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2024 Investments Portfolio 
The Big Picture
APRIL 17, 2025
In How Not to Invest , I showcase extreme examples of unforced errors to illustrate these behavioral mistakes. All costs impact your returns, but high or excessive fees have an enormous impact as they compound or, more accurately, lessen your portfolios compounding over time. In 2023, he tweeted a list of overlooked facts.
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The Big Picture
JANUARY 2, 2025
Consider this December 29, 2024, year-end review in Bloomberg : “By this time last year, the stock markets rally had blown past even the most optimistic targets, and Wall Street forecasters were convinced it couldnt keep up the dizzying pace. In “ How Not To Invest ” (coming March 18!)
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How To Overcome Change Fatigue In Finance With Neuroscience-Backed Strategies
Protect What Matters: Rethinking Finance Ops In A Digital World
Your Accounting Expertise Will Only Get You So Far: What Really Matters
The Big Picture
MAY 29, 2025
(All data as of Dec 31, 2024) And, if we go out to 20+ years, practically nobody net of fees has beaten their benchmark. The probabilities make it clear that a broad index should be the core of your portfolio; if you want to put your own spin on it, feel free to try. And it’s not just the U.S. Africa , and Australia.
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The Big Picture
MAY 5, 2025
First, lets go to the data (via Bloomberg ): 5,502,284% That is the per-share market value increase of Berkshire Hathaway stock from 1964 to 2024. We discussed this very topic 5 years ago: Out of curiosity, I entered the phrase invest like Warren Buffett in a Google search. It yielded 78,600 hits. Bet on America 2.
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Wealth Management
NOVEMBER 15, 2024
Justin Lowry unveils how Global Beta Advisors enhances portfolio construction through cutting-edge integration with Nitrogen at the 2024 Fearless Investing Summit.
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Wealth Management
SEPTEMBER 20, 2024
Friday, September 20, 2024 | 10:00 AM ET
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Wealth Management
NOVEMBER 12, 2024
At Nitrogen's 2024 Fearless Investing Summit, experts discuss how new technology is empowering advisors to deliver hyper-personalized portfolios through seamless integration and cost-saving strategies.
The Big Picture
MARCH 30, 2025
Stacking Benjamins: Ever wondered how the top financial minds avoid disaster while the rest of us are busy panic-Googling best investments 2024? Today, Joe welcomes Barry Ritholtz of Ritholtz Wealth Management down to Moms basement for a conversation that flips typical investment advice on its head.
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Nerd's Eye View
APRIL 18, 2025
Which, according to Kitces Research on Advisor Productivity, can lead to higher productivity for advisor teams (but can require an investment in staffing and higher-end planning services to meet their complex planning needs).
The Big Picture
APRIL 28, 2025
This current 15-year peak was through February 2024 at ~ 16%. The risk is that if and when the trend changes, some traders will be slow to adapt; investors may get discouraged when they learn that investing for the “long term” isn’t measured in months or quarters, but in decades. Perhaps, it has worked too well.
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The Big Picture
NOVEMBER 26, 2024
November 26, 2024 Are you crypto-curious? Full transcript below. ~~~ About this week’s guest: Matt Hougan, Chief Investment Officer at Bitwise Asset Management discusses the best ways to responsibly manage crypto assets. To help us unpack all of this and what it means for your portfolio, let’s bring in Matt Hogan.
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Nerd's Eye View
MARCH 4, 2024
Welcome to the March 2024 issue of the Latest News in Financial #AdvisorTech – where we look at the big news, announcements, and underlying trends and developments that are emerging in the world of technology solutions for financial advisors!
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Abnormal Returns
JANUARY 5, 2025
noahpinion.blog) The proposed Strive Bitcoin Bond ETF will invest in the debt of companies buying Bitcoin. riabiz.com) Portfolio simplicity keeps paying off. contessacapitaladvisors.com) 25 of the best nonfiction books of 2024 including "Supercommunicators: How to Unlock the Secret Language of Connection" by Charles Duhigg.
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Abnormal Returns
NOVEMBER 29, 2024
mrzepczynski.blogspot.com) Strategy No one is immune from investment FOMO. ft.com) BlackRock ($BLK) reportedly has a deal to buy HPS Investment Partners, a private credit manager. abnormalreturns.com) Personal finance links: a boring portfolio. Markets A look at the best performing stocks of the past 20 years. Well, you should.
