Strategy One Wealth Management portfolio’s utilize both a long term diversified portfolio coupled with a short to intermediate term active portfolio. Investor’s in long term diversified portfolio’s have time on their side to benefit from a company’s long term growth and success. A shorter term active account seeks to generate outperformance by leveraging the expertise, skills and discipline of Strategy One to capture profits in short to intermediate term price changes through technical and fundamental analysis.
The below articles by James Kostohryz speak to the reasons, theory and logic for investors to utilize more than just a traditional long term passive portfolio. With Strategy One Wealth Management, you have two portfolio strategies running side by side: Long Term and Active.
Why Investors Will Almost Never Make It Big
By James Kostohryz
Why Do Investors Fail?
By James Kostohryz