| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| CGL Chester Gary Lloyd Coston, McIsaac & Partners | 44 | $1,115.5 | $1,416.36 | $300.86 | 26.97% |
| NASDAQ Exchange | US Country |
This fund focuses on investing in a broad range of common stocks from non-U.S. companies, aiming to diversify its portfolio geographically by including assets from various countries around the world, including those within emerging markets. By not setting geographical limitations, the fund opens opportunities for investments across many regions, allowing for exposure to the global market. It ensures diversification not only in terms of geography but also in the size of the companies it invests in, including large-, mid-, and small-cap companies, to balance the risk and potential growth.
This service offers investors exposure to a diversified set of common stocks from companies based outside of the United States. By incorporating stocks from at least five different countries, the fund aims to mitigate country-specific risks and capitalize on global growth opportunities. This wide-ranging approach allows investors to benefit from diverse economic dynamics and industry trends, potentially leading to better risk-adjusted returns.
Recognizing the growth potential and opportunities in less developed markets, this fund includes investments in emerging markets. These markets often offer higher growth rates compared to developed markets, and investing in them can provide substantial returns. However, such investments also come with higher risks, which are mitigated through careful selection and diversification within the fund’s portfolio.
The fund's flexible investment strategy does not confine it to any specific geographic regions, allowing for the exploration of investment opportunities worldwide. This global approach enables the fund to dynamically allocate capital to regions showing the most promise for growth or value, providing the potential for optimized returns on investments.
By spreading its investments across companies of various sizes, the fund aims to strike a balance between the growth potential of small- and mid-cap stocks and the stability offered by large-cap stocks. This strategy broadens the fund’s investment horizon and provides investors with a blend of growth and value, catering to different risk tolerance levels and investment objectives.