A lot of equity investing happens in brokerages without structured advise, stock selection and review. Such random investing runs known risks. It is these known risks that #SolitairePMS seeks to minimise and neutralise. Costs incurred as fees will be far less than risk costs. 1/7
A conscious investing habit is to avoid investing all money in one go. The common #PMS practise is to buy a set portfolio the day after the client money hits the bank. #SolitairePMS avoids this practise. We buy & build every PF gradually. Rome wasn't built in a day. 2/7
Buying same stocks when they rise sharply can create very different outcomes across #PMS PFs. Stock purchases & stock selection must factor in prevailing valuations. Wider stock selection helps purchase a mix of right stocks. #SolitairePMS works to bespoke within an universe. 3/7
Curation is so critical in #PMS. If curation is right, then over longer durations superior returns can happen. The most important thing is to curate a sound portfolio philosophy. #SolitairePMS starts on the right note with a philosophy that will work for most investors. 4/7
When a portfolio is curated to perform over a particular time frame, it needs to be given that timeframe to be assessed. Monthly anxiety and reviewing is not going to help. While investing in a #PMS understanding the philosophy & Buying into it before investing is crucial. 5/7
Setting low churn at the core of the investment philosophy is a commitment to pursue a more disciplined approach. It may seem like it is less work. Actually, it is much more preparation work. Try not uttering a word a whole day to anyone. That's doubly tougher than we think. 6/7
Risk management is the most critical part of #PMS. Done diligently,the returns will flow as a function of that. Over long term, staying away from wrong stocks delivers as much as or more value than staying with right ideas. Both must work well. #SolitairePMS focuses on both. 7/7
