Portfolio goals

An Investment policy statement (IPS) is a statement that is a road map for you and your advisor in structuring your investments according to your goals. It spells out your investment goals and objectives, outlines the asset allocation targets, and the specific types of securities to be used with the expected risk/return profile of your portfolio.

We appreciate your following our five-part series on value investing. If you’ve made it this far, your journey is nearly complete.

There’s a misconception in the markets: value stocks have lost their vigor.

If we asked you to hold your breath or stop blinking, how long could you do it? A minute, maybe two?

Now, what if we asked how long you could go without being moved by the latest headline news? Impeachment unrest, Hong Kong protests, Brexit stress, climate change, inverted bond yields, the price of oil… you name it. There’s plenty to think about these days.

If you’ve been following our series on value investing so far, you may be wondering what other evidence we have considered with respect to the factor’s future viability.

Going Global

So far in our five-part series on value investing, we’ve explored the factor’s origins and proposed that evidence-based investors would be well-advised to keep the faith on value investing (relative to their personal financial goals and risk tolerances). 

In recent days, the increase in volatility in the stock market has resulted in renewed anxiety for many investors.

In our last message, we launched our five-part series exploring the ongoing viability of the value premium. After enduring approximately a decade of disappointing U.S. value stock returns, even disciplined investors may be wondering whether this factor will continue to deliver its expected premium in the future.

We’ve all heard it said, “Records are made to be broken.” We celebrate record-breaking winning streaks from our favorite teams. Conversely, we hope to avoid a long string of losses.

Investment opportunities exist all around the globe.