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Important Investment Principles – The Metis Ireland Rule Book

by | Jun 23, 2017 | AHEAD OF THE CURVE |

  1. Have a Financial Plan #LifestyleGoals
  2. Stick to the Financial Plan #StickWithThePlan
  3. Know your short, medium & long term financial goals #DifferentStrategies
  4. Know your investment risk appetite #ESMA
  5. Keep short term money in cash #CashCanBeKing
  6. Successful Investors stay the course and have long term vision #TimeNotTiming
  7. Long term is 10 years PLUS #10YRS
  8. Ignore short term “news” #BadNewsSells
  9. The vast majority of short term traders are NOT SUCCESSFUL #LuckVersusStrategy
  10. The guy who is offering share advice in the pub – does he still have a day job? #WheresYourLamborghini
  11. Missing the best 10 days in the Long Term, will decimate an investment portfolio #StayInvested
  12. Time not Timing #TimeNotTiming
  13. Charges/Costs/Total Expense Ratio – these matter #PortfolioDrag
  14. VAT on charges increases your costs by 23% #WhyWasteMoney
  15. Backing last year’s winner is a losing strategy #LeicesterCity
  16. Diversify, diversify, diversify #Diversify
  17. Being tax efficient is HUGE! #Death&Taxes
  18. When fearful, do nothing #StickWithThePlan
  19. Find an advisory firm that acts in your best interests e.g. Metis Ireland! #HonestExperiencedFinancialPlanning
  20. The next best thing has an awful habit of going pear shaped #GearedPropertyFunds
  21. If it sounds too good to be true ……… #ShinyBrochure
  22. Most investors underperform the markets = emotional decisions #StickWithThePlan
  23. Passive Investing outperforms Active Investing most of the time #ETFs
  24. The word Guaranteed is over used #WhosGuaranteeeing
  25. Boring, Steady and Consistent are excellent adjectives when it comes to Long Term Investing #HonestExperiencedFinancialPlanning
  26. Annual Rebalancing will make sure you stick to the portfolio that suits you best #Rebalance
  27. Go back and revisit 19 #MetisIreland #HonestExperiencedFinancialPlanning

 

Call us with your investment queries. We have a brilliant team who all buy into a shared philosophy. We know what we are doing and we want to partner with our clients for the long term.

 

Carl Widger

Co – Founder and Director

Disclaimer

Metis Ireland Financial Planning Ltd t/a Metis Ireland is regulated by the Central Bank of Ireland.

All content provided in these blog posts is intended for information purposes only and should not be interpreted as financial advice. You should always engage the services of a fully qualified independent financial adviser before entering any financial contract. Metis Ireland Financial Planning Ltd t/a Metis Ireland will not be held responsible for any actions taken as a result of reading these blog posts