investing

Investing is the act of purchasing assets with the expectation that they will appreciate in value or generate income over time, ultimately helping to grow your wealth.

Investing involves buying assets such as stocks, bonds, real estate, or other financial instruments with the goal of earning a return. This return can come in the form of capital gains (when the asset increases in value) or income (such as dividends or interest payments).

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The term “investment synergy” entered common investor use during the takeover craze of the 1960s. Keep reading to learn more.
Avoid investing in a value trap because even though it may seem like a good deal, it’s likely to get much cheaper
Last year, Canada saw the listing of 164 new ETFs. This month we highlight two of the most successful new launches in 2023. The first is an balanced ETF, while the second invests in technology companies with a covered call strategy.


PURPOSE ACTIVE BALANCED ETF $21.61 (Toronto symbol PABF) invests in a diverse set of asset classes through ETFs as follows: fixed income (41%), North American equity (28%), international equity (20%), and gold (4%)....
Shedding light on the role of custodians and how ADR fees are managed. Keep reading to learn more about ADR investing.
Decoding the AI Revolution and Navigating the Complex Landscape of Investing in Artificial Intelligence and Understanding Its Societal Impact
When deciding which ETFs to invest in, follow these criteria for the most success. Keep reading for more information.
Here’s the text of my latest letter to our Portfolio Management clients, sent in November 2023:

“As I began work on this letter to our portfolio clients, an interesting and thought-provoking question came in from a member of our Inner Circle.

The member asked,

“Pat, I know you recommend diversification among individual stocks and stock groups, and between the U.S....
The shares of industrial conglomerate General Electric have gained 55% since it decided to split into three separate firms in November 2021. The company now expects to complete the final spinoff in April 2024. While the breakup should ultimately benefit investors, the recent healthcare equipment spinoff is your better choice for new buying.


GENERAL ELECTRIC CO....
Ignore stock market anxiety and negative stock predictions and focus your investing strategy on diversification and portfolio balance
FedEx remains committed to streamline its operations and cut costs – this should boost profits as it trades at just 14.0 times forecast earnings.