Investment Strategy
My Investment Strategy is a completely customized tactical asset allocation investment service, with enhanced planning and reporting.
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Risk Management is the cornerstone of the Strategy. I employ a unique form of technical analysis with traditional fundamental research to provide advanced risk
management strategies. It tells us whether we should be focusing on wealth accumulation strategies or wealth preservation strategies. This combination of
analysis can help you:
- Reduce Risk
- Preserve Capital
- Generate Wealth
- I provide a comprehensive solution overlaying accounts of various types including your registered, open, joint, spousal, trust and personal corporations.
- A comprehensive lineup of investment choices in stocks, mutual funds and ETFs.
Causes of Price Movement
Market and sector forces together cause 80% of the price movement in a stock. That means the company fundamentals account for less than 20% of a stock's price movement. This is the reason a company's stock price sometimes seems to move independently of the fundamentals!
Source: “The Latent Statistical Structure of Securities”, Benjamin F. King
Typical Resource Allocation
Most people, however, spend 80% of their time on stock evaluation and only 20% on sector and market evaluation. In other words, they ignore where the greatest amount of risk lies - the market and sector forces.
The Five-Step Game Plan
Step 1: Market Analysis
Step 2: Sector Analysis
Step 3: Fundamental Research
Step 4: Technical Research
Step 5: Continual Follow-up
IIROC Advisor Report – Investors may research the background,
qualifications and disciplinary information on advisors at IIROC-regulated firms by referencing to the IIROC Advisor Report found here
CIPF coverage and IIROC membership is only applicable to Queensbury Securities Inc.