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"Investing, not rocket science":  We hope for this blog series to be a practical guide for the everyday investor. The investment style presented here is active management of the portfolio, that is not to say there may not be any buy and holds in the portfolio. Investments are likely to be held in the portfolio as long as there is perceived value in them and if market sentiment is conducive.

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If you are or represent an investor, portfolio manager or family office – please contact us to discuss our paid consultation. We offer a simplified approach to market analysis and managing your investment portfolio.

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Some of the principles of investing presented here:

• Always do your research from fairly reliable resources.

• Invest only in what you understand.

• Think long term.

• Avoid unnecessary leverage.

• Manage risk.

• Keep yourself informed about developments that may impact your portfolio.

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At times, we may use Technical Analysis. What is it?

In 2020: Sharp fall in the financial markets (Q1) followed by a strong rally from the lows for the rest of the year while fundamentals were still deteriorating due to a global pandemic. A nearly forgotten contributor to movements in financial markets is the sentiment of market participants, which is usually represented by price action and volume.

Technical Analysis is the study of financial markets through the use of charts (price action and volume) to forecast future price trends.

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In addition to fundamental analysis, it provides an alternative to understanding market movements.
Check out the Tutorial pages on the Blog to know more.

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Disclaimer:

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