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Three Pillars Investing: Attitude, Aptitude, Altitude

17 Jan 2019

One’s attitude towards investing may be coloured by a multiple of different – and sometimes competing – considerations.

Investment & Economic Review January 2019

9 Jan 2019

2018 was a perplexing year for investment markets, having started apprehensively due to economic growth and rising interest rates concerns, which was then followed by a benign mid-year period of greater optimism and growth, that ended abruptly in the final quarter. By year-end markets of all types - stocks, bonds and currencies - were experiencing heightened investor agitation and volatility.

Three Pillars Investing: Attitude, Aptitude, Altitude

16 Dec 2018

‘Altitude’ is generally accepted as meaning the height of an object above a certain benchmark (e.g. a plane in flight achieves what the pilot will convey to passengers as ‘cruising altitude’ meaning how far the plane is above sea or ground level).

The Disposition Effect

19 Nov 2018

The ‘disposition effect’ has been described as ‘One of the most robust facts about the trading of individual investors’ (Barberis & Xiong).  Professor Hersh Shefrin (Santa Clara University, USA) describes the effect as ‘a predisposition toward get-evenitis’.


Three Pillars Investing: Attitude, Aptitude, Altitude

7 Nov 2018

One’s attitude towards investing is likely to be heavily influenced by age.

While not a hard and fast rule, young investors are more likely to take greater risks than older investors; the rationale being that, if things go sour, younger investors have more time to ‘get things right’.

Well, yes, though not always.

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