Bell Investment Advisors

MARCH 15, 2023

Original air date: Monday, March 13th, 2023 at 12pm PDT Presenter: Portfolio Manager Ryan Kelley, CFA® Slide 1: Annual Review and Outlook 0:00 Good afternoon. I’m a portfolio manager here at Bell Investment Advisors. Slide 2: Webinar Overview 0:10 Today in this webinar, I’m going to be discussing three topics.

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Marketing Marketing Investing Investments 52

The Big Picture

OCTOBER 17, 2023

Barry Ritholtz ] : 00:08:26 [Speaker Changed] 100 Percent. Graham Foster] : 00:08:27 [Speaker Changed] And so I didn’t wanna spend my life in academia where, you know, the money’s not bad depending on what you do. Graham Foster] : 00:10:16 [Speaker Changed] I think that’s absolutely right.

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Sara Grillo

FEBRUARY 13, 2023

Richey’s research found that found a “Vice Fund” produced a greater risk-adjusted return over the market portfolio (Richey, 2016, as per Swedroe, 2016). According to Yardeni Research, there was $200B of buybacks in Q2 2022 for S&P stocks (which boosts the price). Investor’s Business Daily, February 3, 2022 Ehem.

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The Big Picture

NOVEMBER 21, 2023

His firm, altimeter Capital, runs over $10 billion. 00:04:10 Right. 00:05:06 [Speaker Changed] So, you know, you’re, you’re, you’re highlighting a random background, and we’ll come back to this. I, 00:06:05 [Speaker Changed] I love, I love that take. 00:08:32 [Speaker Changed] Okay.

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The Big Picture

OCTOBER 31, 2022

He’s been a big advocate, along with Professor Siegel, of fundamental indexing, where you’re focusing on things like earnings and dividend and value. And at 10:30, I can do New York, which of course never used to be possible. RITHOLTZ: So value with a dividend? And they have some fascinating things to say.

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