Tag #Portfolio Management

Showing 25 to 36 of 41 results

forbes.com

🌐 85% Global Worthiness

Feb 27, 19:14

Three Red Flags to Avoid Poorly Performing ETFs

This article identifies three key factors—liquidity, fees, and holdings—to avoid poorly performing ETFs, emphasizing that the quality of underlying assets is more crucial than low fees for long-term success.

Three Red Flags to Avoid Poorly Performing ETFs

This article identifies three key factors—liquidity, fees, and holdings—to avoid poorly performing ETFs, emphasizing that the quality of underlying assets is more crucial than low fees for long-term success.

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How do the fees and quality of holdings of an ETF impact its overall performance?

The article highlights three critical factors for evaluating ETFs: liquidity (assets under \$100 million are flagged as insufficient), fees (above 0.53% total annual cost is considered high), and holdings (poorly performing underlying stocks negatively impact ETF performance, regardless of fees).

theglobeandmail.com

🌐 85% Global Worthiness

Feb 26, 16:11

Academic Study Confirms Stock Picking Outperforms Passive Investing

A new academic study proves that mutual fund managers collectively possess stock-picking abilities that outperform passive benchmarks and consensus-based strategies from analyst recommendations, challenging the efficient market hypothesis and offering a new approach to investment.

Academic Study Confirms Stock Picking Outperforms Passive Investing

A new academic study proves that mutual fund managers collectively possess stock-picking abilities that outperform passive benchmarks and consensus-based strategies from analyst recommendations, challenging the efficient market hypothesis and offering a new approach to investment.

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64% Bias Score

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How do the findings of the ESSEC Business School study challenge the efficient market hypothesis and its core assumptions?

The study's findings challenge the long-held belief in market efficiency, supporting the idea that stock picking, based on fundamental analysis and careful due diligence, can generate superior returns. This is further corroborated by the consistent outperformance of numerous high-profile value investors over decades, including Warren Buffett and Charlie Munger.

theglobeandmail.com

🌐 25% Global Worthiness

Feb 10, 04:07

Canadian Stock Portfolio Update: February 3, 2025

Norman Rothery's Canadian stock portfolios, updated February 3, 2025, show diverse stock selections using different screening methods. Data includes key financial metrics (yield, volatility, P/E) from Bloomberg, highlighting the need for individual research and acknowledging potential market fluctua...

Canadian Stock Portfolio Update: February 3, 2025

Norman Rothery's Canadian stock portfolios, updated February 3, 2025, show diverse stock selections using different screening methods. Data includes key financial metrics (yield, volatility, P/E) from Bloomberg, highlighting the need for individual research and acknowledging potential market fluctua...

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What are the anticipated challenges and long-term investment goals for these portfolios?

Future updates are planned every two to four weeks, allowing for life's interruptions. The methodology's inherent unpredictability is acknowledged; while backtests offer a benchmark, actual results may vary. The focus is on a multi-decade investment horizon, accepting the possibility of short-term underperformance.

forbes.com

🌐 65% Global Worthiness

Feb 3, 19:12

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.

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What is the significance of David Giroux's 17-year outperformance streak for the Capital Appreciation Fund, and what are its implications for active investment management strategies?

David Giroux of T. Rowe Price's Capital Appreciation Fund achieved a 17-year consecutive streak of outperforming its Morningstar peer group, a record unmatched by any other U.S. equity or multi-asset fund under the same manager. This consistent outperformance translated to a $490,000 return on a $100,000 investment from 2008 to 2024, significantly exceeding the peer average.

forbes.com

🌐 75% Global Worthiness

Jan 23, 16:14

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...

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Decent Work and Economic Growth

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Given current global economic uncertainty, what are the potential risks and opportunities for Wheaton Precious Metals in the next 12 months?

While WPM's recent success is noteworthy, its future performance remains uncertain. Geopolitical instability and fluctuating interest rates pose risks. Although WPM's Q3 results were strong, the company's historical performance shows volatility (4% in 2021, -8% in 2022, 28% in 2023, and 15% in 2024). Therefore, investors should consider the broader macroeconomic context before making investment decisions, potentially diversifying with less volatile options like the Trefis High Quality Portfolio.

forbes.com

🌐 85% Global Worthiness

Jan 8, 01:10

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...

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What specific actions has Allocator Collective taken to address the risks posed by concentrated US markets and promote more inclusive investment practices?

To mitigate the risks of concentrated US markets, the Institutional Allocators for Diversity Equity and Inclusion (IADEI), now Allocator Collective, has broadened its strategy to promote multidimensional diversity in investment portfolios. This includes expanding its database of diverse managers and providing resources to improve the allocation process, ultimately aiming to enhance portfolio performance and reduce the risk of discriminatory practices.

theglobeandmail.com

🌐 75% Global Worthiness

Feb 27, 22:08

Mackenzie Investments' Machine-Learning Driven Stock Strategy Delivers 30% Returns

Arup Datta, senior vice-president at Mackenzie Investments, utilizes a machine-learning model alongside growth, value, and quality metrics to select stocks, resulting in significant returns for the Mackenzie Global Equity Fund, which achieved a 30 percent return over the past year.

