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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