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We have all heard the famous quote: “If you fail to plan, you are planning to fail!", and this phrase rings very true in our investment world as well. Without a clear, concise and detailed plan, most of us do get lost, lose focus, follow on the latest fad and make mistakes. In building portfolios,…

In prior newsletters we have mentioned about common mistakes that most investors do. One such mistake that is prevalent in almost all countries (some much more than others) is the ‘Home Biased Investment Portfolios ’ which means that investors over the world over-weigh their own country stocks in…

As technology becomes ever more part of our lives, we appreciate the benefits and conveniences, but without thinking too much about the issues or potential negatives of this new fast-paced world. While this can apply to many things, such as Facebook and social media in general and how they could be…

‘Advisor’s Alpha’is a recently coined term by Vanguard, the $2 Trillion asset management company, which we do use for many of our investments. ‘Alpha’, in financial terms, means ‘outperformance’ or manager skill and it primarily applies to investment performance, but that is not what we’re talking…

Pogo, the title and the central character of the cartoonist Walt Kelly’s long running American comic strip may be unknown to most of us. After all, the comic strip was originally created in 1941 and was continued on papers until mid-1975. The characters were ‘little animals’ by which Walt Kelly was…