Smart Investing..

Hi It’s very important for any investor to make an investment policy statement (IPS) before he starts serious investing. This statement is basically a gist of the all the important things one need to know and take care while investing. It not only covers ones analysis of need, goals etc, but is an important document which tells you what to and what not to expect when you are investing or are already invested. IPS also encourages you to see all of your family’s investments as a single portfolio and also can rid you of the worry about how to invest that bonus check or ESOP money that just came in . It also aligns what you and you advisor expect from your investment portfolio. Though you can make the IPS on your own, still I would say use any advisor like us for a detailed planning, aligning, understanding & tracking. It’s like when you are not keeping well, you can choose whether to go for self-medication or to pay small fees and use the services of a doctor. Anyway the below a

Genuine asset re-balance from the swelled portion (profit made) of the asset to debt periodically based on individuals risk profile adds value to the overall portfolio. Lot of people avoid doing re balance stating the requirement to pay short term capital gains or they would state a smaller return. Re-balancing should be the priority in the Investment Portfolio and if done periodically adds value to your portfolio. I found this article pretty interesting. This will add value to our thinking and investments. Read on... Rebalance investments to avoid bad times

Though it doesn't seems to have given the equity returns but yeah it does fit in the alternate investments profile. The Quillan Collection was sold at Sotheby’s for $8.9m. Interesting Read. click to read on. Photography Funds Show Returns :

In terms of alternative assets art, wine and gold are most preferred. Investors need to understand these investment vehicles and select products very carefully. Read on... Investing in art, wine and other tangible assets