Daret Capital Management's financial asset management philosophy combines fundamental and technical analysis, investor sentiment, and monetary policy.
Asset or portfolio management determines the best investments for you based on your goals, time horizon, risk, volatility and future needs. Investments may include;
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Large, mid and small company stocks
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Value, growth or dividend paying stocks
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International stocks (Europe, Asia, Central and South America)
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Bonds (short, intermediate and long term)
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REITS (retail, health care, senior housing, apartments, industrial and office)
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Metals and Commodities
Asset management
Stocks (equities), real-estate, commodities and other types of assets will experience price moves in one direction or another (trends), that last can last for months or years. Prices are influenced by supply and demand, current perceptions and future needs, international events, weather, technological advancements, and more. Daret Capital Management combines technical analysis (charts that show the price of an investment over time), fundamental analysis (earnings and sales growth, dividend yield, the unique products or services offered), and the potential impact of the current economic policies in place to make buy, hold or sell decisions.
Greed and fear
Investors tend to become overly optimistic or pessimistic near market tops or bottoms. Throughout history, there have been buying and selling panics in nearly every asset class. The fear of missing out drives investors to buy at the top, the fear of losing everything causes them to sell at the bottom. An active portfolio manager can look at a number of short, intermediate and long term sentiment indicators to help make buy and sell decisions when investor sentiment reaches extreme levels of optimism or pessimism for different assets or sectors of the market.