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Investment Analyst Reports

On 04/07/2013, in Equities, Investment Concepts, by Jordan Wilson

I do not believe small investors should invest in individual stocks.

Limited capital makes it difficult to diversify portfolios and increases transaction costs.

Smaller investors typically lack the investment expertise, experience, and tools to successfully analyze stocks or time markets.

Stick with low-cost, well-diversified exchange traded and open-ended index mutual funds.

The reality though is that many smaller investors do invest in individual stocks. A high percentage rely on analyst reports to help them select which equities to buy.

This post is for you. 

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Behavioural Finance and Stock Trends

On 08/23/2011, in Investment Strategies, by Jordan Wilson

I find behavioural finance very interesting as it relates to personal investing.

Behavioural finance looks at human emotion and psychology to try and explain investment decisions and financial trends.

It is an area I will explore more later this year.

For today, a few quick thoughts triggered by an article I read on the weekend. 

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Efficient Market Hypothesis

On 08/19/2011, in Investment Concepts, by Jordan Wilson

Within investing theory, there is a lot of consideration to the Efficient Market Hypothesis (EMH).

That is, how efficient are the investment markets and can smart investors exploit any inefficiencies to profit.

Phil Maymin, an Assistant Professor of Finance and Risk Engineering at the Polytechnic Institute of New York University, provides an interesting take on market efficiency in the video below. 

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Why does active investing not outperform a passive approach in most investment scenarios?

I have a few thoughts on that.

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Should You Actively Invest?

On 10/27/2010, in Investment Strategies, Mutual Funds, by Jordan Wilson

It is highly questionable as to whether active management is appropriate for investors.

You can find studies that indicate active management can provide superior performance in certain circumstances. But more studies conclude that, over the long-term, active management does not outperform a passive approach.

What do I think?

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