Investing globally provides access to a broader range of opportunities and greater diversification, which can improve the return and reduce the risk of your portfolio.
Many investors are concentrated in one country or region - their own.
Canadian investors, in particular, are often heavily weighted in a few sectors (financials, energy, and materials), and can have significant exposure to individual companies (Nortel, Valeant).
Not only does under-diversification lead to excessive risks and volatility, but it also leads to missed opportunities.
At Outcome Wealth Management, investing globally is an integral component of our strategy.
Use low-cost, liquid ETFs
The substantial growth and widespread adoption of ETFs has provided investors with opportunities that were previously available only to large, institutional investors.
At Outcome Wealth Management, we use ETFs to obtain efficient, highly diversified exposure to major asset classes around the globe.
We use low-cost, liquid ETFs to ensure:
- Cost-effective diversification across major markets
- Liquidity, so that your money is always readily available
- Flexibility, so that we can adapt your portfolio to changing markets
Dynamic asset allocation
We adjust your portfolio to adapt to changing market conditions.
During periods of market stress, our strategies get defensive in order to better protect your money.
Conversely, when markets are trending positively our strategies shift to a pro-growth stance.
An Adaptive Approach to Investing
"The trick in investing is not to lose money. That’s the most important thing. The losses will kill you. They ruin your compounding rate, and compounding is the magic of investing."
- Jim Rogers
Legendary investor and co-founder of
the Quantum Fund with George Soros
A process based on quantifiable evidence
At Outcome Wealth Management, we do not rely on forecasts or intuition to make investment decisions.
Instead, we follow a disciplined, logic-based approach.
Specifically, we follow quantifiable rules based on historical evidence to regularly evaluate and respond to changing markets.
This combination of dynamism, logic, and discipline allows us to:
- better protect your money in falling markets, and
- deliver higher long-term returns.