- Spending an exhaustive amount of time studying global economic and political trends to understand how they will affect the overall markets as well as individual investments.
- Carefully selecting each holding in a portfolio. Among many other factors, we scrutinize each holding for liquidity, diversification and counter party risk.
- Maintaining an investment strategy that identifies entry and exit points for all holdings thereby eliminating large loss potential.
While a stop loss order is designed to limit an investor’s loss on a security, this strategy cannot guarantee a profit or protect against loss in a declining market.