Investment Goals and Successful Principles
The first step in planning an investment is to understand your investment goals:
1. What kind of retirement lifestyle do you plan to have?
2. Do you plan to leave your wealth to your children and grandchildren?
3. What kind of growth rate is required for you to achieve the above long-term investment goals?
Legendary investor Warren Buffett has a series of successful principles which lead to his great success. Buffet has shared three keys to financial success in his book Snowball, which can grow your long-term wealth well:
1. Developing a good savings habit early,
2. Together with patient investing,
3. And having disciplined investment strategies, including asset allocation and diversification!
Company Investment Philosophy
Our firm focuses on medium and long-term investment, including fundamental analysis, asset allocation, high-tech growth, real estate, thematic investment, emerging markets, etc.
A sample portfolio includes:
a. High-tech growth, high-quality large-scale technology companies with strong cash flows;
b. Well managed real estate companies;
c. High-quality banking stocks;
d. Large blue chip stocks;
e. Commodity-related stocks such as oil, based on global macro cycles;
f. Global opportunities, etc.
Research Driven
Research is the core to our business. Our firm focuses on the following research analysis:
(1) We conduct in-depth research and analysis of macroeconomics, microeconomics, industries, and companies, including their business, management, strategies, competitiveness, opportunities, risks, finances, valuations, etc. Our core research strategy aligns with Peter Lynch’s investment philosophy. Peter Lynch is one of the best investors
(2) Research, analyze and adapt the successful investment principles and strategies of well-known investment leaders, top hedge fund managers, outstanding mutual fund managers, highly ranked research analysts, etc.
(3) Closely follow the market changes, actively look for investment opportunities, dynamically optimize the investment portfolio, and ultimately achieve medium and long-term profits!
Risk Management:
Asset allocation, risk diversification, don't put all your eggs in one basket. Dynamically rebalance your portfolio
Account Types:
1. Retirement accounts, including 401K Rollover, 401K, 403B, IRA, Roth IRA, small business 401K, individual 401K, SEP IRA, etc.
2. Individual accounts, joint accounts, family office clients, corporate and institutional clients, etc.
3. Parents opening investment accounts for their children to help them develop good habits of saving early, investing early, and growing their money!
If you are interested in investing or have questions, please contact us for free consultations. [ Contact ]
