Rule Breaker Investing — Quick Guide

Part I: 6 Habits of a Rule Breaker Investor

Build the mindset and behaviors that set great investors apart.

1. Let Your Winners Run – Hold onto top stocks through volatility for maximum growth.
2. Add Up, Don’t Double Down – Grow winners steadily without over-risking.
3. Invest for the Long Term – Patience pays off; think in multi-year horizons.
4. Conscious Capitalism – Choose companies that positively impact the world.
5. Start Small – Begin with small positions to build conviction safely.
6. Aim for Realistic Accuracy – Expect not every pick will win, but enough will.

Part II: 6 Traits of a Rule Breaker Stock

Identify tomorrow’s market leaders today.

1. Top Dog and First-Mover – Spot companies leading or defining new markets.
2. Sustainable Advantage – Companies with lasting moats outperform over time.
3. Proven Growth – Strong past performance signals future potential.
4. Great Leadership – Strong management and smart backing matter.
5. Consumer Appeal – Products and brands people love win consistently.
6. Overvalued? Think Growth – High prices can mask long-term opportunity.

Part III: 6 Principles of a Rule Breaker Portfolio

Structure and manage a portfolio for lasting wealth.

1. Invest with Purpose – Let your portfolio reflect your vision for the future.
2. Define Its Goal – Know what your portfolio exists to achieve.
3. Start at the Right Level – Balance growth potential and risk.
4. Set Comfort Levels – Avoid panic during market swings.
5. Commit for the Long Race – Think decades, not months.
6. Review Regularly – Check quarterly and adjust without overreacting.

28 December 2025