Tag #Portfolio Management

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forbes.com

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May 28, 04:10

Six Top Fixed-Income ETFs for Diversified Portfolios

Six fixed-income ETFs—SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB), VanEck IG Floating Rate ETF (FLTR), iShares 3-7 Year Treasury Bond ETF (IEI), Janus Henderson AAA CLO ETF (JAAA), Eaton Vance Short Duration Income ETF (EVSD), and iShares CMBS ETF (CMBS)—are recommended for diversific...

Six Top Fixed-Income ETFs for Diversified Portfolios

Six fixed-income ETFs—SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB), VanEck IG Floating Rate ETF (FLTR), iShares 3-7 Year Treasury Bond ETF (IEI), Janus Henderson AAA CLO ETF (JAAA), Eaton Vance Short Duration Income ETF (EVSD), and iShares CMBS ETF (CMBS)—are recommended for diversific...

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How do the different asset classes represented in these ETFs (e.g., corporate bonds, floating-rate notes, CLOs) contribute to overall portfolio risk and return profiles?

The selection criteria emphasize risk-adjusted returns and accessibility. The inclusion of ETFs with diverse holdings, such as the SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) with nearly 5,000 debt securities and the VanEck IG Floating Rate ETF (FLTR) with international exposure, aim to enhance portfolio diversification and stability. This strategy contrasts with potentially higher-risk, single-security investments.

theglobeandmail.com

🌐 65% Global Worthiness

May 19, 01:11

Frequent Trading Reduces Investment Returns: Study Highlights Risks for DIY Investors

A University of British Columbia study shows frequent trading significantly lowers investment returns; DIY investors are especially vulnerable due to easy access to accounts, necessitating strategies like creating a written investment plan and limiting market monitoring to curb impulsive trades.

Frequent Trading Reduces Investment Returns: Study Highlights Risks for DIY Investors

A University of British Columbia study shows frequent trading significantly lowers investment returns; DIY investors are especially vulnerable due to easy access to accounts, necessitating strategies like creating a written investment plan and limiting market monitoring to curb impulsive trades.

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How does easy access to investment accounts exacerbate the problem of impulsive trading for DIY investors?

The study highlights the increased volatility experienced by active traders compared to buy-and-hold investors. This underscores the importance of a well-defined investment strategy to mitigate emotional decision-making and improve long-term returns.

forbes.com

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Apr 29, 01:17

Retirement Investment Strategies and Income Shortfalls: A Case Study

A case study analyzing four retirement investment strategies for a 45-year-old earning \$100,000 reveals significant income shortfalls despite aggressive saving and investing, emphasizing the need for adjustments like increased savings or lifestyle changes to reach retirement income goals.

Retirement Investment Strategies and Income Shortfalls: A Case Study

A case study analyzing four retirement investment strategies for a 45-year-old earning \$100,000 reveals significant income shortfalls despite aggressive saving and investing, emphasizing the need for adjustments like increased savings or lifestyle changes to reach retirement income goals.

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What are the projected shortfalls in retirement income for each of the four modeled investment strategies, considering the individual's current financial situation and retirement goals?

A 45-year-old making \$100,000 annually with \$200,000 in 401(k) savings and a 13% annual contribution aims to replace 70% of their pre-retirement income (\$129,133) at age 67. Four investment strategies were modeled, all projecting shortfalls against this goal even with anticipated Social Security income.

forbes.com

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Apr 16, 16:15

Apple Stock Overvalued Despite Strong Company Performance

Apple's stock is overvalued at a P/E near 35, offering minimal growth (2.6% last 12 months, 1.5% three-year average) and low yields (<3% free cash flow yield), underperforming compared to companies like Adobe (5.5%), Altria (8.5%), and WRB (12.5%).

Apple Stock Overvalued Despite Strong Company Performance

Apple's stock is overvalued at a P/E near 35, offering minimal growth (2.6% last 12 months, 1.5% three-year average) and low yields (<3% free cash flow yield), underperforming compared to companies like Adobe (5.5%), Altria (8.5%), and WRB (12.5%).

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How does Apple's current performance compare to other companies with higher yields, and what accounts for the discrepancy?

