Approach and attitude for PORTFOLIO INVESTING:
The KEY TO SUPERIOR RETURNS with ADEQUATE DIVERSIFICATION:
Don’t think this is some hi-fi, hni type, academic or finance-jargon!
In our view, portfolio investing is simply a strategy, or attitude or approach towards investments. For example, you want to invest. And by that we don’t only mean investment in equities (stock-markets). We mean, with stocks, investment into debt, real estate, mutual funds, commodities, local/indigenous businesses (we will explain this letter on).