Mackenzie Investments' Machine-Learning Driven Stock Strategy Delivers 30% Returns

Arup Datta, senior vice-president at Mackenzie Investments, utilizes a machine-learning model alongside growth, value, and quality metrics to select stocks, resulting in significant returns for the Mackenzie Global Equity Fund, which achieved a 30 percent return over the past year.

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40% Bias Score

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Decent Work and Economic Growth

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How does Mackenzie's use of machine learning provide an advantage over traditional stock selection methods?

Datta's strategy outperforms benchmarks by integrating growth, value, and quality assessments, including balance sheet strength and employee satisfaction. The machine learning model forecasts company fundamentals, enabling the fund to double or triple returns on several stocks, exceeding market trends.

smh.com.au

🌐 75% Global Worthiness

Feb 20, 04:09

Identifying Sustainable Growth Companies: Leadership, Valuation, and Market Sentiment

Investors can identify sustainable growth companies by focusing on exceptional leadership, calculated risks, strong customer relationships, and reasonable valuations, capitalizing on market sentiment shifts to maximize long-term returns; examples include Hermès, Netflix, Brunello Cucinelli, Tesla, a...

Identifying Sustainable Growth Companies: Leadership, Valuation, and Market Sentiment

Investors can identify sustainable growth companies by focusing on exceptional leadership, calculated risks, strong customer relationships, and reasonable valuations, capitalizing on market sentiment shifts to maximize long-term returns; examples include Hermès, Netflix, Brunello Cucinelli, Tesla, a...

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Decent Work and Economic Growth

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How can investors mitigate the risk of overvalued assets and capitalize on market sentiment fluctuations to achieve long-term gains?

Companies demonstrating sustained growth often share a common thread: visionary leadership that makes calculated, transformational bets, fostering resilience and building enduring customer loyalty. Examples include Netflix's pivot to streaming and Brunello Cucinelli's focus on sustainability and craftsmanship, demonstrating long-term strategic thinking.

cnbc.com

🌐 75% Global Worthiness

Feb 7, 22:07

CNBC Investing Club's Top 5 Dividend Stock Picks

The CNBC Investing Club suggests five dividend stocks—Best Buy (BBY), Bristol Myers Squibb (BMY), Coterra Energy (CTRA), Starbucks (SBUX), and BlackRock (BLK)—prioritizing total return over solely dividend yield and recommending consideration of share repurchases and consistent dividend growth.

CNBC Investing Club's Top 5 Dividend Stock Picks

The CNBC Investing Club suggests five dividend stocks—Best Buy (BBY), Bristol Myers Squibb (BMY), Coterra Energy (CTRA), Starbucks (SBUX), and BlackRock (BLK)—prioritizing total return over solely dividend yield and recommending consideration of share repurchases and consistent dividend growth.

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How does the article advise investors to balance the pursuit of high dividend yields with the overall total return and the importance of factors like share buybacks?

While high dividend yields might initially seem attractive, the article cautions against solely focusing on yield. The analysis emphasizes total return—combining dividend payouts with stock price appreciation—as the true measure of investment success. Share repurchases, which boost earnings per share, are also noted as a significant factor impacting long-term returns.

theglobeandmail.com

🌐 75% Global Worthiness

Jan 31, 13:08

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.

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What factors have driven Zechner's decision to shift toward a more defensive investment strategy, and how does this reflect broader market trends?

Zechner's adjustments reflect a cautious approach amid widespread market optimism. His decision to reduce US equities and increase Canadian holdings is directly linked to perceived valuation differences and the potential impact of inflation and tariffs. The shift toward fixed income further underscores a more conservative investment strategy.

theglobeandmail.com

🌐 65% Global Worthiness

Jan 14, 16:12

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...

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What specific factors contributed to the Two-Minute Portfolio's underperformance relative to the S&P/TSX Composite Index in 2024?

In 2024, the Two-Minute Portfolio (2MP), a diversified Canadian stock portfolio, underperformed the S&P/TSX Composite Index, yielding 11.1 percent compared to the index's 21.7 percent return. This underperformance stemmed from significant losses in the telecom sector and limited exposure to the high-performing financial sector, particularly banks. The 2MP's strict diversification rules, while historically beneficial during market downturns, hindered its performance in this specific year.

forbes.com

🌐 65% Global Worthiness

Dec 31, 19:10

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.

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What are the most critical steps for reviewing an alternative investment portfolio at the end of 2024, focusing on immediate actions and implications?

Annual portfolio reviews are crucial, especially for alternative investments. In 2024, investors should analyze which strategies succeeded (and why), adjusting allocations accordingly. A general rule is to maintain a 20% alternative investment allocation, with individual investments ideally between 1-10% of liquid net worth.

Showing 25 to 36 of 41 results