Investing Portfolio Types and Portfolio Diversification

The financial goals, investing skills and risk-tolerances are different among people. That is why everyone needs a personalized investment portfolio that address their needs, skills and resources. Based on the diversification and investment instruments, a portfolio can be grouped in to one of the five major portfolio types. 1. Defensive Portfolio: The diversification includes investing […]

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The Con of Passive Management

The passive management industry has done an incredible job of projecting their mantra into the investing zeitgeist, and each year we are subjected to claims like “74% of active managers underperformed their index.” Like all good cons, this is not an untrue statement. It is however, an excellent use of misdirection – making implications about […]

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That Isn’t Diversification – Part 1

One of the few free lunches ever to exist in investing is the concept of Diversification. There are two applications of diversification that relate to the retail investor, one of which is the responsibility of the asset manager, and the other, the responsibility of the wealth manager. Here we will cover the diversification expected (and […]

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Tips for Avoiding Investment Fraud

Investors should always be on alert for investment scams. FINRA published an alert to warn investors about classic types of investment fraud and help them spot and avoid the persuasion tactics fraudster’s use. The following information is taken from that article: Types of Investment Scams Investment scams can take many forms, but the most common […]

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The Differences Between Investing in Housing and Mass Infrastructure

From an investor’s perspective, the ROI in housing might be greater than that achieved from road and rail projects. But infrastructure is fundamental to development and deserves holistic thinking. The relationship between housing and public infrastructure has always been strong, even if indirect. One need look no further than the London Crossrail project, which is […]

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That Isn’t Diversification – Part 2

The free lunch that is Diversification is often overused in the asset management industry, as we discussed in Part 1. Here, we discuss why wealth managers are too frequently underutilizing this well known portfolio tool. Diversification from the wealth manager’s perspective is all about non- and negatively-correlated assets. Let’s start with the basics, stock and […]

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What Are the Differences Between Rampant Land Speculation and Solid Land Investment in the UK?

With foreign investment driving up land prices, speculation strategies beckon. But land development investments are more stabilising for investors – and the country. The discussion about the differences in land investors – those who speculate on rapid value increases versus those who make their money by building things – is nothing new in England or […]

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How to Improve Your Chances of Investing Successfully

Investing successfully can be a daunting task for individual investors. There are many factors that make investing today more difficult today than it was in times past, like the amount of available options and the amount of information available about those options. It seems as though each news cycle produces a new hot stock, ETF, […]

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