Seven Springs Wealth Group’s Post

Fresh on heels of today's CPI report, please enjoy my latest market update!

You’re invited to our investment & market update! Join us for our next ‘Quarterly Investment Update’, as our CEO Adem Becirevic FCPA welcomes Rob Coyte from Shartru Wealth, and Nick Radge from Chartist to join him on a panel, as they review the market conditions over the last quarter for 2023, and the opportunities available to investors in 2024. Join us, and learn;  ✅ A market update, with inflation coming down. - The Australian Equities market. - The Bond market. ✅ Unlisted Property update. ✅ The term “risk on”, what does it mean? ✅ Share Market Update - Including the technical analysis. - Trading strategies. - Analysing two top stocks within our portfolios. ✅ The opportunities available in 2024.   Event Details: Date: Thursday 22 February 2024 Time: 12:00pm - 1:00pm Qld time (1pm – 2pm AEDT) Platform: Via Zoom (Meeting Link Below)   To secure your ticket, simply click here https://lnkd.in/gHtU6HuB, or below to register. Tara Hansen Paul Jansz Leslie (LJ) Brown Rod Lingard Adam Chandler Jess L Stacey YT S.

While no one has a Magic 8 Ball that can predict when the market will return to normal, the investment strategies within this checklist can provide clarity and guidance to help prepare for whatever lies ahead. Learn more here: https://hubs.li/Q026_6ZL0

Security Analysis by Benjamin Graham and David Dodd Fundamental Analysis: Focus on a company's fundamentals, such as earnings, dividends, and financial health, rather than market trends. Bond Analysis: Understand the intricacies of bond investing, including the importance of interest coverage and debt ratios. Defensive vs. Enterprising Investing: Differentiate between defensive (conservative) and enterprising (aggressive) investing strategies and choose based on your risk tolerance.

"Recency Bias and Overconfidence" in Long-term Return Expectations? While financial advisors tend to offer constructive or optimistic return expectations, investors today expect even much higher long-term returns. In the investment world, recency bias is hard to avoid. Investors exhibit recency bias when they make decisions and return expectations based on recent events/historical returns and expect those events/returns to continue into the future. This can lead to irrational expectations and decisions. It also tends lead to overconfidence.

Every magnificent investment journey begins with an apt dialogue. Deciphering the financial market is akin to mastering a foreign language. It's intricate, constantly evolving, and often daunting. Hence, discussions about investing become crucial. Our duty as Private Bankers and Money Managers is to simplify the intricate labyrinth of the stock market. Be it explaining underlying principles or deciphering technical charts of stocks, our objective is to deliver insights via clear, succinct content that fuels understanding and informed decision-making. Ultimately, we are all co-travelers on this financial journey - we must be engaging in the correct discussions that steer us towards astute, long-term investing decisions. So, what type of dialogues are you engaging in about your investments?

There is no single investment that can provide high yields, high liquidity, and low risk all at the same time. As an investor, you must choose one or two of these objectives, or favor one component above the others. The investing magic triangle is a handy tool for examining and comparing various sorts of investments. Every investment can be evaluated using three criteria: returns, liquidity, and risk. Returns: What is the profit potential (increased value or cash flows)? How quickly can an investment be converted to cash? Risk: How likely is it that the asset may lose value? What other aspects do you examine while making financial decisions?

Security Analysis by Benjamin Graham and David Dodd Fundamental Analysis: Focus on a company's fundamentals, such as earnings, dividends, and financial health, rather than market trends. Bond Analysis: Understand the intricacies of bond investing, including the importance of interest coverage and debt ratios. Defensive vs. Enterprising Investing: Differentiate between defensive (conservative) and enterprising (aggressive) investing strategies and choose based on your risk tolerance. Follow me on LinkedIn: https://lnkd.in/e9FFsybJ

When it comes to investing, it’s well known that properly diversifying and staying invested are the best ways to achieve long-term financial goals. However, this is often easier said than done, especially when market and economic outlooks are uncertain, as they have been for many years. Fortunately, there are investment methods for managing the emotions that come from market volatility. What should investors know about how they can stick to an investment plan through years and decades? https://conta.cc/3VLJtTo

How long do you continue to stay invested ? The chart below is a brilliant illustration of how returns fluctuate with the investment time horizon in the US S&P500. Around the 20 year+ mark, the returns aren't negative. Most talk about the risk / volatility in markets, and most of such investors haven't been invested for a decade. I have now completed my second decade of investing and can vouch for this chart. How was your experience?