Abnormal Returns

SEPTEMBER 24, 2024

clearerthinking.org) Research How identifying economic regimes can help in portfolio allocation. Statistics Comparing the Sharpe and Sortino ratios. caia.org) Correlations, 101. alphaarchitect.com) What investors get wrong about high quality stocks. advisorperspectives.com) A review of historical private equity performance.

Taxes 270

Taxes Economics Portfolio 270

The Big Picture

MARCH 3, 2023

The first bear I experienced was utterly meaningless economically but still felt bad. My economic future was uncertain, but I felt confident I could make a go of it. My portfolio was tiny; I had no 401k, and my wife’s 403(b), with less than a decade’s worth of contributions, was barely 5-figures.

Marketing 336

Marketing Marketing Economics Portfolio 336

The Big Picture

NOVEMBER 17, 2022

That is according to a study by Julian di Giovanni, who publishes at the NY Fed’s blog Liberty Street Economics. My job is not to give policy advice to the Fed, but to interpret what they are doing and its most likely impact on our portfolios. Liberty Street Economics, August 24, 2022). Short answer: 40%. November 7, 2022).

Medicine 363

Medicine Economics Medical Economy 363

Wealth Management

DECEMBER 21, 2023

Education about gold investments is key to ensuring clients have a well-balanced portfolio that can withstand economic fluctuations.

Portfolio 115

Portfolio Clients Education Economics 115

The Big Picture

JUNE 13, 2024

Barry adds: Two things to add to this discussion: It’s yet another reminder that investors must always be on guard for nonsensical claims from partisans who have zero concern for your portfolio. They are playing a different game, and you are collateral damage.

Food 305

Food Numbers Economics Portfolio 305

Abnormal Returns

JULY 14, 2024

awealthofcommonsense.com) Seven reasons you may want to venture away from the market portfolio. nbcnews.com) Economy An economic soft landing is still on track. dallasfed.org) The economic schedule for the coming week. Strategy The stock market has changed so much over the past 50 years. Human behavior hasn't.

Financial Advising 262

Financial Advising Economics Government Media 262

The Big Picture

NOVEMBER 15, 2024

 This week, we speak with Colin Camerer , Robert Kirby Professor of Behavioral Finance and Economics at California Institute of Technology. He is a member of the American Academy of Arts and Sciences and holds fellowship at the Econometric Society and the Society for the Advancement of Economic Theory.

Portfolio Management 316

Portfolio Management Economics Portfolio Assets 316

Abnormal Returns

OCTOBER 16, 2022

60/40 portfolios The 60/40 portfolio is having its worse returns in a century. marketwatch.com) Why investors should pay more attention the 40 in a 60/40 portfolio. ritholtz.com) Why you shouldn't make big changes to your portfolio based on economics. kyla.substack.com) Why the Fed should take abeat.

Financial Advising 242

Financial Advising Portfolio Valuation Economy 242

The Big Picture

DECEMBER 1, 2023

This came up yesterday on Portfolio Rescue with Ben Carlson. The entire discussion is worth watching, but the video below is teed up for the economic forecasting discussion. Economic Forecasts: What’s the Probability of a Recession in 2024? It was before the very encouraging CPI, Unemployment, and GDP data releases.

Economy 288

Economy Economics Portfolio Marketing 288

Abnormal Returns

JULY 12, 2024

vox.com) Global Tyler Cowen talks with Brian Winter discuss the politics and economics of nearly every country from the equator down. conversationswithtyler.com) Russell Napier talks with Harold James, author of "Seven Crashes: The Economic Crises That Shaped Globalisation." (linkedin.com) Spotify ($SPOT) has a bundling problem.

Portfolio Management 265

Portfolio Management Economics Management Portfolio 265

Abnormal Returns

NOVEMBER 12, 2023

awealthofcommonsense.com) Chances are, you don't need a bespoke portfolio. econbrowser.com) Any economic slowdown is coming with consumers in pretty good shape. mrzepczynski.blogspot.com) Economic activity continues to shift toward these four Sunbelt cities. nytimes.com) The economic schedule for the coming week.

Financial Advising 285

Financial Advising Economics Economy Manufacturing 285

Abnormal Returns

JANUARY 5, 2024

visualcapitalist.com) Strategy How to read all those market and economic forecasts. morningstar.com) A look at different variants of the 60/40 portfolio. (visualcapitalist.com) Long technology, short utilities was the trade in 2023. priceactionlab.com) Hedge funds David Tepper's Carolina Panthers are at the bottom of the NFL.

Financial Advising 273

Financial Advising Media Economy Economics 273

Abnormal Returns

NOVEMBER 22, 2022

elmwealth.com) Are we building portfolios the wrong way? (caia.org) We don't really know how much of the market is held by passive investors. klementoninvesting.substack.com) The case against systematic put protection strategies. pragcap.com).

