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By Letting It Go, It Gets Done

Many people believe that a successful investment strategy requires active management and constant changing of their portfolio.

However, unlike many other areas in our lives, investment is one area where constant tinkering is not well correlated with success.

Instead, financial science says you are best to direct your investment efforts to things you can control such as:

  1. Your own savings rate

  2. Proper asset allocation and diversification (i.e. not all cash or property or shares)

  3. Minimising fees and taxes

  4. Maintaining discipline when markets turn

What is not helpful is chasing the best performers or hot stocks and frequently turning over your portfolio, as this typically leads to higher costs and lower long term returns.

I have found two articles on this topic, which I am sure you will enjoy reading.

The Tao of Wealth Management

From little things big things grow

Please feel free to reach out with any questions.


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