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- Create A Suitable Portfolio. Take only as much risk as is necessary. It is important to know how to invest in stocks, as well as in bonds and money markets.
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- Diversify. Use multiple asset classes so as not to rely too heavily upon one type of investment. It is important not to load up on the next "sure thing", only to find it's the next SEC target for investigation.
- Exploit Volatility. Take advantage of other investors' fear and greed. It is important to know when to buy and when to sell.
- Continuous Monitoring. Stay on top of changes in portfolio values. It is important not to let a buy and hold mentality become buy and ignore.
- Regular Meetings. Schedule updates to mark progress. It is important to allow enough time for a plan to be sufficiently implemented and to work.
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Copyright 2005 Shamrock Equity Advisors, Inc.. All rights reserved. |
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