Although difficult to understand from a professional’s point of view the most common form of policy statement among individuals is, “I just want to make good investments.” As a result the investor often picks and chooses among the opportunities that present themselves and, over time, a portfolio is collected.

Typically, such portfolios are oriented toward what the investor knows about or feels most comfortable with, and they might be almost entirely invested in stocks, bonds or real estate. 

Deeper scrutiny of the collected assets might indicate the presence of a subconscious portfolio policy: perhaps aggressive or conservative bias, long or short term oriented, income or growth potential, and so forth.

At other times there is no apparent policy other than what has been imposed on the investor by a collection of salesmen, brokers and investment advertising.

We believe that to improve the potential of long-term success and investors should have:

1. Clearly communicated personal values, objectives and expectations
2. A written investment policy
3. A defined investment strategy
4. and defined tactics that will be used in portfolio management

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