Investor fund – MS Coursing http://mscoursing.com/ Wed, 18 May 2022 04:12:54 +0000 en-US hourly 1 https://wordpress.org/?v=5.9.3 https://mscoursing.com/wp-content/uploads/2021/07/icon-150x150.png Investor fund – MS Coursing http://mscoursing.com/ 32 32 Jungle Ventures renews bets on Southeast Asia and India with $600 million fund https://mscoursing.com/jungle-ventures-renews-bets-on-southeast-asia-and-india-with-600-million-fund/ Wed, 18 May 2022 00:11:00 +0000 https://mscoursing.com/jungle-ventures-renews-bets-on-southeast-asia-and-india-with-600-million-fund/ SINGAPORE, May 18 (Reuters) – Singapore-based Jungle Ventures has raised $600 million in a new fund backed by new and existing investors including Temasek, the latest venture capital firm to target more money on investments in Southeast Asia and India. Fundraising for Jungle Ventures’ fourth-largest regional fund comes amid a tech boom that accelerated as […]]]>

SINGAPORE, May 18 (Reuters) – Singapore-based Jungle Ventures has raised $600 million in a new fund backed by new and existing investors including Temasek, the latest venture capital firm to target more money on investments in Southeast Asia and India.

Fundraising for Jungle Ventures’ fourth-largest regional fund comes amid a tech boom that accelerated as more consumers moved online during the COVID pandemic. -19.

“We’re sitting on the beginning of a 10, 20, 30-year secular digitalization trend,” said Amit Anand, founding partner of Jungle Ventures, highlighting changing consumption patterns and adoption of online platforms. by small and medium-sized enterprises.

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The decade-old company, which claims to be the first Singapore-based independent venture capital firm to invest in Southeast Asia and India, said it increased the fund due to strong demand after an initial target of $350 million.

The first closing of the fund took place in September. More than half of the commitments for the latest fund came from existing backers, including the International Finance Corporation and Dutch development bank FMO, Jungle Ventures said in a statement.

The rest came from new backers such as Mizuho Bank, global private markets investor StepStone Group (STEP.O) and numerous family offices, Anand said.

Despite a sharp decline in stock markets this year, particularly in tech companies, companies with high margins and solid businesses would still attract investor interest, he said.

“In the current environment, it’s going to get tougher over the next 3-4 months for both investment funds and founders. But I think it’s a short-term blow,” said Anand to Reuters.

He expects investor interest in technology companies, including IPOs, to pick up towards the end of the mid-year.

Jungle Ventures expects to make only 15 to 18 total investments from the fund, Anand said, adding that B2B financial technology companies and education technology companies were among those with strong opportunities.

“It’s a very focused and very compelling investment strategy that we’ve had in place over the last 10 years,” Anand said. The portfolio is evenly split between companies based in India and Southeast Asia.

The $600 million includes $450 million in the main fund and $150 million in additional managed commitments. Jungle Ventures raised $240 million in its third fund in 2019.

Jungle Ventures’ portfolio of 60 companies includes Indian home improvement company Livspace, Thai e-commerce startup Pomelo Fashion, and Kiotviet, a marketplace platform for small and medium-sized businesses.

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Reporting by Anshuman Daga; Editing by Alexander Smith

Our standards: The Thomson Reuters Trust Principles.

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Michael L. Ashner and Winthrop Strategic Real Estate Fund https://mscoursing.com/michael-l-ashner-and-winthrop-strategic-real-estate-fund/ Mon, 16 May 2022 20:10:14 +0000 https://mscoursing.com/michael-l-ashner-and-winthrop-strategic-real-estate-fund/ JERICHO, NY, May 16, 2022 (GLOBE NEWSWIRE) — Michael L. Ashner on behalf of Winthrop Strategic Real Estate Fund, currently a less than 1% shareholder of New York City REIT, Inc. (NYSE: NYC) (“NYC REIT or the “Company”), today issued the following statement in response to the Company’s open letter to its shareholders on April […]]]>

JERICHO, NY, May 16, 2022 (GLOBE NEWSWIRE) — Michael L. Ashner on behalf of Winthrop Strategic Real Estate Fund, currently a less than 1% shareholder of New York City REIT, Inc. (NYSE: NYC) (“NYC REIT or the “Company”), today issued the following statement in response to the Company’s open letter to its shareholders on April 28 and May 16 regarding the candidacy of Elizabeth Tuppeny and the overall performance of NYC REIT .

