Abnormal Returns

MARCH 20, 2024

Strategy Ten things to know about building a diversified portfolio. morningstar.com) Real assets can be a portfolio drag during periods of quiescent inflation. marginalrevolution.com) Finance Private equity is stuck between elevated valuations high interest rates and a moribund IPO market.

Financial Advising 253

Financial Advising Startup Valuation Economy 253

Nerd's Eye View

DECEMBER 27, 2024

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that according to a recent study by DeVoe & Company, only 42% of RIAs surveyed have written succession plans and either have begun to implement them or have already done so.

Financial Planner 224

Financial Planner Insurance Coverage Insurance Valuation 224

Abnormal Returns

JANUARY 3, 2023

Markets How major asset classes performed in December 2022. capitalspectator.com) 2022 was the third worst year for the 60/40 portfolio. wsj.com) Startups are going to experience a "new normal" valuation-wise. avc.com) SpaceX is raising new capital at a $137 billion valuation. The underlying companies are similar."

Startup 242

Startup Valuation Financial Advising Distribution 242

Nerd's Eye View

MAY 10, 2024

Read More.

Financial Planner 218

Financial Planner Retirement Planning Retirement Valuation 218

The Big Picture

MAY 17, 2024

We discuss what her valuation models are showing: “I think that where we are today is actually a reasonably healthy point for equities…I don’t worry as much about big cap companies that everybody is tracking and watching and monitoring.” Subramanian is on the advisory board of the UCLA Master of Financial Engineering program.

Banking 174

Banking Asset Allocation Portfolio Management Engineering 174

Brown Advisory

MARCH 6, 2023

2023 Asset Allocation Perspectives and Outlook ajackson Mon, 03/06/2023 - 14:43 We are pleased to share Brown Advisory’s 2023 Outlook. Each year, the Annual Outlook report assesses the current investment landscape and discusses some of the main themes being expressed in client portfolios.

Asset Allocation 98

Asset Allocation Assets Clients Valuation 98

The Big Picture

MAY 9, 2023

He is the Chief Investment Officer of Asset and Wealth Management at Goldman Sachs. He co-chairs a number of the asset management investment committees. trillion in assets under supervision. JULIAN SALISBURY, CHIEF INVESTMENT OFFICER OF ASSET AND WEALTH MANAGEMENT, GOLDMAN SACHS: Thanks, Barry. And I think you will also.

Assets 300

Assets Clients Investments Investing 300

Dear Mr. Market

AUGUST 5, 2022

We’re currently seeing one of the largest disparities in valuations between growth and value stocks which in our opinion presents a very appealing opportunity for dividend seeking investors. On some quarters, where there may not be changes to any holdings within the portfolio, we may dive more in depth on a specific company or two.

Portfolio 92

Portfolio Risk Tolerance Valuation Investments 92

Abnormal Returns

NOVEMBER 15, 2024

(spglobal.com) Finance Elon Musk's xAI and SpaceX are getting a valuation boost. money market mutual funds now have more than $7 trillion in assets. awealthofcommonsense.com) Earlier on Abnormal Returns Podcast links: resilient portfolios. ft.com) Is private credit in a bubble? ETF inflows, a record. msn.com) U.S.

Financial Advising 147

Financial Advising Valuation Food Media 147

David Nelson

JANUARY 3, 2023

Investors need to do their own due diligence and perform a full ORM review of their portfolio and its ability to navigate the many challenges we face at the start of a new year. Balanced portfolios embracing a variety of asset classes can and will help investors achieve their goals. S&P 500 2 Years. 60-40 is reborn.

Risk Management 98

Risk Management Portfolio Management Valuation 98

Abnormal Returns

FEBRUARY 16, 2023

howardlindzon.com) Private assets Why private equity needs much better valuations. ft.com) Why where investors mark the portfolios can be all over the place. (theatlantic.com) Finding a good retail CEO is tough these days. nytimes.com) AI requires a lot of semiconductors. pragcap.com) Fidelity is hiring!

Financial Advising 147

Financial Advising Engineering Valuation Retail 147

Discipline Funds

SEPTEMBER 22, 2023

But here are some things to consider before getting lured into this sort of drastic move: Shifting your portfolio like this is more akin to gambling than investing. Consider your time horizons and personal asset-liability mismatch. Shifting your portfolio like this is more akin to gambling than investing.

