Investment Discipline
To be successful long-term investors we believe in the following truths
- Discipline and a long-term mindset are required
- Compounding requires time
- Saving requires discipline and consistency
- Timing the markets and short-term trading usually lose in the long-term
- Asset allocation and rebalancing can control risk and enhance returns
- Both a buy and sell discipline are required
- Investments should create positive cash flow – otherwise they are expenses
This is an actively managed dynamic portfolio. There is no guarantee that any investment will achieve its objectives, generate positive returns, or avoid losses.