HOW WE BUILD OUR PORTFOLIOS
Our stockbroking clients enjoy global exposure.
Through the network of service providers with which we work very closely, we are able to trade in any number of thousands of different securities across the globe. Keeping an eye on so many different variables is, frankly put, impossible. Therefore we do the research and analysis required to identify securities that are not only undervalued, but also have the fundamental framework that creates the probability of strong out performance when compared to the market at large.
In other words, we identify the shares and other financial securities which we believe have the highest potential returns with the lowest relative risk. These securities then form our ‘trading universe’ within which we operate.
This allows us to understand the companies that we invest in thoroughly, and not have to attempt to watch the entire market. We know where the best opportunities are likely to be, we just need to be able to recognize them and more importantly, take them when they present themselves. Focusing on a universe of 40 to 60 of the best shares allows us to do just that.
We regularly apply technical analysis indicators to decide entry and exit points for our portfolios. We believe that both fundamental and technical analysis should be applied strategically in any decent trading practise.