Abnormal Returns

DECEMBER 18, 2024

awealthofcommonsense.com) Market valuations aren't going to help you time the stock market. barrons.com) Don't let bad energy ruin your portfolio. meaningfulmoney.life) Personal finance The three best inflation hedges are a job, a 30-year home mortgage and a stock portfolio. blairbellecurve.com) Learning is unlearning.

Retirement Planning 130

Retirement Planning Retirement Valuation Insurance 130

Abnormal Returns

DECEMBER 13, 2022

(linkedin.com) A round-up of recent research on valuation including 'Valuation When Disaster Risks Increase at an Increasing Rate.' aqr.com) Can trend following move the needle on a portfolio? universa.net) The case for managed futures as a part of a diversified portfolio.

Valuation 246

Valuation Portfolio Management 246

Abnormal Returns

OCTOBER 29, 2023

awealthofcommonsense.com) Where the valuation of the 60/40 portfolio stands. (theirrelevantinvestor.com) Remember the guy who forgot the password for a hard drive with 7,002 Bitcoin on it? wired.com) Bond bear markets are different than stock bear markets. disciplinefunds.com) Stop betting against America.

Valuation 300

Valuation Economy Financial Market Portfolio 300

Abnormal Returns

JULY 16, 2024

awealthofcommonsense.com) Research What role do commodities play in a portfolio? alphaarchitect.com) On the valuation of TIPS and nominal Treasury bonds. (insights.finominal.com) Michael and Ben talk with Eric Crittenden of Standpoint Funds. federalreserve.gov) Why do investors prefer lottery stocks?

Valuation 263

Valuation Management Portfolio Investing 263

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." behaviouralinvestment.com) Why the 60/40 portfolio isn't going anywhere. on.ft.com) Private credit valuations are all over the board.

Valuation 276

Valuation Financial Advising Startup Media 276

Abnormal Returns

NOVEMBER 15, 2024

spglobal.com) Finance Elon Musk's xAI and SpaceX are getting a valuation boost. awealthofcommonsense.com) Earlier on Abnormal Returns Podcast links: resilient portfolios. Markets The equity risk premium has fallen. mrzepczynski.blogspot.com) The S&P SmallCap 600 index is 30 years old. ft.com) Is private credit in a bubble?

Financial Advising 146

Financial Advising Food Valuation Media 146

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)

Math 276

Math Valuation Portfolio Investing 276

Abnormal Returns

OCTOBER 26, 2023

bestinterest.blog) 60/40 portfolios Where the valuation of the 60/40 portfolio stands. morningstar.com) Why the 60/40 portfolio endures. (theirrelevantinvestor.com) The stock-bond correlation does one thing: it changes. (fa-mag.com) fa-mag.com) Stocks outperform bonds over the long run, but not every year or even decade.

Financial Advising 276

Financial Advising Valuation Portfolio Economy 276

Alpha Architect

SEPTEMBER 16, 2022

How did Momentum investing perform after the previous two valuation peaks? Of course, momentum portfolios did not perform nearly as well as value portfolios, but they did still beat the generic market. MOMENTUM INVESTING: HOW DID MOMENTUM INVESTING PERFORM AFTER THE PREVIOUS TWO VALUATION PEAKS?

Valuation 117

Valuation Investments Investing Portfolio 117

The Big Picture

FEBRUARY 7, 2024

To find out more, I speak with Jeremy Schwartz, Global Chief Investment Officer of WisdomTree, leading the firm’s investment strategy team in the construction of equity Indexes, quantitative active strategies and multi-asset Model Portfolios. Dividends come from earnings, and so those are sort of anchors to valuation.

Investments 296

Investments Investing Valuation Portfolio 296

Nerd's Eye View

JULY 5, 2023

But because no one can be sure of when and where these recoveries will happen, investors who are willing to spread the risk of slightly lower returns from globally diversified portfolios stand to yield the rewards of having an edge in the natural cycle of global markets in the aggregate. and global investments.

Valuation 246

Valuation Economics Portfolio Investments 246

Abnormal Returns

APRIL 4, 2023

institutionalinvestor.com) It's hard to get past the difference in valuation between European and U.S. alphaarchitect.com) The case for equal-weighted portfolios. International AQR on the case for emerging market equities. mailchi.mp) U.S. stocks are not the only game in town.

Valuation 246

Valuation Portfolio Investing Investments 246

Abnormal Returns

JUNE 15, 2023

Strategy Five common portfolio mistakes including 'portfolio sprawl.' theinformation.com) Is there an AI premium for startup valuations? morningstar.com) What do sell-side analysts actually do? capitalgains.thediff.co) Companies Why Shopify ($SHOP) decided to out of the logistics business.

Financial Advising 244

Financial Advising Startup Valuation Economy 244

Abnormal Returns

JANUARY 3, 2023

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. Markets How major asset classes performed in December 2022. The underlying companies are similar."

Startup 242

Startup Valuation Financial Advising Distribution 242

Nerd's Eye View

MAY 10, 2024

Also in industry news this week: The latest Social Security trustees report offered a slightly rosier picture for the health of the various Social Security trust funds thanks to improved economic conditions, though they warned that time is running out for legislators to take action to ensure the system will be able to pay out full benefits beyond the (..)

Financial Planner 246

Financial Planner Retirement Planning Retirement Valuation 246

Abnormal Returns

JANUARY 20, 2023

wsj.com) Don't let your portfolio be driven by strategist forecasts. ft.com) Startups How unicorns are dealing with the decline in valuations. Markets What a 'breakaway momentum thrust' means for investors. ritholtz.com) India's stock market held up well in 2022. variety.com) Ad-supported streaming tiers have been slow to take off.

