Taking Decisions by Embedded Rules in Critical Guidelines
Nikolaos Akkizidis
Visionary Leader & Economist | Expert in AI-Driven Market Analysis | Accomplished Author-Strategic Investment Advisor | Professional of Compliance & Anti-Money Laundering | CySEC Advanced Certification & AML Certificate
Akkizidis Nikolaos
Taking decisions in any path of life, including investment decisions, as well as following specific rules, is not an easy task probably because of one single reason: either we follow difficult or simple rules we must always realize the value of these rules. But to realize the value of the rules, we must always embed them to some major guidelines. Guidelines that should be clear and logical.
On investment world, managing wealth & mitigate risk requires taking critical decisions. Those decisions should be based on some investment rules and embedded in four critical guidelines regarding financial analysis, strategic management choices, institutional sponsorship and market trends.
1st Guideline
Focus on fundamentals based on financial results.
That includes rules in evaluation on earnings and Sales growth, Profit Margin, Return on Equity [ROE], Debt/Equity Ratio etc.
2nd Guideline
Focus on Strategic Decisions making.
Establish rules regarding Leadership and Management Skills, detect new products or services, find if a company invests on innovation etc.
3nd Guideline
Focus on institutional sponsorships.
Who is the ownership of the firm you are planning to invest, investigate the number of funds owning a firm, and how this number has been changed in recent quarters, the average daily trading volume in equities and bonds related to this firm etc.
4th Guideline
Focus on Market Trend.
Create rules to define different trends: Uptrend Market, Uptrend Under Pressure, Market in Correction, Downtrend Market etc. Then act respectively.
Nikos Akkizidis
e-mail: [email protected] Mobile phone: +44(0)7478411090