Our Strategy
1. Justification
Whether a stock is trading near a 52-week low or experiencing upward pressure from high sector growth, you must have a reason to evaluate a position.
2. Annual Report
Annual reports are a consistent and insightful resource that must be leveraged when proposing a trade. They reveal the core economics of a business.
3. Dividend Growth
Investments don’t always guarantee capital gains. Dividends do. Investing in Dividend growth stocks guarantees deployable capital and minimal volatility.
4. Execution
Once you have justified your investment, evaluated annual reports, and considered dividend growth, you are one step closer to achieving and retaining financial freedom.
Talk to us
Have any questions? We are always open to discussing investment strategy, model portfolios, risk analysis, and how we can help you.