ValueRoom Advisory的动态

?? Did you know...... that you are an owner of a company? If you have a 401(k) or investments, it's very likely to own a teeny tiny part of 100's of companies. So when folks talk about passive investments, the stock market is also passive since you don't have to throw your time and energy into making those 100's of companies successful.

Sometimes I undertake research that yields a very unexpected result. This was one such occasion. Did you know that only 4% of listed companies work with a buy and hold Buffet style strategy? Does this justify passive investing? Let me know your thoughts. #investing #investments #familyoffice #investmentstrategy #investingtips #SPX #SPY #fundmanagement #passiveinvesting #activeinvesting

Many investors find that their portfolio sometimes develops an outsized concentration in the stock of a single company. They may have received shares as compensation through work, inherited the shares or simply made a fortunate early investment in a successful company. While there are circumstances in which such concentrated holdings can generate great wealth, there are also circumstances in which they can leave you with outsized losses that undo much of the work involved in building the portfolio up in the first place. Let's discuss tax-smart ways to diversify your investments.

Many investors find that their portfolio sometimes develops an outsized concentration in the stock of a single company. They may have received shares as compensation through work, inherited the shares or simply made a fortunate early investment in a successful company. While there are circumstances in which such concentrated holdings can generate great wealth, there are also circumstances in which they can leave you with outsized losses that undo much of the work involved in building the portfolio up in the first place. Let's discuss tax-smart ways to diversify your investments.

Many investors find that their portfolio sometimes develops an outsized concentration in the stock of a single company. They may have received shares as compensation through work, inherited the shares or simply made a fortunate early investment in a successful company. While there are circumstances in which such concentrated holdings can generate great wealth, there are also circumstances in which they can leave you with outsized losses that undo much of the work involved in building the portfolio up in the first place. Let's discuss tax-smart ways to diversify your investments.

Jim Cramer Advises Investors To Stick With Good Companies Despite Short-Term Losses: 'You Just Need To Figure Out Which Companies Deserve Your Confidence' Wait shouldn’t you always stick with good companies ??? Shouldn’t you research and see what companies you should put your hard earned money into? ?? Saying. You just need to figure out , like all you have to it’s easy. lol a crazy way of putting it. Just saying. I don’t get this guy.

Companies are staying private longer, creating more value for private shareholders. How can investors tap into this opportunity? I look forward to discussing this with you in greater detail

Companies are staying private longer, creating more value for private shareholders. How can investors tap into this opportunity? Let's connect to discuss.

Investing in unlisted shares, also known as private equity or pre-IPO investing, offers several benefits for long-term wealth creation: 1. _Potential for high returns_: Unlisted companies can offer higher growth potential than listed companies. 2. _Early-stage investment_: Investing early can lead to significant returns if the company succeeds. 3. _Diversification_: Adds diversity to a portfolio, reducing dependence on public markets. 4. _Long-term approach_: Encourages a long-term perspective, allowing companies to grow and mature. 5. _Active involvement_: Investors can play an active role in guiding the company's growth. 6. _Customization_: Investors can choose companies aligning with their interests and investment goals. 7. _Potential for exits_: Companies may go public or get acquired, providing a profitable exit. 8. _Tax benefits_: Investments in unlisted shares may qualify for tax deductions or exemptions. 9. _Innovation_: Unlisted companies often drive innovation, offering exposure to cutting-edge technologies. 10. _Personal satisfaction_: Investors can be part of a company's growth story, creating a lasting impact..!