Achieving success in an investment portfolio is not a destination. It is about a process in a state of continuum. One works constantly to ensure that success is sustained under varying circumstances, enduring challenges, and overcoming adversity.

The secret of investment success is an evolving one that needs to stay grounded and in perpetual learning mode. Investors seeking success through a professional manager need to appreciate that the manager’s past success need not necessarily be taken for granted. What matters more is the manager’s grounded commitment to process excellence, constant effort to find new ideas and cultural approach to investment learning.

As the mood of the market keeps shifting, investors must look for the right traits in their managers and look for adaptive skills that will help earn future success. A DIY investor must learn to develop the right skills during difficult phases in their investing.

The coming year will be a learning test for individuals and professional investors alike.

Recent Posts

Fixed Income Outlook – October 2023

Posted on October 3, 2023

Fixed Income Outlook – September 2023

Posted on September 13, 2023