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PRESS GALLERY
Articles featuring Adrian Mastracci of KCM Wealth Management
The Globe And Mail PRESS GALLERY MAIN
COMMENT ON ARTICLE
An investment recipe
Going beyond just buy and hold

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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KCM Wealth Management Inc.
1500 - 885 West Georgia Street
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Adrian Mastracci
is a guest on
Trading Day
with Michael Hainsworth

Tuesday,
January 22, 2007
at 11:05 am PST
ON THE WEB