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Courtesy Feed from:
Bloomberg
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Brokers: |
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Briefing Calendars: |
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Research Tools: |
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Economic Factors:
Sources: (BLS
| Federal Reserves) |
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Industry Analysis: |
- S.W.O.T. (Strengths, Weakness,
Opportunities and Threats)
- Business Cycle
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IPO
(Initial Public Offering) |
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iMOBHQ.COM
has a desciplined approach when it comes to investing and managing our
portfolio holdings. After 11 years of investing and managing
portfolios, we have developed our own RULES OF INVESTMENTS based on
passed experiences. We suggest that each investor should
develop their own sets of RULES OF INVESTMENT to guide them in
managing their portfolio. |
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ROI = ROI
Rules of Investments = Return on Investments
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- DON'T BE GREEDY
- be satisfied with some gains or profit. Wanting more
profit might end up loosing the opportunity to take your profit. A
10% to 20% of gain or profit is ok.
- PATIENCE IS A VIRTUE
- Avoid Panic Buying and Panic Selling. Avoid try to chase
the price of a stock when it is on a run. You might end up
buying at a high price. On a downturn, make sure you follow
your cutting losses rules.
- DIVERSIFICATION
- Don't put all of your eggs in one basket. Don't invest in
the same type of investment or industry. Diversify, because
when your basket falls all the eggs in it might break
- KNOW YOUR LIMITS
- Know your financial limitations. If you can not sleep at
night, you are not suppose to be in the market or you might be
investing too much
- KNOW YOUR ENTRANCE AND
EXIT POINTS - know the price range of the investments
you like to invest in. General rule: Buy on a down market,
Sell on a up market
- MANAGE RISK AND RETURN
WELL - know the consequence of the risk you are taking
before you even look at the return of each investments you are
planning to get into. Know when to cut your
losses.
We use 10 - 15% Rule of cutting
losses
but if we believe that the stock is a long term holding, we might
stick to our bet.
- ALWAYS BE AHEAD OF THE
CURVE - Proper and Timely research of potential
companies to invest in, combined with the proper understanding of
economic indicators and understanding how the company works within
in it's industry may help you in making informed and timely
decisions about your investments. Well informed investors
are always ahead of the curve of other investors. So when people
or other investors are panicking and selling well informed
investors think, evaluate and buy. On times when people or other
investors are catching up to buy, well informed investors think, evaluate and sell.
Thus putting well informed investors AHEAD OF THE
CURVE!!!
- ECONOMIC INDICATORS ARE
YOUR FRIEND, so listen to them
- TURN VOLATILITY INTO
PROFIT - a word of caution on this, volatility can be a
friend or foe. a friend because you can make money our of
volatility but foe because you might miss out on the opportunity
of a run up. But once again...our FIRST RULE: Don't be
greedy
- DISCIPLINED INVESTMENT
APPROACH - always remember to think like a value
investor, look at investments as if you are buying the whole
business or franchise (FMV = Fair Market Value), Look at Hurdle
Rates, Always search for Bankable Deals, and if you are complex
enough use Discounted Cash Flows.
- REBALANCE YOUR
PORTFOLIOS (this may come on a monthly, quarterly or
yearly basis)
- TAKE PROFIT OFF
THE TABLE - You don't have to hold positions on the
good companies that are in your portfolio all the time. Once
in a while or sometimes frequent as it can be, take profits off
the table and put it in your pocket or re-invest in other good
quality investments that are in your investment target list of
aternatives.
- 5 - 10 minutes daily
market overview or reading of the financial newspaper
to keep up with the trend and be ahead of the curve.
- REMEMBER THE STRATEGIES THAT
WORK FOR YOU.
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STRATEGIES THAT WORKED WELL WITH US
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- Rolling Strategy
- Dividend Plays
- Cyclical Stock Picking
- Stock Splits
- Buy Low Sell High
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