The facts about managing your portfolio to beat the market A few weeks back, an avid reader of the Gary Stone Journal posted a number of questions that, in essence, needed to be answered by all active investors. So over the past 3 weeks I have done just that. This fourth post brings an end […]
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.