Determining your long-term strategy takes the right mix of diligence, market understanding and business planning — guided by a dose of instinct.
Dividend Growth and Yield Strategies
Today’s fixed-income investments present a dilemma. With interest rates at historic lows, your purchasing power is being eroded by inflation. A dividend growth strategy includes investing in high-quality equities that are expected to increase their dividend payout and share value. Alternative yield strategies are varied and can deliver higher yields that are not correlated to the stock market and can be less volatile.
Micro-Cap Strategies
Finding early investment opportunities in smaller market cap companies can yield long-term returns. Micro-Cap strategies involve a sophisticated understanding of the company, the risk-reward trade-off, and the macroeconomic and industry trends. These strategies often require a longer term holding period and can experience periods of illiquidity which provide unique portfolio considerations.
Flow-Throughs and Tax Deductions
Flow-Through Limited Partnerships (Flow-Through LPs) are unique investment vehicles that raise capital for Canadian energy and mining companies while “flowing through” eligible tax deductions for investors.
Investors in Flow-Through LPs realize significant advantages including an advising representative who makes buy and sell decisions, portfolio diversification, opportunity for positive performance, and government authorized tax deductions.
Alternative Income Strategies
An alternative investment is a financial asset that does not fall into one of the conventional investment categories. Conventional categories include stocks, bonds, and cash. Most alternative investment assets are held by institutional investors or accredited, high-net-worth individuals because of their non-traditional nature.
Alternative investments include private equity or venture capital, hedge funds, managed futures, art and antiques, commodities, and derivatives contracts. Real estate is also often classified as an alternative investment.
Alternative income strategies are becoming increasingly popular in the current environment of negative real returns on the majority of government bond issues.
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