戰略性的提升加國皇家銀行在投資組合中的比例，排在 TD之後。

基本完成加國市場的長期戰略部署，用TD，RY尋求主要資金的長期略高於市場均值的投資回報，11-13%的年均期望值。

其它資金包括金融杠杆的操作目標是一年30-50%，主要利用市場先生的非理性波動機會，以大型藍籌股為主要操作對象。可調用資源目標是達到一百萬規模，3-5個投資標的，期望>60%的成功概率。

2011年，老巴印度之行的談話

“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”

 

加國以外市場，目前隻關注阿裏巴巴和騰訊，長期目標是達到投資組合的10%。