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The Big Picture
FEBRUARY 7, 2024
At the Money: Stock Picking vs. Value Investing with Jeremy Schwartz, Wisdom Tree. February 7, 2024) How much you pay for stocks really matters. Should value investing be part of that strategy? And on today’s edition of At the Money, we’re gonna discuss whether value investing should be part of your strategy.
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Carson Wealth
JULY 18, 2024
Carson Investment Research 2024 Midyear Outlook: Eyes on the Prize The economy continues to see a solid rate of expansion with low risk of a recession. We are targeting a total return for the S&P 500 of 17-20% in 2024. And while bonds have briefly stumbled, some other portfolio diversifiers, including gold, have done well.
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Validea
JUNE 2, 2025
Investors looking for a diversified portfolio that performs well in all market conditions have long been drawn to the All Weather Portfolio, a strategy pioneered by Ray Dalio of Bridgewater Associates. The portfolio allocates across U.S. equities, gold, commodities, and long-duration and intermediate-term Treasury bonds.
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Random Roger's Retirement Planning
MAY 28, 2025
Which portfolio result would you rather have? Portfolio 1 is the only choice. The Portfolio 1 has the same longer term result at the S&P 500 but with only 58% of the volatility. You can see just by looking that Portfolio 1 has actually taken a very different path to a similar result as the S&P 500. A little quiz.
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Nerd's Eye View
JULY 3, 2024
As a result, advicers have more options than ever to add value for their clients by tailoring investment portfolios that are specific to their unique needs, goals, and risk tolerance. in mind, there are 3 primary ways that advicers can use Quality ETFs in portfolios. size, industry, location) of early mutual funds.
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Abnormal Returns
FEBRUARY 4, 2024
downtownjoshbrown.com) Should you invest in stocks when they are at all-time highs? wsj.com) How major asset classes performed in January 2024. allstarcharts.com) Four steps to build a no-fuss portfolio including eliminating redundant accounts. Never say it." ft.com) What happens when you stop focusing on the stock market.
Abnormal Returns
MARCH 5, 2024
Crypto A little Bitcoin goes a long way in a portfolio perspective. quantpedia.com) How to use factors to build a crypto portfolio. papers.ssrn.com) Equity funds haven't gotten a boost by investing in venture capital deals. papers.ssrn.com) Equity funds haven't gotten a boost by investing in venture capital deals.
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Validea
DECEMBER 4, 2024
The Patient Investor approach takes inspiration from Warren Buffett’s investment philosophy, drawing from insights shared in Mary Buffett’s Buffettology. This methodology focuses on identifying companies with enduring value, much like Buffett’s own investment style. Start investing like the Oracle of Omaha today!
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Validea
DECEMBER 18, 2024
Benjamin Graham, the father of value investing, crafted a disciplined framework for discovering stocks trading below their true worth. The strategy evaluates potential investments through several key lenses: First, companies must demonstrate fundamental strength. Financial health is paramount, with strict balance sheet requirements.
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Nerd's Eye View
OCTOBER 7, 2024
Welcome to the October 2024 issue of the Latest News in Financial #AdvisorTech – where we look at the big news, announcements, and underlying trends and developments that are emerging in the world of technology solutions for financial advisors!
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Abnormal Returns
FEBRUARY 27, 2025
awealthofcommonsense.com) Would you invest in Norway's sovereign wealth fund if you could? 2024 results. newsletter.rationalwalk.com) Berkshire's portfolio highlights the impact of a few key positive outliers. Markets The chances of you successfully timing the market based on macro stuff is slim.
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Validea
NOVEMBER 15, 2024
Benjamin Graham, widely recognized as the pioneer of value investing, developed a methodical approach to identifying undervalued stocks. Here are the top 10 stocks using Validea’s Benjamin Graham strategy for November of 2024.
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Yardley Wealth Management
JUNE 11, 2025
The post The Four Most Dangerous Words In Investing Are: ‘This Time It’s Different.’ – Sir John Templeton appeared first on Yardley Wealth Management, LLC. So, while pullbacks can be unsettling in the short term, history suggests that staying invested and maintaining a long-term perspective can be beneficial. percent to up 53.2
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The Big Picture
FEBRUARY 28, 2024
At the Money: Woke Investing vs. Values-Based Investing Meir Statman, February 28, 2024 There’s been criticism of what some call “Woke Investing.” But “Value-based investing” is more politically agnostic than its critics realize. We know investors seek expressive benefits from their portfolios.
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Validea
NOVEMBER 12, 2024
Here are Validea’s top 10 high shareholder yield stocks for November 2024. These stocks not only have high shareholder yields, but also score highly according to our quantitative models based on investing legends like Warren Buffett, Peter Lynch and Ben Graham.
