID THE UNDERPERFORMANCE TRAP

January 10, 2014

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

January 3, 2014

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GRANT & SYLLA: PAY ATTENTION TO WHAT FEDERAL RESERVE IS SAYING

December 20, 2013

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

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