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By Angela Barnes
The Globe And Mail
Wednesday, October 22, 2003
Adrian Mastracci, president of KCM
Wealth Management Inc., a Vancouver-based investment
counsel firm, says successful investing goes
well beyond just buying and holding. He outlined
what he calls his MEAT recipe.
The M is for monitor. Investors need to monitor
their portfolio holdings periodically, he said.
Adrian Mastracci, investment counsel with
Vancouver
based ‘fee-only’ KCM
Wealth Management, says, “Successful
investing goes well
beyond just buying and holding.”
The E is for examine. They also need to examine
their reasons for holding those investments
and compare them with their goals for the
portfolio, he said.
The A is for assess. Investors should assess
the suitability of those holdings going forward.
And the T is for take. If needed, swift action
should be taken and the investor shouldn't
look back, he said.
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