While Apple maintains strong operating and free cash flow margins, exceeding 30% and 25% respectively, its high valuation doesn't justify the low returns. The stock's volatility, 1.5 times that of the SPY since early 2021, further undermines its appeal as a long-term core portfolio asset.

theglobeandmail.com

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Mar 25, 19:18

Stable Dividend Portfolio Outperforms Canadian Market Over 25 Years

Over 25 years, the Stable Dividend portfolio, a low-volatility, dividend-paying stock portfolio, yielded a 13.6 percent average annual return, significantly outperforming the Canadian market's 6.7 percent, and demonstrating resilience during market crashes.

Stable Dividend Portfolio Outperforms Canadian Market Over 25 Years

Over 25 years, the Stable Dividend portfolio, a low-volatility, dividend-paying stock portfolio, yielded a 13.6 percent average annual return, significantly outperforming the Canadian market's 6.7 percent, and demonstrating resilience during market crashes.

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What are the key performance metrics of the Stable Dividend portfolio, and how do they compare to the broader Canadian stock market over the past 25 years?

The Stable Dividend portfolio, composed of 20 low-volatility dividend-paying stocks, achieved an average annual return of 13.6 percent over 25 years, significantly outperforming the Canadian market's 6.7 percent average return. This outperformance is particularly notable during market downturns, where the portfolio experienced smaller declines than the broader market.

theglobeandmail.com

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Mar 12, 22:13

Canadian Investors Diversify Despite "Buy Canadian" Trend

Despite a rising "Buy Canadian" trend among consumers, most Canadian portfolio managers advise against a solely Canadian stock portfolio due to superior U.S. growth opportunities and the need for diversified investment strategies; however, some investors are prioritizing reasonably valued Canadian s...

Canadian Investors Diversify Despite "Buy Canadian" Trend

Despite a rising "Buy Canadian" trend among consumers, most Canadian portfolio managers advise against a solely Canadian stock portfolio due to superior U.S. growth opportunities and the need for diversified investment strategies; however, some investors are prioritizing reasonably valued Canadian s...

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Decent Work and Economic Growth

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Why do many Canadian portfolio managers advise against a strictly "Buy Canadian" approach to stock investments despite the growing "Buy Canadian" consumer trend?

While many Canadians prioritize "Buy Canadian" for consumer goods, this preference is less pronounced in investment portfolios. Despite recent trade tensions, most portfolio managers surveyed recommend maintaining diversified portfolios including U.S. stocks, citing access to superior companies and higher potential returns. This contrasts with the consumer trend, showcasing a disconnect between personal spending and investment strategies.

forbes.com

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May 21, 19:13

Over 5,700 Mutual Funds: Investor Analysis Paralysis and the Need for Due Diligence

An analysis of over 5,700 mutual funds reveals that the vast number of choices, coupled with the complexity of analyzing individual fund holdings, leads to insufficient investor analysis and potentially poor investment decisions. Top performers like GMO U.S. Opportunistic Value Fund highlight the im...

Over 5,700 Mutual Funds: Investor Analysis Paralysis and the Need for Due Diligence

An analysis of over 5,700 mutual funds reveals that the vast number of choices, coupled with the complexity of analyzing individual fund holdings, leads to insufficient investor analysis and potentially poor investment decisions. Top performers like GMO U.S. Opportunistic Value Fund highlight the im...

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What are the potential long-term consequences of investors failing to analyze mutual fund holdings before investing, and how can this be mitigated?

The article highlights the critical need for investors to analyze a fund's holdings before investing. Failure to do so mirrors buying a stock without due diligence. Top-performing funds, like GMO U.S. Opportunistic Value Fund, demonstrate the importance of this analysis, contrasting with the still-attractive, though lower-ranked, Victory RS Global Fund.

forbes.com

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May 10, 01:11

ETF Investment Challenges: Over 300 ETFs and the Need for Deeper Analysis

An analysis of over 346 ETFs across eleven sectors reveals the difficulty investors face in selecting from numerous similar ETFs with varying holdings (2-442 stocks) and risk profiles; the article suggests that a lack of in-depth analysis may lead to poor investment outcomes.

ETF Investment Challenges: Over 300 ETFs and the Need for Deeper Analysis

An analysis of over 346 ETFs across eleven sectors reveals the difficulty investors face in selecting from numerous similar ETFs with varying holdings (2-442 stocks) and risk profiles; the article suggests that a lack of in-depth analysis may lead to poor investment outcomes.

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How do the differences in portfolio composition and risk profiles among ETFs within the same sector impact investor decision-making and portfolio performance?

