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A Guide to Aggressive Investment Strategies – Yahoo Finance

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aggressive investor

Do you like to see aggressive growth in your portfolio? Do you mind a little risk? You may be an aggressive investor. If you’re just getting use to this type of investing, you might wonder what your options are. If you have a high risk tolerance, here are a few aggressive investment strategies to consider.

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<p class="canvas-atom canvas-text Mb(1.0em) Mb(0)–sm Mt(0.8em)–sm" type="text" content="Aggressive Investor Defined

” data-reactid=”33″>Aggressive Investor Defined

<p class="canvas-atom canvas-text Mb(1.0em) Mb(0)–sm Mt(0.8em)–sm" type="text" content="An aggressive investor wants to maximize returns by taking on a relatively high exposure to risk. As a result, an aggressive investor focuses on capital appreciation instead of creating a stream of income or a financial safety net. Therefore, a portfolio using this model would have a higher weight of stocks and equities. Meanwhile, a minimal percentage of the portfolio may containbonds, cash or other fixed-income assets.” data-reactid=”34″>An aggressive investor wants to maximize returns by taking on a relatively high exposure to risk. As a result, an aggressive investor focuses on capital appreciation instead of creating a stream of income or a financial safety net. Therefore, a portfolio using this model would have a higher weight of stocks and equities. Meanwhile, a minimal percentage of the portfolio may containbonds, cash or other fixed-income assets.

Usually, an aggressive investor works with longer time horizons and a high level of risk tolerance. For example, a young investor with small portfolios and longer time horizons is typically an aggressive investor. A longer time horizon allows the portfolio to recover from potential fluctuations within the market.

<p class="canvas-atom canvas-text Mb(1.0em) Mb(0)–sm Mt(0.8em)–sm" type="text" content="Financial professionals usually don’t recommend aggressive investing for anything bu a small portion of a nest egg. But, regardless of an investor’s age, their risk tolerance will determine if they become an aggressive investor.” data-reactid=”36″>Financial professionals usually don’t recommend aggressive investing for anything bu a small portion of a nest egg. But, regardless of an investor’s age, their risk tolerance will determine if they become an aggressive investor.

<p class="canvas-atom canvas-text Mb(1.0em) Mb(0)–sm Mt(0.8em)–sm" type="text" content="Types of Aggressive Investment Strategies” data-reactid=”37″>Types of Aggressive Investment Strategies

Not everyone is an aggressive investor. However, it’s still wise to understand aggressive strategies and how you might apply them. Here are some strategies for an aggressive investor with a higher risk tolerance than most.

<p class="canvas-atom canvas-text Mb(1.0em) Mb(0)–sm Mt(0.8em)–sm" type="text" content="Small and Micro-Cap Stock Investing” data-reactid=”39″>Small and Micro-Cap Stock Investing

<p class="canvas-atom canvas-text Mb(1.0em) Mb(0)–sm Mt(0.8em)–sm" type="text" content="A portfolio’s weight of high-risk asset classes such as stocks and equities tend to determine if it’s an aggressive portfolio. Even within the equity element of a portfolio, the composition of stocks can have a substantial impact on the amount of risk exposure. For example, a portfolio with an equity component solely made up of blue-chip stocks might have less risk than one made up of small-cap and micro-cap stocks.” data-reactid=”40″>A portfolio’s weight of high-risk asset classes such as stocks and equities tend to determine if it’s an aggressive portfolio. Even within the equity element of a portfolio, the composition of stocks can have a substantial impact on the amount of risk exposure. For example, a portfolio with an equity component solely made up of blue-chip stocks might have less risk than one made up of small-cap and micro-cap stocks.

<p class="canvas-atom canvas-text Mb(1.0em) Mb(0)–sm Mt(0.8em)–sm" type="text" content="Small-cap stocks are companies below $1 billion market value. Small-cap stock funds are made up of companies that investment managers predict will yield significant returns. Usually, these companies haven’t proven themselves and are relatively new. For example, they might be developing a new product or taking on a new growing market sector. Investment managers may also seek out companies with low market value or share prices due to a dip in the market.” data-reactid=”41″>Small-cap stocks are companies below $1 billion market value. Small-cap stock funds are made up of companies that investment managers predict will yield significant returns. Usually, these companies haven’t proven themselves and are relatively new. For example, they might be developing a new product or taking on a new growing market sector. Investment managers may also seek out companies with low market value or share prices due to a dip in the market.

Micro-cap stocks are companies that are smaller than small-cap stocks, with below $250 million to $500 million market value. While micro-cap stocks tend to be viewed as riskier investments than small-cap stocks, they are cheaper and may have an unlimited payout if investors select the right one. It’s important to point out that if a micro-cap stock outgrows these parameters, it might move up to a small-cap stock. This means that the fund manager would have to sell the share of the micro-cap stock.