We are saddened by the nonsense NYC REIT and its board members expressed to our fellow shareholders regarding the upcoming disputed election between their nominee, Elizabeth Tuppeny, and Comrit nominee, Sharon Stern, particularly in regarding the company’s past performance. Regarding the company’s recent performance:

  • The stock price is below $10.00, a 61% discount or loss to the stock’s book value of $25.84 per share. This loss represents the true performance of the NYC Board of Directors during his tenure.
  • In 2021, the Company incurred a cash loss of nearly ($8 million) but paid the outside advisor nearly $25 million in fees and reimbursements. This quarter, the Company generated meager operating cash flow of $2.7 million while paying its outside advisor nearly $6.5 million in fees and reimbursements. Talk about feeding at the trough.
  • Four of the Company’s eight properties are currently in some form of financial difficulty due to breaches of covenants under their respective loan agreements.
  • The disparity between the book value of $25.84 and the share price of $10 means that any issuance of shares would be very dilutive for you as shareholders. No meaningful plan has been suggested by the board to deal with this impending crisis.
  • As for the board itself, almost all of the board members sit on the boards of other companies controlled by Nick Schorsch, who is the beneficiary of these huge and abusive outside advisory fees. Elizabeth Tuppeny is one such director who serves at the request of Nick Schorsch and entities affiliated with Nick Schorsch.
  • Sharon Stern, to her credit, would be a much-needed, independent director. Ms. Stern was largely responsible for the final sale of Cedar Realty Trust (“Cedar”), which resulted in Cedar shareholders gaining 22% over the prevailing share price. Since joining the board in April 2021, Cedar shares are up 76%.

We see no alternative. The current board continues to serve only Nick Schorsch-related entities to the detriment and loss of NYC REIT shareholders, a practice that has continued for too many years. Their misplaced loyalty resulted in a startling loss of book value and real value with no plan to prevent further loss. We vote strongly for Sharon Stern because we see no other way to effect reasonable change here.

We urge shareholders to vote on the WHITE proxy card to elect Sharon Stern, a highly qualified and independent nominee, at the company’s next annual meeting of shareholders on May 31, 2022.

About Winthrop Strategic Real Estate Fund

Winthrop Strategic Real Estate Fund is a private equity and debt investment fund focused on distressed real estate opportunities and investments in real estate securities.

Investor or Media Inquiries Phone: (516) 822-0022; Email: mashner@winthropcapital.com

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ETF Investing in a bear market https://mscoursing.com/etf-investing-in-a-bear-market/ Sun, 15 May 2022 06:56:00 +0000 https://mscoursing.com/etf-investing-in-a-bear-market/ 24K/iStock production via Getty Images In several of my recent articles, I have featured research suggesting where investors might consider investing in light of high inflation, rising interest rates, and Federal Reserve policy decisions; for example, see here. In this article, I review what some experts have advised regarding investments to consider in a bear […]]]>

24K/iStock production via Getty Images

In several of my recent articles, I have featured research suggesting where investors might consider investing in light of high inflation, rising interest rates, and Federal Reserve policy decisions; for example, see here. In this article, I review what some experts have advised regarding investments to consider in a bear market.

Background

The overall stock market, as measured by the Vanguard Total Stock Market ETF (VTI), hit its highest price ever on the first trading day of this year. Since then, it has fallen by around 17% (all data in this article is from 5-13). However, some fund categories fared much worse. For example, according to Morningstar.com, the average Large Cap Growth equity fund is down about 25%.

