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This week's featured article in Janpath Samachar: Here are five key takeaways from the article- ✅Protection from Volatility: SIPs help mitigate the risks associated with market fluctuations by allowing investors to commit a fixed amount regularly, smoothing out the investment curve over time. ✅Compounding Growth: The reinvestment of earnings through SIPs harnesses the power of compounding, which can significantly amplify returns over the long term. ✅Affordable Investments: SIPs enable investors to start with manageable amounts, reducing the financial burden and stress of lump-sum investments. ✅Cost Averaging: Regular investments through SIPs during varying market conditions allow investors to benefit from lower average costs, buying more units when prices are low and fewer when high. ✅Simplicity and Accessibility: SIPs offer a straightforward approach to investing without the need for continuous market tracking, making them ideal for both novice and small-scale investors. https://lnkd.in/g7HwFnrs

Today’s market conditions have persuaded more investors to explore the potential of converting under-performing assets to higher and better use. Prologis’ Melinda McLaughlin offers insights on three top considerations. Listen to #TheWeeklyTake: https://cbre.co/4caCOYy

🌟 Don’t Chase Market Timing – Focus on Time in the Market! 🌟 One of the most common misconceptions in investing is trying to "time the market" – waiting for the perfect moment to buy low or sell high. The reality? Time in the market beats timing the market. Markets are unpredictable in the short term but historically rewarding over the long term. Successful investors focus on consistent investing, disciplined planning, and staying invested despite short-term market fluctuations. To Know More Click The Link Below http://p.njw.bz/30737 Contact Details 9830859808

We often see posts showing the risks of missing the xx best days in the market. One piece that is often missed is that these days occur around periods of risk and that there are also benefits (arguably greater as I'll post tomorrow) to missing the worst days in the market. Tomorrow, I'll also reveal how we think about investing here at TRDC and how it may be different than the traditional "stay invested at all times" mantra common in the industry. Check back tomorrow around 9 am to see the contra...what if you miss the xx worst days in the market!

We often see posts showing the risks of missing the xx best days in the market. One piece that is often missed is that these days occur around periods of risk and that there are also benefits (arguably greater as I'll post tomorrow) to missing the worst days in the market. Tomorrow, I'll also reveal how we think about investing here at TRDC and how it may be different than the traditional "stay invested at all times" mantra common in the industry. Check back tomorrow around 9 am to see the contra...what if you miss the xx worst days in the market!

In a competitive market, rational investors competing with each other for profits will ensure similar risk investments offer similar returns. Take these two asset into consideration; Asset A E (r) - 9% Standard deviation of 5% Asset B E (r) - 12% Standard deviation of 5% Given this information in a competitive market,a rational investor chooses asset B and only choose A if it was the only option. This would lead to an increase in Demand for asset B, increase in price & a decrease in returns. Moreover, investors owning Asset A, sell to buy Asset B. This leads to decreased prices of Asset A and higher expected returns for Asset A. This continues until eventually competition forces market shares into equilibrium, at this point both assets yeild same returns for similar risk. #financial_management

We need to understand these basic strategies before talking about adjusting them to meet individual needs.  There is no point addressing where you want to go when you have no idea where you are.  There are ten basic strategies, with one new one, a subset of the others – ESG investing. Value investing involves buying stocks that are undervalued by the market, with the expectation that their true value will be recognised over time.  Investors look for stocks with low price-to-earnings (P/E) ratios, high dividend yields, and strong fundamentals.  Warren Edward Buffett, a well-known value investor, has successfully used this strategy by investing in companies like Coca-Cola and American Express when their stock prices were considered undervalued.  This is for long-term investors with moderate to high risk tolerance. Growth investing focuses on companies that are expected to grow at an above-average rate compared to their industry or the overall market.  These companies often reinvest their earnings into the business rather than paying dividends.  Technology companies like Amazon and Tesla are popular growth investments due to their rapid expansion and innovation.  This is a strategy for long-term investors with high risk tolerance. Dividend investing involves purchasing stocks that pay regular dividends, providing a steady income stream in addition to potential capital gains.  Investors look for companies with a history of consistent dividend payments and strong financial health.  Johnson & Johnson is a well-known dividend stock, consistently paying dividends and maintaining a strong financial position.  This is for investors seeking regular income, often with low to moderate risk tolerance. Index fund investing involves buying funds that track a specific market index, such as the S&P 5005.  This strategy offers broad market exposure, low costs, and diversification.  The Fidelity Zero Large Cap Index Fund (FNILX) tracks the performance of the S&P 500, providing investors with exposure to 500 of the largest companies in the US.  This is a strategy for investors looking for broad market exposure with moderate risk tolerance. Sector investing focuses on specific sectors of the economy, such as technology, healthcare, or energy.  Investors choose sectors they believe will outperform the broader market.  Investing in the technology sector through an ETF like the Technology Select Sector SPDR Fund (XLK) provides exposure to companies like Apple, Microsoft, and Nvidia.  This is best for investors with a high risk tolerance and specific sector expertise. (Continued) Terence Nunis Terence K. J. Nunis, Consultant Chief Executive Officer, Equinox GEMTZ

