INVESTMENT STRATEGY
One of the main reasons new investors lose money is because they chase after unrealistic rates of return on their investments, whether they are buying stocks, bonds, mutual funds, real estate, or some other asset class. Most folks don’t understand how compounding works.
Here, we buy stocks as if we are buying a house. Our intentions are more medium to long-term. In order to achieve steady growth, we diversify the portfolio, investing in the more stable corporations and a smaller appetite towards the more aggressive plays. At times, we may also hold a small percentage in cash.
We look for outstanding businesses with trustworthy management teams that we know will gradually appreciate in value.
Alongside this, we have a focus towards the technology disruptive companies and those in the green and renewable energy sectors.
Here, we buy stocks as if we are buying a house. Our intentions are more medium to long-term. In order to achieve steady growth, we diversify the portfolio and over 50% is invested in the larger, stable corporations, with a smaller appetite towards the more aggressive plays and a % balance occasionally held as cash.
We look for outstanding businesses with trustworthy management teams that we know will appreciate in value.
