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Measurement of Investment Performance for Transparency and Consistency

By Greg Rodger on October 25th, 2023

It may come as a surprise to many that there are different ways to calculate investment returns and that it is possible to see a negative investment return for your portfolio when the underlying investments have actually generated positive returns....

It’s All About the Process: The Key to Successful Investing

By Greg Rodger on July 26th, 2023

In today’s fast-paced financial markets, the allure of quick gains and overnight successes can be enticing, but it is crucial to remember that investing is a long-term journey, not a short-lived sprint.  As an investment professional,...

HighView’s Measuring of Investment Performance for Transparency and Regularity

By Greg Rodger on May 10th, 2023

It may come as a surprise to many that there are different ways to calculate investment returns and that it is possible to see a negative investment return for your portfolio when the underlying investments have actually generated positive returns....

Protecting Capital in Down Markets

By Greg Rodger on July 30th, 2021

When stock markets around the world plunged in early 2020 as the COVID-19 pandemic began to spread; investors were understandably shaken.  With businesses shuttered, economies grinding to a near halt, and unemployment skyrocketing it was difficult...

Alignment of Portfolio with Goals

By Greg Rodger on April 19th, 2021

An architect wouldn’t design a custom home for a family without first asking many questions about what the homeowners are hoping to achieve (e.g. size, budget, form, and function).  And the process of designing an investment portfolio should be...

HighView’s Measurement of Investment Performance for Transparency and Consistency

By Greg Rodger on March 12th, 2021

It may come as a surprise to many that there are different ways to calculate investment returns and that it is possible to see a negative investment return for your portfolio when the underlying investments have actually generated positive returns....

Has Market Volatility Increased?

By Greg Rodger on January 7th, 2019

The final month of 2018 brought some wild swings to global equity markets, leading to headlines such as “Markets plunge with Dow posting worst Christmas Eve session on record”, followed one (trading) day later by “Dow soars more than 1,050...

How We Measure Investment Performance for Transparency and Consistency

By Greg Rodger on May 2nd, 2017

It may come as a surprise to many that there are different ways to calculate investment returns and that it is possible to see a negative investment return for your portfolio when the underlying investments have actually generated positive returns....

How Donald Trump’s Victory May Affect Your Investments

By Greg Rodger on November 11th, 2016

We wouldn’t want to be shareholders of any of the polling companies this morning as, once again, the pollsters were proved to be completely wrong. Donald Trump’s victory has certainly taken many by surprise. The more that the election results...

Thoughts on Recent Global Events

By Greg Rodger on March 17th, 2011

It is likely difficult for any of us to truly comprehend the toll that the recent tragic events in Japan have taken on its people. Our thoughts and prayers are with them. While in some ways it feels trivial and disrespectful to comment on the...

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