The Benefits of a Passive Core

 February 18, 2022 |Di Iorio Wealth Management
As we mentioned in our last blog post – we have recently undertaken some of the more significant changes to our portfolio management approach in some time. While we have always believed in having a stable “core” of our portfolios, which makes longer-term...
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What Does "Secular Growth" Mean?

 June 14, 2021 |Di Iorio Wealth Management
One of our most strongly held beliefs when it comes to investing is that the core of our portfolio should always be exposed to long-term secular growth themes. One question we hear fairly often is: What does “secular growth” mean? While there is no precise...
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Our Position Scoring System

 May 26, 2021 |Di Iorio Wealth Management
One year ago we published a blog called Our Methodology - The DM5. In that post, we presented the five core rules that make up the methodology we apply to all aspects of our business. The overall theme of the methodology is simple: limit the use of emotions...
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Embrace the Suck - 4 Principles for Maintaining Perspective on What Really Matters Over Time

 March 17, 2021 |Di Iorio Wealth Management
 “Excellence is not an act, it’s a habit” - Jacqueline Simoneau, RBC Olympic athlete There's a military saying: “Embrace the suck.” It stems from the Buddhist idea that when we deny the reality we are presented with, we only further our own suffering...
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Answering Some of Your Frequently-Asked Questions

 July 08, 2020 |Di Iorio Wealth Management
Over the last couple of months, in addition to our regular blog posts, we have recorded a few webcasts. Back in April we shared some of the reasons we were very excited about the investment opportunities we were finding (Why We Are Really Excited Right...
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Crisis Analysis - A Socio-Economic Perspective

 March 31, 2020 |Di Iorio Wealth Management
We are living through a period of unprecedented uncertainty, one which we believe will have both lasting social, as well as economic effects. The focus of this post will be to share some of our views of both the immediate, and longer-term impacts of the...
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Themes for 2020

 February 06, 2020 |Di Iorio Wealth Management
For the last couple of years, we have taken the start of the new year as an opportunity to write up some themes and predictions for the year ahead. In keeping with this tradition, here are some of the top themes we are watching for in 2020: Prediction:...
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"Recessions" Re-Examined

 September 03, 2019 |Di Iorio Wealth Management
There has been plenty of talk over the last few months about when the US economy will slip into the next recession. It seems that this is being driven by various topics, including uncertainty surrounding the ongoing trade negotiations between the US and...
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Changing the Negative Narrative

 March 26, 2019 |Di Iorio Wealth Management
Over the years, one lesson we have learned is that humans tend to make sub-optimal investment decisions when left to their own devices. While this is not true all of the time, the reason it proves to be accurate more often than not is because of how easily...
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