Showing 1 to 12 of 41 results
North American Stock Market Outlook: Expensive Yet Optimistic
Despite high price-to-earnings ratios, a poll suggests investors anticipate further stock market growth, while gold and bonds garner less enthusiasm, reflecting varied perspectives on the economic outlook and asset performance.
North American Stock Market Outlook: Expensive Yet Optimistic
Despite high price-to-earnings ratios, a poll suggests investors anticipate further stock market growth, while gold and bonds garner less enthusiasm, reflecting varied perspectives on the economic outlook and asset performance.
Progress
32% Bias Score
Data-Driven Portfolio Manager Achieves 14.3% Return
Stan Wong, a Toronto-based portfolio manager, uses a quantitative, data-driven approach to actively manage a $650 million portfolio, achieving a 14.3% return in the past year and focusing on companies with strong earnings growth and limited competition; he recently sold Caterpillar stock for a 50% g...
Data-Driven Portfolio Manager Achieves 14.3% Return
Stan Wong, a Toronto-based portfolio manager, uses a quantitative, data-driven approach to actively manage a $650 million portfolio, achieving a 14.3% return in the past year and focusing on companies with strong earnings growth and limited competition; he recently sold Caterpillar stock for a 50% g...
Progress
16% Bias Score
Adapting Investment Portfolios to Market Changes
This FAZ+ article discusses optimal portfolio distribution for investors, emphasizing adaptation to changing markets over solely seeking high returns; it stresses the importance of balancing liquidity, risk, and profitability for long-term success.
Adapting Investment Portfolios to Market Changes
This FAZ+ article discusses optimal portfolio distribution for investors, emphasizing adaptation to changing markets over solely seeking high returns; it stresses the importance of balancing liquidity, risk, and profitability for long-term success.
Progress
32% Bias Score
Investor Portfolios Hit Riskiest Levels Since 2001
Bank of America's survey shows investor portfolios are at their riskiest levels since 2001 due to high allocations in US and European stocks, particularly volatile tech stocks, despite recent market highs; this contrasts with Warren Buffett's contrarian approach.
Investor Portfolios Hit Riskiest Levels Since 2001
Bank of America's survey shows investor portfolios are at their riskiest levels since 2001 due to high allocations in US and European stocks, particularly volatile tech stocks, despite recent market highs; this contrasts with Warren Buffett's contrarian approach.
Progress
56% Bias Score
Seven Top-Performing Dividend Stocks of 2025's First Half
Seven S&P 500 dividend stocks, including CVS Health, Hasbro, and Franklin Resources, significantly outperformed the market in the first half of 2025, driven by strong earnings, cost-cutting measures, and positive market sentiment.
Seven Top-Performing Dividend Stocks of 2025's First Half
Seven S&P 500 dividend stocks, including CVS Health, Hasbro, and Franklin Resources, significantly outperformed the market in the first half of 2025, driven by strong earnings, cost-cutting measures, and positive market sentiment.
Progress
52% Bias Score
Long-Term Investment Strategy Yields Strong Returns for Portfolio Manager
Jason Del Vicario, a portfolio manager at Hillside Wealth Management, reveals his long-term investment strategy focused on high-quality, founder-led companies; his fund has achieved substantial returns since its inception in 2014, with three core holdings making up one-third of his portfolio; he rec...
Long-Term Investment Strategy Yields Strong Returns for Portfolio Manager
Jason Del Vicario, a portfolio manager at Hillside Wealth Management, reveals his long-term investment strategy focused on high-quality, founder-led companies; his fund has achieved substantial returns since its inception in 2014, with three core holdings making up one-third of his portfolio; he rec...
Progress
36% Bias Score
Top-Performing Canadian Sustainable ETFs
This analysis identifies 114 Canadian-listed sustainable ETFs, further screening them to highlight those with five-star Morningstar Ratings and gold, silver, or bronze Morningstar Medalist ratings, indicating past outperformance and future potential.
Top-Performing Canadian Sustainable ETFs
This analysis identifies 114 Canadian-listed sustainable ETFs, further screening them to highlight those with five-star Morningstar Ratings and gold, silver, or bronze Morningstar Medalist ratings, indicating past outperformance and future potential.
Progress
32% Bias Score
Top Investor Holdings: US Tech Stocks Remain Dominant
On June 30th, 2025, professional investors managing €87 billion via Universal Investment held five US tech companies among their top ten holdings, demonstrating long-term confidence in established firms despite increased portfolio diversification.
Top Investor Holdings: US Tech Stocks Remain Dominant
On June 30th, 2025, professional investors managing €87 billion via Universal Investment held five US tech companies among their top ten holdings, demonstrating long-term confidence in established firms despite increased portfolio diversification.
Progress
44% Bias Score
Sequence Risk in Retirement: Mitigating the Threat of Outliving Your Savings
Morningstar research reveals that negative stock market returns during the initial five years of retirement drastically increase the likelihood of outliving one's savings due to the compounding effect of withdrawals against shrinking assets; mitigating this sequence risk requires a balanced portfoli...
Sequence Risk in Retirement: Mitigating the Threat of Outliving Your Savings
Morningstar research reveals that negative stock market returns during the initial five years of retirement drastically increase the likelihood of outliving one's savings due to the compounding effect of withdrawals against shrinking assets; mitigating this sequence risk requires a balanced portfoli...
Progress
36% Bias Score
SMAs and UMAs: Reshaping Financial Advice
Financial advisors are increasingly using separately managed accounts (SMAs) and unified managed accounts (UMAs) to delegate security selection, focusing instead on personalized financial planning and tax optimization, meeting evolving client needs for holistic wealth management.
SMAs and UMAs: Reshaping Financial Advice
Financial advisors are increasingly using separately managed accounts (SMAs) and unified managed accounts (UMAs) to delegate security selection, focusing instead on personalized financial planning and tax optimization, meeting evolving client needs for holistic wealth management.
Progress
48% Bias Score
Divergent Investment Strategies Amidst Market Uncertainty: Retail vs. High-Net-Worth Investors
In the first half of 2025, Australian retail investors heavily invested in mining stocks like BHP, while wealthier SMSFs diversified globally using ETFs, showcasing contrasting strategies in response to market uncertainty.
Divergent Investment Strategies Amidst Market Uncertainty: Retail vs. High-Net-Worth Investors
In the first half of 2025, Australian retail investors heavily invested in mining stocks like BHP, while wealthier SMSFs diversified globally using ETFs, showcasing contrasting strategies in response to market uncertainty.
Progress
40% Bias Score
Avoiding Poor Mutual Funds: Prioritize Low Fees and Strong Holdings
High mutual fund fees and poor holdings significantly impact performance; investors should prioritize funds with total annual costs below 1.60% and carefully analyze holdings, avoiding funds like Alger Weatherbie Specialized Growth (ASYMX).
Avoiding Poor Mutual Funds: Prioritize Low Fees and Strong Holdings
High mutual fund fees and poor holdings significantly impact performance; investors should prioritize funds with total annual costs below 1.60% and carefully analyze holdings, avoiding funds like Alger Weatherbie Specialized Growth (ASYMX).
Progress
56% Bias Score
Showing 1 to 12 of 41 results