Colonial First State’s Post

What drives investor success? While it is common knowledge that higher returns require higher risk-taking, successful investments require managing your mindset and attitude to meet your investment goals. 1.      Superior returns come to those who can manage intelligent risk-taking. Without taking a certain level of risk, you cannot achieve superior returns. Also, taking risks beyond a certain level reduces your returns. 2.     Investors who are able to help themselves (DIY) generate superior returns. Such investors are unhappy with the advice they are receiving and are doing a better job than PMS/advisors. 3.     Education is a key enabler. Self-awareness, research, and a DIY approach enable investors to have healthier mindsets and capabilities for investing. Such investors are better at programmatically managing risk-return balance.   To know more, check out our blog on Tickertape: https://lnkd.in/ee9sFf3T   Avail our anniversary offer on our microsite: https://lnkd.in/eS_mXBRe Check out our best performer Aspire Diversified Stocks Portfolio: https://lnkd.in/gfx5i-vx #wealthmanagement #investmentresearch smallcase, Tickertape, Suraj Parekh, Pankaj Singh

November 2023 LCV Investment Performance Snapshot. Our rolling total returns remain below primary Value benchmark (R1KV) across key time periods, with 3-year and 7-year now having fallen below parity. Major indices all posted strong ~ 8-11% returns in November as yields declined. YTD'23 total return of S&P 500 at 20.8% and Russell LCG at 36.6%. As repeatedly noted, however, we expect curing in our relative performance for longer-term returns for the remainder of 2023 and 2024. During the month, we fully exited our position in CAH (Cardinal Health, Inc) during November, with the shares having generated ~165% total return, or 30.3% annualized compared to 21%, 17% and 15% for the S&P 500, Russell 1000 Value (our primary benchmark) and S&P Health Care sector, respectively. With the funds from our CAH sale, we established a new, contrarian Health Care sector position that has a very compelling valuation across nearly all key metrics, serving to further cheapen our portfolio, while also increasing our weighted average market cap. Additionally, during the month, we modestly remixed our Technology sector holdings, while maintaining # of portfolio holdings at 28. Our key OVERWEIGHTS are HEALTHCARE, ENERGY, COMM SVCS, FINANCIALS, STAPLES & (modest) INDUSTRIALS while we remain at near process max UNDERWEIGHT in TECH, UNDERWEIGHT in CON DISCR & MATERIALS & no REAL ESTATE sector exposure. We continue to expect multiple contraction & earnings estimate reductions, aided by market remix. "2023: Global Cooling". #valueinvesting #stockmarket #markets #economy #contrarianinvesting #portfoliomanagement #portfolioreview #investmentmanagement #investmentprocess #conviction #largecapvalue #covid #alpha #equities #topquartile #yieldcurve #growthinvesting #healthcare #financials #energy #oil #technology #valuation #fed #federalreserve #lipper #morningstar

Barings BDC: Q1 Earnings Snapshot 📊 Summary: Barings BDC, a leading investment company specializing in healthcare investments, recently released its Q1 earnings report. The company demonstrated exceptional growth and solid performance during the first quarter of the year, affirming its position as a highly profitable investment opportunity within the healthcare sector. During this period, Barings BDC experienced substantial portfolio expansion, capitalizing on the increasing demand for innovative healthcare solutions. Its well-diversified portfolio and strategic investments contributed to remarkable returns, outperforming market expectations. Barings BDC has consistently generated impressive results, attracting investors seeking long-term wealth accumulation and stability in the health industry. With an experienced management team and a proven track record, the company continues to deliver exceptional returns even in uncertain economic times. Investing in Barings BDC provides a unique opportunity to grow your Health Savings Account (HSA) significantly while contributing to the advancement of healthcare. By investing in a company at the forefront of healthcare innovation, you align your financial goals with the well-being of individuals and families worldwide. Don't miss out on the chance to invest in Barings BDC and leverage the potential growth of the healthcare industry. Act now to secure your financial future and make a positive impact on society. Join the ranks of successful HSA investors who understand the value of strategic investing. #HSA #investing #healthcare #health #family #wellness 💰🚀💡 CTA: Take action today and unlock the full potential of your HSA account by investing in Barings BDC. Don't miss out on this incredible opportunity—start investing for a healthier and wealthier future now! 💪💰

Private equity investment in consumer is at a multiyear low both globally and in the U.S., according to data provided by the London Stock Exchange Group. What's happening in the sector is in stark contrast with U.S. PE activity overall, which is up 54% year over year. Firms invested $91 million in consumer cyclicals and just over $1 billion in consumer non-cyclicals in the U.S. in Q1, nearly $1.1 billion overall. That's below even last year, when PE invested $315 million in consumer cyclicals and nearly $1.4 billion in consumer non-cyclicals, to total nearly $1.7 billion.

