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Investment Principles – Invest For Success

"Principles are ways of successfully dealing with reality to get what you want out of life".

Ray Dialo - One of the world’s most successful investors and entrepreneurs, named in the Time Magazine’s list of the 100 most influential people in the world.

There are fundamental investing principles that apply to each of us. It never hurts to take time to periodically review these important principles and improve the foundations upon which we make investment decisions.

retired couple

PRINCIPLE 1.

Plan First – Know why you are investing and what your objectives are.

PRINCIPLE 2.

Time in the market – It’s impossible to time the markets, you are either in or out.

PRINCIPLE 3.

Diversify Assets – Spread your investment risk, don’t have all your eggs in one basket.

PRINCIPLE 4.

Control Costs –Higher costs impact future returns risk, you can’t control the markets, but you can control your costs.

PRINCIPLE 5.

Avoid the Noise – Maintain discipline, the latest news story is designed to sell papers and will only confuse your thinking. Don’t react.

PRINCIPLE 6.

Manage Tax – Taxes are just another cost. Utilise all available annual tax allowances within your strategy.

PRINCIPLE 7.

Rebalance Your Investments – Regularly review your tolerance for risk. Stay engaged with your investments. Understand that asset classes behave differently.

PRINCIPLE 8.

Keeping Planning – Review your future plans on a regular basis and adapt to changes positively.


What's really important isn't your money, it's your life.