At a Glance
Investment Tenets
Since William Allan believes strongly in the tried and true principles that have been a part of investing for decades, here are the investment tenets William Allan uses as a portfolio manager:
- Invest on a regular basis to take full advantage of price fluctuations in any market. Dollar Cost Averaging is one of the best mechanisms to creating wealth;
- Use margin borrowing, but use it wisely;
- Invest for the long-term.
- Invest with money not needed on a day to day basis;
- Start investing today – let the compounding begin now;
- Diversify your portfolio;
- Fundamental and meaningful analysis is the key to long-term success;
- Speculation is alright, but make it a small part of your overall portfolio; and
- Maximize your tax benefits.
This style of portfolio management was developed to get your portfolio in gear and moving in the right direction. Please Click here to learn about the pulse of our firm - The William Allan Growth & Income Strategy.
