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How Much to Invest Abroad?

On 06/17/2013, in Asset Allocation, Equities, by Jordan Wilson

Individual investors may reap diversification benefits by investing internationally.

The level of benefit is based on many factors – cross-country correlations, major industries, domestic companies that operate globally, etc. Over time, global diversification benefits have fallen. However, investing outside your home country is still worthwhile.

The question then, how much should you invest abroad? 

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No wonder investing is confusing for the average investor.

Many investors take a “follow the pros” strategy. Whether that means watching the business networks, tracking Warren Buffett, or subscribing in to investment newsletters, these investors invest based on what “experts” tout.

Often though the advice of one professional runs contrary to the next. What to do?

I saw a good example of this in Yahoo News. 

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Buy and Hold Forever Stock Strategy

On 02/13/2012, in Investment Strategies, by Jordan Wilson

Some financial advisors advocate a buy and hold forever strategy for individual stocks.

They cite such successful investors as Warren Buffett, Benjamin Graham, and John Templeton as staunch believers in a buy and hold forever approach.

Or financial experts tout articles like “The 7 Best Stocks for a Lifetime”.

As a good friend whose birthday is this week would put it, “Complete foolishness, I say.”

And she would be right. 

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Top Stock Picks for 2012

On 12/15/2011, in Equities, Investment Strategies, by Jordan Wilson

Everyone wants to know the best stocks to invest in for 2012.

I know I do.

So what are the top stock picks for next year?

I am just a single person tooling away in the tundra of Western Canada, so who am I to choose.

Instead, I shall bring you the absolutely best 10 stocks for 2012 courtesy of the professionals who do this for a living. As such, these 10 must be the top performing picks over the next 12 months.

No thanks needed. I am just trying to help you succeed in wealth creation. 

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Dividend Yield

On 09/03/2010, in Equities, Investment Strategies, by Jordan Wilson

Another ratio used by value investors, as well as seekers of cash flow, is the dividend yield.

Whereas value investors seek companies with relatively low price-to-earnings (P/E) and price-to-book (P/B) ratios, they desire companies with high dividend yields.

Today we will look at the dividend yield.

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Price-to-Book Ratio

On 09/01/2010, in Equities, Investment Strategies, by Jordan Wilson

Another common analytical calculation is the price-to-book (P/B) ratio.

This is popular among value investors.

While price-to-earnings considers a company’s future earnings potential as a way to determine share price, P/B incorporates what the company owns.

Not a ratio that I find very useful, but many others do, so you shall not suffer for my biases.

We will cover how to calculate and use P/B ratios, followed by limitations in the ratio’s effectiveness. Then I will show you how to make the P/B ratio a little more practical. 

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Price-to-Earnings Ratio

On 08/30/2010, in Equities, Investment Strategies, by Jordan Wilson

Within equity analysis, the price-to earnings ratio is the most common calculation.

Key to any analytical style, it is one of the cornerstones for value investing.

Today we will look at the concept and its uses. We will also review some of the limitations of the price-to-earnings ratio.

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Value Investing

On 08/27/2010, in Equities, Investment Strategies, by Jordan Wilson

Equities are often viewed through the prism of being either value or growth stocks.

This is especially true when reviewing different investment styles for equity funds.

Today we will take a look at value investing.

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Market Capitalization

On 08/24/2010, in Equities, Investment Concepts, by Jordan Wilson

A company’s market capitalization (commonly shortened to “cap”) is found by multiplying the current share price by the number of shares outstanding.

Market capitalization is useful in comparing companies of similar size.

It is also used as a tool by mutual funds when determining investment style.

So what are the different market capitalization segments?

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Ways to Acquire Shares

On 08/09/2010, in Equities, by Jordan Wilson

Most investors trade in shares of individual companies.

The main method for small investors (i.e. you and me) is to buy and sell shares on the open market through the use of a brokerage account.

However, you can invest in public companies using other means as well.

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