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This blog is mainly for the convenience of archiving my investing thoughts and notes, and sharing with my close kakis. Hope you enjoy and participate in this sharing of notes and comments. Let's profit together from the bull ride as well as from mitigating the bear.

Tuesday, February 8, 2011

Exit Strategies (Buffet & Soros)

(extracted/modified from the book, 'Winning Investment Habbits of W. Buffett and G. Soros')

1. When Criteria are Breached - fundamental of a company/business model/value concept is changed, degraded over time. (FA - fundamental analysis)

2. When a System Anticipated Event Occurs - e.g. assumption that a currency would be devaluated is confirmed or invalidated; "buy on speculation, sell on news (announcements)". (FA)

3. When a System Generated Target (Value) is Met - buy when a company is undervalued but sell when its intrinsic value is reached. (FA/TA)

4. A System (Bearish) Signal - e.g. from chart analysis , major support line breached. (TA)

5. Mechanical Rules ("Stops") Triggered - use of stop loss (SL) (of say 5-10% below entry price), or trailing stop (adjust SL upwards as price advances). (RM - Risk Management)

6. Upon Realizing a Mistake was Made (in the investment decision or analysis). (Be objective)

7. Change to a Better Investment - to a much more attractive proposition. (FA/TA)

8. Protect Profit (PP) - risk level highest (major resistance, bearish MACD, hi KL, RSI overbought) followed with a long down bar. (Relate to Points 3 & 4 above) (RM)

+9. When Market Becomes Bearish - reduce holdings, positions when the global situation becomes very unstable (e.g. due to financial crises, wars, or natural disasters), or market sentiment very bearish. Return only when the situation or market becomes stable. (RM)

+ added in

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