Anne Kvanbeck’s Post

Are the Magnificent 7 tech stocks a good investment? What about the other companies on the S&P 500? Find out the other sectors Canadian investors can consider.

As the world shifts away from one of artificially suppressed interest rates and cheap manufacturing, investors will need to carefully consider how companies are positioned to navigate an environment of fundamentally higher costs. We can help you assess your portfolio as stock selections become more important.

Are the Magnificent 7 tech stocks a good investment? What about the other companies on the S&P 500? Find out the other sectors Canadian investors can consider.

Happy New Year. New year, new market conditions...? We certainly hope so. Around this time every year, the ASX goes very quiet. The perfect time to sit down, clear the brain and think about an Investment strategy for the year ahead. We have done our 2025 strategy, which we share here: https://bit.ly/4jfCiNd

As the world shifts away from one of artificially suppressed interest rates and cheap manufacturing, investors will need to carefully consider how companies are positioned to navigate an environment of fundamentally higher costs. We can help you assess your portfolio as stock selections become more important.

As the world shifts away from one of artificially suppressed interest rates and cheap manufacturing, investors will need to carefully consider how companies are positioned to navigate an environment of fundamentally higher costs. We can help you assess your portfolio as stock selections become more important.

In managing over S$1 billion worth of our clients’ assets, we understand that they require reliable and sufficient investment returns to achieve their life goals. In our latest market review, Choon Siong L., our Research Analyst, delves into the March rally in value stocks and discusses how, despite the strong performance of equities in Q1 2024, the road ahead appears bumpy. He also extensively explores Japan's equity landscape, which represents the second-largest single-country exposure in global equity stock market indexes. To ensure our clients have a positive investment experience, Providend is committed to delivering reliable returns, prioritising this over maximising returns and taking unnecessary risks that do not meet their needs. Find out more about our investment philosophy here: https://lnkd.in/gCchH3rq

Are the Magnificent 7 tech stocks a good investment? What about the other companies on the S&P 500? Find out the other sectors Canadian investors can consider.

Are the Magnificent 7 tech stocks a good investment? What about the other companies on the S&P 500? Find out the other sectors Canadian investors can consider.

How to outperform global stock markets over the long term? In my opinion, these are the steps to follow: 1)     Build a concentrated portfolio. Research shows that 15-25 companies are sufficient from a diversification perspective. Additional names to the portfolio above 25 companies would add very little value from a diversification perspective. It doesn’t make sense to hold your 50th best investment idea. The more companies you hold, the less in-depth knowledge you can have about each individual one. You want maximum dollars behind your best ideas. 2)     Invest in quality companies that are highly competitively advantaged. This means that the companies are very difficult to compete with, operate in industries with secular tailwinds, and can reinvest profits back into their business at high rates of return and compound their earnings. Capitalism is brutal. If you have a business that is highly successful, you will attract competition. It’s critical that companies keep the competition away, or their excess profits will be eroded. 3)     Let your winners run. Exceptional investment performance is usually the product of only a few great investments held for a very long time. Most concentrated portfolios don't consist solely of investment winners. It's impossible to identify all winners ahead of time. The key skill lies in allowing the portfolio to become more focused as the successful investments emerge, while reducing exposure to the others. There are many ways to make money in markets in the short term, but very few ways to make money in the long term. The above approach I strongly believe is the best way to do it over the long run. #investing #sasfinwealth2024