Excellent investment characteristics

Excellent investment characteristics

General
We favor low-cost, fiscally efficient, diversified, liquid and simple investments. Many investors often encounter problems when investing in things that do not have these five characteristics. Investments with these five characteristics have been profitable over time, but are generally not very interesting. There is usually no "hot story to act on now" associated with them. The financial services industry generally does not favor this type of investment because it generates very little profit. We are in the business of helping maximize the wealth of our clients, not the financial services industry. Please note that this list of investment features is not exhaustive. Other factors to consider in investments can be an attractive valuation, a low correlation with the rest of your participation a good return on dividends or interest income,…
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