Investment Strategy

Strategies include diversification, asset allocation, a sell discipline and cost control.

A successful investment strategy is based on four principles. These are

1) An Asset Allocation Model

2)  Adhere to a Sell Discipline. Cut your losses.

3) Understand Diversification

4) Always Look to Minimize Investment Expenses and Taxes

 When setting up an investment  portfolio we only need to answer the big questions -  ones that we can take action on no matter what’s happening in the markets - like:

How can I get the highest return with the least amount of risk?
How can I protect both profits and principal?
What can I do to guarantee my investment portfolio will be worth more in the future?
These four principles are discussed in more detail in my white paper.

 CLICK HERE If you would like a copy of my White Paper  -  'The 4 Pillars of Investing: Don’t End Up as Stock Market Road Kill  '