Position sizes in the Elegant Investor Portfolio A company’s weight in the portfolio and its implications When building an investment portfolio, it is easy to focus mainly on selecting companies. Business quality, financial performance, dividend his... Capital allocation Diversification Elegant Circle Elegant Investor Portfolio Financial instruments Risk
Liabilities around us that can become assets A starting point that shifts perspective At a certain stage of market investing, a noticeable change occurs. Sound stock selection, proper allocation, and patience over a multi-year horizon no longer ... Capital allocation Decision making process Elegant Circle Investment discipline
The tax environment of wealth The tax topic emerges as wealth grows As investing experience develops, the way money is perceived begins to change. Less and less attention is given solely to the selection of instruments or the anal... Capital allocation Decision making process Elegant Circle Investment taxation