#A Year from Now You May Wish You Had Started Today ##Embrace the Power of Investing in HSA Accounts for a Better Financial Future! 💪💼 Comerica, an esteemed financial institution, is gearing up to release its second-quarter earnings this month. However, analysts are projecting a potential double-digit profit dip for the company. As an experienced Investment Advisor, I encourage you to seize this moment and consider the tremendous benefits of investing in your Health Savings Account \(HSA\) to secure your financial well-being. ###Take Control of Your Health and Wealth with HSA Investing! 🌟🏥💰 Healthcare costs can be a significant burden on individuals and families alike. By leveraging the potential of your HSA, you not only cover your immediate medical expenses but also unlock a unique opportunity for financial growth. Investing your HSA funds wisely can deliver substantial long-term returns, offering you the peace of mind and financial security that everyone deserves. ###Don't Let the Fear of Missing Out on HSA Investing Hold You Back! ⏳🤔 By acting today, you can position yourself for a prosperous future while enjoying tax advantages specific to HSAs. Maximize the potential of your HSA investments, harness the power of compounding growth, and watch your savings grow exponentially. ###Invest in Your Health, Invest in Your Future! 💪📈💼 Join the growing number of investors who have recognized the incredible potential of HSA investing. With the right guidance and expertise, you can outperform even the most revered investment gurus like Ray Dalio and make significant strides towards a financially secure future. #hsa #investing #healthcare #health #family #wellness

Following recent changes in the market, Johnson Financial Group elected to increase our small company stock exposure in client accounts. For clients looking to learn more about “how the sausage gets made” and what lead to this change in strategy, Kyle Tripp explains more in this week’s investment commentary. #SmallCompany #Markets #InvestmentCommentary 

A year from now you may wish you had started today Investing in HSA: Seize the opportunity and avoid the Fear of Missing Out! 💪🌱 Regions Financial Q2 Earnings Expectations: A Double-Digit Profit Dip on the Horizon Get ready for another round of earnings reports as Regions Financial gears up to release its second-quarter results. Analysts are predicting a double-digit profit dip for the renowned financial institution. As an experienced investment advisor, it's crucial to analyze the potential impact this could have on your investment strategy. As we navigate the ever-changing market landscape, it's essential to stay proactive and seize opportunities that arise. Health Savings Accounts (HSAs) provide a unique avenue for growth and investment. By taking advantage of the tax benefits and potential returns, you can enhance your financial well-being while ensuring your healthcare needs are met. With #hsa #investing, you can protect your #health while building a more secure #family #future. Don't let fear hold you back from maximizing your HSA potential. Act now to avoid the Fear of Missing Out! 🚀 Investing wisely in healthcare-related industries has proven to be a profitable strategy over time. By aligning your investments with sectors experiencing exponential growth, you not only contribute to your personal wellness but also expand your financial horizon. So, join the movement of proactive investors and embark on a journey towards a healthier and wealthier future. Start today, align your HSA investments with your goals, and unleash the power of compounding. 🌟

SLR Investment: Q1 Earnings Snapshot 📈💰💼 Summary: In the world of investing, opportunities that align health and wealth are a rare gem. SLR Investment, a leading firm in the industry, has released an impressive Q1 earnings snapshot that demands your attention. With a strong focus on Health Savings Accounts (HSA) and their potential to grow your wealth, SLR Investment is paving the way for investors to secure a brighter financial future while prioritizing their health and well-being. 🔍💼✨ Key Highlights: - Exceptional Q1 performance: SLR Investment has displayed outstanding results in the first quarter of the year, surpassing expectations and outperforming market benchmarks. - The power of HSA accounts: Discover how investing in HSA accounts can unlock a unique avenue for financial growth, while simultaneously ensuring your healthcare needs are covered. - Maximizing returns: SLR Investment offers expert guidance and tailored strategies to optimize returns on your Health Savings Account investments. - Holistic approach: SLR Investment recognizes the importance of balancing financial success with personal well-being. They provide holistic solutions that prioritize your health, your family, and your overall wellness. 💡💪✉️ Take Action Now: Don't let the Fear of Missing Out (FOMO) hold you back from seizing this incredible opportunity. Act now to secure your financial future and invest in your health with SLR Investment. Take advantage of the expertise and proven track record that have consistently outperformed even the legendary Ray Dalio. Embrace the journey towards financial prosperity, improved healthcare, and a brighter tomorrow for you and your loved ones. #hsa #investing #healthcare #health #family #wellness 📈💰💼💡💪✉️💼✨🔍

Procrastination is the art of keeping up with yesterday. Investing in your Health Savings Account is an opportunity you don't want to miss out on! Take control of your healthcare expenses and secure a prosperous future for yourself and your family. 💪💰 Altria, a leading consumer staples company, has been struggling to keep up with its competitors in recent times. The decline in smokable product sales has raised concerns among analysts about the company's future prospects. 📉 However, as an experienced investment advisor, I encourage you to seize this moment and take advantage of the potential growth in the healthcare industry. By investing in your HSA, you can not only safeguard your health but also grow your wealth over time. 📈 Don't let the fear of missing out (FOMO) hinder your progress. It's never too late to start investing in your health and securing your financial future. Act now and make your HSA work for you! 💼🚀 Remember, #hsa #investing is not just about money, it's about taking care of your #health, #family, and overall #wellness. So, ditch the procrastination and start investing in your future today! 💪💰✨

I have no exposure to Alimentation Couche-Tard and favor increasing exposure to other companies I think can generate superior returns. #AlimentationCoucheTard #ATD #investing #equities #investments #portfolio #financialfreedom #equityinvesting #financialliteracy #investing101 #investingforbeginners