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“Nobody Knows Anything,” Wall Street Strategist Edition

The Big Picture

Not only do many investors pay attention to this guesswork, but some change their portfolios in response to them. This is especially true for those made by analysts who are not working to provide you with good investing advice but rather are hoping to drum up business for secondaries and IPOs. This has proven to be an unproductive strategy.

Banking 345
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MiB: Velina Peneva, Swiss Re Chief Investment Officer

The Big Picture

Peneva joined Swiss Re in 2017, becoming co-head of client solutions & analytics, before being named Group Chief Investment Office and member of the Group Executive Comittee in 2023. She explains the importance of matching your assets to your future liabilities, and why liquidity and quality are so important.

Investing 130
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At The Money: How to Buy Alternatives

The Big Picture

What percentage of your portfolio should be allocated? To help us unpack all of this and what it means for your portfolio, let’s bring in Ted Seides, who began his career at the Yale University Investments Office under the legendary David Swensen. Is this for 5 million portfolios or 50 million portfolios?

Portfolio 144
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The Critical Importance of Process Over Outcomes in Investing

Validea

The first involves a day trader who experienced remarkable success during the cryptocurrency boom of 2017. Meanwhile, many crypto day traders from 2017 saw their fortunes reverse during the subsequent bear market, highlighting the difference between having a genuine edge and relying on temporary market conditions.

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Market Timing vs. Time in the Market

Zoe Financial

Looking at the same 1950-2017 period, but looking through the lens of five-year investment horizons, returns for the S&P 500 ranged from down 3% to up 28%. If you got unlucky in 2008 trying to time the market and you were down 39%, it is very difficult emotionally speaking to reverse course and try to time the market by buying.

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At the Money: Matt Hougan on Crypto Technology

The Big Picture

To help us unpack this and what it means for your portfolio, let’s bring in Matt Hougan. Try and, you know, every beer commercial ends with drink responsibly invest responsibly if you want to take a few percentage of your portfolio and throw it into a Bitcoin ETF, there’s nothing terrible about that.

Assets 130
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Innovative CPA Group Launches RIA To Capture Client Wealth Management Demand

Wealth Management

Innovative CPA Group, which has been doing accounting and tax work since 2017, this month launched Innovative Asset Advisors Group, an RIA focused on investment management, financial administration, tax planning and preparation, and estate and trust strategies.