Calculating Risk and Investing Wisely

Positive and Negative Investing Trends

Investing is changing rapidly.

The demographic of those who invest has changed.

The products they are investing in have changed.

The channels of distribution have changed.

Unfortunately, not all these trends are positive.

Here are some major positive and negative trends.

Investment Trends Infographic

1 https://www.broadridge.com/_assets/pdf/broadridge-us-investor-study.pdf

2 https://www.broadridge.com/_assets/pdf/broadridge-us-investor-study.pdf

3 https://www.pwc.com/gx/en/industries/financial-services/publications/etf-2026-the-next-big-leap.html

4 https://finance.yahoo.com/news/index-fund-assets-exceed-active-fund-assets-120639243.html

5 https://www.bloomberg.com/professional/blog/passive-likely-overtakes-active-by-2026-earlier-if-bear-market/

6 https://www.spglobal.com/spdji/en/documents/spiva/spiva-us-mid-year-2022.pdf

7 https://www.nasdaq.com/articles/alts-for-all%3A-the-growth-of-alternative-investments-explained

8 https://www.forbes.com/sites/forbesfinancecouncil/2022/02/09/three-investment-trends-to-watch-in-2022/?sh=6da7f3f5f668

9 https://www.privatebank.bankofamerica.com/articles/wealth-study-2022.html

10 https://www.evidenceinvestor.com/alternative-investments-have-been-useless-since-2007/

11 https://www.bankrate.com/investing/investing-trends-right-now/

12 https://www.finra.org/investors/insights/concentration-risk

13 https://www.grandviewresearch.com/industry-analysis/metaverse-market-report#:~:text=The%20global%20metaverse%20market%20size,USD%2038.85%20billion%20in%202021.

14 https://www.finra.org/investors/insights/concentration-risk

15 https://explodingtopics.com/blog/investment-trends

16 https://www.privatebank.bankofamerica.com/articles/wealth-study-2022.html

17 https://onlinelibrary.wiley.com/doi/abs/10.1111/jofi.12841

18 https://papers.ssrn.com/sol3/papers.cfm?abstract_id=3725828

19 https://explodingtopics.com/blog/investment-trends

20 https://www.bloomberg.com/news/articles/2021-02-06/robinhood-traders-have-a-troubled-track-record-of-stock-picking

21 https://www.investopedia.com/terms/t/transactioncosts.asp#:~:text=Transaction%20costs%20diminish%20returns%2C%20and,ratios%2C%20have%20the%20same%20effect

22 https://work.chron.com/average-return-day-trader-can-expect-29933.html

At Daner Wealth, we limit our investing recommendations to low-cost index funds and exchange traded funds. We focus on asset allocation, global diversification and reducing or eliminating taxes. Our recommendations are based on sound academic principles. 

Trending

Registered Investment Advisor: Why You Need It and How to Hire

You Can Benefit From Financial Planning

Know the benefits of financial planning and setting your goals with Daner Wealth Management. Contact Daner Wealth Management today for more information.

The Critical Difference Between Volatility and Risk

Want to know the difference between volatility and risk? Know the importance of these concepts in investing. Contact Daner Wealth Management for more info.

TriangleBackgroundTriangle
Image
Financial Security
Starts here