Westward Holdings’ principal investment philosophy is founded on the traditional practice of acquiring and holding equity in excellent firms in order to build and preserve enduring wealth.
The efficiency of this approach can best be measured from how our clients' portfolios perform. Minor problems stem from the fact that worth and growth stocks have alternated traditionally with regards to revenues with no sound determinant or fail-safe warning when one class makes way for the other.
Westward Holdings adheres to the practice of eluding the enticement to second-guess the market and to spend too much time to seek the most attractive new investment product or class. We regard the market as being right even when all things point to the contrary.
Prior to making recommendations to our clients, we normally undertake our due diligence on the contents of potential portfolios. Westward Holdings do not merely suggest a certain stock or corporate bond without an initial evaluation of the security in the most in-depth manner.
Westward Holdings’ analysts are well-experienced professionals honed in the area of getting information that matters in the investment process. They employ technical investigation which allows them to recommend the most opportune time to purchase a stock by considering its place and role in the long-term.
In its simplest sense, technical analysis seeks for order, rhythm and trends in the price behavior of a security and completely overlooks the fundamentals. It presumes that the security’s price is always founded on the market’s sensitivity to every information relevant to it, whether it the yearly outcomes, earnings, profit margins, or even merger reports.
Trends can be determined in stocks or financial markets, although it also works in other sectors, such as real estate, or the supply and demand of services.
Looking at their history, one can appreciate that many technical approaches have produced many very lucrative results. Hindsight always has 20-20 vision, as they say. One can clearly see a pattern/design, except that it can happen only once in every 100 patterns. Hence, if 100 varying patterns within a daily chart span across a decade, you end up selecting one every 10 years.
Our professional analysts likewise apply fundamental evaluation. News about fundamentals drives markets; yet, our concern is focused on the long-term effects and, therefore, we look at vital details such as a company’s sales, its earnings, its debts, and others on.
In essence, this describes the forensic nature of the procedure which requires us to investigate the internal dynamics of the company and to evaluate management and the way it operates. We derive a general view of the particular sector and strive to obtain a clear perspective of its current status and of the concerned firm’s future within that sector.
Usually, we have to retrace our steps and make a fundamental and technical evaluation, as well as observe the market from an elementary point of view. The danger to over-analyze can become counter-productive and may result in missing the whole picture.
For Westward Holdings professional analysts, anecdotes provide effective markers of how markets influence the combined consciousness of an economy. Unfortunately in most cases, once you read it in the news or hear it from somebody who is clueless, the game is over.
Westwards Holdings define an anecdote is a narrative or happening that relates to the market in a quite irrational manner. Why so? This is because markets never follow a predictable or simple path and the fluctuations appear to be more psychological than anything else; that is why we hear of bears and bulls.
Asset allocation has such a vital role to play in a client’s whole assets management plan that, aside from our regular reviews, we conduct periodic reconciliation of a client’s strategy with their risk tolerance profile.
As such, we effectively verify our client’s status twice over, based on our comprehensive expertise and their risk capacity.
Rebalancing your Portfolio
Westward Holdings provides rebalancing of your plan to maintain its consistency with your uniqueness as a person. While we completely appreciate the personal inclination of a client to sustain a profitable status, usually this method can result in unattractive portfolio upshots.
We have developed the discipline to look beyond this temptation which allows us to unload the asset type that has done profitably in order to re-invest the gains into a portion of the portfolio which has not shown any promising movement.
In essence, this is a buy-low, sell-high method which, naturally, is the objective of all investors. This method is referred to as rebalancing and it can prove to be a catalyst for your portfolio and general strategy to attain the goals initially laid at the beginning.
Your engagement in and comprehension of Westward Holdings’ rebalancing method is of crucial value to us. It serves to support our dedication to serve you for your financial security, hoping that in the end, you progress on with more knowledge and greater confidence.
At Westward Holdings, our mission is to continually go beyond our clients’ expectations by improving their life by offering them excellent financial services. Our singular commitment to all our clients, whether an individual or a company, is provide them with honest, reliable and professional service backed up by many years of experience.