Abnormal Returns

DECEMBER 18, 2024

ritholtz.com) Investing How to deal with a stock market at or near all-time highs. awealthofcommonsense.com) Market valuations aren't going to help you time the stock market. barrons.com) Don't let bad energy ruin your portfolio. humbledollar.com) Letting go Success in life, and investing, means letting stuff go.

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Retirement Planning Retirement Valuation Insurance 130

Alpha Architect

SEPTEMBER 16, 2022

How did Momentum investing perform after the previous two valuation peaks? Key finding: Momentum investing also performed well following episodes when value stocks were cheap. Of course, momentum portfolios did not perform nearly as well as value portfolios, but they did still beat the generic market.

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Abnormal Returns

OCTOBER 29, 2023

(mrzepczynski.blogspot.com) Byron Wien's 20 rules for investing and life. awealthofcommonsense.com) Where the valuation of the 60/40 portfolio stands. awealthofcommonsense.com) Where the valuation of the 60/40 portfolio stands. ritholtz.com) Why aren't stocks down more? marknewfield.substack.com)

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Valuation Economy Financial Market Portfolio 302

Abnormal Returns

JULY 16, 2024

(mrzepczynski.blogspot.com) Comparing the correlation benefits of managed futures vs. market-neutral multi-factor investing. awealthofcommonsense.com) Research What role do commodities play in a portfolio? alphaarchitect.com) On the valuation of TIPS and nominal Treasury bonds. than in other markets.

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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.

Valuation 278

Valuation Financial Advising Startup Media 278

Abnormal Returns

SEPTEMBER 24, 2023

Top clicks this week How Morgan Housel invests his portfolio. institutionalinvestor.com) Putting a valuation on Instacart ($CART). etf.com) The hardest thing about being an investor is deciding what to focus on. behaviouralinvestment.com) Why selling a stock is harder than buying. morningstar.com)

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Math Valuation Portfolio Investments 278

Nerd's Eye View

OCTOBER 4, 2023

The expectations for the future economic outlook also appear in the valuations of equities, which tend to reflect how markets anticipate that corporate earnings will grow in the future.

Valuation 246

Valuation Economics Economy Marketing 246

Nerd's Eye View

JULY 5, 2023

stocks has led to the favoritism of ‘local’ investments over international ones through behavioral biases (e.g., stocks has led to the favoritism of ‘local’ investments over international ones through behavioral biases (e.g., As the U.S. The outperformance of U.S. The outperformance of U.S.

Valuation 246

Valuation Economics Portfolio Investments 246

Validea

NOVEMBER 2, 2024

As one of the pioneers of contrarian investing, he built an impressive track record by systematically targeting stocks that were out of favor with the market. The Psychology Behind Contrarian Investing At the core of Dreman’s philosophy is his deep understanding of investor psychology. for the market between 1970-1996.

Investments 52

Investments Investing Valuation Portfolio 52

Abnormal Returns

APRIL 4, 2023

institutionalinvestor.com) It's hard to get past the difference in valuation between European and U.S. priceactionlab.com) Diversification Does 1/N diversification work when it comes to factor investing? alphaarchitect.com) The case for equal-weighted portfolios. International AQR on the case for emerging market equities.

Valuation 246

Valuation Portfolio Investments Investing 246

The Big Picture

JANUARY 12, 2024

As co-CEO, Marcus develops and leads the company’s global strategy; as global COO, she is responsible for overseeing business and investment operations globally. Finance in 2023 She discusses how from an early age, she was primarily interested in all aspects of real estate, from architecture to investments.

Startup 298

Startup Portfolio Management Assets Valuation 298

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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Investments Investing Valuation Numbers 147

Validea

DECEMBER 12, 2024

Throughout the conversation, he offers thought-provoking perspectives on market efficiency, the limitations of forecasting, and why humility is crucial for investment success. Watch on YouTube Listen on Apple Podcasts Listen on Spotify The post Dispelling Big Investing Myths | Dan Rasmussen appeared first on Validea's Guru Investor Blog.

Investments 52

Investments Investing Valuation Government 52

The Big Picture

JANUARY 17, 2025

Chief Investment Officer ) After a Great Run for Stocks, Be Ready for Something Different : Sizzling returns may well continue, but our columnist suggests that it would be wise to prepare for the next storm. ( Wealth of Common Sense ) Skydiving without a parachute : When bonds cant save your portfolio.

Valuation 130

Valuation Medical Portfolio Investments 130

Validea

JANUARY 23, 2025

Rob discusses his thought-provoking article “50 Years of Innovation, Myth Making and Myth Busting,” written for the 50th anniversary of the Journal of Portfolio Management. His insights are particularly valuable for investors trying to navigate today’s complex market environment.

Investments 52

Investments Investing Valuation Portfolio Management 52

Abnormal Returns

JUNE 15, 2023

Strategy Five common portfolio mistakes including 'portfolio sprawl.' theinformation.com) Is there an AI premium for startup valuations? msn.com) Fund management How restrictions on the use of ESG data in investing can backfire. morningstar.com) What do sell-side analysts actually do?

Financial Advising 244

Financial Advising Startup Valuation Economy 244

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?

Investments 182

Investments Investing Startup Valuation 182

Abnormal Returns

JANUARY 3, 2023

capitalspectator.com) 2022 was the third worst year for the 60/40 portfolio. investment in semiconductor manufacturing can only do so much. wsj.com) Startups are going to experience a "new normal" valuation-wise. avc.com) SpaceX is raising new capital at a $137 billion valuation. axios.com) U.S. in 2022 vs. 2021.

