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2024 Investing Portfolio 
The Big Picture
JANUARY 2, 2025
Consider this December 29, 2024, year-end review in Bloomberg : “By this time last year, the stock markets rally had blown past even the most optimistic targets, and Wall Street forecasters were convinced it couldnt keep up the dizzying pace. In “ How Not To Invest ” (coming March 18!)
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Nerd's Eye View
DECEMBER 30, 2024
And as 2024 draws to a close, we wanted to highlight 24 of the most popular and insightful articles that were featured throughout the year (that you might have missed!).
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Book of Secrets on the Month-End Close
What Your Financial Statements Are Telling You—And How to Listen!
Are Robots Replacing You? Keeping Humans in the Loop in Automated Environments
Data Talks, CFOs Listen: Why Analytics Is The Key To Better Spend Management
Wealth Management
NOVEMBER 15, 2024
Justin Lowry unveils how Global Beta Advisors enhances portfolio construction through cutting-edge integration with Nitrogen at the 2024 Fearless Investing Summit.
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Wealth Management
NOVEMBER 12, 2024
At Nitrogen's 2024 Fearless Investing Summit, experts discuss how new technology is empowering advisors to deliver hyper-personalized portfolios through seamless integration and cost-saving strategies.
Wealth Management
SEPTEMBER 20, 2024
Friday, September 20, 2024 | 10:00 AM ET
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The Big Picture
NOVEMBER 26, 2024
November 26, 2024 Are you crypto-curious? Full transcript below. ~~~ About this week’s guest: Matt Hougan, Chief Investment Officer at Bitwise Asset Management discusses the best ways to responsibly manage crypto assets. To help us unpack all of this and what it means for your portfolio, let’s bring in Matt Hogan.
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Abnormal Returns
JANUARY 5, 2025
noahpinion.blog) The proposed Strive Bitcoin Bond ETF will invest in the debt of companies buying Bitcoin. riabiz.com) Portfolio simplicity keeps paying off. contessacapitaladvisors.com) 25 of the best nonfiction books of 2024 including "Supercommunicators: How to Unlock the Secret Language of Connection" by Charles Duhigg.
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Nerd's Eye View
MARCH 4, 2024
Welcome to the March 2024 issue of the Latest News in Financial #AdvisorTech – where we look at the big news, announcements, and underlying trends and developments that are emerging in the world of technology solutions for financial advisors!
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Abnormal Returns
NOVEMBER 29, 2024
mrzepczynski.blogspot.com) Strategy No one is immune from investment FOMO. ft.com) BlackRock ($BLK) reportedly has a deal to buy HPS Investment Partners, a private credit manager. abnormalreturns.com) Personal finance links: a boring portfolio. Markets A look at the best performing stocks of the past 20 years. Well, you should.
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The Big Picture
FEBRUARY 7, 2024
At the Money: Stock Picking vs. Value Investing with Jeremy Schwartz, Wisdom Tree. February 7, 2024) How much you pay for stocks really matters. Should value investing be part of that strategy? And on today’s edition of At the Money, we’re gonna discuss whether value investing should be part of your strategy.
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Carson Wealth
JULY 18, 2024
Carson Investment Research 2024 Midyear Outlook: Eyes on the Prize The economy continues to see a solid rate of expansion with low risk of a recession. We are targeting a total return for the S&P 500 of 17-20% in 2024. And while bonds have briefly stumbled, some other portfolio diversifiers, including gold, have done well.
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Abnormal Returns
FEBRUARY 4, 2024
downtownjoshbrown.com) Should you invest in stocks when they are at all-time highs? wsj.com) How major asset classes performed in January 2024. allstarcharts.com) Four steps to build a no-fuss portfolio including eliminating redundant accounts. Never say it." ft.com) What happens when you stop focusing on the stock market.
Abnormal Returns
MARCH 5, 2024
Crypto A little Bitcoin goes a long way in a portfolio perspective. quantpedia.com) How to use factors to build a crypto portfolio. papers.ssrn.com) Equity funds haven't gotten a boost by investing in venture capital deals. papers.ssrn.com) Equity funds haven't gotten a boost by investing in venture capital deals.
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Nerd's Eye View
JULY 3, 2024
As a result, advicers have more options than ever to add value for their clients by tailoring investment portfolios that are specific to their unique needs, goals, and risk tolerance. in mind, there are 3 primary ways that advicers can use Quality ETFs in portfolios. size, industry, location) of early mutual funds.