These declines represent a blow to investors’ portfolios. Well beyond what is usually defined as a 10% correction, a decline of 20% or more from a recent high is considered a bear market. Only a handful of fund categories are in positive territory this year, with most down 10-20%. (Look at this performance data for the latest year-to-date results for Vanguard ETFs; Vanguard mutual fund results are similar.) In a bear market, it seems out of the question to expect to make money from your investments, at least in the short term. On the contrary, a more realistic strategy is to try to lose as little as possible until market conditions improve.

I’ve reviewed what a few leading investor publications recommend as your best ETF and fund picks during these uncertain and, so far in 2022, decidedly negative times for fund investing. In addition to listing their specific fund recommendations, I have added some of my own comments, although I am not fully familiar with all of these funds myself.

Kiplinger in The 12 Best ETFs to Fight a Bear Market, offers some of the most specific recommendations I have found, although the recommendations were made over two years ago and some of them are redundant and therefore will not be mentioned below. Also, I won’t mention the funds that are losing more than 10% this year.

Funds

Legg Mason Low Volatility, High Dividend ETF (LVHD)

This fund is made up mostly of high value stocks, which my articles have been recommending for some time, while low volatility stocks tend not to move as much as higher volatility ones. Since downturns are usually accompanied by high volatility, investors are likely to lose less during periods when stocks are falling. Volatility is measured by a statistic called “beta”, with the S&P 500 having a beta of 1. A lower beta means the fund has less volatility than this index, while a beta above 1 has more; LVHD has a beta of 0.8. The fund also has a high dividend yield of 3.62%; see below for more information on high dividend yield funds. It has only lost 2.44 since the start of the year compared to the Dow Jones US Large-Cap Value Total Stock Market index, which has lost 10.83. (All performance data shown is not annualized)

Utilities Select Sector SPDR® ETF (XLU)

Everyone needs water and electricity, and in some cases natural gas, regardless of tough economic times. So, in theory, utility funds shouldn’t suffer a loss of business, unlike other stocks. During periods of equity declines, investors often look for funds with high dividends, and currently, this fund pays a dividend of 2.82%. The fund is one of the few to be up, up 0.45 so far this year. Utilities funds seem to be among the best performers when inflation is high, as it is now. (See my April article Seeking Alpha The Best ETFs to Own When Inflation Is High). Utilities can adjust their prices upward even when the overall economy slips, helping to maintain or improve their profits and dividends.

Consumer Staples Select Sector SPDR® ETF (XLP)

Like utilities, people always need basic consumables such as food and toilet paper, regardless of economic conditions. Also, like utilities, these stocks tend to pay an above-average dividend, currently at 2.25%. The year-to-date return is currently +0.24%.

Vanguard Short Term Bond ETF (BSV)

This ETF invests mainly in government bonds with a smaller share in corporate bonds. Short-term bonds have a low duration, which means they are less affected when interest rates rise compared to longer-term bonds. While the hugely popular Vanguard Total Bond Market index ETF (BND) is down 9.71, BSV is down just 4.10% so far this year.

VanEck Vectors Gold Miners ETF (GDX)

Gold is seen by many investors as an inflation hedge and something that can hold its value in difficult circumstances. However, holding the metal itself does not provide an investor with any dividend. Instead, GDX owns the companies that mine gold. It currently pays a dividend of 1.73%. Its year-to-date yield is -3.59% based on its market price. This compares to a -17.5% return for the S&P 500 Index.

ProShares Short S&P 500 ETF (SH)

This is a fund that I would not recommend at all to the average investor, only to extremely aggressive investors who are usually also market timers. The fund is involved in “short selling” the S&P 500, which means it bets against the index and only does well when it goes down instead of up. So since the S&P 500 is down about 16% this year, it’s up reverse of that or about +15%. Since stocks tend to go up much more than down, you can only make money if you invest just before or during a downturn and exit before stocks resume an upward trajectory. Not for me.

