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. variety.com) Streaming is so complicated that it needs a startup to help consumers navigate it. etf.com) Don't let spot Bitcoin ETFs fool you about the nature of crypto.

Financial Advising 254

Financial Advising Startup Valuation Economy 254

Abnormal Returns

OCTOBER 12, 2022

allstarcharts.com) The all-weather portfolio has not fared well in 2022. on.ft.com) Startups are getting desperate to raise capital without doing a downround. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? Strategy Sometimes your best trade is a loss.

Financial Advising 236

Financial Advising Startup Media Economy 236

Abnormal Returns

APRIL 19, 2023

realreturns.blog) The 60/40 portfolio never went away. oaktreecapital.com) Startup Tellus is not a bank. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? Strategy Five real investing lessons from Warren Buffett's career. ritholtz.com) Is gold worth the headache?

Financial Advising 242

Financial Advising Startup Banking Media 242

Abnormal Returns

JUNE 21, 2023

ritholtz.com) In a portfolio context, cash is a double-edged sword. ft.com) Tiger Global wants to offload some of its private portfolio positions. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? axios.com) Unlike big tech, startups can offer remote work as a perk.

Financial Advising 245

Financial Advising Startup Portfolio Media 245

Abnormal Returns

MARCH 17, 2023

(axios.com) How the downfall of SVB could affect climate and biotech startups. mattstoller.substack.com) Fund management Tiger Global wrote down the value of its venture portfolio by 33% in 2022. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking?

Financial Advising 246

Financial Advising Startup Banking Manufacturing 246

Abnormal Returns

MAY 1, 2023

nytimes.com) ETFs Model portfolio shifts can have a big effect on ETF flows. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? bloomberg.com) Why working for a startup probably isn't for you. (cnbc.com) The banking industry's 'crisis phase' may be over for now.

Financial Advising 244

Financial Advising Startup Banking Manufacturing 244

Abnormal Returns

JANUARY 3, 2023

capitalspectator.com) 2022 was the third worst year for the 60/40 portfolio. feld.com) 2023 is going to be a year or reckoning for the startup space. wsj.com) Startups are going to experience a "new normal" valuation-wise. abnormalreturns.com) Adviser links: forced distributions.

Startup 242

Startup Valuation Financial Advising Distribution 242

Abnormal Returns

DECEMBER 3, 2023

wsj.com) Strategy Remember all that talk about how the 60/40 portfolio was broken? ft.com) Do startups founded in recessions fare better? abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? Markets Should you care what Wall Street strategists have to say about 2024?

Asset Allocation 262

Asset Allocation Financial Advising Startup Economy 262

Abnormal Returns

JULY 18, 2022

twitter.com) 60/40 Portfolio A reason why the 60/40 portfolio isn't working this time around. morningstar.com) Expected returns on a 60/40 portfolio have risen dramatically. ft.com) Venture capital Some guidelines for valuing a venture capital portfolio including 'Be conservative.'

Financial Advising 246

Financial Advising Startup Economy Portfolio 246

Abnormal Returns

JANUARY 11, 2023

Markets How does the 60/40 portfolio perform after big down years? which manages startups’ employee-equity plans and tracks their investors’ holdings. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? awealthofcommonsense.com) GMO loves deep value stocks.

Financial Advising 244

Financial Advising Startup Economy Media 244

Abnormal Returns

APRIL 20, 2023

60/40 portfolio What is the motivation of people telling you the 60/40 portfolio doesn't work? abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? nextbigideaclub.com) Every startup needs an AI strategy. Then check out our weekly e-mail newsletter. tomtunguz.com)

Financial Advising 246

Financial Advising Startup Media Portfolio 246

Abnormal Returns

JUNE 10, 2024

(awealthofcommonsense.com) Why it is counterproductive to look at your portfolio too often. om.co) Startups Biotech funding is in decline. econbrowser.com) Earlier on Abnormal Returns Adviser links: true wisdom. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking?

Financial Advising 201

Financial Advising Startup Economy Insurance 201

Abnormal Returns

JUNE 4, 2023

mrzepczynski.blogspot.com) The 60/40 portfolio was supposed to be dead. finance.yahoo.com) This startup hedge fund is unique a strategy to bring on multiple strategies. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? Markets The stock market hates rising inflation.

Financial Advising 241

Financial Advising Startup Banking Economy 241

Abnormal Returns

JULY 29, 2022

Strategy John Rekenthaler, "Avoid portfolio managers who claim to know how “this time will be different.” wsj.com) Startups The Miami tech scene got out of the gates fast, now comes the hard work. theinformation.com) There's a startup that helps companies do layoffs. It probably won’t be.

