Conceptric

The archives for portfolio

  1. A lesson in portfolio tactics

    I’ve established a strategic investment style with which I’ve become very comfortable. Even the recent Market angst hasn’t fazed me. But the time came to rebalance my portfolio, and I’m here to report that I’ve learned something new about my tactical approach: there’s a right order for trades… and a wrong one.

  2. When to save your money

    Long term investing requires commitment to both the current holding and the regular addition of new cash. But when to raise, hold or fold?

  3. When the time is right

    I don’t try to time my trades: I’ve demonstrated on many occasions that the markets follow me: down as soon as I buy, and up the moment I sell. However timing is critical when investing, and I’m not talking about “Buy low, Sell high”.