The world of investments is changing constantly. However, we feel there are
underlying investment axioms that will remain constant and we have listed some
below.
- An investment portfolio should be appropriately structured for the
purposes it is to accomplish. The investor needs to be clear about these
purposes.
- Setting an appropriate Investment Policy, including your asset allocation
decisions is the first order of business.
- Asset allocation is the most important driver of investment returns.
- Keep your investments diversified. For example, most investors should
have some cash, fixed income (bonds) and equities (stock). No single
stock position should be more than 5% of your portfolio.
- Know the potential risks and rewards of your investments.
- Know the limitations of your investments.
- Time is an important factor in investing; now is always the right time to
improve and implement your investment plan.
- Don't let the media investment noise sway your decisions.
- Stick with your investment plan and your Investment Policy through the
inevitable ups and downs so you will participate in your fair share of the
up moves.
Our Investment Strategies
Alpha Analytics Investment Group, LLC
"Alpha" (α) is a financial
term describing that part
of an investor's return
that is due to the skills of
the investment manager,
as distinct from the return
of the market as a
whole. "Analytics" is the
process of systematically
collecting and analyzing
data in the service of
effective decision
making. At Alpha
Analytics, we strive to
add Alpha value through
skilled fundamental
analysis and a scientific,
disciplined approach to
investing.
