BaseLine Growth is our trademarked system designed to achieve maximum investment growth while using a disciplined approach to control risk. We focus on two key investment principles:
Our investment philosophy involves evaluating thousands of equity and fixed income opportunities, including currencies, daily using our technical research platform called BaseLine Growth. Our Top Picks form the foundation of our series of BaseLine portfolios.
In the past 35 years, we constantly monitor all global trends- this includes stocks, bonds, currencies, commodity, precious metals, and interest rates. We have identified correlations that have allowed us to capitalize on long term trends and avoid biases embedded in many traditional stock and bond portfolios.
Our proprietary technical analysis tool allows us to screen through countries, asset categories, and industry sectors objectively. We then construct a conservative portfolio. Technical analysis is more objective and holistic in capturing market movements including non-financial factors such as investor behaviour.
Effective Risk management is essential in our investment strategy. Our entry points are typically based on signals generated by technical indicators or breakout patterns that suggest the continuation of long-term trends. We adhere to strict risk management techniques to mitigate potential losses from adverse price movements. We are firm advocates of sell losers and buy winners. Building a successful investment portfolio means never averaging down. The following chart exhibits our decision-making process.
Our technical portfolio management system is highly disciplined and focuses on 2 key investment principles, Capital Preservation and Capital Growth. Our trend following strategy brings distinct and time-tested return to our clients.
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