An often overlooked technique by many traders, investors, and unfortunately even some investment professionals is that of charting the equity changes that occurs in a portfolio. Most tend to review the net changes that occur in a list but few go to the trouble of reviewing a mark to market equity curve of the portfolios […]
Before making an investment decision on the basis of computer software, the investor or prospective investor needs to consider, with or without the assistance of a securities adviser, whether the advice is appropriate in light of the particular needs, objectives and financial circumstances of the investor or prospective investor.
Investments can go up and down. Investors and prospective investors need to recognize that past returns are not a reliable indicator of future returns. Investing in quoted securities involves numerous risks including but not limited to market risk, sector risk, company risk and liquidity risk. Investors and prospective investors should ensure that they understand the risks involved and have strategies to manage and minimize the negative impact that these risks may cause. If you have any questions, please contact Share Wealth Systems.
In providing the computer software packages, Share Wealth Systems does not take into account the investment objectives, financial situation and/or needs of any particular person.