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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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There are many variables that make successful investing a challenge.

And one of your biggest foes may just be you.

What do I mean by this? 

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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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For most individual investors, I believe that a passively managed, well diversified investment portfolio is the best approach for long term success.

I do not believe that paying higher fees for active management brings superior results over the long run. Instead, minimize investment costs and stick to index funds for the majority of investments. Let portfolio returns compound in your investment account, not in the pocket of an investment advisor or financial institution.

I have written extensively as to why I believe in this strategy.

Today, a little more evidence that a passive approach outperforms an active one. 

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Following the Experts

On 08/17/2011, in Economics, by Jordan Wilson

Another day, another example of experts getting it wrong.

Today it involves the economic forecast for Hong Kong. 

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Should investors be buying gold?

A good question for today.

An equally good question is should you rely on expert advice?

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In my last post, I indicated that investors should normally not compete against professionals.

That does not mean you cannot rely on their skills in an attempt to enhance your own portfolio returns. In fact, many investors follow analyst recommendations and invest in mutual funds that are actively managed.

Whether this is a prudent investment approach is something we will look at.

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