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Validea
DECEMBER 4, 2024
The Patient Investor approach takes inspiration from Warren Buffett’s investment philosophy, drawing from insights shared in Mary Buffett’s Buffettology. This methodology focuses on identifying companies with enduring value, much like Buffett’s own investment style. Start investing like the Oracle of Omaha today!
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Validea
DECEMBER 18, 2024
Benjamin Graham, the father of value investing, crafted a disciplined framework for discovering stocks trading below their true worth. The strategy evaluates potential investments through several key lenses: First, companies must demonstrate fundamental strength. Financial health is paramount, with strict balance sheet requirements.
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Abnormal Returns
FEBRUARY 27, 2025
awealthofcommonsense.com) Would you invest in Norway's sovereign wealth fund if you could? 2024 results. newsletter.rationalwalk.com) Berkshire's portfolio highlights the impact of a few key positive outliers. Markets The chances of you successfully timing the market based on macro stuff is slim.
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Nerd's Eye View
OCTOBER 7, 2024
Welcome to the October 2024 issue of the Latest News in Financial #AdvisorTech – where we look at the big news, announcements, and underlying trends and developments that are emerging in the world of technology solutions for financial advisors!
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The Big Picture
MAY 8, 2024
APPLE EMBED At The Money: Concentrated Portfolios: Andrew Slimmon, Morgan Stanley (May 8, 2024) Are your expensive active mutual funds and ETFs actually active? AndrewToday, we discuss the advantages of concentrated portfolios. Concentrated portfolios are the opposite of bropad market indexes or funds and ETFs.
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Validea
NOVEMBER 15, 2024
Benjamin Graham, widely recognized as the pioneer of value investing, developed a methodical approach to identifying undervalued stocks. Here are the top 10 stocks using Validea’s Benjamin Graham strategy for November of 2024.
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Abnormal Returns
FEBRUARY 28, 2024
(blockworks.co) Strategy Rubin Miller, "Investing on hopes and hunches — making emotional decisions — is why so few portfolios earn the actual market return." fortunesandfrictions.com) The rise of passive investing hasn't broken the markets. behaviouralinvestment.com) Why the 60/40 portfolio isn't going anywhere.
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Validea
NOVEMBER 12, 2024
Here are Validea’s top 10 high shareholder yield stocks for November 2024. These stocks not only have high shareholder yields, but also score highly according to our quantitative models based on investing legends like Warren Buffett, Peter Lynch and Ben Graham.
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Validea
NOVEMBER 23, 2024
Joel Greenblatt developed an elegantly straightforward yet powerful investment methodology known as the Magic Formula, detailed in “The Little Book That Beats the Market.” Here are the top 10 stocks using Validea’s strategy based on Joel Greenblatt’s Magic Formula for November of 2024.
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The Big Picture
OCTOBER 30, 2024
Meb Faber, Cambria Investments (October 30, 2024) Dividend investing has a long and storied history, but it turns out dividends are only part of the picture driving stock returns. He is the author of shareholder yield, a better approach to dividend investing just out in its second edition this week.
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Dear Mr. Market
APRIL 2, 2025
Market: This is perhaps one of our favorite articles and times of the year; not necessarily because of basketball but rather it allows us the opprtunity to articulate our main investment themes we see playing out for the remainder of the year. Who will be this years champion? Lets break it down ( click here to see the full bracket).
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Validea
DECEMBER 12, 2024
This broader perspective helps investors better understand the total return potential of their investments. Here are Validea’s top 10 high shareholder yield stocks for December 2024.
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Abnormal Returns
DECEMBER 20, 2023
(ofdollarsanddata.com) What's changing for retirement accounts in 2024. financialsamurai.com) Investing Five ways you lost money in 2023 including overtrading. downtownjoshbrown.com) A lot of stuff matters beside your portfolio. obliviousinvestor.com) Splitting your portfolio in two.
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The Big Picture
OCTOBER 24, 2024
Probability Distribution of the next decade in S&P 500 returns (according to GS) Source: Goldman Sachs Investment Research My colleague Ben Carlson buried the lede when he did an examination of all rolling 10-year periods going back to 1925. He found less than 9% of those 10 year periods had returns of 3% or less. stocks returning 7.8%
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The Big Picture
DECEMBER 4, 2024
December 4, 2024) Are you holding large, concentrated equity positions that have accrued big gains? Meb Faber, founder and chief investment officer of Cambria Investments, speaks about a new ETF that may be the solution to the challenge of concentrated equity positions. Perhaps they have some founder stock from a startup.
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The Big Picture
JULY 3, 2024
At The Money: Changing Your Behavior For Better Investing (July 3, 2024) If you could change only one thing that would help your investing, what would it be? When it comes to investing, we are our own worst enemies. As it turns out, when it comes to investing, we are our own worst enemies. Your own behavior.
