Targeted investment planning involves researching individual investment opportunities extensively before capital is allocated. At Y H & C, we aim to earn the highest returns possible with the majority of investments in the common stocks of growth companies, knowing that value and growth investing are intrinsically linked.
As a financial advisor, I look for unique investment opportunities, in particular, individual equities in the public markets. Here is a little more about the process of my comprehensive analysis of a potential investment:
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Analyze past, present, and future operations of specific companies, with emphasis on growth opportunities |
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Consider the operating performance of a company, with metrics like gross margin, operating margin, net margin, return on equity, return on assets, turnover ratios, inventory, and accounts-receivable ratios |
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Learn the finances of the company, including balance-sheet metrics like cash levels, debt levels, contingent liabilities, lease obligations, and off-balance-sheet arrangements |
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Research company earnings, corporate governance, management, conflicts of interest, financial filings, and current market value, market capitalization, and comparison of those metrics against industry competitors and the overall market |
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Understand current economic environment and its effect on the company |
A solid financial plan starts with a comprehensive investment strategy. Schedule a complimentary consultation today to learn more.