Abstract
Our practical experience shows that a strategy should be kept as simple as possible while still including the following items:
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1.
The vision of the investor
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2.
The core competences the investor intends to build
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3.
The structure of the investment portfolio
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4.
Handling threats and risks
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5.
The networks the investor intends to build and use
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6.
Guidelines for cash and liquidity
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7.
Priorities for allocating the investor’s resources
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8.
The legal and tax structure.
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Notes
Bennis, Warren and Nanus Burt, 1985, Leaders – The Strategies for Taking Charge, Harper & Row, 87–89.
Markowitz, Harry M., 1991, Portfolio Selection: Efficient Diversification of Investments, Wiley, 2nd edition.
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© 2014 Cuno Puempin, Heinrich Liechtenstein, Fariba Hashemi and Brian Hashemi
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Puempin, C., Liechtenstein, H., Hashemi, F., Hashemi, B. (2014). What Should an Effective Investment Strategy Contain?. In: The Empowered Investor. Palgrave Macmillan, London. https://doi.org/10.1057/9781137366870_7
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DOI: https://doi.org/10.1057/9781137366870_7
Publisher Name: Palgrave Macmillan, London
Print ISBN: 978-1-349-47431-8
Online ISBN: 978-1-137-36687-0
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