DISCLOSURE. LDVIC 31.22% vs S&P % (diff %)

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Presentation transcript:

LDVIC 31.22% vs S&P500 28.97% (diff. +2.25%)

DISCLOSURE

Passive Investing

Investor Psychology : The best investment analyst is going to be right two out of three times (TEMPLETON)

Investment Rules (MWO): Investing is a full time job. No if, not buts, no excuses. Buy ETFs

1) What is Risk?

Investing is really simple and not overly complicated Investing is really simple and not overly complicated. It is mostly down to price. Don’t overpay!

Competition

Look for companies that generate FCF.

LOOK AT THE TREND ON THE NUMBER OF SHARES OUTSTANDING

Compare how it was priced in the past?

Who owns the stock?

2) How many positions in the portfolio?

3) How often to rebalance?