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8 Step Transition process to a Successful Investment Experience
8 step transition process to a successful investment experience We follow proven scientific methods of successful long term investing, providing our clients with the means to meet their investment objectives. The key steps in our process are…
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5 Simple Steps to Your Risk in Investing
Risk Capacity Investors are entitled to a level of return that is commensurate with their risk capacity. Therefore, the importance of the measurement of risk capacity in the investment process cannot be understated. For example, if an…
Read moreWhat is Rebalancing and why is it important to your investments?
Rebalancing Portfolios Rebalancing a portfolio is an important factor in achieving long-term returns. If you accept that your risk capacity should be matched with a suitable portfolio then rebalancing is the means by which you maintain a…
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When boring doesn’t mean boring at all!
Consistency Beats Volatility When it comes to investing, the boring approach is much more likely to give you the exciting returns. For most investors, the emphasis placed on maintaining discipline by professional investment advisers is…
Read moreAre you the weakest link in your investments?
Investment Discipline – Are you you the weakest link? The investor’s chief problem – and even his worst enemy – is likely to be himself. Benjamin Graham “Security Analysis”, 1934 Investing is often likened to a ride on an…
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3 Steps to creating your Investment Portfolio
Asset allocation and Portfolio Construction Having established the factors of risk that can be combined to form a suitable portfolio – and a means for measuring its risk – we can now step…
Read moreHow to measure the Risk you’re taking with your investment
Standard Deviation & the Measurement of Risk We’ve understood the importance of Risk v’s Return, now let’s look at how you can measure that risk. In statistics, standard deviation is used…
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Investing isn’t just about the market – what you need to know
Structure Explains Performance Investing isn’t just about the stock markets, as we’ve already discussed diversificiation is key. In addition to the three factors or dimensions that explain…
Read moreABC of investing – Think Eggs and Basket
Diversification is Key When it comes to your investments and wealth, do you tend to have all your eggs in one basket? Through out this investment series we’ve looked at the different types…
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The Risky Business of Investing – what most don’t know
Risk and Return are Related Risk is one of the most avoided, least quantified and comprehensively misunderstood subjects by those working in the financial services industry. This is unfortunate because the primary purpose of investment professionals is…
Read moreAre markets efficient enough for you to invest in?
Markets are Efficient We’ve looked at the value of Active Fund Managers v’s the Market, but what about the Markets themselves? Our core belief is that markets are “efficient” or rather sufficiently efficient,…
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Active Fund Management – The Exception to the Rule?
If you read our recent post, you’ll understand that active fund managers can’t out perform the markets. But still you might ask – Yeah, but what about Anthony Bolton? When faced…
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