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May 3, 2017

The S&P 500 index has enjoyed a strong run of late, shrugging off a multitude of concerns to rise approximately 15% in capital appreciation terms over the last year. As a result, after such a formidable run, it’s likely that many investors will be feeling positive abou...

May 1, 2017

The most important component to a trade or investment plan is the part on how to manage risk. When planning to engage the market many investors and traders put too much emphasis on the setup and entry and not enough on how they will manage the risk of being wrong. You...

May 1, 2017

What is Asset Allocation?

Often time investors see fluctuations in their portfolios due, in part, to something called proper balancing and asset class weights. Essentially it boils down to what is the asset allocation of the portfolio. Asset allocation is defined as an...

April 20, 2017

I try not to obsess about share prices. Far too many people calculate an investment return by focusing on whether a share price has gone up or down over an arbitrary period. An investment return is not just a simple mathematical change in share prices. To understand wh...

April 17, 2017

Traditionally, privately held companies went public in the quest for external capital to expand operations which required extensive capital outlays - building manufacturing facilities, investments in R&D or marketing, etc. Although in recent years, private companies ha...

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