Economics 130

Economics Management Numbers Portfolio 130

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. reuters.com) Economy By any reasonable measure, the average American is better off economically than they were four years ago.

Financial Advising 254

Financial Advising Startup Valuation Economy 254

Abnormal Returns

JULY 5, 2024

(paulpodolsky.substack.com) Tyler Cowen talks with Joseph Stiglitz, author of "The Road to Freedom: Economics and the Good Society." pod.link) Alternatives Eric Golden talks with Phil Huber, Head of Portfolio Solutions at Cliffwater, about the case for private credit.

Economy 278

Economy Economics Management Portfolio 278

The Big Picture

MAY 5, 2023

Rather than accept the volatility of month-to-month economic datapoints — NFP, Consumer Spending, Manufacturing, Inflation, etc. Instead, there is a tendency to put too much weight onto the numbers themselves, encouraging a variety of changes and modifications to portfolios due to whatever the latest data suggests.

Economics 363

Economics Financial Planning Manufacturing Numbers 363

Nerd's Eye View

JULY 5, 2023

In this guest post, Larry Swedroe, head of financial and economic research at Buckingham Strategic Wealth, discusses why many investors tend to fall prey to recency bias, and explains why global diversification – and keeping short- and long-term results in the right perspective – remains a prudent strategy. and global investments.

Valuation 246

Valuation Economics Portfolio Investing 246

Abnormal Returns

AUGUST 29, 2023

Strategy How (and where) to hold cash in your portfolio. calculatedrisk.substack.com) 19 economic charts worth a look including a look at increased business investment. morningstar.com) For alternatives, Is illiquidity a feature or a bug? savantwealth.com) Don't underestimate how weird the world can be. (mr-stingy.com)

Financial Advising 265

Financial Advising Economy Media Economics 265

Abnormal Returns

APRIL 21, 2024

microcapclub.com) No portfolio strategy is perfect. papers.ssrn.com) The economic schedule for the coming week. Rates Allan Sloan, "Don’t fall in love with your money fund." barrons.com) You likely don't need a long-term bond fund. wsj.com) Strategy The market's most important lessons have to be experienced.

Financial Advising 279

Financial Advising Taxes Communication Manufacturing 279

The Big Picture

AUGUST 25, 2023

China, Clickbait, & Market Crises: What Investors Should Know About Behavioral Economics Here is the Moneyshow’s description: “Barry Ritholtz is Founder and CIO of Ritholtz Wealth Management. He is also a long-time market analyst, commentator, and expert on behavioral economics principles as they apply to investing.

Wealth Management 246

Wealth Management Economics Assets Management 246

Abnormal Returns

AUGUST 8, 2023

morningstar.com) Behavior Another indication that political polarization is showing up in investor portfolios. klementoninvesting.substack.com) There's no evidence that economic forecasters can actually forecast. (papers.ssrn.com) Target date funds hold more in international stocks than the average investor.

Marketing 246

Marketing Marketing Medical Economics 246

Abnormal Returns

SEPTEMBER 3, 2023

Strategy The math on the 60/40 portfolio looks a lot different than it did a year ago. theweek.com) The economic schedule for the coming week. awealthofcommonsense.com) There is a difference between picking and choosing. humbledollar.com) Companies Nvidia ($NVDA) has succeeded with a distributed workforce. labor market is slowing.

Math 265

Math Financial Advising Advertising Distribution 265

Abnormal Returns

JANUARY 1, 2023

ft.com) The 60/40 portfolio had a historically bad year. wsj.com) The last few years broke a lot of economic indicators. wsj.com) The economic schedule for the first week of 2023. Markets Global stocks and bonds lost more than $30 trillion for 2022. finance.yahoo.com) Apple ($AAPL) lost $846 billion in market cap in 2022.

Financial Advising 279

Financial Advising Medical Economics Government 279

Trade Brains

SEPTEMBER 17, 2023

Best Porinju Veliyath Portfolio Stocks: Investors are always on the lookout for small-cap companies which can lead to multi-bagger returns. In this article, we’ll read about such best Porinju Veliyath portfolio stocks. In this article, we’ll read about such best Porinju Veliyath portfolio stocks. EPS ₹8 Stock P/E 196 RoE 3.2%

Portfolio 109

Portfolio Electronics Manufacturing Engineering 109

Abnormal Returns

DECEMBER 9, 2022

podcasts.apple.com) Economy Ezra Klein talks economic trends with Mohamed El-Erian. nytimes.com) Tracy Alloway and Joe Weisenthal talk with Brad DeLong author of "Slouching Towards Utopia: An Economic History of the Twentieth Century." (acquired.fm) Roben Farzad talks with Felix Gillette and Joel Mier about the future of streaming.