Vanguard High Dividend Yield Index Adm (VYM)

Similar to the first two funds listed above, the benefit of this fund is that it pays a high dividend yield of 2.77%. It also has a relatively low beta of 0.86. It is down about 3% so far this year and has a Large Cap Value oriented portfolio.

Invesco DB Commodity Index Tracking (DBC)

Commodities such as energy, gold, other metals and commodities are believed to perform well during periods of high inflation and bear markets. However, they are highly volatile, indicating above-average risk. DBC is currently offering excellent returns so far in 2022 at around +35% as well as an excellent trailing 12 month return of +53.5%.

Vanguard Dividend Growth Inv (VDIGX)

Down 8.20% this year, this mutual fund is ahead of 95% of funds in its category according to Morningstar and -16% of the S&P 500. Since the fund was praised in a May 2020 article as an excellent fund for a bear market, it returned over 43%, slightly more than the Vanguard S&P 500 index ETF (VOO). It focuses on the Large Mix category.

Discussion

While investors are not necessarily advised to switch from their existing funds to one or more of these bear market pillars, perhaps one or two of the above funds, or similar funds, will give them a boost. idea of ​​where they might be hiding. during this currently steep bear market for aggressive funds, or approaching it, for many of their regular funds.

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This fund offers smart equity investing in today’s markets https://mscoursing.com/this-fund-offers-smart-equity-investing-in-todays-markets/ Thu, 12 May 2022 19:59:14 +0000 https://mscoursing.com/this-fund-offers-smart-equity-investing-in-todays-markets/ MMarkets continue to bleed as investors digest news of continued high inflation, with consumption and the core for April coming in above expectations. More recent reports indicate that wholesale inflation rose 0.5% in April, an 11% year-on-year increase and an indicator that inflationary pressures are continuing, according to CNBC. The news follows last week’s Fed […]]]>

MMarkets continue to bleed as investors digest news of continued high inflation, with consumption and the core for April coming in above expectations. More recent reports indicate that wholesale inflation rose 0.5% in April, an 11% year-on-year increase and an indicator that inflationary pressures are continuing, according to CNBC.

The news follows last week’s Fed meeting which will see the most aggressive tightening cycle many advisers and investors have ever seen, with at least two more 0.50% hikes on the near horizon and balance sheet reductions that will begin next month.

The latest quarter ended with the S&P 500 in the red for the first time since 2020 and the fourth time the major stock index has ended a quarter in negative in the past 25 reporting cycles since September 2015. The declines were driven by inflation fears, rising interest rate fears, and the exacerbated pressures that Russia’s invasion and protracted war in Ukraine has placed on an already strained global economy.

“It was only thanks to a strong rally at the end of March that the quarter went from awful to bad,” writes KFA Funds in a recent post. “Still, March’s gains felt like a joyless bear market rally.”

In an environment where fixed income is under threat and cash is increasingly at risk from inflation, equities can often become the least scary options for advisors and investors, a somewhat familiar in times unknown. One of the places advisors turn to seek income is within dividend and dividend companies.

Invest in dividend-yielding stocks with diversification

the KFA Value Line Dynamic Core Equity Index ETF (KVLE) follows a strategy of investing in high-yielding companies while diversifying in a way that a “thematic” portfolio does not. The fund is a core equity portfolio of securities that are skewed to favor dividend yield, and it seeks to increase yield while avoiding investing only in high-yielding stocks and sectors.

“We believe KVLE is well positioned for a turbulent 2022 in the markets. Stable companies with strong balance sheets and paying healthy dividends should do well against the overall S&P 500 GOLD market in most difficult times. is even more so in an environment characterized by reluctant equity investors, who increase allocations to US equities for lack of alternatives and naturally favor less risky stocks,” writes KFA Funds.

The fund uses a smart beta strategy to seek more profitable alpha as well as a risk management strategy that seeks to limit the effects of significant market declines while being positioned to capture positive returns.

