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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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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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Pros and Cons of Investment Professionals

On 10/13/2010, in Mutual Funds, by Jordan Wilson

I believe that non-professional investors should not normally compete with professionals.

In some ways, I view it as competing against Tiger Woods on the golf course. Unless you have the same skills, it is difficult.

The professionals have an unfair advantage over the amateurs and it is not wise to try and beat them in picking investments.  

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