Tag #Investment Strategies

Showing 109 to 120 of 144 results

forbes.com
🌐 75% Global Worthiness
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Seven Steps to a Financially Secure Retirement

This article outlines seven key steps for planning a financially secure retirement, including defining your retirement vision, calculating your needs, maximizing retirement accounts, diversifying investments, planning for healthcare costs, building an emergency fund, and working with a financial adv...

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16% Bias Score

No Poverty
cnbc.com
🌐 75% Global Worthiness
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Top 10 U.S. Stock Analysts Outperform Market in 2024

TipRanks' analysis of top-performing U.S. stock market analysts from October 2023 to September 2024 revealed Gerard Cassidy of RBC Capital as the top performer, achieving an 88% success rate and 11.5% average return, while others yielded returns as high as 305.1% on individual stocks, despite macroe...

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48% Bias Score

Decent Work and Economic Growth
theglobeandmail.com
🌐 65% Global Worthiness
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2MP Underperforms in 2024 Bull Market

The Two-Minute Portfolio (2MP), a Canadian stock portfolio equally weighting the two largest dividend payers in each of the S&P/TSX Composite Index's 11 sectors, returned 11.1 percent in 2024, underperforming the index's 21.7 percent return due to underweighting in the high-performing financial sect...

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48% Bias Score

Reduced Inequality
theglobeandmail.com
🌐 85% Global Worthiness
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FFOPU: The Key to REIT Outperformance in 2024 and Beyond

Scotiabank analysts found that REITs with the highest forecasted FFOPU at the start of the year significantly outperformed other strategies over the past 17 years, challenging traditional value investing approaches and highlighting FFOPU as a key selection criterion for 2024 and beyond.

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48% Bias Score

Decent Work and Economic Growth
mk.ru
🌐 85% Global Worthiness
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Ruble Weakens Further in 2024: Analysts Predict Continued Depreciation

The Russian ruble weakened against the dollar by 12.5% in 2024, primarily due to decreased oil prices, reduced mandatory currency sales, and geopolitical factors; analysts predict further depreciation but at a slower rate in 2025.

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48% Bias Score

Reduced Inequality
theglobeandmail.com
🌐 75% Global Worthiness
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Weak Canadian Dollar Impacts Returns on US Stock Investments

The falling Canadian dollar negatively impacts returns on hedged U.S. stock investments, but benefits unhedged investments, as exemplified by the 36% return of the unhedged iShares Core S&P 500 ETF versus 23.4% for its hedged counterpart in 2022. This is due to several factors including weak economi...

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48% Bias Score

Decent Work and Economic Growth
cbsnews.com
🌐 65% Global Worthiness
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CD Rates Remain High in Early 2025, But Choices Abound

In early 2025, savers face a choice between relatively high-yield CDs and high-yield savings accounts, weighing the trade-off between fixed versus variable interest rates and the penalty for early CD withdrawals against their need for liquidity and risk tolerance.

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52% Bias Score

Reduced Inequality
cnbc.com
🌐 85% Global Worthiness
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Tech Sell-Off Drags Down Nasdaq Amid Mixed Global Market Results

Monday's U.S. market saw the Nasdaq fall amid a tech sell-off, while the S&P 500 and Dow rose; Asia-Pacific markets were mostly up except for Japan; a potential U.S. Steel bid emerged; China's electric vehicle growth is slowing; and new AI chip export restrictions were announced.

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40% Bias Score

Reduced Inequality
cnbc.com
🌐 85% Global Worthiness
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CAE Inc. Faces Activist Pressure Amidst Underperformance and CEO Transition

CAE Inc., a Canadian flight training and simulation technology company, reported lower than expected FY24 results including an operating loss of C$185 million and announced its CEO's resignation; activist investor Browning West LP is advocating for a strategic CEO search process.

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60% Bias Score

Decent Work and Economic Growth
theglobeandmail.com
🌐 65% Global Worthiness
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Canadian Value Stock Portfolio Outperforms Market with 84% Return

The Screaming Value portfolio, investing in 10 Canadian stocks with the lowest EV/EBIT ratios monthly from the TSX's top 300, achieved an 84% return from September 2022 to December 2024, significantly outperforming the S&P/TSX Composite Index. This boosted its 25-year average annual return to 14.5%,...

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48% Bias Score

Decent Work and Economic Growth
cnbc.com
🌐 75% Global Worthiness
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CNBC Investing Club Prioritizes Fundamentals Over Speculation

The CNBC Investing Club's portfolio management strategy emphasizes fundamental analysis over speculation and seasonal market trends, unlike Jim Cramer's previous hedge fund; this approach prioritizes long-term growth and risk mitigation.

Progress

52% Bias Score

Reduced Inequality
cnbc.com
🌐 85% Global Worthiness
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Booming Private Markets Drive Growth for Alternative Asset Managers

Investors are increasingly moving capital into private markets, boosting alternative asset managers like KKR and Apollo, which saw significant gains in 2024; a Bank of America survey indicates that nearly three-quarters of financial advisors plan to increase allocations to these assets, creating a p...

Progress

48% Bias Score

Reduced Inequality

Showing 109 to 120 of 144 results