The article highlights the challenge of choosing from numerous ETFs due to their varying portfolios and risk profiles. The example of Technology ETFs (108 options) illustrates the issue. Investors are advised to look beyond simple sector labels and assess the specific holdings of each ETF to avoid potentially poor-performing funds.

repubblica.it

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Apr 22, 16:17

Italian Tax Law Allows Capital Loss Offsetting Until 2029

Italian tax law permits offsetting capital losses against gains from "redditi diversi" (stocks, bonds, etc.) until 2029, allowing investors to minimize tax liabilities and strategically manage liquidity during market downturns; however, this doesn't apply to "redditi di capitale".

Italian Tax Law Allows Capital Loss Offsetting Until 2029

Italian tax law permits offsetting capital losses against gains from "redditi diversi" (stocks, bonds, etc.) until 2029, allowing investors to minimize tax liabilities and strategically manage liquidity during market downturns; however, this doesn't apply to "redditi di capitale".

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How do the risk tolerance and investment horizons of investors influence their decision to sell assets during market corrections?

The strategy of selling assets to offset losses is particularly relevant for tactical investors with shorter time horizons. For them, volatility is a key concern and protecting profits is prioritized. In contrast, long-term investors focus on fundamentals and view market downturns as potential buying opportunities.

nbcnews.com

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Apr 16, 01:14

Investor Flight to Cash Amid Market Volatility Raises Long-Term Growth Concerns

Amid recent stock market turmoil caused by trade tensions, investors are moving to cash, prioritizing short-term safety over long-term growth, potentially jeopardizing their financial goals; however, financial advisors recommend a balanced approach based on individual risk tolerance and time horizon...

Investor Flight to Cash Amid Market Volatility Raises Long-Term Growth Concerns

Amid recent stock market turmoil caused by trade tensions, investors are moving to cash, prioritizing short-term safety over long-term growth, potentially jeopardizing their financial goals; however, financial advisors recommend a balanced approach based on individual risk tolerance and time horizon...

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How does the historical performance of cash investments compare to stocks, and what are the implications for long-term financial planning?

The shift to cash is driven by short-term risk aversion, prioritizing perceived safety over long-term returns. While cash offers stability during market downturns, historical data from Morningstar indicates negative real returns after inflation. Vanguard's research highlights the challenge of meeting long-term goals with a cash-heavy portfolio.

theglobeandmail.com

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Mar 25, 16:16

Investment Strategies Amidst Trade War and Interest Rate Fluctuations

A financial advisor answers reader questions about investment strategies amid the US-China trade war and fluctuating interest rates, recommending diversified portfolios, hedging against currency risks, and adjusting asset allocation based on risk tolerance and economic uncertainty.

Investment Strategies Amidst Trade War and Interest Rate Fluctuations

A financial advisor answers reader questions about investment strategies amid the US-China trade war and fluctuating interest rates, recommending diversified portfolios, hedging against currency risks, and adjusting asset allocation based on risk tolerance and economic uncertainty.

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How do the recommended investment choices, such as specific ETFs and high-interest savings accounts, balance risk and potential return in light of the current economic climate?

The financial advisor's recommendations emphasize a cautious approach, prioritizing capital preservation over aggressive growth given the economic uncertainties. This is particularly evident in the advice given to a 73-year-old widow, where a shift towards lower-risk investments like money market funds and US fixed-income securities is suggested. The advisor acknowledges the potential for declining interest rates to impact returns on high-yield savings ETFs.

dailymail.co.uk

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Mar 9, 22:09

Investment Strategies: Performance Chasing vs. Long-Term Growth

AJ Bell's study of six investment strategies over one and ten years showed performance chasing yielded the highest short-term returns (£25,500 from £10,000 over ten years), but a global tracker fund provided superior long-term growth (£32,500).

Investment Strategies: Performance Chasing vs. Long-Term Growth

AJ Bell's study of six investment strategies over one and ten years showed performance chasing yielded the highest short-term returns (£25,500 from £10,000 over ten years), but a global tracker fund provided superior long-term growth (£32,500).

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What investment strategy yielded the highest returns over a decade, and what are its inherent risks?

A study by AJ Bell examined six investment strategies over one and ten years. Performance chasing, investing in the previous year's top-performing sector, yielded £25,500 from an initial £10,000 over ten years and a 23.5% increase over one year. However, experts caution against this high-risk approach due to its volatility.

Showing 13 to 24 of 41 results