<p class="canvas-atom canvas-text Mb(1.0em) Mb(0)–sm Mt(0.8em)–sm" type="text" content="Options Trading” data-reactid=”43″>Options Trading

<p class="canvas-atom canvas-text Mb(1.0em) Mb(0)–sm Mt(0.8em)–sm" type="text" content="Options are contracts that allow investors to buy or sell a security for a certain price during a set period. These contracts are often used to hedge against a decline in the stock market, to minimize the losses of the downside of the drop, create recurring income or for speculative purposes.” data-reactid=”44″>Options are contracts that allow investors to buy or sell a security for a certain price during a set period. These contracts are often used to hedge against a decline in the stock market, to minimize the losses of the downside of the drop, create recurring income or for speculative purposes.

Due to options’ leverage component, they may have a higher risk level. Therefore, when investors purchase options, they must be sure of the direction the security will go. Essentially, investors need to properly predict if the security will go up or down, how much the price will vary and the timeframe in which it will happen.

<p class="canvas-atom canvas-text Mb(1.0em) Mb(0)–sm Mt(0.8em)–sm" type="text" content="Foreign Stocks and Global Funds” data-reactid=”46″>Foreign Stocks and Global Funds

Although developing countries and emerging economies may offer higher returns they can also come with higher risk due to political turmoil. It’s possible to choose countries with stable financial systems but investors may still face the risk of currency fluctuations.

For example, let’s say you purchase German stock and the Euro increases in value against the dollar, your investment will then increase in value as well. Conversely, if it dips relative to the dollar, your investment will decrease in value.

<p class="canvas-atom canvas-text Mb(1.0em) Mb(0)–sm Mt(0.8em)–sm" type="text" content="Private Equity Investments” data-reactid=”49″>Private Equity Investments

aggressive investor
<p class="canvas-atom canvas-text Mb(1.0em) Mb(0)–sm Mt(0.8em)–sm" type="text" content="For high-net-worth investors who want to gamble with a high percentage of their portfolio, say $250,000 or more, they may consider private equity investments. This aggressive investment strategy allows investors to invest directly in start-ups or growing companies.” data-reactid=”74″>For high-net-worth investors who want to gamble with a high percentage of their portfolio, say $250,000 or more, they may consider private equity investments. This aggressive investment strategy allows investors to invest directly in start-ups or growing companies.

Usually, private equity investors take a more long-term approach to this strategy. They do this by investing while they financially stabilize, bring a new product to market or launch new technology. If the business endeavor fails, so will the investment. However, sometimes investors can negotiate favorable terms which may put them in a good position to reap high cash returns.

<p class="canvas-atom canvas-text Mb(1.0em) Mb(0)–sm Mt(0.8em)–sm" type="text" content="Aggressive Growth Funds” data-reactid=”76″>Aggressive Growth Funds

Aggressive growth funds are mutual funds that fund managers professionally manage. These funds invest in multiple stocks as well as a variety of other assets that tend to deliver high returns.

Like other investments, the goal of this fund is to yield high returns. However, its returns can vary from year to year. For instance, a growth fund may yield a 21% return one year, it may lose 5% the next year and then yield a 7% return the next year. Usually, the performance of these funds is determined by a 5-year or 10-year analysis. Therefore, investors who invest in these funds must have more of a long-term investment plan.

It’s important to note that aggressive growth funds may not have as much risk as some other aggressive investments. This is because these funds tend to be well-diversified, which means they invest in a variety of assets in different industries. Therefore, if one asset drops in value the other may make up for the losses.

<p class="canvas-atom canvas-text Mb(1.0em) Mb(0)–sm Mt(0.8em)–sm" type="text" content="Key Considerations” data-reactid=”80″>Key Considerations

<p class="canvas-atom canvas-text Mb(1.0em) Mb(0)–sm Mt(0.8em)–sm" type="text" content="Whether you’re a DIY investor or want to work with an investment manager, aggressive investing strategies require a more hands-on approach. These strategies require more active management than conservative buy-hold investment methods. Because these investments are more likely to be volatile, investors need to make more adjustments depending on the market condition. Additionally, investors will need to rebalance more often to bring asset allocation back to the targets.” data-reactid=”81″>Whether you’re a DIY investor or want to work with an investment manager, aggressive investing strategies require a more hands-on approach. These strategies require more active management than conservative buy-hold investment methods. Because these investments are more likely to be volatile, investors need to make more adjustments depending on the market condition. Additionally, investors will need to rebalance more often to bring asset allocation back to the targets.

If you work with an investment manager, they may require higher fees for their services since they are more hands-on with the portfolio as a whole. So, when you’re considering if these investments are right for you, you’ll not only need to factor in the risk you’re taking on but the cost as well.

