Investment Principles

i) Favor the acquisition of undervalued shares. While purchasing a slightly overpriced share of a growth-oriented company with promising prospects is acceptable, investing in low-priced shares of stagnant or declining companies proves detrimental in the long term.


ii) Employ portfolio diversification as a prudent strategy to mitigate risk.


iii) Exercise patience and avoid impulsive share purchases. Identify companies with sound fundamentals and await a market downturn. Maintain a curated list of thoroughly analyzed and financially robust companies even in the absence of a bearish market. If the stock price of a holding declines, refrain from panic selling; market fluctuations are normal. Exercise patience and await recovery. Provided the company remains fundamentally strong, retain the position and capitalize on returns. Divest shares only upon encountering mismanagement, halted growth prospects, or diminishing market demand.


iv) Differentiate between investment and trading portfolios. Allocate a portion of capital to short-term trading of trending stocks, using solely the profits derived from investments, as trading entails inherent risks. When engaging with high-risk stocks, prioritize extensive diversification.


Distribution Allocation:


90% Investment | 10% Trading


Investment Profits → Trading Capital


Trading Profits → Reinvestment


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