ResearchReturn on effort

Return on effort

Nov 6, 2020

These past few weeks have marked some of the most volatile and surprising the markets have seen in quite some time.

With a historic election at its core, markets oscillated between seeming complacency and rapid risk reduction, before ultimately deciding to look past the clouds of uncertainty on the eve of the main "risk event" itself, the election.

We don't think the story there is necessarily over, and believe it's possible that new developments may trigger markets to start "worrying" once again about uncertainty it has seemingly already brushed off .

But if these past few weeks show us anything, we believe it's the importance of "return on effort" - a close cousin of "return on investment" that measures investment in units of your time and energy, not dollars.

In anticipation of the election, many investors understandably wrung their hands and racked their brains mapping out various outcomes and how they could adjust their portfolios accordingly.

Meanwhile, nothing really changed on the fundamental side, as was shown by the barrage of strong earnings reported by companies across Titan Flagship and Opportunities.  

The investors who simply stayed put and ignored the noise wound up doing extraordinarily well, with almost half of the holdings in Opportunities gaining double digits on the back of strong earnings and growth.

The story there?  More of the same. Fundamental growth, strong capital allocation, and powerful secular tailwinds.

Focusing on these topics may not as feel as gripping or topical as trying to predict a historic election, but for long-term investors, that's often what matters the most.

A far better return on effort, in our view.

Cash Management

Smart Cash

Smart Cash FAQs

Cash Options

Get Smart Cash

InstagramTwitterYoutubeLinkedIn

© Copyright 2024 Titan Global Capital Management USA LLC. All Rights Reserved.

Titan Global Capital Management USA LLC ("Titan") is an investment adviser registered with the Securities and Exchange Commission (“SEC”). By using this website, you accept and agree to Titan’s Terms of Use and Privacy Policy. Titan’s investment advisory services are available only to residents of the United States in jurisdictions where Titan is registered. Nothing on this website should be considered an offer, solicitation of an offer, or advice to buy or sell securities or investment products. Past performance is no guarantee of future results. Any historical returns, expected returns, or probability projections are hypothetical in nature and may not reflect actual future performance. Account holdings and other information provided are for illustrative purposes only and are not to be considered investment recommendations. The content on this website is for informational purposes only and does not constitute a comprehensive description of Titan’s investment advisory services.

Please refer to Titan's Program Brochure for important additional information. Certain investments are not suitable for all investors. Before investing, you should consider your investment objectives and any fees charged by Titan. The rate of return on investments can vary widely over time, especially for long term investments. Investment losses are possible, including the potential loss of all amounts invested, including principal. Brokerage services are provided to Titan Clients by Titan Global Technologies LLC and Apex Clearing Corporation, both registered broker-dealers and members of FINRA/SIPC. For more information, visit our disclosures page. You may check the background of these firms by visiting FINRA's BrokerCheck.

Various Registered Investment Company products (“Third Party Funds”) offered by third party fund families and investment companies are made available on the platform. Some of these Third Party Funds are offered through Titan Global Technologies LLC. Other Third Party Funds are offered to advisory clients by Titan. Before investing in such Third Party Funds you should consult the specific supplemental information available for each product. Please refer to Titan's Program Brochure for important additional information. Certain Third Party Funds that are available on Titan’s platform are interval funds. Investments in interval funds are highly speculative and subject to a lack of liquidity that is generally available in other types of investments. Actual investment return and principal value is likely to fluctuate and may depreciate in value when redeemed. Liquidity and distributions are not guaranteed, and are subject to availability at the discretion of the Third Party Fund.

The cash sweep program is made available in coordination with Apex Clearing Corporation through Titan Global Technologies LLC. Please visit www.titan.com/legal for applicable terms and conditions and important disclosures.

Cryptocurrency advisory services are provided by Titan.

Information provided by Titan Support is for informational and general educational purposes only and is not investment or financial advice.

Contact Titan at support@titan.com. 508 LaGuardia Place NY, NY 10012.