1. We don't believe in diversifying for the sake of diversifying. 2. It's patience that makes a millionaire, not the investment. 3. Markets are difficult to time, but market trends can be more predictable. 4. During periods of volatility, non-correlation between asset classes evaporates. 5. Old asset allocation models are dangerously flawed. 6. Wealth building requires concentrated positions. 7. Markets are not a random walk, thus technical analysis is a useful tool. 8. Fundamental and technical analysis are most potent when combined.
1. "Money is a means to an end" - What do you need your money to do? 2. "Asset allocation is critical" - How much risk are you willing to take? 3. "Managing expectations will make or break the plan" - Are your expectations realistic? 4. "Dig the well before you are thirsty" - Develop an investment proposal that will help achieve your future financial goals. 5. "A journey starts with a single step" -Implement and monitor the portfolio proposal.