CAM Investor Solutions

Are we at the peak of this investment high?

What should you do? If you're invested - nothing! We don't know when the "peak" will hit exactly; no one does. That's the magic of the markets. You get rewarded for the investment risk you're taking.

If you're not in the market yet, maybe invest your lump sum in several chunks throughout the next few weeks or months. You may be starting your investment journey during an all-time high, but if we've learned anything from history, new market highs continue to keep coming. Get ready for the next one!

Anyone having leap year déjà vu ?

It seems like history is repeating itself with this year's leap day mirroring events from four years ago. From the US stock market hitting new highs to Billie Eilish winning big at the Grammys, and the Kansas City Chiefs triumphing in the Super Bowl, there are some striking similarities.

However, let's hope not everything from the past recurs – no one wants another pandemic. Despite facing challenges like political tensions, conflicts in various regions, and economic concerns, disciplined investors still saw gains in the global equity market, which rose by 57%.

Even if the upcoming period mirrors the previous one, there's potential for positive outcomes for investors in stocks.



DATA: Based on the MSCI All Country World IMI Index (net div. USD) from March 1, 2020–February 23, 2024.

2023 was a surprisingly great year for the markets!! How did your portfolio do?

Hopefully your portfolio was also successful! With an increasing investment portfolio also usually comes increased taxes.

Want to learn more about a possible solution to reduce your investment taxes? We have a new blog about defensive tax aware strategies and how they can help.

Learn how you can possibly reduce the impact of capital gains, dividends and employment income through your investment portfolio.

https://buff.ly/3uSFslr

How to reduce your investment taxes - CAM Investor Solutions Are investment taxes eating away at your portfolio returns? Read about how a defensive tax aware investment strategy could help.