CubicStone’s 7 Pillars of Portfolio Management

Our approach to portfolio management is based on seven rules summarised below – click on each one for a fuller explanation :

Asset Allocation/Portfolio Construction is the biggest determinant of portfolio performance.

Invest mainly in Funds and Collective Investments.

Only pay for active management when it can be justified.

Time in the market not timing the market.

Don’t underestimate the value of income.

Don’t underestimate the value of non-correlated assets

Illiquidity and Market Volatility are the enemies of short term investors, but the friends of long term investors