战略性的提升加国皇家银行在投资组合中的比例，排在 TD之后。

基本完成加国市场的长期战略部署，用TD，RY寻求主要资金的长期略高于市场均值的投资回报，11-13%的年均期望值。

其它资金包括金融杠杆的操作目标是一年30-50%，主要利用市场先生的非理性波动机会，以大型蓝筹股为主要操作对象。可调用资源目标是达到一百万规模，3-5个投资标的，期望>60%的成功概率。

2011年，老巴印度之行的谈话

“If you look at the typical stock on the New York Stock Exchange, its high will be, perhaps, for the last 12 months will be 150 percent of its low so they’re bobbing all over the place. All you have to do is sit there and wait until something is really attractive that you understand.”

“There’s almost nothing where the game is stacked more in your favor like the stock market”

“What happens is people start listening to everybody talk on television or whatever it may be or read the paper, and they take what is a fundamental advantage and turn it into a disadvantage. There’s no easier game than stocks. You have to be sure you don’t play it too often”

 

加国以外市场，目前只关注阿里巴巴和腾讯，长期目标是达到投资组合的10%。