Brenthurst Wealth Management has a team of highly-qualified investment advisors who provide clients with sound and impartial investment advice. Investment advice is provided on an individual basis. After the initial meeting with a new client, a detailed financial plan is proposed. The plan contains a tailor-made investment strategy for the prospective client, based on his/her specific circumstances, financial needs and objectives and his/her appetite for risk.
Once the initial investment is made, the client’s portfolio is actively managed according to the changing market conditions. The client receives regular communication and portfolio valuations, and the investment advisor meets with the client whenever a change in the portfolio is considered, or additional investments are made.
Clients receive newsletters on relevant topics on a monthly basis, as well as invitations to investment seminars which are held quarterly.
10 PRINCIPLES FOR INVESTMENT SUCCESS
- “Invest for Real Returns”
The true objective for any long-term investor is maximum total real return after taxes.
- “Keep an open mind”
Never adopt permanently any type of asset or any selection method. Try to stay flexible, open minded and sceptical. Long term top results are achieved only by changing from popular to unpopular the types of securities you favour and your methods of selection.
- “Never follow the crowd”
If you buy the same securities as other people, you will have the same results as other people. It is impossible to produce a superior performance unless you do something different from the majority. To buy when others are despondently selling and to sell when others are greedily buying requires the greatest fortitude and pays the greatest reward.
- “Everything changes”
Bear markets have always been temporary. And so have bull markets. Share prices usually turn upward from one to twelve months before the bottom of the business cycle and vice versa. If a particular industry or type of security becomes popular with investors, that popularity will always prove temporary, and when lost, may not return for many years.
- “Avoid the Popular”
When any method for selecting stocks becomes popular, then switch to unpopular methods.
Too many investors can spoil any share selection method or any market timing formula.
- “Learn from your mistakes”
“This time is different” are among the most costly four words in market history.
- “Buy during times of pessimism”
Bull markets are born on pessimism, grow on scepticism, mature on optimism and die on euphoria. The time of maximum pessimism is the best time to buy, and the time of maximum optimism is the best time to sell.
- “Hunt for value and bargains”
Too many investors focus on outlook and trend. Therefore, more profit is made by focusing on value. In the stock market the only way to get a bargain is to buy what most investors are selling.
- “Search worldwide”
To avoid having all your eggs in the wrong basket at the wrong time, every investor should diversify. If you search worldwide, you will find more bargains and better bargains than by studying only one nation. You also gain the safety of diversification.
- “No-one knows everything”
An investor who has all the answers doesn’t even understand the questions.
|Source: Franklin Templeton Investments, all data as at 31.01.06|