Startup 242

Startup Valuation Financial Advising Distribution 242

Abnormal Returns

MAY 8, 2023

kitces.com) David Armstrong talks with Larry Swedroe of Buckingham Strategic Wealth about how he talks with advisers about investing topics. financial-planning.com) The biz What variables matter when it comes to RIA valuation. sciencedaily.com) How tax-adjusting a portfolio works in practice. about building 'financial empathy.'

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Wealth Management Estate Planning Taxes Valuation 246

Validea

NOVEMBER 9, 2024

Yet despite the initial development period, their systematic approach was fundamentally sound and eventually led to one of the most successful track records in investment history, with the Medallion Fund averaging over 60% returns annually for several decades. So what constitutes a sound investment process?

Investments 52

Investments Investing Media Portfolio Management 52

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.

Investments 162

Investments Investing Portfolio Valuation 162

Abnormal Returns

AUGUST 22, 2023

theirrelevantinvestor.com) Do market valuations mean revert over time? wsj.com) Earlier on Abnormal Returns Research links: investment time horizons. abnormalreturns.com) Adviser links: reducing portfolio volatility. Markets The stock market is laser focused on interest rates. Then check out our weekly e-mail newsletter.

Financial Advising 246

Financial Advising Valuation Retail Media 246

Nerd's Eye View

MAY 10, 2024

Read More.

Financial Planner 246

Financial Planner Retirement Planning Retirement Valuation 246

Abnormal Returns

JANUARY 27, 2023

Strategy The investment landscape has completely transformed in the past century. awealthofcommonsense.com) 2022 shows that every portfolio strategy comes under pressure. nytimes.com) Companies Revisiting Tesla's ($TSLA) valuation, post-Twitter fiasco. portfoliocharts.com) Why so many investors get caught up in return chasing.

Financial Advising 245

Financial Advising Distribution Valuation Media 245

The Big Picture

FEBRUARY 24, 2023

They discuss AQR’s 60/40 portfolio strategy and the risks facing financial markets, with Sonali Basak and Guy Johnson on “Bloomberg Markets.” Sonali Basak interviews AQR Capital Management’s Cliff Asness.

Investments 147

Investments Investing Financial Market Portfolio 147

Abnormal Returns

AUGUST 9, 2023

Strategy Every investment strategy has multiple 'points of failure.' axios.com) Venture capital Why more markdowns are coming to venture capital portfolio valuations. blog.validea.com) There's only one way to make money on gloom-and-doom forecasts. vox.com) David Rubenstein on his Bitcoin regrets.

Financial Advising 238

Financial Advising Economy Valuation Consulting 238

Abnormal Returns

APRIL 9, 2023

Top clicks this week Your investment strategy needs to work in all markets. businessinsider.com) How to dole out risk in your portfolio. humbledollar.com) It's hard to get past the difference in valuation between European and U.S. humbledollar.com) It's hard to get past the difference in valuation between European and U.S.

Valuation 162

Valuation Portfolio Investments Investing 162

Validea

OCTOBER 19, 2022

Market may sometimes need to take a chill-pill, the behavior offers us a chance to reflect on what has happened so we can learn and hopefully improve our investing outcomes in the future. Coming into 2022, the 60/40 stock/bond portfolio had been a stalwart strategy for your balanced investor. Stocks and Bonds Can Fall at the Same Time.

Investing 128

Investing Investments Valuation Portfolio 128

A Wealth of Common Sense

DECEMBER 25, 2023

Today’s Talk Your Book is brought to you by Polen Capital: We are joined by Todd Morris, International Growth Portfolio Manager and Analyst for Polen Capital to discuss investing outside the US.

Investments 102

Investments Investing Portfolio Management Valuation 102

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. Valuation plays a crucial role in the final selection.

Valuation 52

Valuation Portfolio Investments Investing 52

The Big Picture

SEPTEMBER 19, 2022

He has a fascinating background in technology and software, and is interested in all sorts of interesting things, ranging from climate change to humanism, to the huge transitions that humans have gone through as a species and what it means to society, investing, scarcity and just the quality of life that we will enjoy as a species.

Valuation 305

Valuation Investments Investing Engineering 305

Validea

JANUARY 6, 2025

In this episode of “Two Quants and a Financial Planner,” we explore key insights from our previous conversations with Larry Swedroe, one of investing’s most evidence-based thinkers.

Financial Planner 52

Financial Planner Marketing Marketing Valuation 52

Validea

OCTOBER 28, 2024

In this episode, we dive into our conversations with Meb Faber, analyzing some of his most interesting takes on investing and wealth management.

Asset Allocation 52

Asset Allocation Assets Wealth Management Valuation 52

The Big Picture

APRIL 24, 2023

Third, it is an approach that generally lacks the sort of process essential to good investing. 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. Markets are complex mechanisms.

Economics 299

Economics Marketing Marketing Portfolio 299

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 Investing 92

Validea

MARCH 13, 2025

This Weeks Featured Strategy: The Benjamin Graham Value Investor Model This week, we turn to one of the most foundational and influential investment strategies ever createdthe Benjamin Graham Value Investor Model , based on principles laid out in Grahams classic, The Intelligent Investor. Example : A P/B ratio of 1.3

Valuation 52

Valuation Investments Investing Portfolio 52

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!

Valuation 52

Valuation Investments Investing Portfolio 52