Bob's Philosophy: The Basics
- Growth potential is created by investing in risky assets and managing those assets intensely *
- Once the general public (you) learn of a stock's attractiveness it's usually too late to invest
- The industrialization of the world's major emerging countries, we believe will provide potential opportunity to build capital**
- When choosing investments, performance expectation can potentially be more important than cost
- Invest your money for mortality not retirement
- Savings is defined as money not spent. Investment capital seeks higher returns with increased risk
- Know your investment objective. Safety, Income, Growth or Aggressive Growth
- Hoarding money at the bank because of fear or lack of knowledge does not increase financial security
- Proper investment diversification has the opportunity to address the risk of living too long ***
- Emotion is one of the biggest threats to successful money management
Opportunity often resides between contradiction and fear.
* Investing involves risk including loss of principal
** International investing involves special risks such as currency fluctuation and political instability and may not be suitable for all investors. These risks are often heightened for investments in emerging markets.
*** There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.