KVLE has an expense ratio of 0.55%.

For more news, insights and strategy visit the China News Channel.

Learn more at ETFtrends.com.

The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

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Marshall Investments targets $100 million for second growth credit fund https://mscoursing.com/marshall-investments-targets-100-million-for-second-growth-credit-fund/ Wed, 11 May 2022 11:32:00 +0000 https://mscoursing.com/marshall-investments-targets-100-million-for-second-growth-credit-fund/ And finally, the fund’s mandate allows it to invest up to 15% of its total contribution in direct shares of growing companies. Fundraising documents indicated that Marshall Investments had already warehoused two deals for the second fund, which were generating revenue. Also on display were the returns from the company’s past growth credit investments. The […]]]>

And finally, the fund’s mandate allows it to invest up to 15% of its total contribution in direct shares of growing companies.

Fundraising documents indicated that Marshall Investments had already warehoused two deals for the second fund, which were generating revenue.

Also on display were the returns from the company’s past growth credit investments.

The company achieved a net IRR of 17.7% from a $12.5 million loan to home improvement market hipages after its IPO. A $2 million loan to marine safety maker Vesper Marine for product development generated a net IRR of 16.4% two years later in December 2021 when the business was sold.

The company began underwriting “growth credit” loans in 2018, through its decade-old structured debt investment arm (formally called Growth Capital Partners and Property Capital Partners), which invested some $400 million. for co-investors in more than 70 transactions. . The historical average return for co-investors has been 15% on an IRR basis.

The first growth credit fund ended up lending to 11 companies and generating an annualized return of 10.4% (paid quarterly). His individual loans were between $2 million and $10.5 million. All were first secured and generally amortized over three years.

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Tiger Global hit by $17 billion losses in tech rout https://mscoursing.com/tiger-global-hit-by-17-billion-losses-in-tech-rout/ Tue, 10 May 2022 04:00:18 +0000 https://mscoursing.com/tiger-global-hit-by-17-billion-losses-in-tech-rout/ Tiger Global suffered losses of around $17 billion in its tech stock selloff this year, marking one of the biggest dollar declines for a hedge fund in history. The streak of poor performance means the company – one of the world’s largest hedge funds and a big investor in high-growth speculative companies whose shares have […]]]>

Tiger Global suffered losses of around $17 billion in its tech stock selloff this year, marking one of the biggest dollar declines for a hedge fund in history.

The streak of poor performance means the company – one of the world’s largest hedge funds and a big investor in high-growth speculative companies whose shares have fallen since their pandemic peaks – has erased both third of its earnings since its launch in 2001, according to calculations by LCH Investments.

“The scale of the loss is mind-boggling, especially for a fund with ‘hedging’ in its name,” said Andrew Beer, managing member of investment firm Dynamic Beta. “It shows how even the most talented and hip tech investors haven’t seen the train rolling down the tracks.”

The losses were estimated by LCH, a fund of hedge funds managed by the Edmond de Rothschild Group, which is an authority on the dollar gains and losses made by hedge funds for their clients and compiles an annual list of top managers. of global funds.

Tiger declined to comment. Investors who put money into the fund at launch have made more than 20 times their initial investment, a person familiar with the fund said.

Still, the losses eclipse some of the biggest declines in the $4 billion hedge fund industry in recent years. These include the $12.1 billion lost by investment giant Bridgewater in 2020 during the market tumult caused by the coronavirus pandemic, or the loss of approximately $7 billion by Melvin Capital during from the GameStop retail frenzy early last year.

New York-based Tiger, which recently managed about $90 billion in assets, was founded 21 years ago by Chase Coleman, a so-called “Tiger cub” who worked for the hedge fund Tiger Management of the legendary investor Julian Robertson.

