People Behind the Strategy: Meet Michael Poggi, CFA, Portfolio Manager for our Large-Cap Sustainable Value Strategy. Learn how Mike’s passion for cooking shapes his approach to investing, highlighting how experience and learning from mistakes improves your process. To learn more about the strategy click here: https://lnkd.in/gqFDRWxN
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Is a golden era for quality investing upon us? Discover the significance of quality investing, which historically has shown higher annualized returns with lower standard deviation compared to growth and value strategies. Learn more from Portfolio Manager JP Britz as he explores why quality investing often takes a back seat. https://bit.ly/4aMywpX #QualityXVontobel
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As we turn the page on 2023, here's Facet's take on what happened in 4Q as well as how our investment portfolios performed this year! https://lnkd.in/evNY9bPN
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I'm the finance guy you're looking for in finance, not 6’5” but 5’9”, no blue eyes but green. No trust fund, but I offer incredible investment opportunities locally and offshore. Let’s grow your wealth.
Are you investing in a manner that is relevant in today’s world? From my fund managers, New Road Capital. This article is about understanding the modern portfolio theory and how it’s relevant to you. Understanding Modern Portfolio Theory (MPT) and Its Relevance Today 📈 Modern Portfolio Theory (MPT), developed in 1952, helps investors create portfolios that aim to maximise returns for a given level of risk. ❗ A common mistake is thinking that taking on more risk will always lead to higher returns. This isn't always true. Our analysis shows little connection between how risky a stock is and how much return it provides. Investment managers must carefully balance different investments to get the best possible returns. Just picking the most unpredictable stocks won't necessarily lead to success. Stay informed and make smart choices. To find out more, contact me on 079 340 0312 or email me at [email protected]. Envestpro is an affiliate of Liberty Group Limited. Liberty Group is a licensed Life insurer and an Authorized Financial Service Provider. (no.2409) The content of this post does not constitute advice by Envestpro. #InvestmentStrategy #PortfolioManagement #RiskManagement #ModernPortfolioTheory #FinancialPlanning
Our latest newsletter, “Our Two Cents,” features Garrett Nel one of New Road Capital’s talented investment analysts who discusses the intricacies of Modern Portfolio Theory. 👀 Garrett clears up some common misconceptions and highlights why simply taking on more risk doesn’t guarantee higher returns. Dive into this insightful piece and learn why finding the optimal portfolio requires expertise and strategy.🚀📊
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Financial Advisor / Financial Planner: Creating Strategies for Financial Empowerment
Our CIO breaks down investing into three lessons that cover: 1. The building blocks of a portfolio 2. How to identify and measure risks 3. Implementation Thank you to main contributors: Justin Waring, Ainsley Carbone, and Kerry Breen for this clear and concise article.
How to invest: A lesson in three levels
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Shape your investment strategies with insights from our mid-year webinar. Learn from leading portfolio managers. Live Q&A session to follow. #FixedIncome #ValueInvesting #WealthManagement https://hubs.ly/Q02CKxl20
Recalibrating for the Road Ahead: An In-Depth Mid-Year Review
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If an investment with a large ROI is your priority, it’s easy to measure our performance. Consider the long-term value of investing in a laundry with an average of 30%-40% ROI. Discover more by visiting https://buff.ly/3rNeYQU.
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🚀 Maximizing Returns: The Art of Profit Harvesting 🚀 As we navigate through a dynamic financial landscape, the importance of strategic profit harvesting has never been more critical. 🌟 Profit harvesting isn't just a buzzword—it's a disciplined approach to securing gains and optimizing your portfolio for long-term growth. Here's why you should consider it: 🔍 Why Profit Harvesting? Lock in Gains: Capture profits at their peak to ensure you benefit from market highs. Reduce Risk: By periodically harvesting profits, you mitigate the impact of potential market downturns. Reinvest Strategically: Use harvested profits to diversify and invest in new opportunities. 📈 Best Practices for Effective Profit Harvesting Set Clear Goals: Define your financial targets and timelines. Monitor Market Trends: Stay informed about market movements and economic indicators. Diversify Your Portfolio: Spread investments across various asset classes to balance risk and reward. 💼 Real-World Success At OneClickCA, we’ve helped countless clients implement effective profit harvesting strategies, leading to significant improvements in their investment returns and overall financial health. https://lnkd.in/d3g4qAEH 🔗 Connect with us to learn how profit harvesting can be integrated into your investment strategy for sustainable growth. #Investing #ProfitHarvesting #FinancialPlanning #WealthManagement #MarketStrategy
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Sustainability Senior Executive, Facilitator, Speaker, Independent Corporate Board and Governance Chair, Presidential Rank Awardee, ESG and Climate Change Innovator, Fish and Wildlife biologist, Federal SES member.
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