Tag #Portfolio Diversification

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cbsnews.com

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Mar 27, 19:22

Gold Investment Surges 68% Amidst Inflation and Geopolitical Uncertainty

Gold investments surged 68% from early 2023 to March 2025 due to inflation and geopolitical tensions, prompting experts to advise careful research and diversification before investing further, considering alternatives like silver.

Gold Investment Surges 68% Amidst Inflation and Geopolitical Uncertainty

Gold investments surged 68% from early 2023 to March 2025 due to inflation and geopolitical tensions, prompting experts to advise careful research and diversification before investing further, considering alternatives like silver.

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What are the primary factors driving the recent surge in gold prices and what are the immediate implications for investors?

Investing in gold at the start of 2023 yielded a 68% return by March 2025, driven by high inflation and geopolitical uncertainty. This surge pushed investors towards safer assets like gold, prompting a significant price increase. However, not all gold investments are equal; careful research is crucial before investing.

cbsnews.com

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Mar 7, 19:11

Gold Investment as Inflation Hedge: Pre-Report Market Analysis

The upcoming BLS February inflation report on March 12 may cause market volatility, potentially increasing demand for gold as a hedge against inflation; investors are advised to consider adding gold to their portfolios as a risk-mitigation strategy.

Gold Investment as Inflation Hedge: Pre-Report Market Analysis

The upcoming BLS February inflation report on March 12 may cause market volatility, potentially increasing demand for gold as a hedge against inflation; investors are advised to consider adding gold to their portfolios as a risk-mitigation strategy.

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How does the Federal Reserve's inflation target rate of 2% influence investor behavior regarding gold investments?

Historically, gold's value increases during inflationary periods as investors seek stability. Adding gold to a portfolio can improve diversification, especially when stocks react negatively to rising inflation. The current surge in gold prices reflects this trend, driven by concerns about persistent inflation.

forbes.com

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Feb 11, 19:17

ETF Selection Challenges: Analysis Paralysis and the Importance of Due Diligence

An analysis of 352 ETFs across eleven sectors reveals that investors face challenges in selecting from numerous similar-sounding ETFs, leading to insufficient analysis and missed opportunities. The Global X MLP ETF (MLPA) ranks first overall, while Virtus Reaves Utilities ETF (UTES) ranks last, high...

ETF Selection Challenges: Analysis Paralysis and the Importance of Due Diligence

An analysis of 352 ETFs across eleven sectors reveals that investors face challenges in selecting from numerous similar-sounding ETFs, leading to insufficient analysis and missed opportunities. The Global X MLP ETF (MLPA) ranks first overall, while Virtus Reaves Utilities ETF (UTES) ranks last, high...

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How does the composition of an ETF's holdings influence its performance, and what is the consequence of overlooking this aspect?

The performance of an ETF directly correlates to its holdings, minus fees. Therefore, buying an ETF without analyzing its components is akin to buying a stock without due diligence. The article highlights the disparity between top-performing ETFs (like Global X MLP ETF (MLPA)) and poorly performing ones (Virtus Reaves Utilities ETF (UTES)), emphasizing the importance of this analysis.

theglobeandmail.com

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Feb 10, 22:07

Trump's Trade Uncertainty Shakes Global Markets

President Trump's trade policies, including a near-imposed 25% tariff on Canadian exports and new tariffs on steel and aluminum, create uncertainty in the global economy, leading investors to seek safe havens like gold and low-volatility investments.

Trump's Trade Uncertainty Shakes Global Markets

President Trump's trade policies, including a near-imposed 25% tariff on Canadian exports and new tariffs on steel and aluminum, create uncertainty in the global economy, leading investors to seek safe havens like gold and low-volatility investments.

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Decent Work and Economic Growth

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How do President Trump's seemingly erratic policy shifts contribute to broader economic uncertainty?

Trump's actions reflect a broader strategy of using tariffs as leverage to extract concessions from trading partners, impacting global trade relations. His decisions, while seemingly erratic, are part of a larger, calculated approach aiming to reshape international economic dynamics. This approach is seen as a risk by investors, driving demand for safe assets.

theglobeandmail.com

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Jan 29, 13:10

ETF Experts Recommend Core-Satellite Strategy for RRSPs

Three ETF experts recommend a core-satellite strategy for RRSPs, suggesting core holdings of broad market and high-quality U.S. equity ETFs, actively managed short-term corporate bonds for fixed income, and satellite holdings of international high-dividend and U.S. equity ETFs for diversification an...

