Random Roger's Retirement Planning

OCTOBER 30, 2024

The paper itself wasn't too in depth but they did provide a little bit of a framework for portfolio construction with alts. That sort of reminds me of the Permanent Portfolio or at least inspired by the Permanent Portfolio which allocates an equal 25% to equities, long bonds, gold and cash. and PRPFX is 0.67. and PRPFX is +0.61.

Portfolio 52

Portfolio Risk Management Numbers Assets 52

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.

Investing 135

Investing Investments Economy Economics 135

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. As a result, this macroeconomic and market uncertainty has ostensibly driven a preference for overweighting higher-quality companies in investment portfolios.

Portfolio 174

Portfolio Clients Risk Tolerance Accounting 174

Calculated Risk

MAY 29, 2024

The FDIC released the Quarterly Banking Profile for Q1 2024: Reports from 4,568 commercial banks and savings institutions insured by the Federal Deposit Insurance Corporation (FDIC) report aggregate net income of $64.2 billion in first quarter 2024, an increase of $28.4 billion (79.5 percent) from the prior quarter.

Numbers 122

Numbers Banking Insurance Assets 122

Validea

NOVEMBER 15, 2024

Here are the top 10 stocks using Validea’s Benjamin Graham strategy for November of 2024. Further Research Top Benjamin Graham Stocks Benjamin Graham Portfolio About Benjamin Graham The post Validea’s Top Benjamin Graham Stocks – November 2024 appeared first on Validea's Guru Investor Blog.

Valuation 52

Valuation Assets Sales Portfolio 52

Random Roger's Retirement Planning

SEPTEMBER 24, 2024

He didn't use what I think is a great example choosing all out sitting in cash or all in in a portfolio of 30% equities, 55% bonds and 15% commodities. I've acted on this just a couple of times, it doesn't happen often, with just an incremental change to the portfolio. The starting point was the futility of trying to time the market.

Portfolio 52

Portfolio Planning Assets Clients 52

Advisor Perspectives

OCTOBER 31, 2024

Valid until the market close on November 29, 2024 This article provides an update on the monthly moving averages we track for the S&P 500 and the Ivy Portfolio after the close of the last business day of the month.

Portfolio 52

Portfolio Marketing Marketing 52

Financial Symmetry

APRIL 30, 2024

Below is a video of our first quarter 2024 Market Update. In it, we cover the following: Market updates over the last 1, 5, and 10 years Strong returns for US stocks Should you make changes to your portfolio in … Continued The post Market Update Q1 2024 appeared first on Financial Symmetry, Inc.

Marketing 64

Marketing Marketing Portfolio 64

Validea

NOVEMBER 2, 2024

Here are the top ten highest scoring stocks for November 2024. Further Research Top Warren Buffett Stocks Warren Buffett Portfolio More About Warren Buffett The post Validea’s Top Ten Warren Buffett Stocks – November 2024 appeared first on Validea's Guru Investor Blog.

Valuation 52

Valuation Numbers Portfolio Investing 52

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.

Portfolio 157

Portfolio Management Assets Economy 157

Validea

NOVEMBER 12, 2024

Here are Validea’s top 10 high shareholder yield stocks for November 2024. Further Research High Shareholder Yield Stocks Shareholder Yield Portfolio The post Top 10 High Shareholder Yield Stocks – November 2024 appeared first on Validea's Guru Investor Blog.

Numbers 52

Numbers Portfolio Marketing Marketing 52

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!

Clients 230

Clients B2B Estate Planning Planning 230

Wealth Management

JANUARY 23, 2024

Balanced portfolio construction will likely prove fruitful in 2024.

Portfolio 109

Portfolio 109

Advisor Perspectives

DECEMBER 19, 2023

The 60/40 portfolio composed of stocks and bonds, respectively, has somewhat fallen to the wayside in the past decade. But with optimism flooding the bond markets for 2024, it could make a comeback.

Portfolio 52

Portfolio Marketing Marketing 52

Advisor Perspectives

JANUARY 10, 2024

The 60/40 portfolio has long been the foundation of portfolio construction. But over the past two years, this portfolio strategy has broken down. The 60/40 portfolio faces several challenges. To understand what might lie ahead, investors need to assess both recent inflationary forces and historic trends.