Coleman’s fund has in the past made huge gains for investors, helped by hard-hitting bets on tech stocks. At the start of 2021, he was ranked by LCH as the 14th best performing hedge fund manager of all time, having made $10.4 billion in earnings, a 48% return, for investors the previous year. and a total of $26.5 billion since. launch.

But his fund was hit hard in the recent speculative asset sell-off, as the Federal Reserve’s decision to raise interest rates to curb inflation dampened the appeal of high-growth companies whose records Investments are often based on the promise of profits far into the future.

The fund has lost 43.7% in the first four months of this year, the Financial Times reported earlier this month, more than double the 21% decline recorded by the Nasdaq Composite equity indicator. of Wall Street.

Tiger’s dollar losses, which relate to its hedge fund rather than its private equity business, do not include the impact of a tech sale late last year that left Tiger down 7 % for the whole of 2021.

laurence.fletcher@ft.com

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How the Two-Tier Benchmark Rule Helps Investors https://mscoursing.com/how-the-two-tier-benchmark-rule-helps-investors/ Sun, 08 May 2022 16:29:41 +0000 https://mscoursing.com/how-the-two-tier-benchmark-rule-helps-investors/ The two-tier benchmarking framework mandated for mutual funds by the Securities and Exchange Board of India (Sebi) last October, will reinforce the Potential Risk Class (PRC) matrix introduced in December. This will help investors better compare funds before investing. While the new benchmarking guidelines apply to all categories of mutual funds, recent changes would be […]]]>

The two-tier benchmarking framework mandated for mutual funds by the Securities and Exchange Board of India (Sebi) last October, will reinforce the Potential Risk Class (PRC) matrix introduced in December. This will help investors better compare funds before investing.

While the new benchmarking guidelines apply to all categories of mutual funds, recent changes would be particularly helpful in capturing the granular risk elements of debt mutual funds.

To understand the changes, let’s start with a brief overview of the PRC matrix.

Decoded matrix

The PRC is a 3×3 matrix that shows the maximum risk a mutual fund will take in terms of credit and interest rates. Credit risk is classified into three categories—classes A, B and C—based on the risk-weighted value of each instrument granted by the regulator.

Interest rate risk, on the other hand, is measured in three blocks – classes I, II and III – using Macaulay duration.

Asset management companies are required to place their systems in the PRC grid so that investors understand the maximum risk associated with them.

If a scheme takes on a higher risk than indicated by the PRC tranche it is placed in, this implies a change in its fundamental attribute, thereby allowing investors to exit the scheme without incurring an exit charge.

In line with these guidelines, mutual funds have started to include a risk meter to show the risk associated with the program and the PRC to show the maximum risk.

However, mutual funds also continued to benchmark their plans against indices representing that plan’s category. For example, a short-term fund was compared to the CRISIL Short Term Bond Fund Index, which may not have a credit allocation similar to the plan or the plan’s PRC.

Benefit of benchmarking

The new two-tier benchmarking rules help solve this problem. The level 1 benchmark indicates to the investor which risk matrix is ​​followed by the debt fund, while the level 2 index reveals the strategy adopted by the latter vis-à-vis the definition of the category, thereby highlighting any style deviations.

In addition, comparison with the Tier 1 benchmark can help investors assess the effectiveness of the fund manager’s strategy within the category and PRC tranche.

The Level 2 benchmark which should more closely represent the fund’s strategy can help investors assess the alpha relative to the targeted strategy adopted by the fund.

So far, only a small number of schemes in the domestic mutual fund industry have reported their Tier 2 benchmarks as these are not mandatory.

However, the benefits are there for everyone. For example, a fund in the very short-term funds category that follows a more liquid portfolio strategy aligned with liquid funds and has identified the liquid funds benchmark as its level 2 benchmark.

Similarly, some funds in the corporate bond fund category have identified the AAA short-duration bond index as their level 2 index, in line with their investment strategy of investing in short-dated first order. Another fund in the category of bank funds and PSU selected the benchmark for the roll-down strategy in accordance with its strategy.

