Transform Your Investment Mindset. Transform Your Long Term Wealth Accumulation.
The challenge of becoming a successful long term investor is rarely addressed in full. Without the proper foundation the markets will find out your flaws sooner or later.
The starting point is awareness and humility, because the bad news is that none of us are hardwired to be successful investors.
The Good News is that something can be done to turn this around but this needs self work and developing a well designed checklist.
Design is key too, and this means focusing on what really matters, and this means choosing the right assessment metrics.
Is your sole investment assessment metric returns? If so what was your position at the bubble highs? When did that metric tell you to sell in the previous bubbles of LTCM in 1998, Tech stocks in 2000, or stocks in general in 2008?
Clarity and Transparency
Static allocation from MPT to AW
NAAIM says 95% of advisor funds remain in Static Allocation Strategies
Adaptive Selective Allocation
Macro models, Bayesian models, and combinations with static allocation
Human judgment still necessary
Always learn and adapt
Investment Research Sources
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