Portfolio Management 244

Portfolio Management Economics Economy Management 244

Abnormal Returns

NOVEMBER 30, 2023

etf.com) How much personal trading is too much for a mutual fund portfolio manager? marketwatch.com) Economics Weekly initial unemployment claims continue to bounce along the bottom. (valueandopportunity.com) Fund management DFA's push into ETFs has been more successful than even they expected.

Financial Advising 279

Financial Advising Portfolio Management Media Economics 279

Nerd's Eye View

APRIL 10, 2024

Every document that considers the facts around any particular asset class will invariably include that disclaimer, but constructing a portfolio consisting of a mix of equities, fixed income, and other assets requires investors and advicers to make some fundamental assumptions around long-term expected returns and correlations between assets.

Asset Allocation 246

Asset Allocation Wealth Accumulation Assets Portfolio 246

Integrity Financial Planning

DECEMBER 11, 2023

If so, one thing you may want to keep an eye on is the design of your financial portfolio. Your portfolio may not be set up with the best possible spread of investments and assets. And while this strategy does have its merits, it can have some flaws in certain economic situations. [1]

Portfolio 97

Portfolio Economy Financial Guidance Financial Planning 97

Abnormal Returns

AUGUST 20, 2023

Strategy How to think about the bond sleeve of your portfolio. bloomberg.com) The economic schedule for the coming week. fortunesandfrictions.com) The rise in interest rates is taking its toll on muni bond closed-end funds. wealthmanagement.com) Finance Higher real yields are going to impact all manner of sectors.

Financial Advising 245

Financial Advising Insurance Media Retirement 245

The Big Picture

NOVEMBER 4, 2022

We don’t know if the Fed is right about anything – Economics is at best a squishy and imperfect soft science. Regardless, it’s a worthwhile exercise to wargame Fed actions, and consider what they might mean to your portfolio and/or personal finances. The Fed is right about inflation but misunderstands the underlying causes.

Economy 352

Economy Economics Portfolio 352

The Big Picture

APRIL 24, 2023

They all have different sensitivities to economic factors like trade, inflation, commodities, and growth. Within the equity portion of your portfolios, they can provide some measure of diversification. Oversimplifying them into narratives or relying on context-free myths will not serve your portfolio well.

Economics 299

Economics Portfolio Marketing Marketing 299

The Big Picture

FEBRUARY 23, 2024

He is also the lead senior portfolio manager on all long equity strategies for the applied equity advisors team, as well as a member of the Morgan Stanley Wealth Management Global Investment Committee. Slimmon describes his concentrated portfolios — either 30 US stocks or 20 global stocks — as a way to avoid closet indexing.

Management 200

Management Investing Investments Wealth Management 200

Abnormal Returns

AUGUST 21, 2023

insights.finominal.com) Economy Aging isn't great for economic growth. calculatedriskblog.com) Earlier on Abnormal Returns Adviser links: reducing portfolio volatility. (wsj.com) Comparing the diversification benefits of CTAs vs. global macro hedge funds. ft.com) Americans are driving more, but still below pre-pandemic levels.

Asset Allocation 246

Asset Allocation Financial Advising Media Assets 246

Trade Brains

SEPTEMBER 14, 2023

GQG’s investment team uses a thorough and unrestricted approach to equity research, building portfolios that are different from their respective benchmarks to concentrate on distinctive business aspects like revenue stream diversity and disruption risk. Adani Green presently has a portfolio of 54 operational projects across 12 Indian states.

Portfolio Analysis 111

Portfolio Analysis Portfolio Food Manufacturing 111

Trade Brains

SEPTEMBER 17, 2023

Today, Goldman employs 9000+ Indians and serves leading corporate and institutional clients through corporate finance advisory, equity sales and trading, and fixed-income securities businesses, as well as providing macro-economic and investment research. The post Top Indian Stocks Held By Goldman Sachs – Portfolio Analysis!

Portfolio Analysis 130

Portfolio Analysis Portfolio Manufacturing Insurance 130

The Big Picture

OCTOBER 10, 2022

My back-to-work morning train WFH reads: • Fed’s Inflation Fight Has Some Economists Fearing an Unnecessarily Deep Downturn : Rapid rate increases provide less time for central bankers to study their economic effects ( Wall Street Journal ). Here’s how to clean up your portfolio without feeling ashamed. Wall Street Journal ). •

Economics 292

Economics Management Accounting Portfolio 292

Abnormal Returns

SEPTEMBER 26, 2023

morningstar.com) Achieving these three portfolio goals simultaneously is tough. bonddad.blogspot.com) Economy Economic anxiety isn't going anywhere. (integratinginvestor.com) Will music royalties turn out to be a worthy investment? wired.com) Asset allocation How various asset classes performed during a recession.

Asset Allocation 279

Asset Allocation Financial Advising Assets Media 279