ETF Experts Recommend Core-Satellite Strategy for RRSPs

Three ETF experts recommend a core-satellite strategy for RRSPs, suggesting core holdings of broad market and high-quality U.S. equity ETFs, actively managed short-term corporate bonds for fixed income, and satellite holdings of international high-dividend and U.S. equity ETFs for diversification an...

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What are the key characteristics of the recommended core and satellite ETFs for a balanced RRSP portfolio, and how do they contribute to managing risk and maximizing returns?

Three ETF experts offered their top picks for a registered retirement savings plan (RRSP), suggesting a core-satellite strategy to balance risk and return. Core picks included broad market ETFs like the Vanguard U.S. Total Market Index ETF (VUN-T) and the BMO MSCI USA High Quality Index ETF (ZUO-T), emphasizing diversification and high-quality stocks. For fixed income, the Global X Active Ultra-Short Term Investment Grade Bond ETF (HFR-T) was suggested for its floating-rate income and ability to deliver positive returns during interest rate spikes.

forbes.com

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Dec 29, 19:09

Return of Capital in CEFs: A Misunderstood Metric

An analysis of five Nuveen closed-end funds reveals that high return of capital (ROC) percentages, contrary to popular belief, do not necessarily indicate poor performance; actively managed funds may outperform passively managed funds regardless of ROC, and tax implications of ROC should be consider...

Return of Capital in CEFs: A Misunderstood Metric

An analysis of five Nuveen closed-end funds reveals that high return of capital (ROC) percentages, contrary to popular belief, do not necessarily indicate poor performance; actively managed funds may outperform passively managed funds regardless of ROC, and tax implications of ROC should be consider...

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What is the primary takeaway regarding return of capital (ROC) in high-yield closed-end funds, and how does this impact investor decisions?

High-quality closed-end funds (CEFs) often distribute a significant portion of their returns as return of capital (ROC), which is frequently misunderstood. However, in many cases, ROC is advantageous, providing tax-free income for US shareholders and potentially boosting net profits. Five Nuveen funds illustrate this, showcasing varying ROC percentages and performance.

cbsnews.com

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Mar 7, 19:11

Gold Prices Surge 40%, Sparking Debate on Long-Term Investment Viability

Gold prices have risen 40% since January 2024, fueled by central bank buying and investors seeking a safe haven, pushing gold near $3,000; however, experts debate its long-term growth compared to equities.

Gold Prices Surge 40%, Sparking Debate on Long-Term Investment Viability

Gold prices have risen 40% since January 2024, fueled by central bank buying and investors seeking a safe haven, pushing gold near $3,000; however, experts debate its long-term growth compared to equities.

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How do the perspectives of experts regarding gold's long-term growth potential differ, and what factors contribute to this divergence in opinion?

The rise in gold prices reflects its role as a store of value and inflation hedge, particularly during times of economic instability. Its uncorrelated nature with the stock market offers portfolio diversification, potentially offsetting stock market losses. However, experts disagree on its long-term growth potential.

smh.com.au

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Feb 22, 22:08

Gold's 150% price surge attracts investors

Gold prices have increased by over 150 percent in five years, reaching $4600 per ounce due to its role as a safe haven asset during geopolitical instability; investors are increasingly interested in gold, but it shouldn't be the key growth asset in your portfolio.

Gold's 150% price surge attracts investors

Gold prices have increased by over 150 percent in five years, reaching $4600 per ounce due to its role as a safe haven asset during geopolitical instability; investors are increasingly interested in gold, but it shouldn't be the key growth asset in your portfolio.

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What are the primary drivers behind gold's significant price increase and its implications for investors?

The price of gold has surged over 150 percent in the past five years, reaching over $4600 an ounce. This rise is primarily attributed to its status as a safe haven asset during times of geopolitical instability, attracting increased investment.

forbes.com

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Feb 11, 19:17

Defensive Assets: Mitigating Market Risks and Maximizing Opportunities

Defensive assets, including security and opportunity funds, help mitigate market volatility; Cash Value Life Insurance provides guaranteed growth and liquidity, proving crucial for wealth preservation and inheritance planning.