Portfolio 59

Portfolio Investments Investing 59

Validea

OCTOBER 1, 2024

Here are the top ten highest scoring stocks for October 2024 for Validea’s Patient Investor strategy based on Buffett. Further Research Top Warren Buffett Stocks Warren Buffett Portfolio More About Warren Buffett The post Validea’s Top Warren Buffett Stocks – October 2024 appeared first on Validea's Guru Investor Blog.

Valuation 52

Valuation Numbers Portfolio Investing 52

The Irrelevant Investor

JANUARY 14, 2024

On today’s show, we discuss: How 2023 went for financial advisors Struggles with being a diversified investor during concentrated performance periods The growth of advisor tech in 2024 Helios’ utilization of AI How difficult it is to explain quant models to advisors.

Portfolio 73

Portfolio Financial Advisor 73

Validea

JULY 22, 2024

Here are the top ten highest scoring stocks for July 2024 for Validea’s P/E/Growth Investor strategy based on Peter Lynch. Further Research Top Peter Lynch Stocks Peter Lynch Portfolio More About Peter Lynch The post Validea’s Top 10 Peter Lynch Stocks – July 2024 appeared first on Validea's Guru Investor Blog.

Sales 98

Sales Assets Management Investing 98

Random Roger's Retirement Planning

AUGUST 31, 2024

One of my many quirks (we all have them) is a never ending fascination with investment portfolios that either are or are thought to be sophisticated like the Permanent Portfolio, various endowment portfolios and so on. The Trinity Portfolio by Meb Faber and Cambria Investments is another example. It was up 23% that year.

Portfolio 52

Portfolio Management Investing Investments 52

Abnormal Returns

NOVEMBER 15, 2024

on.ft.com) Fund management 2024 could see $1 trillion in U.S. sherwood.news) The best new restaurants in America in 2024. spyglass.org) Economy Industrial production fell in October 2024. awealthofcommonsense.com) Earlier on Abnormal Returns Podcast links: resilient portfolios. ft.com) Is private credit in a bubble?

Financial Advising 146

Financial Advising Valuation Food Media 146

Validea

SEPTEMBER 9, 2024

This results in a relatively small number of stocks passing all the filters, which aligns with Graham’s belief in concentrated portfolios of carefully selected value stocks. Here are the top 10 stocks using Validea’s Benjamin Graham strategy for September of 2024.

Portfolio 52

Portfolio Numbers Assets Investing 52

Trade Brains

OCTOBER 7, 2024

The Indian IPO market has shown remarkable activity in 2024, with a total of 313 IPOs launched across the National Stock Exchange (NSE) and Bombay Stock Exchange (BSE) as of October 1st. As of October 1, 2024, the NSE has seen 198 IPOs, with 49 on the Mainboard and 149 in the Small and Medium Enterprise (SME) segment. 125.93%) 225.65(67.15%)

Advertising 52

Advertising Banking Economics Food 52

Abnormal Returns

MAY 19, 2024

Top clicks this week Three assets that don't diversify your portfolio as well as you think. awealthofcommonsense.com) Risk-on assets have failed to outperform in 2024. morningstar.com) The problematic math of passing down generational wealth. blogs.cfainstitute.org) International diversification requires a long time horizon.

Math 296

Math Assets Portfolio Marketing 296

Advisor Perspectives

SEPTEMBER 30, 2024

Valid until the market close on October 31, 2024 This article provides an update on the monthly moving averages we track for the S&P 500 and the Ivy Portfolio after the close of the last business day of the month.

Portfolio 52

Portfolio Marketing Marketing 52

Advisor Perspectives

AUGUST 30, 2024

Valid until the market close on September 30, 2024 This article provides an update on the monthly moving averages we track for the S&P 500 and the Ivy Portfolio after the close of the last business day of the month.

