the holy grail of investing
TRANSCRIPT
The Holy Grail of Investing,by Tariq Ali AsgharThis Presentation introduces:1. The basic principles of Investing2. Emphasizes that Investing is not a Rocket Science3. Factors to consider when designing a Strategic
Portfolio4. The Strategic Portfolio Process entails specific
processes5. Success=following a prudent Investment Process and
Strategy and then sticking to it
• Blog: http://www.emergingstar.ca/blog• Web Site: http://www.emergingstar.ca• Twitter: @TariqAliAsghar• DISCLAIMER: The views expressed in this Webinar are my personal
views/analysis. It does not represent views of any organization or group, for which I am doing consulting or employment. The purpose of this Webinar is academic and informative; and is not sale of any product or service. The speaker does not own responsibility (liability) for any information presented in this Webinar; as investment information tends to change rapidly.
How success is judged in an Investment Process?
In the book, “The Management of Investment
Decisions”, “the authors write that: successful
and sophisticated investors have learned over
the last 20 years to concentrate their energy on
managing their investment decisions, rather than
trying to choose winning stocks or top
performing money managers. They have earned
superior investment returns as a result of
developing a prudent investment process and
strategy and then sticking to it.”
Factors to consider when designing a StrategicPortfolio
1. Time period of investing
2. End goal of the investor
3. Risk tolerance of the Investor
4. Asset Allocation Strategy is the key
5. The Macroeconomic and Industry factors
6. Level of Diversification required
7. Liquidity and accessibility of funds
The Strategic Portfolio Management Process1. Analyze the needs of the Investor
2. Design the Portfolio driven by the needs
3. Appropriate documentation and implementation of the
process
4. Effective Monitoring