We need to understand these basic strategies before talking about adjusting them to meet individual needs.  There is no point addressing where you want to go when you have no idea where you are.  There are ten basic strategies, with one new one, a subset of the others – ESG investing. Value investing involves buying stocks that are undervalued by the market, with the expectation that their true value will be recognised over time.  Investors look for stocks with low price-to-earnings (P/E) ratios, high dividend yields, and strong fundamentals.  Warren Edward Buffett, a well-known value investor, has successfully used this strategy by investing in companies like Coca-Cola and American Express when their stock prices were considered undervalued.  This is for long-term investors with moderate to high risk tolerance. Growth investing focuses on companies that are expected to grow at an above-average rate compared to their industry or the overall market.  These companies often reinvest their earnings into the business rather than paying dividends.  Technology companies like Amazon and Tesla are popular growth investments due to their rapid expansion and innovation.  This is a strategy for long-term investors with high risk tolerance. Dividend investing involves purchasing stocks that pay regular dividends, providing a steady income stream in addition to potential capital gains.  Investors look for companies with a history of consistent dividend payments and strong financial health.  Johnson & Johnson is a well-known dividend stock, consistently paying dividends and maintaining a strong financial position.  This is for investors seeking regular income, often with low to moderate risk tolerance. Index fund investing involves buying funds that track a specific market index, such as the S&P 5005.  This strategy offers broad market exposure, low costs, and diversification.  The Fidelity Zero Large Cap Index Fund (FNILX) tracks the performance of the S&P 500, providing investors with exposure to 500 of the largest companies in the US.  This is a strategy for investors looking for broad market exposure with moderate risk tolerance. Sector investing focuses on specific sectors of the economy, such as technology, healthcare, or energy.  Investors choose sectors they believe will outperform the broader market.  Investing in the technology sector through an ETF like the Technology Select Sector SPDR Fund (XLK) provides exposure to companies like Apple, Microsoft, and Nvidia.  This is best for investors with a high risk tolerance and specific sector expertise. (Continued) Terence Nunis Terence K. J. Nunis, Consultant Chief Executive Officer, Equinox GEMTZ

📈 Why Investors Should Consider a Bias Towards High-Quality Investments in a Volatile Market 📉 In the face of rising market volatility, it's crucial to evaluate your portfolio's ability to manage risk effectively. Our latest archived article, "Why Investors Should Consider a Bias Towards High-Quality Investments in a Volatile Market," explores how high-quality investments can offer significant advantages during turbulent times. Discover why prioritizing high-quality fixed-income and equity investments can serve as a robust hedge against market volatility, helping to preserve capital and reduce risk. Learn about the key characteristics of high-quality securities, such as balance sheet strength and profitability, and understand how a bias towards these investments can provide a margin of safety and enhance overall portfolio resilience. Find out why focusing on high-quality investments might not only protect your assets but could also lead to more consistent returns over time. 🌟📊 READ MORE: https://lnkd.in/g7HrRMVR Info ≠ Advice CONTACT (404) 836-7100 | pcg@montag.com 3455 Peachtree Road, NE, Suite 1500 Atlanta, Georgia 30326-4202 Disclosure: https://lnkd.in/eC8eSCPX

Investors don’t mind when their portfolio experiences a positive tracking error (their portfolio outperforms the benchmark). Still, they tend to get upset when they experience negative tracking errors (their portfolio underperforms the benchmark). But should that be the case? To answer that question, we need to begin by establishing what should be core investment principles. When building a portfolio, investors should adopt the following core principles. First, because the evidence demonstrates that markets are highly efficient, investors should avoid active strategies. Instead, they should use only strategies (such as, but not limited to, index funds) that are systematic, transparent, and replicable. Second, if markets are efficient, one should also believe that all unique sources of risk have similar risk-adjusted returns. Not similar returns, but similar risk-adjusted returns. If this was not the case, funds would flow to the sources of risks with higher risk-adjusted returns until an equilibrium was reached. Read blog by Larry Swedroe in comments to finish reading.