Guiding Principles Of Beyond The Hype Investing

Note: Investing and risk management are highly personal matters and are typically driven by the needs and desires of individuals and portfolio managers. This document is reflective of the author’s view of best practices and is intended to be taken as a set of investment guidelines rather than hard-and-fast rules. The purpose is to provide food for thought on the subject of investing and specifically portfolio management. It was written to address common questions and concerns of subscribers and will be updated over time to cover various aspects of portfolio management.

This document primarily refers to equity instruments as the primary focus at BTH growth. BTH generally does not recommend bonds and debt instruments unless the primary purpose of such investment is income generation. Bond trading is a sophisticated endeavor and better left to sophisticated investors.

Picking good opportunities is the precursor to investing but by itself does not guarantee long term investment success. In …

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