Investments 246

Investments Investing Startup Financial Advising 246

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 251

Financial Advising Startup Valuation Economy 251

The Big Picture

JANUARY 12, 2024

She became Senior Portfolio Manager for PGIM Real Estate’s flagship core equity real estate fund. Valuations, workouts, opportunistic investing, and managing underwater properties were part of the many prospects the GFC created that allowed thoughtful observers to add to their skill set and learn from experiences.

Startup 298

Startup Portfolio Management Assets Valuation 298

Abnormal Returns

AUGUST 22, 2023

theirrelevantinvestor.com) Do market valuations mean revert over time? abnormalreturns.com) Adviser links: reducing portfolio volatility. Markets The stock market is laser focused on interest rates. thediff.co) Why there's never a shortage of pundits willing to make a big market call. Then check out our weekly e-mail newsletter.

Financial Advising 246

Financial Advising Valuation Retail Media 246

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 105

Portfolio Risk Tolerance Valuation Investments 105

Abnormal Returns

MAY 8, 2023

financial-planning.com) The biz What variables matter when it comes to RIA valuation. sciencedaily.com) How tax-adjusting a portfolio works in practice. (investmentnews.com) How JP Morgan Chase ($JPM) is trying to hold onto First Republic advisers. kitces.com) Advisers Some evidence that couple should maintain joint checking accounts.

Wealth Management 246

Wealth Management Estate Planning Taxes Valuation 246

Abnormal Returns

JANUARY 27, 2023

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

Financial Advising 245

Financial Advising Distribution Valuation Media 245

Abnormal Returns

AUGUST 9, 2023

axios.com) Venture capital Why more markdowns are coming to venture capital portfolio valuations. (bloomberg.com) In China, new EVs are now cheaper to buy than ICEs. washingtonpost.com) The earlier adopter era for EVs is over. hunterwalk.com) Do VC platform teams add value?

Financial Advising 238

Financial Advising Economy Valuation Consulting 238

The Big Picture

OCTOBER 30, 2024

And on today’s edition of At the Money, we’re going to discuss how you can participate in shareholder yield and get more out of dividends to help us unpack all of this and what it means for your portfolio. Because of the valuation gap looks about the best it’s ever looked, uh, over the past decade.

Investments 147

Investments Investing Valuation Numbers 147

Abnormal Returns

APRIL 9, 2023

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. thereformedbroker.com) Charles Schwab ($SCHW) made the same portfolio mistake as SVB. mailchi.mp) AI is going to change just about every industry. riabiz.com) U.S.

Valuation 159

Valuation Portfolio Investing Investments 159

Trade Brains

OCTOBER 3, 2024

’s expansion, its potential future growth, and its sustainability, and whether the valuations are justified. Additionally, it caters to diverse consumer segments with its varied brand portfolio. Should you buy Trent despite having a high valuation? The post Should you buy Trent despite its high valuation?

Valuation 98

Valuation Retail Food Marketing 98

Financial Symmetry

FEBRUARY 20, 2025

This means that the expansion of valuation multiples, like price-to-earnings (P/E), has played a big role.2 For current valuations to be justified for the Mag 7 and large growth stocks more broadly, very large earnings growth will have to continue. 3 So, as investors, what can we do about it within our portfolios?

Marketing 64

Marketing Marketing Valuation Commission 64

The Big Picture

APRIL 24, 2023

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. Note we have not even referencing the valuation debate. Markets are complex mechanisms.

Economics 299

Economics Marketing Marketing Portfolio 299

Dear Mr. Market

APRIL 2, 2025

My Portfolio Guide, LLC was the first investment firm to publish a March Madness investing bracket where we share our picks and match them up against each other. Historically, this bracket has been dominated by the tech sector, but after years of outsized gains, big tech valuations are stretched.

Investments 78

Investments Investing Valuation Advertising 78

Validea

DECEMBER 18, 2024

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

Trade Brains

AUGUST 18, 2023

Best Vijay Kedia Portfolio Stocks: Many investors keep a close eye on stock buys and sales of ace investors for ideas and inspiration. In this article, we’ll look at the best Vijay Kedia portfolio stocks and see if they can be an interesting opportunity for us as well. Who is Vijay Kedia? He calls his investment philosophy ‘SMILE’.

Portfolio 97

Portfolio Engineering Manufacturing Sales 97

Validea

NOVEMBER 2, 2024

Beyond Cheap: Quality Matters While valuation was crucial, Dreman wasn’t interested in just any cheap stock. A 10-stock portfolio based on his criteria returned 79.2% The portfolio maintained a beta of roughly 1.0, Defining a Contrarian Stock How exactly did Dreman identify contrarian opportunities?

Investments 52

Investments Investing Valuation Portfolio 52

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

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

Validea

JANUARY 6, 2025

Watch on YouTube Listen on Apple Podcasts Listen on Spotify The post Practical Lessons from Larry Swedroe | Why Evidence Beats Market Narratives appeared first on Validea's Guru Investor Blog.

Financial Planner 52

Financial Planner Marketing Marketing Valuation 52

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

Validea

DECEMBER 4, 2024

Key criteria include companies demonstrating: A ten-year track record of steady earnings performance Sustained high returns on both equity and total capital Robust cash flow generation Fair price valuations For December 2024, we’ve identified our top ten qualifying stocks. They are in the table below.

Valuation 52

Valuation Investing Investments Portfolio 52