T. Rowe Price Fund Achieves Unprecedented 17-Year Outperformance Streak
David Giroux's T. Rowe Price Capital Appreciation Fund outperformed its Morningstar Moderate Allocation peer group for 17 consecutive years (2008-2024), a record among U.S. equity and multi-asset funds under the same manager, demonstrating the potential benefits of active investment management.
T. Rowe Price Fund Achieves Unprecedented 17-Year Outperformance Streak
David Giroux's T. Rowe Price Capital Appreciation Fund outperformed its Morningstar Moderate Allocation peer group for 17 consecutive years (2008-2024), a record among U.S. equity and multi-asset funds under the same manager, demonstrating the potential benefits of active investment management.
Progress
48% Bias Score
WPM Stock Surges 29% on Higher Precious Metal Prices
Wheaton Precious Metals stock increased 29% in the last year due to higher gold and silver prices resulting from easing inflation, geopolitical tensions, and uncertain U.S. Federal Reserve policies, exceeding the S&P 500's 25% growth and outperforming competitors like Barrick Gold and Newmont. The c...
WPM Stock Surges 29% on Higher Precious Metal Prices
Wheaton Precious Metals stock increased 29% in the last year due to higher gold and silver prices resulting from easing inflation, geopolitical tensions, and uncertain U.S. Federal Reserve policies, exceeding the S&P 500's 25% growth and outperforming competitors like Barrick Gold and Newmont. The c...
Progress
40% Bias Score
Allocator Collective Expands Multidimensional Diversity Strategy to Enhance Investment Performance
Allocator Collective, formerly IADEI, launched a revamped strategy to boost investment portfolio performance through multidimensional diversity, including a new open-source manager database, improved underwriting resources, and a fellowship program for CIOs, supported by research linking diverse tea...
Allocator Collective Expands Multidimensional Diversity Strategy to Enhance Investment Performance
Allocator Collective, formerly IADEI, launched a revamped strategy to boost investment portfolio performance through multidimensional diversity, including a new open-source manager database, improved underwriting resources, and a fellowship program for CIOs, supported by research linking diverse tea...
Progress
48% Bias Score
Bitcoin ETFs Surpass \$100 Billion in Assets, Despite Advisor Caution
Spot bitcoin exchange-traded funds (ETFs) surpassed \$100 billion in assets under management by December 2024, marking a record-breaking launch despite advisor caution and market volatility, fueled in part by incoming pro-crypto policies; 59% of financial advisors are not discussing crypto with clie...
Bitcoin ETFs Surpass \$100 Billion in Assets, Despite Advisor Caution
Spot bitcoin exchange-traded funds (ETFs) surpassed \$100 billion in assets under management by December 2024, marking a record-breaking launch despite advisor caution and market volatility, fueled in part by incoming pro-crypto policies; 59% of financial advisors are not discussing crypto with clie...
Progress
40% Bias Score
Mean Reversion: A More Accurate Approach to Retirement Planning
Scott Bondurant of Bondurant Investment Advisory explains mean reversion in financial planning, contrasting it with the random walk theory and highlighting its implications for retirement portfolios, particularly the potential benefits of higher equity allocations despite short-term volatility.
Mean Reversion: A More Accurate Approach to Retirement Planning
Scott Bondurant of Bondurant Investment Advisory explains mean reversion in financial planning, contrasting it with the random walk theory and highlighting its implications for retirement portfolios, particularly the potential benefits of higher equity allocations despite short-term volatility.
Progress
48% Bias Score
U.S. and Canadian Stock Portfolio Updates
Updated U.S. and Canadian stock portfolios are presented, along with cautions about market unpredictability and the importance of thorough research.
U.S. and Canadian Stock Portfolio Updates
Updated U.S. and Canadian stock portfolios are presented, along with cautions about market unpredictability and the importance of thorough research.
Progress
24% Bias Score
Money Manager Reduces Stock Holdings Amid Market Uncertainty
John Zechner, of J. Zechner Associates Inc., reduced stock holdings in technology, consumer discretionary, financials, and industrials due to overvalued markets and inflation risks, increasing Canadian stocks and fixed income; his firm's average balanced account returned 14.5% last year.
Money Manager Reduces Stock Holdings Amid Market Uncertainty
John Zechner, of J. Zechner Associates Inc., reduced stock holdings in technology, consumer discretionary, financials, and industrials due to overvalued markets and inflation risks, increasing Canadian stocks and fixed income; his firm's average balanced account returned 14.5% last year.
Progress
44% Bias Score
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...
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...
Progress
48% Bias Score
2024 Alternative Investment Portfolio Review: Key Actions and Strategies
The end-of-year 2024 portfolio review should focus on analyzing performance, adjusting allocations (ideally 20% in alternatives, with individual investments at 1-10%), addressing transparency challenges by leveraging advisor insights, and managing risk considering lock-up periods and evolving goals.
2024 Alternative Investment Portfolio Review: Key Actions and Strategies
The end-of-year 2024 portfolio review should focus on analyzing performance, adjusting allocations (ideally 20% in alternatives, with individual investments at 1-10%), addressing transparency challenges by leveraging advisor insights, and managing risk considering lock-up periods and evolving goals.
Progress
44% Bias Score
Tax-Loss Harvesting Opportunities Amid Strong US Market Performance
Due to the U.S. market's 25%+ year-to-date gain through mid-December 2024, investors with taxable accounts can use tax-loss harvesting in underperforming sectors like long-term bonds and various individual stocks to offset capital gains, potentially saving on taxes, and optimize their portfolios.
Tax-Loss Harvesting Opportunities Amid Strong US Market Performance
Due to the U.S. market's 25%+ year-to-date gain through mid-December 2024, investors with taxable accounts can use tax-loss harvesting in underperforming sectors like long-term bonds and various individual stocks to offset capital gains, potentially saving on taxes, and optimize their portfolios.
Progress
32% Bias Score
CT UK High Income Trust Outperforms Benchmark Amidst New Management
The CT UK High Income investment trust, managed by David Moss since July 2022, reported 9.4% share price returns in the six months to September, exceeding its benchmark and aiming for increased income and capital growth despite past underperformance.
CT UK High Income Trust Outperforms Benchmark Amidst New Management
The CT UK High Income investment trust, managed by David Moss since July 2022, reported 9.4% share price returns in the six months to September, exceeding its benchmark and aiming for increased income and capital growth despite past underperformance.
Progress
8% Bias Score