Roots & Returns
The principles, mindset, and habits that separate great investors from the rest — timeless ideas worth returning to.
Articles
Patience is one of the most powerful — and underrated — tools in investing. These 13 principles have guided our approach for decades.
Fundamental vs. technical analysis — and why identifying the trend in your time frame, then trading only in that direction, is the foundation of disciplined investing.
Taking action regardless of how you feel and learning how to take a loss — two principles that separate disciplined investors from the rest.
In the stock market, you can be right or you can be profitable — hardly ever both. Letting go of ego means letting go of being right, curtailing risk, and accepting all possible outcomes.
The Oak Within
Ask yourself what you really want.
Assume responsibility for all actions.
Keep it simple and consistent.
Clearly understand the risk / reward ratio.
Couple every buy decision with a sell decision ahead of the transaction.
Learn to wait.
Let go of EGO.
The trend is your friend.
Be a stoic investor.
Ignore the news media.
ABL – Always be learning.
Create and implement a playbook.
Know yourself to know the market.
Our team is here to help. Schedule a no-obligation conversation with Red Oak Financial Asset Management today.