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Validea
FEBRUARY 22, 2025
In this episode, Larry Swedroe shares nine critical lessons that the markets taught investors in 2024. Watch on YouTube Listen on Apple Podcasts Listen on Spotify The post Investors Made These Costly Mistakes in 2024 – Here is How You Can Avoid Them | Larry Swedroe appeared first on Validea's Guru Investor Blog.
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Dear Mr. Market
DECEMBER 31, 2024
Review Investment Allocations Markets evolve, and so should your portfolio. Remember: investing isnt about timing the market, its about time in the market. And My Portfolio Guide, LLC will be right here, cheering you on. Ready to Tackle 2024? For 2025, the IRS has increased contribution limitsdont miss out.
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Validea
NOVEMBER 2, 2024
Validea’s Warren Buffett strategy, also known as our “Patient Investor” strategy, is inspired by the investment principles of Warren Buffett, as interpreted from the book Buffettology by Mary Buffett. This strategy aims to emulate Buffett’s long-term, value-based approach to investing.
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The Big Picture
JANUARY 3, 2024
At The Money: Contrarian Investing. January 3, 2024) Is contrarian investing a solid strategy, or a fool’s errand? Head of Consilient Research at Counterpoint Global, Morgan Stanley Investment Management We discuss why it is so difficult to fight the crowd, and identify when the crowd is right and when they have gone mad.
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The Big Picture
APRIL 4, 2024
At The Money: with Jim Bianco, President Bianco Research (April, 03, 2024) Interest rates have risen by over 500 basis points during the past 24 months. Investors should be considering capturing some of that yield in their portfolios. My stock portfolio is recovering. In this new interest rate regime, TINA is no more.
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The Big Picture
OCTOBER 2, 2024
At The Money: Finding Overlooked Private Investments , with Soraya Darabi, TMV (October 02, 2024) The Efficient Market Hypothesis informs us that stock markets reflect all of the information known about any company. How does this affect VC investing? But is that also true for start-ups and venture-funded private companies?
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The Big Picture
NOVEMBER 2, 2023
Those of you looking for income might consider putting fresh money to work building a bespoke muni portfolio, or buying the appropriate muni fund for your circumstances. ( Previously : Cash Is No Longer Trash (October 27, 2023) Understanding Investing Regime Change (October 25, 2023) How Many Bear Markets Have You Lived Through?
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Dear Mr. Market
MARCH 17, 2024
My Portfolio Guide, LLC was the first investment firm to publish a March Madness investing bracket where we share our picks and match them up against each other. Click here or below to see or enlarge the entire bracket for 2024.
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Darrow Wealth Management
MARCH 3, 2025
Bonds, however, are more stable investments that provide income, but have much less upside. while bonds are broken down by duration and sectors (for example government bonds such as municipal or Treasury bonds or corporate bonds, including investment grade or high yield bonds), etc. Thats not their job. on an average annualized basis.
Abnormal Returns
DECEMBER 3, 2023
Markets Should you care what Wall Street strategists have to say about 2024? wsj.com) Strategy Remember all that talk about how the 60/40 portfolio was broken? newyorker.com) Venture capital More VC funds are running out time while still holding investments. nytimes.com) It's easy to load up on cash, harder to put it to work.
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The Big Picture
JULY 10, 2024
Investing Is Hard with Brian Portnoy (July 10, 2024) Why is investing so hard? Portnoy has held senior investment roles throughout the hedge fund and mutual fund industries. Portnoy has held senior investment roles throughout the hedge fund and mutual fund industries. Hey, my portfolio is declining in value.
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The Big Picture
MARCH 20, 2024
At the Money: Benefits of Quantitative Investing (March 20, 2024) Throughout history, investing has been a lot more “Art” than “Science.” But today, data is widely available and it’s a key tool you can use to enhance your portfolio returns. For most of the last century, investing was a lot more art than science.
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Investing Caffeine
MARCH 25, 2025
A whole aisle of books could be written about Rothblatts impressive lifetime accomplishments, but the unique investment opportunity for investors cannot be fully understood without appreciating the person that created United Therapeutics 29 years ago in 1996. Source: United Therapeutics Investment Opportunity of a Lifetime?
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Darrow Wealth Management
FEBRUARY 9, 2025
The idea of living off dividends in retirement sounds nice, but investors often don’t realize how much money they’ll need invested to generate enough income from dividends to cover lifestyle expenses. So historically, every $1 million invested would yield annual dividend income of $19,800 on average… before tax.
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