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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." fortunesandfrictions.com) The rise of passive investing hasn't broken the markets. behaviouralinvestment.com) Why the 60/40 portfolio isn't going anywhere.
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Darrow Wealth Management
MARCH 3, 2025
Bonds, however, are more stable investments that provide income, but have much less upside. while bonds are broken down by duration and sectors (for example government bonds such as municipal or Treasury bonds or corporate bonds, including investment grade or high yield bonds), etc. Thats not their job. on an average annualized basis.
Validea
NOVEMBER 23, 2024
Joel Greenblatt developed an elegantly straightforward yet powerful investment methodology known as the Magic Formula, detailed in “The Little Book That Beats the Market.” Here are the top 10 stocks using Validea’s strategy based on Joel Greenblatt’s Magic Formula for November of 2024.
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Dear Mr. Market
APRIL 2, 2025
Market: This is perhaps one of our favorite articles and times of the year; not necessarily because of basketball but rather it allows us the opprtunity to articulate our main investment themes we see playing out for the remainder of the year. Who will be this years champion? Lets break it down ( click here to see the full bracket).
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Investment Writing
JUNE 18, 2025
Investment managers’ quarterly investment letters should be meaningful to clients, specific to the manager, and short. These are the key conclusions I drew from my quarterly investment letter survey that I conducted some years ago. Needs to reflect the voice of the investment team not marketing fluff.
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The Big Picture
OCTOBER 30, 2024
Meb Faber, Cambria Investments (October 30, 2024) Dividend investing has a long and storied history, but it turns out dividends are only part of the picture driving stock returns. He is the author of shareholder yield, a better approach to dividend investing just out in its second edition this week.
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Validea
DECEMBER 12, 2024
This broader perspective helps investors better understand the total return potential of their investments. Here are Validea’s top 10 high shareholder yield stocks for December 2024.
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Dear Mr. Market
DECEMBER 31, 2024
Review Investment Allocations Markets evolve, and so should your portfolio. Remember: investing isnt about timing the market, its about time in the market. And My Portfolio Guide, LLC will be right here, cheering you on. Ready to Tackle 2024? For 2025, the IRS has increased contribution limitsdont miss out.
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The Big Picture
OCTOBER 24, 2024
Probability Distribution of the next decade in S&P 500 returns (according to GS) Source: Goldman Sachs Investment Research My colleague Ben Carlson buried the lede when he did an examination of all rolling 10-year periods going back to 1925. He found less than 9% of those 10 year periods had returns of 3% or less. stocks returning 7.8%
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Wealth Management
JUNE 12, 2025
Low-cost passive wrappers work well for core equity investing, but certain asset classes are more conducive to active management. Diana Britton , Executive Editor June 12, 2025 3 Min Read MFS Investment Management is credited with introducing the first mutual fund, the Massachusetts Investors Trust, in 2024.
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The Big Picture
DECEMBER 4, 2024
December 4, 2024) Are you holding large, concentrated equity positions that have accrued big gains? Meb Faber, founder and chief investment officer of Cambria Investments, speaks about a new ETF that may be the solution to the challenge of concentrated equity positions. Perhaps they have some founder stock from a startup.
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Abnormal Returns
DECEMBER 20, 2023
(ofdollarsanddata.com) What's changing for retirement accounts in 2024. financialsamurai.com) Investing Five ways you lost money in 2023 including overtrading. downtownjoshbrown.com) A lot of stuff matters beside your portfolio. obliviousinvestor.com) Splitting your portfolio in two.
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Darrow Wealth Management
FEBRUARY 9, 2025
The idea of living off dividends in retirement sounds nice, but investors often don’t realize how much money they’ll need invested to generate enough income from dividends to cover lifestyle expenses. So historically, every $1 million invested would yield annual dividend income of $19,800 on average… before tax.
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Validea
FEBRUARY 22, 2025
In this episode, Larry Swedroe shares nine critical lessons that the markets taught investors in 2024. Watch on YouTube Listen on Apple Podcasts Listen on Spotify The post Investors Made These Costly Mistakes in 2024 – Here is How You Can Avoid Them | Larry Swedroe appeared first on Validea's Guru Investor Blog.
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Validea
NOVEMBER 2, 2024
Validea’s Warren Buffett strategy, also known as our “Patient Investor” strategy, is inspired by the investment principles of Warren Buffett, as interpreted from the book Buffettology by Mary Buffett. This strategy aims to emulate Buffett’s long-term, value-based approach to investing.
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