Portfolio 134

Portfolio Assets Insurance Investments 134

Truemind Capital

JANUARY 22, 2024

Not exactly for the Russia-Ukraine event, but for all the possible events that can puncture the bubble in various asset classes that were created on the back of unlimited and cheap liquidity. The runup in any asset class creates a delusion that the rally will be permanent. Read below to know HOW.

Asset Allocation 52

Asset Allocation Assets Valuation Portfolio 52

Abnormal Returns

SEPTEMBER 22, 2022

Markets Market valuations are a lot more attractive than they were a year ago. wsj.com) Fund management What are the most owned private companies in mutual fund portfolios? morningstar.com) Breaking down which assets are still ripe for active management. blog.validea.com) Visualizing U.S. interest rates since 2020.

Financial Advising 130

Financial Advising Media Valuation Assets 130

Validea

OCTOBER 19, 2022

Coming into 2022, the 60/40 stock/bond portfolio had been a stalwart strategy for your balanced investor. Even with bear markets like 2000-2002 and 2008-2009, the portfolio had strong returns for a very long period. at the start of the year) things are looking brighter for this simple portfolio. Source: [link]. Tool: [link].

Investments 128

Investments Investing Valuation Portfolio 128

Validea

OCTOBER 28, 2024

We discuss: – The limitations of dividend-focused investing strategies – Asset allocation insights from the Talmud – A different perspective on the Fed’s recent performance – Meb’s view on wealth as a means to freedom – The case for significant trend following allocation in portfolios – The question Meb (..)

Asset Allocation 52

Asset Allocation Assets Wealth Management Valuation 52

Discipline Funds

SEPTEMBER 7, 2023

where I’ve laid out my overarching methodology and process for thinking about asset allocation. 02:32 – Cullen’s goals with his personal portfolio 04:50 – Matching the duration of assets with liabilities 09:38 – How Cullen views retirement 14:28 – Do Cullen’s macro views influence his portfolio?

Assets 59

Assets Asset Allocation Valuation Portfolio 59

Abnormal Returns

JUNE 20, 2023

philbak.substack.com) Factors Wes Gray, "Bottom line: if you are investing in long-only factor portfolios, focus on research that studies long-only factor portfolios, not long-short factors." alphaarchitect.com) Why cash isn't necessarily the safe asset. papers.ssrn.com) VC valuations are highly associated with funding levels.

Valuation 100

Valuation Portfolio Assets Investing 100

Carson Wealth

JANUARY 16, 2024

mega-cap stocks in 2023, we saw increased market breadth and valuations likely continuing, potentially supporting small- and mid-cap stocks. Just as importantly, with higher starting yields and falling inflation, bonds are less vulnerable to losses and are once again more likely to add ballast to a portfolio during periods of volatility.

Investments 96

Investments Investing Marketing Marketing 96

Validea

SEPTEMBER 7, 2023

But this time, instead of talking about the macroeconomy as we have in his previous appearances, we discuss how he manages his personal portfolio. We talk about Cullen’s unique approach of matching the duration of the asset classes he invests in with his personal goals.

Portfolio 52

Portfolio Valuation Assets Retirement 52

Truemind Capital

JANUARY 24, 2024

Here is how different asset classes behaved in the 1970s and what we can learn from that episode: Equity: At the very beginning, the loose monetary policy resulted in a sharp rise in stock price valuations. Similarly today, easy monetary policy has boosted the equity market valuations.

Portfolio 52

Portfolio Valuation Engineering Banking 52

Brown Advisory

FEBRUARY 26, 2021

2021 Asset Allocation Perspectives and Outlook. Each year, our Investment Solutions Group (ISG) assess the current investment landscape and discuss how we are positioning client portfolios. Each year, the Annual Outlook report assesses the current investment landscape and discusses how we are positioning client portfolios.

Asset Allocation 52

Asset Allocation Assets Valuation Clients 52

Truemind Capital

APRIL 19, 2024

Indian equity benchmark BSE Sensex went up by only 2% due to already stretched equity valuations. Mid & small cap indices witnessed some correction after the SEBI expressed concerns regarding frothy valuations and nudged mutual funds to restrict inflows. Other Asset Classes: Gold sparkled in the last quarter, going up by 9%.

Financial Market 98

Financial Market Asset Allocation Marketing Marketing 98

Darrow Wealth Management

JUNE 27, 2022

assets the cold shoulder. equities to an asset allocation. equity may be able to help reduce risk in a portfolio. Having international exposure in your portfolio in the early 2000s and throughout the Global Financial Crisis would have been a key ingredient in reducing overall risk and maintaining some level of investment return.

