• Rebalancing is the most powerful tool investors have to buy low and sell high
  • You are setting your allocation to the percentages that you want them to be at
  • Volatility levels eventually even out
  • People are as bearish as they were in 2009
    • Losing out on gains
  • Successful investing has to start with a time tested investment philosophy and strategy
    • You must understand how decisions are make
  • Flexibility and transparency are key to stick to the process
  • Question from Facebook:
    • Are your investments doing the best they can, and are you on track with your investments?
    • You don’t need to know every detail of your portfolio especially if you trust your advisor
    • Rebalancing, asset allocation
  • It's less knowing why you own something; its the fact that you know the businesses in your portfolio
    • You hired someone to give you the insights while they manage it for you
  • Own the best of the best
  • It's always good to tune up the portfolio and prune it
  • People spend their time chasing benchmarks
  • Bull markets are born on pessimism, grow on skepticism, mature on optimism, and die on euphoria
  • There is so much cash and people are scared they are going to miss out on the market
  • Tax cuts generally don’t bring in big market corrections

December 18, 2017