investment

Model portfolios and practice stock trading have a lot in common. They both serve to distract investors from long-term investing goals.

A: Kneat Inc., $2.54, symbol KSI on the Toronto Venture Exchange (Shares outstanding: 67.4 million; Market cap: $171.2 million; www.kneat.com), designs, develops and supplies software for data and document management within regulated environments....

With the U.S. Presidential Inauguration coming tomorrow, we wanted to get today’s Advice for Inner Circle Members out to you a little earlier than usual. In his message below, Pat addresses an important Inauguration-related issue that you may have wondered about....

Building the best ETF portfolio for retirement may differ in the details for individual investors, but the basic principles apply equally.

Investors searching for Canadian penny stocks to buy can up their odds of success if they look for stocks that meet these eight requirements

Some investment rules of thumb will help your portfolio, but others will cost you money. Here’s how to tell the difference.

The speed of the March 2020 stock market decline, as well its rapid recovery to previous peaks, will rank high in the record books. For instance, the 34% drop for the S&P 500 took only 24 days while the recovery to its previous peak was achieved in 150 days.


At the broad market level, the Vanguard Total World Stocks ETF (VT) gained 14.3% for the year....

When we look for ETFs to recommend, we start with what we see as the most important factor: what stocks does the ETF hold?


And when we look at those stocks, we use tools and measures from three key areas to form our assessment:


1) Investment-quality markers—we use them to award our TSINetwork investment-quality ratings;


2) Valuation factors, including the P/E and other financial ratios;


3) Extra value factors—hidden value and other overlooked pluses that help create outsized returns.

How we judge investment quality

The essence of investment quality is a company’s ability to survive a business setback and go on to still greater success when conditions improve....

This month we look at three new ETFs. The first is an actively managed ETF that invests in “frontier” technology companies; they’re selected by a manager with roots in venture capital. The next two funds are ETFs where their managers use a “black box” to pick dividend-paying companies.


INNOVATOR LOUP FRONTIER TECH ETF $54.32 (New York symbol LOUP) is an ETF invested in technology companies that its managers believe will drive the next wave of technological innovation.


Loup Ventures, a venture capital firm with two decades of experience in technology, is the ETF’s advisor....

Here’s an excerpt from a recent issue of Advice for Inner Circle Pro Members:


“Early in my investment career, I developed a keen interest in what we called “investor rules of thumb.” Here are some random examples:


“Stocks trading at a P/E ratio of 10 times per-share earnings or less are good buys.”


“As January goes, so goes the year.” In other words, if the stock market goes up in January, it will probably have a gain for the year, as a whole.


“When a stock rises and its volume of trading expands as well, it’s likely to keep rising.”


The downfall of all market indicators is that they entice you into basing a decision on a narrow range of information....