Fi’s Post

"It’s clearly becoming riskier to own expensive, growth stocks." according to Daniel Moore. Markets are becoming increasingly concentrated, equity risk premium is low and valuations are high. While the surge in global mega cap tech has been well documented, few investors know that in Australia financial stocks contributed around 80% of the ASX 300’s returns in 2024, most of this coming from the big banks. However according to Daniel there are compelling opportunities for value investors in 2025. He says: "There are several well-established companies, even a few global leaders, trading on PE multiples in the low double digits. Some of these businesses offer 30-40% potential upside in their share prices, while the downside risks should be low." Read the full article to find out more and see the stocks that Daniel recommends: https://lnkd.in/gN-3VtWQ #asx #largecaps #valueinvesting

“All the money in the world” is pouring into U.S. stocks like never before: Global inflows into U.S. equity funds (ETFs) have reached about $145 billion since the beginning of the year, marking a record high. This is $10 billion above the previous peak recorded in 2021 and double the amount seen last year! The majority of the inflows—around $105 billion—came from Europe, while about $40 billion flowed in from the Asia-Pacific region. For many overseas investors, the U.S. stock market currently appears not only as a growth zone but also as a “safe haven” during times of rising economic uncertainty.

We believe that small- and mid-cap stocks, in both developed and emerging markets, deserve a solid presence in a well-diversified portfolio. Whether an investor is based in the U.S.— or elsewhere—it’s likely they have considerable exposure to U.S. large-cap stocks due to their sharp relative outperformance in recent years. Adding smaller stocks in a variety of markets—including the U.S.—offers diversification benefits. But the story, in our minds, is equally—if not more—about broadening the investment opportunity set. Read more in our blog: https://hubs.li/Q02L6Fbq0 #investment #diversification #financialstability #investmentstrategy #AztlanEquityManagement

A few reminders as we head into the second half of the year: - As long as investors demand positive returns in exchange for holding stocks, a new market high doesn’t mean the market is going to tumble. - Investors who pursue multiple premiums can increase their chances of long-term success. - An investment process with the flexibility to evaluate and adjust holdings daily can provide a more consistent focus over time, potentially capturing premiums more reliably. https://lnkd.in/dYad4rbu

Growth Investing: In this type of investing, Investor looks at companies whose average expected growth rate is more than Industry average to which that particular stock belongs. These type of stocks have high PE ratios as they are expected to deliver high growth rates. The dividend yield will also be less as the profits earned are reinvested to boost company growth. If you are a value investor, these stocks are best wealth generators.

Investing in stocks with solid value helps build long-term wealth by providing company ownership. Consistent growth in the stock's value increases the investment's value, which can compound over time and provide a significant return on investment.

What if I'm not sure now is a good time to invest in stocks? Great question. This is a common concern. Timing the stock market is hard. But here at 3 keys to solve it: 1. Time in the market beats timing the market - shares of healthy companies tend to go up over time - try to develop a mid- to long-term perspective 2. Risk comes from lack of understanding - research the companies you consider investing in - choosing a company shortly after a positive earnings report with healthy price action reduces the downside risk - keep an eye on earnings reports of companies in the same industry 3. Keep money on the sidelines - going all in on a single stock is risky - diversify and utilize solid ETFs - it's better to invest some money today, and keep some in a high yield savings account or similar - bring some of the money to the table when you see a market or price drop in a stock you'd like to own Even better: Don't buy shares at their current price. Sell a weekly Put option at a lower price you feel comfortable owning a piece of the company at. You collect a premium and can keep doing so until the price reaches your purchase target.

Over the past couple of decades there has been a significant push toward buying a market index like the S&P 500, rather than picking individual stocks in an attempt to outperform the market. This makes sense for a lot of investors who simply want an easy option for buy and hold investing over a long period of time; it has also been a trend that has created a self-fulfilling performance dynamic.

Top-Performing Stocks of the Last 52 Weeks! Looking for high-performing stocks? We've got you covered! Stay updated on market trends and make informed investment decisions. Follow Baron Capitale for more insights and expert advice. 📞 Contact Us: +91 91084 40909   🌐 Visit: www.baroncapitals.com #StockMarket #HighPerformers #InvestSmart #BaronCapitale #WealthManagement #MarketTrends

If you invest in small cap stocks, this article is worth reading. It delves into factors that might explain why US small caps (as measured by the Russell 2000) continue to lag the S&P500, despite the long-held orthodoxy that small companies should outperform large ones. In the UK, Europe, Japan and in emerging markets, it seems the orthodoxy holds.