To reiterate, therefore, the two-tier benchmark structure should further improve disclosures in the mutual fund industry.

Mapping the risk of debt funds with the PRC will also allow for better comparison of funds within a single category, instead of comparing all funds in the set of peers on the same metric – grouping can now be done based on Level 1 and Level 2 benchmarks.

That said, individual earthworks remain more critical than ever for investors. For example, while the PRC matrix will present the maximum risk a plan could take, the fund manager may choose not to invest up to the thresholds.

Thus, the classification based on the matrix only serves as a guide. It is important that investors review these parameters in conjunction with their own due diligence on the plan’s portfolio.

Piyush Gupta, Director, Fund Research, CRISIL.

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Why my investment strategy doesn’t revolve around index funds | Economic news https://mscoursing.com/why-my-investment-strategy-doesnt-revolve-around-index-funds-economic-news/ Sat, 07 May 2022 10:36:00 +0000 https://mscoursing.com/why-my-investment-strategy-doesnt-revolve-around-index-funds-economic-news/ The money you’re constantly putting aside for retirement absolutely shouldn’t stay in cash. If you go this route, you won’t grow your money at a rate fast enough to outpace inflation. The result? You could find yourself short of money later in life and your long-term goals could be in jeopardy. Rather, it is important […]]]>

The money you’re constantly putting aside for retirement absolutely shouldn’t stay in cash. If you go this route, you won’t grow your money at a rate fast enough to outpace inflation. The result? You could find yourself short of money later in life and your long-term goals could be in jeopardy.

Rather, it is important to invest the money you accumulate for retirement and other goals. And in this regard, you can decide to just load on index funds.

Index funds are passively managed funds whose objective is to track and match the performance of the benchmark indices to which they are linked. A S&P500 an index fund, for example, will aim to do as well as the S&P 500 itself.

Image source: Getty Images.

Index funds are actually a very good choice for the typical investor, and that’s not just my opinion. Investment giant Warren Buffett has long index funds hailed as a great way for everyday investors to grow their wealth.

But my personal investment strategy doesn’t revolve around index funds. Here’s why.

1. I’m comfortable with stock picking

Index funds are a great option for people who don’t know much about picking individual stocks, or aren’t comfortable going that route. While I may not have the same stock-picking skills as some investors, I probably know more than the average person. Based on my knowledge, I am comfortable evaluating stocks and choosing individual companies in which to invest my money.

To be fair, I’m also willing to put in the time and research different companies before diving in. Some people may not have the desire or the patience to do this, and that’s okay. Since I regularly spend time reading about stocks (sometimes just for fun), investing in individual companies is doable for me.

2. I want a portfolio with the potential to beat the market

Index funds have a few drawbacks, one of which is that they won’t allow you to outperform the broad market in your portfolio. As I mentioned earlier, index funds want to outperform the indices they track, but their goals are not to beat them.

I, on the other hand, have slightly more ambitious goals. My goal is to build a portfolio that does at least slightly better than the broader market. To achieve this, I have to put together my own combination of investments.

3. I have choices in my retirement plan

People who save in an employer-sponsored account 401(k) plan are often limited to a selection of funds, as opposed to individual stocks. But because I have a different type of 401(k) – a solo 401(k) – I don’t have that restriction. Instead, I can invest my long-term savings in individual businesses, and that’s an option I prefer to jump on.

What is the right choice for you?

There is absolutely nothing wrong with using index funds as an investment for retirement and other long-term goals. But I have my reasons for choosing different stocks that I believe have a solid level of growth potential.

One thing to keep in mind, however, is that you don’t have to choose between index funds and individual stocks. Investing in both could end up making you very wealthy, while making it easier to keep your portfolio nice and diverse.