Defensive Assets: Mitigating Market Risks and Maximizing Opportunities

Defensive assets, including security and opportunity funds, help mitigate market volatility; Cash Value Life Insurance provides guaranteed growth and liquidity, proving crucial for wealth preservation and inheritance planning.

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What are the potential long-term implications of neglecting defensive assets within a portfolio, considering inflation and market fluctuations?

Cash Value Life Insurance emerges as a strategic defensive asset, offering guaranteed growth, penalty-free capital access, and leverage through pledging. This approach combines death benefit coverage with tax-advantaged cash value accumulation, proving advantageous for wealth preservation and transfer.

theglobeandmail.com

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Feb 7, 13:10

Micro-Cap Stock Strategy Yields Strong Returns for Hillsdale Investment Management

Alex Etsell, a senior portfolio manager at Hillsdale Investment Management, recommends a diversified portfolio of micro-cap stocks to reduce risk and enhance growth; his firm's Canadian Micro Cap Equity Fund returned 25 percent in 2024, outperforming the S&P/TSX SmallCap Index.

Micro-Cap Stock Strategy Yields Strong Returns for Hillsdale Investment Management

Alex Etsell, a senior portfolio manager at Hillsdale Investment Management, recommends a diversified portfolio of micro-cap stocks to reduce risk and enhance growth; his firm's Canadian Micro Cap Equity Fund returned 25 percent in 2024, outperforming the S&P/TSX SmallCap Index.

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What is the core investment strategy employed by Alex Etsell and how has it performed?

Alex Etsell, a portfolio manager at Hillsdale Investment Management, advocates for diversifying investments in micro-cap stocks. He manages $4.5 billion of the firm's assets, including the $110-million Hillsdale Canadian Micro Cap Equity Fund, which achieved a 25 percent return last year. His strategy involves a "well-chosen" basket of uncorrelated, high-quality micro-cap stocks for risk reduction and growth.

forbes.com

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Jan 21, 19:10

Gold-Silver Ratio Widens Dramatically: Market Dynamics and Future Outlook

The gold-to-silver ratio, historically around 15:1, has dramatically increased to approximately 90:1, driven by factors including silver's byproduct status in metal refining and differing market dynamics. The US prioritizing gold over silver during WWII further illustrates these disparities.

Gold-Silver Ratio Widens Dramatically: Market Dynamics and Future Outlook

The gold-to-silver ratio, historically around 15:1, has dramatically increased to approximately 90:1, driven by factors including silver's byproduct status in metal refining and differing market dynamics. The US prioritizing gold over silver during WWII further illustrates these disparities.

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How do the distinct uses and properties of gold and silver influence their market behaviors and price relationships?

The fluctuating gold-to-silver ratio reflects differing production methods and market dynamics. While silver's production surpasses gold's tenfold, its price appreciation has lagged, indicating that market forces, beyond simple supply and demand, influence precious metal values. The historical example of the US prioritizing gold over silver during WWII further illustrates these differing market forces.

forbes.com

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Dec 29, 16:07

Five Top Index Funds for Diversified Portfolios in 2025

For 2025, five index funds—Vanguard S&P 500 ETF (VOO), iShares Core MSCI Emerging Markets ETF (IEMG), Vanguard Total Bond Market ETF (BND), Schwab US Small-Cap ETF (SCHA), and Vanguard Real Estate ETF (VNQ)—are recommended for diversified portfolios due to their low costs, strong tracking efficiency...

Five Top Index Funds for Diversified Portfolios in 2025

For 2025, five index funds—Vanguard S&P 500 ETF (VOO), iShares Core MSCI Emerging Markets ETF (IEMG), Vanguard Total Bond Market ETF (BND), Schwab US Small-Cap ETF (SCHA), and Vanguard Real Estate ETF (VNQ)—are recommended for diversified portfolios due to their low costs, strong tracking efficiency...

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What are the key characteristics of the five recommended index funds for 2025, and how do these characteristics contribute to their suitability for diverse investor portfolios?

Five index funds—Vanguard S&P 500 ETF (VOO), iShares Core MSCI Emerging Markets ETF (IEMG), Vanguard Total Bond Market ETF (BND), Schwab US Small-Cap ETF (SCHA), and Vanguard Real Estate ETF (VNQ)—are recommended for 2025, offering diversified exposure across asset classes. These funds stand out due to low expense ratios, strong tracking accuracy, and substantial assets under management.

Showing 25 to 36 of 37 results