Portfolio 59

Portfolio Marketing Marketing 59

Validea

OCTOBER 11, 2024

Here are the top 10 stocks using Validea’s Benjamin Graham strategy for October of 2024. Further Research Top Benjamin Graham Stocks Benjamin Graham Portfolio About Benjamin Graham The post Top Benjamin Graham Stocks – October 2024 appeared first on Validea's Guru Investor Blog.

Valuation 52

Valuation Assets Sales Portfolio 52

Validea

OCTOBER 18, 2024

The simplicity of the approach is part of its appeal, as it provides a systematic method for individual investors to select stocks without requiring extensive financial analysis Here are the top 10 stocks using Validea’s strategy based on Joel Greenblatt’s Magic Formula for October of 2024.

Valuation 52

Valuation Portfolio Investing Investments 52

Trade Brains

SEPTEMBER 13, 2024

The IPO will open on 16th September 2024 and close on 19th September 2024. It will be listed on the exchange on 24th September 2024. In this article, we will look at the Arkade Developers IPO 2024 and analyze its strengths and weaknesses. The entire amount will be a fresh issue. Let’s begin. crores in FY22 to ₹220.15

Compliance 52

Compliance Sales Marketing Marketing 52

Trade Brains

SEPTEMBER 18, 2024

The IPO opens on 23 rd September 2024. The issue will close on 25 th September 2024 and be listed on the exchange on 30 th September 2024. In this article, we will look at the Manba Finance IPO 2024 and analyze its strengths and weaknesses. Manba Finance IPO 2024 – About the Company The company was founded in 1998.

Financial Services 52

Financial Services Assets Sales Risk Management 52

Trade Brains

SEPTEMBER 15, 2024

Financially, Beta Drugs saw strong growth with revenue rising from ₹227 crore in 2023 to ₹296 crore in 2024. Its net profit also increased from ₹31 crore in 2023 to ₹36 crore in 2024, reflecting its expanding market presence. In 2023, Shilpa Medicare reported revenue of ₹1,051 crore, which increased to ₹1,152 crore in 2024.

Pharmaceutical 52

Pharmaceutical Manufacturing Healthcare Portfolio 52

Validea

OCTOBER 4, 2024

Here are the top ten high shareholder yield stocks for October 2024 that also score highly using Validea’s guru models, which are based on the strategies of historically successful investors like Warren Buffett, Peter Lynch and Martin Zweig.

Distribution 52

Distribution Taxes Numbers Portfolio 52

Advisor Perspectives

DECEMBER 20, 2023

As 2023 draws to a close, what will 2024 have in store for investors? Our 2024 Economic & Market Outlook covers: Is the recession of 2023 coming in 2024? It appears this Fed rate hike cycle is over and now we pivot to potential rate cuts. But not until inflation has sufficiently cooled.

Economics 52

Economics Asset Allocation Marketing Marketing 52

Advisor Perspectives

MARCH 28, 2024

Today, we will dive into the state of the commodity market, and how opportunities and pitfalls in 2024 may affect your portfolio. Yet commodities also remain an asset class that is not well understood.

Financial Market 59

Financial Market Portfolio Assets Marketing 59

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. alphaarchitect.com) The 2024 UBS Global Investment Returns Yearbook is here! sparklinecapital.com) Options How retail traders use options. papers.ssrn.com) Private credit, 101.

Retail 274

Retail Portfolio Investing Investments 274

Advisor Perspectives

JULY 31, 2024

Valid until the market close on August 31, 2024 This article provides an update on the monthly moving averages we track for the S&P 500 and the Ivy Portfolio after the close of the last business day of the month.

Portfolio 52

Portfolio Marketing Marketing 52

Advisor Perspectives

MAY 31, 2024

Valid until the market close on June 30, 2024 This article provides an update on the monthly moving averages we track for the S&P 500 and the Ivy Portfolio after the close of the last business day of the month.

Portfolio 59

Portfolio Marketing Marketing 59

Advisor Perspectives

MARCH 21, 2024

The heated debate surrounding traditional 60/40 portfolios in today’s markets has dwindled in recent months. Given ongoing market volatility and the growing popularity of alternatives, does the traditional portfolio hold up today?

Portfolio 52

Portfolio Marketing Marketing 52