Portfolio 52

Portfolio Investments Investing Risk Tolerance 52

Truemind Capital

MAY 19, 2020

In this blog, I am going to give you insights on the important aspects of investment management employed by the best investors and how we can use them to maximize our portfolio returns besides minimizing the risk. Use tactical allocation to make your portfolio future-ready. Be Cautiously Optimistic. How are they prepared for that?

Portfolio 52

Portfolio Asset Allocation Valuation Investing 52

Advisor Perspectives

SEPTEMBER 23, 2023

While some stocks may seem expensive, there are areas of opportunity that feature attractive valuations and growth catalysts, according to the Franklin Templeton Investment Solutions team.

Assets 52

Assets Portfolio Valuation Investments 52

The Big Picture

MARCH 20, 2024

But today, data is widely available and it’s a key tool you can use to enhance your portfolio returns. Portfolio management was a lot less evidence-based than it is today. To help us unpack all of this and what it means for your portfolio, let’s bring in Jim O’Shaughnessy. market volatility. Tell us about that.

Investments 163

Investments Investing Portfolio Valuation 163

The Big Picture

NOVEMBER 26, 2024

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. His firm runs over $10 billion in client crypto assets. How can investors get exposure to the space? Matt Hougan : Yeah. All of them.

Investments 148

Investments Investing Assets Retail 148

Brown Advisory

MARCH 6, 2023

2023 Asset Allocation Perspectives and Outlook ajackson Mon, 03/06/2023 - 14:43 We are pleased to share Brown Advisory’s 2023 Outlook. Each year, the Annual Outlook report assesses the current investment landscape and discusses some of the main themes being expressed in client portfolios.

Asset Allocation 52

Asset Allocation Assets Clients Valuation 52

Integrity Financial Planning

SEPTEMBER 18, 2023

When raising capital, investors’ initial perception of your business significantly impacts their valuation, affecting both the equity you’ll need to give up for growth and the company’s value when selling. Investors often discount businesses like Alibaba, as they are compelled to purchase assets they may not be interested in.

Valuation 97

Valuation Financial Planning Portfolio Assets 97

The Big Picture

FEBRUARY 6, 2024

If you’re at all interested in focused portfolios, the concept of quality as a sub-sector under value and just how you build a portfolio and a track record, that’s tough to beat. Dick Mayo was a traditional, I’d say portfolio, strong portfolio manager focused on US stocks. He’s a big picture guy.

Valuation 130

Valuation Investments Investing Assets 130

The Big Picture

SEPTEMBER 3, 2024

All of their portfolio managers not only are substantial investors in each of their funds, but they do a disclosure year that shows each manager by name and how much money they have invested in their own fund. So, so you’ve held analyst roles and a number of asset managers.

Investments 148

Investments Investing Management Valuation 148

Truemind Capital

JULY 26, 2024

These reforms have led companies to adopt shareholder-friendly practices, such as better disclosures, increased dividends, share buyback programs, and divesting underperforming assets. Higher exposure to Growth stocks should be avoided at this time and value portfolios should be considered. appeared first on Investment Blog.

Portfolio 52

Portfolio Investments Investing Valuation 52

Trade Brains

MAY 2, 2023

These Peter Lynch Categories of Stocks were named Slow growers, Stalwarts, Fast growers, Cyclical, Asset plays, and Turnarounds. Peter Lynch did not like to spend a lot of time on these ‘sluggards’ and his portfolio consisted of a very less percentage of slow growers.

Assets 98

Assets Portfolio Banking Management 98

The Big Picture

OCTOBER 24, 2022

They advise or directly manage about $250 billion in flying assets. She has a fascinating career, starting a PLS working away up as an analyst and eventually, head of outcome-based strategies for Morningstar, eventually rising from that position and portfolio manager to Chief Investment Officer. How did that transition happen?

Portfolio 130

Portfolio Management Assets Investments 130

The Big Picture

MARCH 5, 2024

So we really have to understand what we’re gonna invest in, value everything in the universe, rank order ’em, and then only can we put together portfolios. And the second, and this is very credit specific, was when you own a credit portfolio, your short volatility. This was gonna be a multi-strategy vehicle.

Banking 148

Banking Portfolio Assets Investments 148

Validea

DECEMBER 18, 2024

and their net current assets must surpass long-term debt obligations. Valuation plays a crucial role in the final selection. By applying these rigorous standards, investors can build a portfolio of established businesses with strong fundamentals and compelling valuations. The approach demands proven performance over time.

Valuation 52

Valuation Portfolio Investing Investments 52