Friday , 1 November 2024

Base

Your Portfolio: What IS & IS NOT Effective Diversification

Investors are paying more and more attention to how certain strategies, asset classes or investments perform over shorter and shorter time frames, constantly looking for the best or worst performing sector/smart beta style/ETF/hedge fund/portfolio strategy during the latest two day or even two month sell-off or rebound. That’s not how you build a long-lasting portfolio. This article discusses some of the misconceptions about diversification.

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Canadian Home Prices Give Me the “Heebeejeebies” – Here’s Why

The price of an average (benchmark) home in Vancouver, Canada is $1,400,000 which is 30.1% higher than it was a year ago. Yes, 30.1%! Everything seems rosy when riding a hot investment until one thing goes awry. We never seem to know what that'll be, but experienced money managers usually get the heebeejeebies just before it happens -and that's what is happening these days.

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American Consumers Are Stressed-Out & Tapped-Out: Here’s How to Take Advantage

Retail sales numbers for July came in at a disappointing 0.0% and, after backing out auto sales, retail sales actually declined by 0.3%. That's in spite of much lower gas prices and (supposedly) an improving job market so my guess is that American consumers are simply running into a brick wall of too much debt. This article suggests 9 companies that could prosper from such financially stressed-out consumers.

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3 Hidden Signs of Surging Credit Stress

I’m here with a major warning — a warning about hidden signs of surging credit stress. In fact, I haven’t seen these kinds of dangerous credit market moves since the weeks and months leading up to the great credit crisis.

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