successful investor wealth management

You can get a sense of a company’s share-price volatility based on its stock beta score, but the data can be misleading and it does not really help in selecting stocks for long-term success

Here are two rules for successfully investing in speculative stocks

The pendulum theory grew out of Sir Isaac Newton’s 17th-century studies of gravity and physics, particularly his second law of motion. Yet the theory turns up in discussions of all sorts of non-mechanical topics. This includes investors’ efforts at understanding the stock market.

Here’s a great starting point to find balance in your portfolio strategy and make money over the long haul

Aggressive investors looking at high-risk stocks to invest in should only allocate a small part of their portfolios to those investments

Learn about P/E ratios, price-to-book-value ratios, price-cash flow ratios, debt-to-equity ratios, plus other steps to strong investment portfolio analysis.

Mean reversion strategies anticipate the eventual partial reversal of significant market movements.. Keep reading for more.

A: Hamilton Enhanced Canadian Bank ETF, $21.04, symbol HCAL on Toronto (Units outstanding: 25.3 million; Market cap: $532.3 million; hamiltonetfs.com), aims to track the Solactive Canadian Bank Mean Reversion Index.

This index invests in the biggest six Canadian banks—Bank of Nova Scotia, Bank of Montreal, CIBC, Royal Bank, TD and National Bank....

Here’s hoping you had a great time over the holidays! This year, we’re starting our first Inner Circle of 2024 with something a little out of the ordinary.

As you know, our Inner Circle Q&A is all about answering readers’ questions. For this opening spot, we often choose a unique question, or one with wide appeal—about a stock, an investment practice, or anything investment-related.

This year we devote the opening spot to what some readers may see as an unusual question: “Pat, what happened to The Investment Reporter? Why did it suddenly quit publishing, without giving notice or refunding subscription fees to its subscribers?”

As some of you know, I got my first serious newsletter job in the 1970s, as editor of The Investment Reporter....

Dear Inner Circle Member,

We ended off our latest quarterly client letter, which went out last month to Successful Investor Wealth Management clients, with the following:

“The supply chain shift may spur more countries to ‘dollarize’—switch to the U.S....