Startup 130

Startup Financial Advising Portfolio Management Economy 130

Abnormal Returns

AUGUST 8, 2022

Markets Joshua Brown, "2022’s volatility has been incredibly unique for this era – we haven’t seen a plus 20% or minus 10% year for the 60/40 stock-bond portfolio since 1975 up until now." thediff.co) Startups On the value of bring angels onto your cap table with a background in marketing and communications. The consumer is confused.

Startup 130

Startup Financial Advising Communication Media 130

Abnormal Returns

MARCH 13, 2023

(ritholtz.com) The reversal in interest rates could relieve some pressure on bank portfolios. tomtunguz.com) Cash management wasn't a priority for startups. axios.com) Earlier on Abnormal Returns Adviser links: holistic financial guidance. mailchi.mp) Why more assets are going to flow to systemically important banks.

Financial Guidance 130

Financial Guidance Financial Advising Startup Banking 130

Abnormal Returns

MARCH 21, 2023

youtube.com) Credit Suisse was also a player in the startup financing space. etftrends.com) Portfolio management still has a gender problem. etf.com) Economy Every index/measure of financial conditions has problems. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking?

Startup 130

Startup Financial Advising Banking Portfolio Management 130

Abnormal Returns

SEPTEMBER 30, 2022

ritholtz.com) Mitigating risk in your portfolio always comes with a trade-off. ft.com) Finance A profile of startup investment research provider Tegus. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? monevator.com) This week shows why you need to mitigate your home country bias.

Financial Advising 130

Financial Advising Startup Media Economy 130

Abnormal Returns

JANUARY 18, 2023

(allstarcharts.com) Why 2022 was an unusually bad year for the 60/40 portfolio. institutionalinvestor.com) Startup valuations trended down in the second half of 2022. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? abnormalreturns.com) What you missed in our Tuesday linkfest.

Financial Advising 130

Financial Advising Startup Wealth Management Valuation 130

Abnormal Returns

NOVEMBER 30, 2022

awealthofcommonsense.com) On the death of the 60/40 portfolio. howardlindzon.com) How much of a startup investor’s success can be attributed to luck? abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? Strategy Good luck trying to forecast the market using geopolitical events.

Financial Advising 130

Financial Advising Startup Media Economy 130

Abnormal Returns

JANUARY 6, 2023

Markets The 60/40 portfolio return equation reset last year. tomtunguz.com) Startup founders have some difficult decisions to make early in 2023. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? wsj.com) Five ETF predictions for 2023 including an end to $SPY's reign.

Financial Advising 130

Financial Advising Startup Economy Media 130

Harness Wealth

MAY 25, 2023

Here, we’ll break down the different types of fees that financial advisors charge in 2023. and 2% A $500,000 portfolio could cost between $2,500 and $10,000 per year. These average costs should help guide you in selecting the right financial advisory services that fit both your financial goals and budget.

Financial Advisor 52

Financial Advisor Certified Financial Planner Ethics CFP 52

Sara Grillo

APRIL 10, 2023

” -Scott Salaske Salaske says that it would be have to have a growth driver or utility, or else it would be like picking up a rock and putting it into your portfolio. A few years later Scott merged Quest with another local investment advisory firm, Portfolio Solutions, that shared the same investment principles at that time.

Investing 52

Investing Investments CFP Financial Advisor 52

Brown Advisory

SEPTEMBER 6, 2022

The Elephant in the Portfolio The global semiconductor industry is a poster child for the capital cycle and we have meaningful investments here. If you are a private investor you should not act or rely on this document and should consult with your financial adviser.

Investing 52

Investing Investments Insurance Ethics 52

Abnormal Returns

JULY 30, 2024

morningstar.com) Energy How Carlyle Group ($CG) manages a diverse portfolio of energy assets. abnormalreturns.com) Adviser links: loving encouragement. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? papers.ssrn.com) Why startup founders are prone to feel shame.

Financial Advising 148

Financial Advising Startup Valuation Media 148

Abnormal Returns

SEPTEMBER 17, 2024

reuters.com) Venture capital Putting an estimate on startup mortality rates. avc.xyz) For VCs their portfolio is their brand. abnormalreturns.com) Adviser links: going back to work. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking?

Financial Advising 274

Financial Advising Startup Media Economy 274

Aleph

JANUARY 14, 2023

Picture Credit: David Merkel, with an assist from the YouImagine AI image generator || Boldly flying in front of a stained glass window Portfolio Management Sick of the ups and downs of the markets? There is an alphabet soup of financial-adviser credentials [link] Credentialing is overdone. Jan 10, 2023 CFP?

Math 59

Math Assets Banking Government 59