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].
Walkner Condon Financial Advisors
FEBRUARY 24, 2022
The index’s loss of 6.24% in 2018 was paltry compared to its 38% loss in 2008 and three consecutive double-digit down years of 2000-2002. This helps to illustrate the fact that market corrections are common over most periods of time and should be viewed as the market resetting stock valuations back to a more fundamental level.
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Validea
NOVEMBER 29, 2023
And so even though current portfolio values might be down, the expected future returns are higher. Over the last 25 years, we have seen four bear markets (1999-2002, 2008-2009, 2020, 2022) and numerous market corrections (10% losses). Take 2022 and 2023 as an example.
Brown Advisory
SEPTEMBER 12, 2016
Treasury Department recently issued proposed regulations that would virtually eliminate valuation discounts on the transfer of shares in family businesses and investment pools held in Family Limited Partnerships or Limited Liability Companies, collectively known as FLPs.
Brown Advisory
SEPTEMBER 12, 2016
Treasury Department recently issued proposed regulations that would virtually eliminate valuation discounts on the transfer of shares in family businesses and investment pools held in Family Limited Partnerships or Limited Liability Companies, collectively known as FLPs.
Brown Advisory
APRIL 1, 2015
In Engines That Move Markets, a 2002 book about the cycles of technology investing, Alasdair Nairn defines “bubbles” as periods when investors appear to suspend rational valuation, much as they had during the dotcom craze shortly before the book was published. Unsurprisingly, as volume has increased, so have valuations.
The Big Picture
DECEMBER 19, 2023
There are about 13 different portfolio managers each focused on a different sub-sector. And when they look at a sector, they want to be long, the very best stocks at the best valuations they can, and short the worst stocks at the worst valuations. Since then, it’s grown to about $7 billion. Your next stop is Millennium.
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