| Our 8 Rules for Investing |
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01 02Strategy: Do you understand your portfolio? All investment plans have a clear strategy behind them. You know why you own what you own at all times. 03Diversify not OVER diversify: Get exposure to all sectors and asset classes. This is time proven to work. Yet, do not diversify so much that you can’t keep track of what you own. 04Brain, not heart. We take the emotion out of investing by using very strict, technical models. We let the market tell us what to do. Over time, it has been proven to work. 05 Mutual funds: They have a very specific, yet limited, place in your investment mandate.
06 Learn more: The more you know, the easier our relationship becomes.
07Tax: Pay as little tax as possible: Capital gains then dividends then interest. Capital gains and dividends in your taxable accounts. Interest in your non-taxable accounts. 08 Sell: Never get so attached to a stock that it clouds your judgment. |
Prioritize: Your plan dictates investments, investments do not dictate the plan.
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