Learn Great Investment Lessons from a Person Himself Like Rani Jarkas

 

Mr. Rani Jarkas is a highly experienced and successful financial services executive with solid track record in the international financial services industry. Cedrus Group is a global boutique investment firm founded by Mr. Jarkas more than 18 years ago. There have been some great investment lessons learnt from Mr.Rani Jarkas, which can be applied in your investment.

 

1.   Formulate a strategy suitable to your risk/return

You need an investment strategy to deal with the constant market surprises rather than a large bunch of funds that may not suit your risk profile or goals. Having the right strategy to deal with market volatility is more important to achieve your desired goal of lower risk and stable returns.

 

2.   Don’t be blinded by emotions

In investing, emotional mistakes are common. Markets can be very unpredictable and can lead to the best of us acting in haste, driven by emotions. Reviewing portfolio performance and the asset allocations once in six months or annually could be useful and help avoid mistakes committed out of emotions. Patience and discipline are your best friends to avoid emotional investing mistakes. 

 

3.  Invest steadily with an exit plan

An exit plan in the form of asset allocation and goal-planning includes when and how to get out. Having well-defined goals and timelines will help you book profits in the market whenever they’re on a high.Another key strategy is regular rebalancing of portfolio. It helps you invest when markets are low, book profits regularly, and grow your money more consistently.

 

4.  Don’t be overconfident in past performers

To build a resilient and consistent performing portfolio, look for four main features, including consistency of returns, ability to deliver extra returns for every unit of additional risk, ability to reduce downside during market correction and ability to reduce volatility. 

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