Technology stocks remain incredibly popular in 2023 where many of the largest US investment funds are being blocked from buying more, due to diversification rules. The S&P500 index has grown 18% this year, however seven large technology stocks have accounted for the majority of the gains. For example, Fidelity’s $108billion Contrafund, could not buy any… Continue reading What Are The World’s Largest Hedge Funds Investing In?
“Herd Effect” – The phenomenon that a person’s behavior is influenced by other people’s behavior and thus behaves in a consistent manner is like a flock of sheep. Where the first sheep leads, the sheep behind blindly follows regardless if there will be wolves or greener grass on the side.
Having looked at the relative merits of a Cash or a Stocks and Shares ISA or JISA in our Explainer article, we are now going to take a more focussed look at the relative performance of having held cash in an ISA against having invested in a Stocks and Shares ISA over time. We hope… Continue reading Focus: Cash vs Stocks & Shares ISA/JISA
Starting to save for your future is an important step, and there are a number of different ways to do it. Are you considering investing in a Cash or a Stocks and Shares Individual/Junior Individual Savings Account (ISA/JISA)? Here, we’re going to compare Cash versus Stocks and Shares ISAs/JISAs as it’s important to understand the… Continue reading Explainer: Cash vs Stocks & Shares ISA/JISA
Friends often ask me: “I live in the U.K. and all my money is the pound Sterling, but I like to invest in US stocks, so I have to change my pounds into U.S. dollars to buy stocks. As a result, there is a FX fee. If the U.S. dollar depreciates against the pound when… Continue reading Pursue global assets allocation? How to avoid the FX risk?
Recently, major investment institutions have successively filed their 13F reports for the third quarter of 2021 to SEC and disclosed their own position changes. 13F report refers to a report that, according to the requirements of SEC, must be submitted by investment institutions with more than USD 100 million in assets under management within 45… Continue reading Latest Interpretation of the Top Ten Institutions’ 13F Report in Q3 2021
Fund or ETF? CEX or DEX? How to choose a broker? If you are really interested in cryptocurrency after adequate risk assessment and position sizing, for so many ways to invest, what are their advantages and disadvantages? This article will discuss this area. Cryptocurrencies, especially Bitcoin and Ether, have been more and more accepted… Continue reading [Investment 101] How to Invest If A Beginner Wants to Enter the Cryptocurrency Track?
Recently, the increasingly popular concept of “Metaverse” is embraced by investors. In this issue, we will introduce two “alternative ETFs” for investors who wish to follow hot market spots but do not know which companies are participating in this track due to limitations of their own expertise and knowledge. Some of them do so based… Continue reading Metaverse? Buzz? How to Invest to Follow Hot Market Concepts
On November 30, Powell, President of FED, made an unexpected hawkish statement at the quarterly hearing of Senate Banking Committee, indicating that they will discuss whether to accelerate the completion of tapering at the FOMC meeting in December due to the ongoing inflation concern. Affected by this, the market rate hike expectation rose sharply, and… Continue reading Stock market crash? The data will tell you whether you should get into a panic about a higher rate
A fund is an investment that pools together the money from many individuals. Fund managers then use it to invest in a wide range of shares and/or bonds. The most valued advantage of a fund investment is the diversification effect it can bring to the portfolio; however, its main drawback is the T+1 or T+2 settlement which limits its liquidity.