Myth: It Is Easier To Make Money With More Money
Feb11

Myth: It Is Easier To Make Money With More Money

This is a short follow up post to the previously talked about investment myth that “you need a lot of money to invest”. Lets recap some of what we learned from the previous myth: Its a myth propagated by those who usually don’t actively invest on their own. Money is just the physical resource that you would use when investing. Knowledge is the real key which allows you to grow a small sum of money into a larger one....

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P2: Advantages Of Function-Centric Investing
Sep04

P2: Advantages Of Function-Centric Investing

In Part 2, I continue discussing a few more advantages & benefits of function-centric investing.  [Approximate Reading Time = 15 minutes]. In addition to the advantages discussed in Part 1, function-centric investing allows for the inclusion of new asset types & categories. You can be diversified into many areas, or concentrated in a narrow range of investments.  It also ensures each investment decision made is not arbitrary,...

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P1: Advantages Of Function-Centric Investing
Aug28

P1: Advantages Of Function-Centric Investing

This article expands on advantages & benefits of function-centric investing / capital allocation, that was touched upon in the introduction article. I’ve added some examples to help illustrate the points. [Approximate Reading Time = 15 minutes]. In Part 1, I will discuss how function-centric investing gives the investor flexibility to adapt to changing conditions, plan for market downturns, and handle & avoid risk.  I...

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Function-Centric Investing Paradigm: Introduction
Aug14

Function-Centric Investing Paradigm: Introduction

The Function-Centric Investing paradigm or function-centric capital allocation, are concepts I developed and is one of the most dominant aspects of my personal investment philosophy and style (that I use along side value investing). This paradigm directs the way in which I allocate capital. The main idea of function-centric investing is that capital allocation is not directed according to any specific category or asset class/type. Instead, every asset fulfills a specific role or function. Functional investing is flexible, adaptive to changes, and is effective in directing investments towards achieving your goals. It is best used with a detailed long term plan.

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Investment Myths: You Need A Lot Of Money To Invest
Jul11

Investment Myths: You Need A Lot Of Money To Invest

A very common myth is that  “you need a lot of money in order to start investing” (or to start investing on your own).  This is usually heard from those who don’t actively invest on their own, or from mutual funds who ask a minimum $5000 of your money. However, this myth is probably the furthest from the truth!   Knowledge Is Needed, And A Little Bit Of Money Money is just the physical resource that you would...

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Read Quarterly & Annual Reports – Successful Investing [Issue#02]
Apr09

Read Quarterly & Annual Reports – Successful Investing [Issue#02]

Now that March has passed, companies have finished reporting annual results for last year and are busy preparing to release Q1 results in the April-June time frame.  Its a good opportunity to catch up on reading the reports that are related to your investment holdings and potential investment candidates.  Reading quarterly & annual reports help investors to gain more information & accumulate knowledge. Other benefits include...

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Merger & Acquisition Considerations For Investors & Shareholders
Sep06

Merger & Acquisition Considerations For Investors & Shareholders

With merger & acquisition activity intensifying and remaining strong this year, the situation may arise where a company you invest in may be involved in a takeover deal.  There are several issues that shareholders should consider, to get the best value from M&A activity and offers. Investing in potential takeover targets can also be very profitable.  There are a few items to consider when attempting to find and invest in...

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How To Find Good Investment Ideas
Apr01

How To Find Good Investment Ideas

For many beginners, the process of finding investment ideas can be confusing and overwhelming, especially in the stock market.  Everyone wants to pick stocks of successful companies, or companies that will become successful.  But there are just so many choices and a lot of information out there.  Many investors don’t know where to start looking, or how to sort through the vast amount of companies listed on the exchanges.  There...

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Holding Cash – Successful Investing [Issue#01]
Feb04

Holding Cash – Successful Investing [Issue#01]

Many investors tend to avoid holding cash.  Most investors prefer to have their money generate higher returns, rather than sitting idle in a low return cash account or cashable term deposit. This desire to have money working for us is great, but it is acceptable and actually beneficial to have some cash sitting idle (or almost idle). The tendency of Do-It-Yourself (DIY) investors to use up all their cash within the investment...

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Introduction – Successful Investing [Issue#00]
Feb04

Introduction – Successful Investing [Issue#00]

The Successful Investing series will focus on personally tested & proven KEY ideas, concepts, techniques, methods, strategies, investments, and tools that I believe will truly help the investor improve their investment success without unnecessary risk. Investors looking for real investment tips that work for becoming a more successful investor, will find them in this series.  This series is intended to help the investor evolve so...

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