'Buy high, sell higher.'(portfolio management, minimization of risk and stock selection)

Article Abstract:

Portfolio management involves reducing risks in order to preserve capital, and safety hurdles should be cleared by investment candidates. Stocks should be selected that are fundamentally cheap in relation to the probable growth rates of their earnings. The generation of cash flow is also important. Investment decisions should be timely, and stocks often perform well when they are on uptrends. A stop-loss strategy can be established which is related to the risk tolerance of the investor and the volatility of the stock.

Risk management

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Stand by your benchmarks

Article Abstract:

The issue of benchmarking is the subject of debate among private client portfolio managers. Benchmarking appears to be accepted, though there is opposition to some of the methods used and concern over problems of comparability. There is a debate within organizations as to how benchmarking should be carried out. Almost two thirds of companies surveyed use benchmarks of some type. Trust is also seen as a key factor in relationships between private clients and portfolio managers.

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Benchmarking time

Article Abstract:

Benchmarks are needed by private investors to assess the performance of portfolio managers. Benchmarks need to reflect investment objectives such as risk levels and whether the emphasis is on income or on capital growth. Benchmarks help managers decide on whether an investment stance is aggressive. Benchmarks should help investors to obtain returns in line with their objectives, and the concept of risk also includes the risk of not achieving these objectives.

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