<p class="canvas-atom canvas-text Mb(1.0em) Mb(0)–sm Mt(0.8em)–sm" type="text" content="The Bottom Line” data-reactid=”83″>The Bottom Line

aggressive investor

Being an aggressive investor isn’t for everyone. Aggressive strategies require investors to have a high risk tolerance and potentially a longer time horizon. But, if you’re willing to take on additional risk to potentially receive a higher payoff, you may consider an aggressive investment strategy.

<p class="canvas-atom canvas-text Mb(1.0em) Mb(0)–sm Mt(0.8em)–sm" type="text" content="Investing Tips” data-reactid=”105″>Investing Tips

  • Looking for a financial advisor to help you select an aggressive investment strategy but not sure where to start your search? Finding the right financial advisor that fits your needs doesn’t have to be hard. SmartAsset’s free tool matches you with financial advisors in your area in 5 minutes. If you’re ready to be matched with local advisors that will help you achieve your financial goals, get started now. We’ve fully vetted all the advisors on our platform and ensured they don’t have any relevant disclosures. Your matches will then reach out to you to talk about working together and answer any questions you may have.
  • Consider capital gains taxes when you’re thinking about how much money you’ll make off your investments. SmartAsset’s capital gains tax calculator can help you figure out how taxes will impact the money you make from selling stocks.

Photo credit: ©iStock.com/fatido, ©iStock.com/SARINYAPINNGAM, ©iStock.com/courtneyk

<p class="canvas-atom canvas-text Mb(1.0em) Mb(0)–sm Mt(0.8em)–sm" type="text" content="The post A Guide to Aggressive Investment Strategies appeared first on SmartAsset Blog.” data-reactid=”110″>The post A Guide to Aggressive Investment Strategies appeared first on SmartAsset Blog.

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UK says energy bill support package must not deter investment – Financial Post

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LONDON — Britain must pay for increased support to households in a way that does not deter investment, Cabinet Office minister Steve Barclay said on Thursday ahead of an expected announcement of new measures to cope with rising energy bills.

Facing intense political pressure to provide more support for billpayers coping with what opponents and campaigners have called a cost-of-living crisis, finance minister Rishi Sunak will give a statement to parliament setting out details of the government’s response.

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“In terms of paying for that, as we look at the balance between how much is done through debt, and how much is done through revenue raising, we need to do that in a way that doesn’t deter investment,” Barclay told Sky News.

Sunak’s announcement is expected to include a 10 billion pound ($12.6 billion) package of support, an energy industry source said, funded in part by a windfall tax on oil and gas producers companies.

Barclay said the government had decided to act after an announcement by the energy regulator earlier this week that a cap on gas and electricity bills was set to rise by another 40% in October.

“What we do recognize … is the government needs to have targeted support, particularly for those most affected by those higher bills,” Barclay told the BBC.

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Global gas prices soared last year when the reopening of world economies from pandemic lockdowns caused demand to return sharply and supply could not keep up. The war in Ukraine has pushed up prices further in 2022.

The government has previously said it is opposed to a windfall tax on energy suppliers because it would deter them from investing in new energy projects.

But that position has shifted as political pressure for action has mounted, with the highest inflation among G7 nations and rising bills pushing many household budgets to the limit.

Prime Minister Boris Johnson is also keen to move the conversation away from a damning report detailing a series of illegal lockdown parties at his Downing Street office.

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The opposition Labour Party has campaigned for a windfall tax on oil and gas companies to raise around 2 billion pounds ($2.5 billion), with opinion polls showing public support for such a move.

Asked about a windfall tax, Barclay said he disagreed with the Labour proposal, but declined to give any further details of the government’s new plan, saying it was for Sunak to set out the package to parliament later.

Sunak is expected to speak around 1115 GMT.

INFLATION RISK

Inflation reached a 40-year peak of 9% in April and is projected to rise further, while government forecasts last month showed living standards were set to see their biggest fall since records began in the late 1950s.

In February, the government announced a 9 billion pound support package, including a targeted tax rebate worth 150 pounds per year for 80% of households in England and a 200 pound discount on electricity bills, repayable over five years.

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Media reports said that discount could be increased in Sunak’s package, and the need to repay it dropped.

The Institute for Fiscal Studies (IFS) economic think tank said any support needed to be aimed at the poorest households, warning that a universal giveaway, including for those who did not need the extra cash, could fuel inflation.

