Keep It Simple Blog

Private Investments in 2023: Navigating Volatility and Managing Risk with 9M Investment's February Performance Review

Investing in Private Companies: Accessing More High-Revenue Companies in a Decreasing Public Market

Friday Flows: Investors were over it this week. Money left the ETF universe for the 2nd week in a row. Those that stayed shifted in big numbers towards fixed income.

2022 is finally behind us. The public markets have started strong so far into 2023. Has that affected 9M Investments' private investment? No, and it really shouldn't, the whole purpose is to have that non-correlated piece in your portfolio.

Friday Flows: Hello treasuries. If you happen to a run an ultra-short or short treasury ETF/Mutual fund last week, you saw flows that you've maybe never seen. And it wasn't just equities to treasuries, it was from bond funds to treasuries too.

What are Structured Notes? How do they fit in my portfolio? Today's video will breakdown how a growth note works and explain how they my help your portfolio.

Friday Flows: Investors were moving dollars to equities over the last week. Fixed income wasn't completely out of the picture. But equities took in the lion's share, with international equities being a big focus.

Friday Flows: Investors were not very sure of themselves this week. As it was the lightest flows week of the year so far. Equities were preferred over fixed income, but not by wide margins.