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Musk calls on new investors to contribute $7 billion to Twitter deal https://mscoursing.com/musk-calls-on-new-investors-to-contribute-7-billion-to-twitter-deal/ Fri, 06 May 2022 03:10:35 +0000 https://mscoursing.com/musk-calls-on-new-investors-to-contribute-7-billion-to-twitter-deal/ The projected numbers included Twitter’s annual revenue exceeding $13 billion and its earnings before interest, taxes, depreciation and amortization — a measure of profitability — potentially reaching $6 billion by 2025, two people who said looked at the numbers. Investors had a few days to make a decision. Some balked at the speed and lack […]]]>

The projected numbers included Twitter’s annual revenue exceeding $13 billion and its earnings before interest, taxes, depreciation and amortization — a measure of profitability — potentially reaching $6 billion by 2025, two people who said looked at the numbers.

Investors had a few days to make a decision. Some balked at the speed and lack of detail on governance issues, including voting rights, rights to information and the makeup of Twitter’s board under Mr. Musk, a source said. nobody. The $44 billion Mr. Musk pays for Twitter was also a sticking point, given the company’s inconsistent earnings, the person said.

Morgan Stanley declined to comment.

Some investors did not wait for Mr. Musk to contact them. Binance contacted him directly, said a person familiar with the situation, and is investing $500 million. The cryptocurrency exchange saw an opportunity to use blockchain, a database of digital information, to help fight bots, which are automated accounts that spam people, the person said.

“A small contribution to the cause”, Changpeng Zhao, founder of Binance, mentioned on Twitter about investing. (The company also recently invested in Forbes, aiming to bring cryptocurrency into a traditional media company.)

Sequoia Capital, a Silicon Valley venture capital firm, invested $800 million and said it had “been at the forefront of Elon’s business and technical prowess” for two decades.

“We, like him, see the opportunity to drive meaningful product innovation that will help unlock the full potential of Twitter as a global platform that connects the world,” a Sequoia spokeswoman said.

Brookfield, a property management company, invested $250 million through its technology growth investment arm. The company used Tesla Technology to add solar panels to some of its properties and recently invested in SpaceX. Brookfield declined to comment.

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Timbercreek Private Debt Fund for Self Storage and Other Real Estate https://mscoursing.com/timbercreek-private-debt-fund-for-self-storage-and-other-real-estate/ Wed, 04 May 2022 07:19:53 +0000 https://mscoursing.com/timbercreek-private-debt-fund-for-self-storage-and-other-real-estate/ Timbercreek Capital, a Canada-based investment manager that specializes in alternative assets, has launched a private debt fund in partnership with an unidentified institutional investor to seek short-term secured mortgages for commercial properties in Canada and the States. -United. The Timbercreek North American Mortgage Fund (TNAM) will target multi-family, industrial, office, retail, self-storage and land assets […]]]>

Timbercreek Capital, a Canada-based investment manager that specializes in alternative assets, has launched a private debt fund in partnership with an unidentified institutional investor to seek short-term secured mortgages for commercial properties in Canada and the States. -United. The Timbercreek North American Mortgage Fund (TNAM) will target multi-family, industrial, office, retail, self-storage and land assets as well as first, second and mezzanine security positions, according to a press release. .

“Timbercreek strongly believes that actively managed debt will be an accretive component of both short-term and long-term investment portfolios,” said Blair Tamblyn, CEO. “The TNAM strategy builds on this by investing in the mid-market lending space, with a focus on growing presence in North America, particularly the United States. Together with our partner, we look forward to generating long-term value while delivering attractive returns on investment. »

The fund is expected to generate an annual net return of 9% to 10%, mainly from interest income, the statement said.

Founded in 1999, Timbercreek offers structured finance solutions to property owners and investors in select markets in Canada, Ireland, the United Kingdom and the United States. Since 2007, the company has originated, underwritten, funded and serviced more than 650 loans representing more than $13 billion in principal, according to the release. It has offices in Canada, Ireland and the United States.

Source: GlobeNewswire, Timbercreek Capital Forms Strategic Partnership with Leading Global Institutional Investor to Launch Timbercreek North American Mortgage Fund

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