Should you choose . . . to construct your own portfolio, there are a few thoughts worth remembering. Intelligent investing is not complex, though that is far from saying that it is easy. What an investor needs is the ability to correctly evaluate selected businesses. Note the word “ selected ” : You don ’ t have to be an expert on every company, or even many. You only have to be able to evaluate companies within your circle of competence. The size of that circle is not very important; knowing its boundaries, however, is vital.Warren Buffett
Moja strategija ulaganja
Smatram sebe dugoročnim, veoma konzervativnim investitorom. Ulažem isključivo u najkvalitetnije kompanije na svetu, najkvalitetnije u kvalitativnom i kvantitativnom smislu. Za kvantitativnu analizu koristim EVA koncept, za kvalitativnu mnogo, mnogo čitanja.
Fundsmith Equity Fund je lepo opisao korake koje i sam pratim: 1. Buy good companies 2. Don’t overpay 3. Do nothing
Moj prvenstveni cilj je postizanje boljih dugoročnih prinosa od opšteg tržišta, pre svega prinosa S&P 500 indeksa.
Mišljenja sam da uspešan investitor može postati svako, ali isključivo uz mnogo truda, učenja i sticanja iskustva. Ako ne osećate žar kada čitate o kompanijama nemojte ulagati u pojedinačne akcije.
