User Guide
Every product we buy comes with a user guide, this is not the case for services. We thought we should create a user guide to assist our clients to make the best use of our services. We felt it is best to start off with “Don’ts”, then go on to the “Do’s”, then follow it […]
Trading is tricky
Brokers visit us to pitch that they will be able to generate regular income for us by trading. I understand that this is one of the most common pitches made to clients by some brokers. A recent article gave some interesting insights into equities market. It stated that 50%-60% of the equities belong to “controlling stake […]
Process vs Outcome
As we absorb the spirit of Olympics and witness some of the best compete, this a great time to analyze various teams approach to process and outcomes. In sport the ultimate goal is to win, but teams and individuals who focus on the final outcome don’t seem do as well as the ones that focus […]
3-M framework for Managing Investments
In this era of data, I guess, all of us will agree that having a data driven, well-defined, and disciplined approach helps achieve goals. This works for dieting, fitness, managing a company, as well as managing investments. 3-M framework for managing investments is about Measuring, Monitoring, & Managing. Measure: Identify a benchmark for performance review […]