Truemind Capital
AUGUST 12, 2023
All the sectors went up with major sectoral growth seen in auto (up 22%), realty (up 33%), and consumer durables (up 13%) on the back of an improving economic outlook. We continue to stay under-allocated to equity (check the 3rd page for asset allocation) at the current valuation levels.
Investing Caffeine
MAY 2, 2022
As you can see from the chart below, there have been no shortage of issues and events to worry about over the last 15 years (2007 – 2022): 2008-2009: Financial Crisis 2010: Flash Crash (electronic trading collapse) 2011: Debt Ceiling – Eurozone Collapse 2012: Greek Debt Crisis – Arab Spring (anti-government protests) 2012: Presidential Elections (..)
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Truemind Capital
MARCH 20, 2020
In my multiple conversations with investors during the bull-run since 2014, there was no one who said that I will not take advantage of investing in equity when the market will crash. 🔊 Play Audio. In good times i.e. when the market valuations are usually very high, everyone agrees to the logic of buying low and selling high.
Brown Advisory
MAY 31, 2017
EUROPEAN RE-ENTRY: Why We Are Shifting Portfolios Toward European Stocks achen Thu, 06/01/2017 - 02:47 Asset allocation—at least for us—is an exercise in nuance. We move slowly and carefully when it comes to shifting our portfolios away from one asset class or region and toward another.
Brown Advisory
MAY 31, 2017
Asset allocation—at least for us—is an exercise in nuance. We move slowly and carefully when it comes to shifting our portfolios away from one asset class or region and toward another. EUROPEAN RE-ENTRY: Why We Are Shifting Portfolios Toward European Stocks. Thu, 06/01/2017 - 02:47.
Brown Advisory
DECEMBER 2, 2015
Through conservative, bottom-up analysis, we are taking advantage of current market dynamics to buy attractively priced debt in companies with solid revenues and limited vulnerability to an economic downturn. Debt in well-managed companies positioned to weather an economic slump return nearly three times the 2.3%
Dear Mr. Market
FEBRUARY 24, 2022
Click here if you need to catch up on a conflict that’s been in flux since February of 2014. We often talk about people having short memories but don’t think that the Ukraine and Russia conflict just started last week. The point of our “letter to Mr. Market” today, however, is on what to do with your investments.
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