Jun 13, 2017 | CKW's Blog |
As financial professionals we are all gatekeepers. What eventually gets through each gate depends on each gatekeeper. When you were taught the 8P’s of manager due diligence (some of you by me) for your CIMA, the P’s are not equal for all gates. We all need to do a...
May 5, 2017 | CKW's Blog |
Passive investments used actively, efficiently manages the big rocks first. Putting smaller rocks first takes up resources (more space). Putting the big rocks first, then pouring the small rocks over the big rocks to fill the spaces between the big rocks creates an...
Feb 27, 2017 | CKW's Blog |
The Rate of Return of Asset Allocators, Strategists, and Portfolio Managers include both passive and active. One way to look at this is passive is the benchmark, and active is what is different from the benchmark. Technology will continue to increase productivity of...
Jan 30, 2017 | CKW's Blog |
65/35 has been hard to beat relative risk/reward For long term investors, a 65/35 allocation has produced no negative return since 1990 for a rolling 7 or 10 year period. With maximum gain of 14.09% (7 year) and 11.93% (10 years) Median gain of 5.66% (7 year) and 6.74...
Dec 20, 2016 | CKW's Blog |
By: Carl Choy, CKW Financial Group Active management today is much like yesterday. The hope is to outperform the benchmark, net of fees. Hoping clients will now understand all of the statistics and then buy something they don’t understand is hoping for too much. Or...
Nov 10, 2016 | CKW's Blog |
The simple answer is a Trump Tax cut. If US corporate tax rates are reduced from 35% to 15%, a company with $10 pretax earning will go from $6.50 to $8.40 in after tax earnings. If earnings rise 30% and P/Es remain the same, the Market should be up 30% on a Trump...
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