What a Dollar Really Means: How Successful Investors Look at Businesses

Our Lifetime Wealth Investor portfolio has 3 objectives:

  1. To maximise growth.
  2. To maximise income.
  3. To maximise capital preservation.

Since growth and income depend on capital preservation, careful consideration is given to the risk of each holding.

Of course, investing in stocks is inherently risky. You are buying an ownership stake in businesses. So we’re looking for a value entry point with a favourable outlook…

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Simon is the editor of Wealth Morning and has been investing in the markets since he was 17. He recently spent a couple of years working in the hedge fund industry in Europe. Before this he owned an award-winning professional services business and online learning company in Auckland for 20 years. He has completed the Certificate in Discretionary Investment Management from the Personal Finance Society (UK), has written a bestselling book and manages global share portfolios.


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