Posts Tagged ‘Mail Tools’

Bringing discipline to client portfolios

Wednesday, December 7th, 2011

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Dan Richards, Strategic ImperativesIn light of the events of the last nine months, investors and advi­sors alike are reex­am­in­ing the process used to build portfolios.

A May 25 in the Globe and Mail high­lighted two tools to over­come investors’ (and some advisors’) emotional reac­tions to mar­ket move­ments, cre­at­ing the impulse to buy and sell at exactly the wrong times. The arti­cle quoted  the words of Walt Kelly’s 1950’s car­toon char­ac­ter Pogo:  “We have met the enemy and he is us.”

–Adver­tise­ment–

The solu­tion for advi­sors lies in bring­ing much more dis­ci­pline to how client port­fo­lios are man­aged, using two tools from insti­tu­tional investors. The goal is to bor­row War­ren Buffett’s dis­pas­sion­ate approach to invest­ing, which he sum­ma­rizes as: “Be fear­ful when oth­ers are greedy and be greedy when oth­ers are fearful.”

To read the arti­cle click on :

http://​the​globe​and​mail​.com/​g​l​o​b​e​-​i​n​v​e​s​t​o​r​/​i​n​v​e​s​t​m​e​n​t​-​i​d​e​a​s​/​f​e​a​t​u​r​e​s​/​e​x​p​e​r​t​s​-​p​o​d​i​u​m​/​b​r​i​n​g​i​n​g​-​s​t​r​i​c​t​-​d​i​s​c​i​p​l​i​n​e​-​t​o​-​y​o​u​r​-​p​o​r​t​f​o​l​i​o​/​a​r​t​i​c​l​e​1​1​5​2​2​22/

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