Diversification is crucial for long-term investment success.
Proper diversification, that is.
Today, how to better diversify your investment portfolio. (more…)
On 05/12/2013, In Investment Strategies, By Jordan Wilson
On 03/08/2013, In Investment Strategies, Learning to Invest, By Jordan Wilson
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. (more…)
On 09/03/2012, In Investment Strategies, By Jordan Wilson
Defining a target asset allocation is critical to investment success.
Equally important is ongoing portfolio monitoring and periodically rebalancing the actual asset allocation back to your target allocation.
The Wall Street Journal has a good article on strategies for rebalancing investment portfolios.
Worth reading in its entirety, buy I want to highlight a few points. (more…)
On 06/08/2012, In Economics, Learning to Invest, By Jordan Wilson
As we move through 2012, uncertainty exists over global economic and financial markets.
Which countries’ economies will prosper? Or maybe the better question is, which countries’ economies will not completely crater in 2012? Which equity markets should investors consider? What should I do about all the market volatility?
There are many concerns out there for investors.
On 04/15/2012, In Investment Concepts, Investment Strategies, By Jordan Wilson
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? (more…)
On 03/14/2012, In Investment Strategies, By Jordan Wilson
I mentioned Benjamin Graham in “Mistakes of Warren Buffett” and recommended his book, “The Intelligent Investor”.
Benjamin Graham mentored Warren Buffet and is considered the founder of value investing.
Today, a quick summary on Benjamin Graham and his three key principles for value investing. While they may not turn you into the next Warren Buffett, these investment tips will make you a better investor. (more…)
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. (more…)
On 01/28/2012, In Investment Strategies, By Jordan Wilson
Can you summarize your investment philosophy in 10 words or less?
Can anyone?
After all, investing is a complex subject. (more…)
On 12/03/2011, In Exchange Traded Funds, Mutual Funds, By Jordan Wilson
I like Vanguard investment funds for long term individual investors.
Especially investors who follow a passive management style.
As I am not directly or indirectly compensated in any way by Vanguard I recommend them based solely on their merits.
That is not to say that other funds are poorer choices. I recommend a wide variety depending on a client’s investment objectives, desires, and available offering in their home jurisdiction. I believe in a “best of breed” approach for clients, not what is best for my revenue. And within the “best of breed” options, Vanguard funds pop up with regularity.
Why is this so? (more…)
On 10/18/2011, In Investment Concepts, By Jordan Wilson
Behavioural finance (a.k.a. behavioural investing) examines how psychological factors impact an individual’s investment decisions.
One likes to imagine that investors are rational creatures, but that is often far from the case. I find behavioural finance very interesting in how it explains certain, less logical, investing actions.
Today a look at how investors often keep their losing investments longer than they should. (more…)
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