Globe Advisor’s Post

Another Star fund manager hits the buffers. More & more investors are waking up to the flaws in concentrated stock portfolios with high costs. Woodford veered off course. Why take the risk? Another reminder of the flaws in Active fund management. 🎲⚠️⛔️High returns……..but only for the Management. That’s why Hamnett Wealth have an evidenced based investment philosophy for our portfolios. Fail to plan, plan to fail. 💷 Time for a review? #diversification #costsmatter #money #wealth

Should those looking to grow their wealth invest in real estate or stocks? The answer will depend on an investor's individual circumstances, but options such as fractional ownership and real estate investment trusts (REITs) are certainly worth considering if you lack the capital or time necessary for traditional property acquisitions. My advice to first-time investors is to consider stocks at the outset, as barriers to entry tend to be lower. Of course, over the longer term, it's best to build a diversified portfolio with multiple asset classes if you can. https://lnkd.in/d-ef5rHa #realestate #stocks #investments

This week, we're joined by Theo Darringer, who breaks down the world of REITs (Real Estate Investment Trusts). "So REIT stands for Real Estate Investment Trust, and it's essentially like buying a company as you would stock. It's typically an ETF or a mutual fund, but you go in your brokerage, and as you would buy an ETF, for example, you would buy a REIT. And REITs are comprised, if it's an ETF, of several real estate companies. These could be hospitals, retail properties, and various other types of real estate companies." Get ready to learn how to diversify your portfolio with real estate investments and build long-term wealth! 💼✨ 📻 https://lnkd.in/dfWRahr9 #FinancialFreedom #Investing #RealEstate #WealthBuilding #FinancialLiteracy #ExitStrategies #MoneyManagement #REITs #StockMarket #FinanceTips #PodcastEpisode #MoneyTalk #FinancialEducation #PropertyInvestment #LegacyBuilding #RealEstateEducation

PM Capital's Chief Investment Officer Paul Moore recently sat down with Livewire Markets' Hans Lee to mark 25 years of PM Capital, reflect on what has changed, what has remained consistent, and what lies ahead in the next 25 years. Read the full Livewire interview here: https://lnkd.in/gsbprMKP #globalequities #globalinvesting #investdifferently #25years

The publicly traded REIT sector has faced a confluence of several near-term challenges creating crosscurrents in the space. However, we believe strategic selection within the sector can lead to exceptional returns over the next five years. In our latest #KCMinsights we share constraining factors and more notably, in our view – why the REIT sector is on the cusp of its next growth cycle and remains a robust component of a well-diversified investment portfolio. #REITs #realestate #investing https://lnkd.in/gB3ZnJUz

Nine Canadian fund managers offer their top picks and portfolio advice for 2024 A year ago, nine Canadian fund managers bravely broke out their 2023 crystal balls for us. We thought we’d check back in to see how their recommendations fared – and what their best advice and top picks are for the year ahead Stephen Takacsy, CEO and chief investment officer, Lester Asset Management Last year’s pick: Short-term high-yield corporate bonds. Using the BMO Short Corporate Bond ETF as a proxy, YTD total return is 6.2 per cent. Stock picks were: - Pollard Banknote, up 69.5 per cent YTD; - Logistec, up 55.8 per cent YTD; - Richelieu Hardware, up 21.5 per cent YTD; - Cargojet, up 1.7 per cent YTD Top pick for 2024: "For conservative investors, my top pick is to invest in an actively managed portfolio of high-yielding fixed-income securities comprised of corporate bonds, hybrid debt and preferred shares" Stock pick for 2024 : - Ag growth - Park Lawn - MDF Commerce - Quarterhill (See full article below)

Hey #Investors! 🤑 Looking to dive into real estate without the hassle of buying property? Check out these top-performing REIT ETFs for June 2024 in the USA! 🇺🇸 1️⃣ RSPR - Invesco S&P 500 Equal Weight Real Estate ETF: 5.03% 5-year return | 0.40% expense ratio. 2️⃣ XLRE - Real Estate Select Sector SPDR Fund: 4.27% return | 0.09% expense ratio. 3️⃣ NURE - Nuveen Short-Term REIT ETF: 3.80% return | 0.35% expense ratio. 4️⃣ USRT - iShares Core U.S. REIT ETF: 3.52% return | 0.08% expense ratio. 5️⃣ BBRE - JPMorgan BetaBuilders MSCI U.S. REIT ETF: 3.49% return | 0.11% expense ratio. Whether you’re aiming for high returns or low fees, there’s a REIT ETF for you! 📊💼 🔍 Do your research and find the perfect fit for your portfolio. Happy investing! 💸 #YourMoneyWise #REIT #ETFs #InvestSmart #Finance #RealEstateInvesting #StockMarket #trending #trendingreels #FinancialFreedom #trading

Stockbridge just gave us $709 million reasons to believe that the commercial real estate market is ready to bounce back. The company is ready to invest deeply in distressed properties, expecting recovery and high performance within just a few short years. Hopefully other savvy investors are readying themselves to do the same! #commercialrealestate #valueadd #investmentfund

“There is no alternative”. There is a seismic shift underway in how investors think about private markets, which will see these assets form an increasing portion of investor portfolios in the future. Private assets represent a foil to the new world order of public markets: indexation, concentration, and correlation. The investment industry has moved beyond the 60/40 portfolio. From pieces of the pie to buckets and spectrums. Buckets of equities allocations, whether private or public. And then it’s about the liquidity vs returns trade-off. Historically, individual investors have had virtually no other options outside of investing into stocks and bonds. However, this is changing, with a drive by alternative asset managers to make their products more accessible. Early signs of the shift include a recent report that KKR is raising $500m per month via wealth management firms. This is only the beginning… Thanks to Michael Sidgmore for quotes and data. See comments for link to his latest weekly newsletter. #privateassets #alternatives #venturecapital #privateequity #familyoffice #wealthmanagement #elkstone