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An Investment Strategy defines guidelines for stock investing. Sets various investment limits, for example in Sector allocation or individual Stock weights. Most importantly, gives discipline and direction.

Investing in stocks is not a sprint. It is a journey. A Road Map is required. An Investment Strategy takes time and effort to put in place, but this piece of bureaucracy will give direction at critical points in investing in the Stock Market. An Investment Strategy for the Stock Market should start with an investor’s Investment Objectives and must be documented. The Investment Strategy can be quite simple or detailed, as long as it imposes a discipline, and the Strategy is followed. Investment Strategies range from Conservative to Aggressive Strategy. For example, a Strategy could guide Sector allocations, number of Stock positions, limits on Market Cap, and maximum weights. Plan the Strategy, then invest the Strategy.


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Warren William

Meet the author behind Smartest-Data. Warren William has a career in Finance and Investments extending over 35 years, both on the Buy Side and Sell Side. His most recent roles include, developing Institutional Risk Management Programs for managing Equity and Fixed Income Risk.  Prior to this Warren William work in Alternative Investments, in Investment Management and as a Buy Side Equity Analyst. Warren William brings a wealth of knowledge and expertise to the table, providing in-depth analysis and commentary on the latest trends in the Stock Markets. Contact information: or Telegram +393339034488

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Smartest Data aims to be your go-to source for analysis and commentary on Investments, Personal Finance and the Global Stock Markets. The aim is to provide our readers with insightful and actionable information for independent minded Investors.  Dissecting  the daily avalanche of Data produced by the Stocks Market by using data Websites  and Apps available to people at home. Join us, to be Driven by Data to navigate the Investment universe markets and make better informed investment decisions.