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Tag: Returns

Home›Posts Tagged "Returns"
  • Long Term Bonds
    Financial Planning
    By WiserAdvisor Insights
    November 25, 2020
    204
    0

    6 Things You Should Know About Investing in Long-Term Bonds

    Bonds are one of the most secure investments you can make. However, this $43.1 trillion market (as estimated in 2019), inclusive of multiple securities, complex rules, and varying yields, can often be overwhelming for many investors. But the importance of including bonds in your overall portfolio is indisputable. According to experts, the ratio of bonds ...
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  • 6 Questions on Sustainable Investing That You Need to Ask Your Financial Advisor
    Portfolio Management
    By WiserAdvisor Insights
    November 1, 2020
    1562
    0

    6 Questions on Sustainable Investing That You Need to Ask Your Financial Advisor

    In the last few years, many investors have faced moral dilemmas about their investments. Directly or indirectly contributing to a company’s growth that may be responsible for the destruction of natural resources or promoting unethical work practices, has led to a shift to sustainable investing. Also known as Environmental Social and Governance investing (ESG), sustainable ...
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  • 6 things you must remember about dedicated portfolios
    Financial Planning
    By WiserAdvisor Insights
    August 20, 2020
    261
    0

    6 Things You Must Remember About Dedicated Portfolios

    Dedicated portfolios, also referred to as structured portfolios, are based on a cash flow matching dedication strategy. This approach aims to generate stable cash flows to match the anticipated liabilities of the future. The portfolio derives its name from the fact that it is dedicated to providing a minimum flow of cash to meet the ...
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  • Everything You Must Know About Over-Diversification
    Portfolio Management
    By WiserAdvisor Insights
    June 4, 2020
    338
    0

    Everything You Must Know About Over-Diversification in Your Portfolio

    While generally, all investors would swear by the benefits of diversification in a portfolio, it is very critical to understand the thin line between diversification and over-diversification. It is easy to be overwhelmed by the influx of capital gains and reduced risk and make that momentary mistake of stretching the diversification strategy to the far-end. ...
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  • Market-Timings-of-Investment
    Portfolio Management
    By WiserAdvisor Insights
    February 11, 2020
    446
    0

    5 Reasons Why Market Timing is Controversial

    A lot of investors consider the market to be their ally, while others think of it critically. Market timing is one concept that has led to the emergence of two different schools of thought that are pro-market and anti-market. While the controversy lies right in the perspective that investors have for financial markets, the investors ...
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  • Risk-adjusted-Return
    Portfolio Management
    By WiserAdvisor Insights
    January 2, 2020
    599
    0

    The Concept of Risk-Adjusted Returns and Why You Must Understand It

    Market uncertainties have had a major influence on recent economic times. Investors who used forecasts and technical projections to safeguard their future now refrain from making undeviating judgments. Instead, they now rely more on strategies to encumber risks from their plans. It would be fitting to deduce that management and allocation of risk has now ...
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  • Portfolio Management
    By WiserAdvisor Insights
    October 18, 2019
    348
    0

    How to Invest with Dollar-Cost Averaging?

    When the market is volatile, it becomes very important to know the right time to capitalize on an investment. If you have been investing in different assets to generate wealth, you must have come across different approaches and strategies to improve your investment position. Remember, there is no clear winner when it comes to investing ...
    Read More
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