Why Year End Investment Results Don’t Matter
Dec31

Why Year End Investment Results Don’t Matter

Conventional wisdom says that investors should review their portfolio’s annual performance (returns). I discuss why conventional portfolio and investment evaluation metrics are not meaningful or relevant, and why investors should not rely or pay too much attention to them.

Read More
Don’t Get Hung Up On The Financial Jargon, Filtering Out The Noise
Nov21

Don’t Get Hung Up On The Financial Jargon, Filtering Out The Noise

For many investors, the jargon used in reports & earnings calls is largely foreign, Yet, the desire to learn it can leave you overwhelmed and confused. Fortunately, with most investments it all really boils down to focusing on a few key issues out of the vast amount of information!

Read More
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....

Read More
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,...

Read More
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...

Read More
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.

Read More