“We do need to be careful,” IFS director Paul Johnson told BBC radio. “Putting … tens of billions into the economy at a time of high inflation could stoke additional demand and make the inflation much more permanent.” ($1 = 0.7963 pounds) (Reporting by Muvija M, writing by William James, editing by Hugh Lawson and Frank Jack Daniel)

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Julien Roman: The Personal Investment Specialist | Mint – Mint

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Julien Roman is a specialist in the field of personal investment. Over the years, he has helped countless people grow their wealth and reach their financial goals. His experience in crafting investment and risk management strategies is second to none, and he has the track record to back it up. From short-term investments to long-term opportunities, Julien provides unique strategies that suit the needs and goals of his followers. But where did it all begin for Julien? Here’s his story.

 

Starting young

Julien’s interest in investment started at a young age.  When he was just a teenager, he invested his own money in the stock market. He quickly learned about the ins and outs of the market and made a name for himself as a successful investor. Since then, Julien has continued to grow his knowledge of the investment world, and he now shares his expertise with others through his YouTube channel.

 

With more than 215,000 subscribers, Julien’s channel is one of the most popular investment-focused channels on YouTube. On this platform, Julien provides analysis of potential investments, discusses current events in the world of finance, and offers tips and advice for those looking to increase their ROI successfully.

 

Becoming an investment specialist

Julien became an investment specialist by reading books, watching tutorial videos, and following the news. He is now responsible for providing analysis of potential investments and advising clients on how to grow their portfolios best. In his role, Julien often meets with senior executives from companies to better understand their business strategies and financial goals. He then uses this information to recommend which investments will be most beneficial for his clients. Julien has been successful in his career thus far, and he plans to continue to help his clients achieve their financial goals in the future.

 

Working as a personal investment consultant

His stint as a personal investment consultant started years ago. Equipped with unparalleled experience, he has already managed to help individuals and families save for their future. He provides customized investment plans based on each client’s unique goals and circumstances, and he takes pride in helping his clients grow their wealth over time. Julien has worked with clients of all ages and levels of experience, and he feels passionate about helping everyone make money. Julien enjoys spending time with his wife and young children in his free time. He is also an avid traveler and enjoys exploring new places.

 

Julien Roman offers some valuable tips to get you started on the right track. First, he emphasizes the importance of setting realistic goals. It’s essential to have a clear idea of what you want to achieve financially, whether saving for retirement or buying a new home. He also recommends creating a budget and sticking to it. This will help you keep track of your spending and ensure that you’re putting your money towards your goals.

 

The personal investment specialist recommends investing in yourself by learning about financial planning. By educating yourself about personal finance, you’ll be better equipped to make intelligent decisions with your money and grow your wealth over time.

 

Disclaimer: This article is a paid publication and does not have journalistic/editorial involvement of Hindustan Times. Hindustan Times does not endorse/subscribe to the content(s) of the article/advertisement and/or view(s) expressed herein. Hindustan Times shall not in any manner, be responsible and/or liable in any manner whatsoever for all that is stated in the article and/or also with regard to the view(s), opinion(s), announcement(s), declaration(s), affirmation(s) etc., stated/featured in the same.

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Westboro Mortgage Investment Fund Announces Bonus Distribution to Unitholders – GlobeNewswire

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TORONTO, May 25, 2022 (GLOBE NEWSWIRE) — Westboro Mortgage Investment Fund has paid a bonus distribution of $0.065 per eligible Class F unit. The bonus distribution equals the excess income earned by the fund for the fiscal year ended December 31, 2021. The total distribution per unit for the 2021 fiscal year, inclusive of this bonus distribution, was $0.65/unit on a monthly basis, or an annualized return of 6.7%, on a monthly compounded basis. The strong performance of the Westboro Mortgage Investment Fund is a direct result of the following: a) long standing and strong broker client relationships b) best in class staff; and c) conservative and thorough underwriting practices.

“It was a record breaking year filled with a unique set of challenges posed by the pandemic. We will continue to be conservative in our underwriting and portfolio management while being competitive on interest rates and terms offered to our longstanding broker client network. In 2021 and early in 2022 we were fortunate to attract top industry talent to join our already dynamic team. We want to fund the best mortgages, not the most mortgages. Our focus is, and always will be, the preservation of investor capital and providing consistent risk adjusted returns to our mortgage fund investors,” said Nick Christopoulos, CEO of Westboro Mortgage Investment Fund.

About Westboro Mortgage Investment Fund

Westboro Mortgage Investment Fund was established in 2004 as a Mortgage Investment Corporation in the Ottawa region. Throughout the years, the fund has strategically expanded its lending region to include Central and Southwestern Ontario and the Gatineau regional area of Quebec. Today, the fund manages assets in excess of $300 million all while maintaining the primary objective of providing investors with a consistent and stable fixed income solution for their investment portfolio.

To learn more about the Westboro Mortgage Investment Fund, including investment opportunities and qualification criteria please visit www.westboromic.com or contact the Vice President of Fund Sales, Scott Roberts at sroberts@westboromic.com.

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