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The SADIF Newsletter & Investment Management Portal
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An open platform designed to deliver the most advanced investment management tools.
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Our approach to investment:
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- Strive to gain on each step of the investment decision-making process
- Harness the power of separating investment decision from execution
- Combine statistical and financial analysis with psychology
- Profit from diversification and interdependence
- Listen and learn from other investors
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Six Steps for Successful Investing
- António Marques Mendes
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There are many platitudes about the art of investment. Some are truisms such as the saying
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that “investing is the art of buying low and selling high”. Others attempt to define investment
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1. Follow the markets
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2. Choose a strategy
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3. Be a careful stock and time picker
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4. Build a well weighted and diversified portfolio
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5. Manage the portfolio wisely
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6. Regularly analyze its performance
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with simple half-truths as when we declare that “investment is the art of choosing”. Even if we were to add more attributes to the definition by stating that “investment is the art of choice between competing assets” we would still miss the essence of the art of investment. We prefer to create our own definition, designed to encapsulate all six steps for successful investing listed above.
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We define the art of financial investment as “a process of rotation between financial exposures which at the time of our choosing will allow us to attain the highest possible net liquidation value above that achievable without rotation and risk”.
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more...
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