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Investing Money: What Do You Believe?

What we believe about investing

I was going through some old email exchanges between partners at Rhoads Lucca Capital and came across an exchange about what we believe about investing:

  • We believe that insight, wisdom, experience and applied intelligence are the keys to success as investors. As such, we believe smart and wise people have an advantage.
  • We believe investments should be managed instead of drifting into danger  – ultimately, someone has to steer the ship.
  • We believe it is just as important to have an defensive strategy as it is to have a offensive investment strategy.
  • We believe there are seasons to plant crops and seasons to harvest  your gains – both in the physical world and the investment world.
  • We believe the more stable the investment strategy, the greater likelihood that investors will stick to it in difficult times. And there will be difficult times.
  • We believe that avoiding large losses in the markets is a key to success as an investor. Small losses can be made up quickly. Large losses require very, very large gains to get back to even.
  • We believe that investing is not only about making money, but about the part no one talks about – keeping it.
  • We believe that consistency of investment return is the unheralded hero of investing.

We believe the only way to measure the success of any investment strategy is over a complete cycle of a rising and a falling market. If you want to talk about “beating the market”, then measure over a complete market cycle that lasts for years.
  • We believe investment discipline and strategy are the antidote to emotional decisions

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  • We believe that the most valuable things command the highest prices – including superior money management. Where else can you buy dollars for 1-2 cents each?

What do you believe?

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