Truemind Capital

JANUARY 22, 2024

Not exactly for the Russia-Ukraine event, but for all the possible events that can puncture the bubble in various asset classes that were created on the back of unlimited and cheap liquidity. The runup in any asset class creates a delusion that the rally will be permanent. Read below to know HOW.

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Truemind Capital

AUGUST 2, 2024

Here is what we are doing to efficiently manage investments after accounting for the budget changes. The Positive impacts : – Investments in Gold funds qualify for LTCG (Long Term Capital Gain) at 12.5% Gold is an important asset class in a globally uncertain environment and should have a 10-15% portfolio allocation.

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Darrow Wealth Management

JUNE 27, 2022

assets the cold shoulder. equities to an asset allocation. equity may be able to help reduce risk in a portfolio. Having international exposure in your portfolio in the early 2000s and throughout the Global Financial Crisis would have been a key ingredient in reducing overall risk and maintaining some level of investment return.

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Brown Advisory

MARCH 6, 2023

2023 Asset Allocation Perspectives and Outlook ajackson Mon, 03/06/2023 - 14:43 We are pleased to share Brown Advisory’s 2023 Outlook. Each year, the Annual Outlook report assesses the current investment landscape and discusses some of the main themes being expressed in client portfolios.

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Validea

OCTOBER 2, 2024

Benjamin Graham, known as the “Father of Value Investing,” developed a conservative, risk-averse approach to stock selection that focused on preserving capital while seeking long-term growth. Validea has created a quantitative model based on Graham’s methodology outlined in his classic book “The Intelligent Investor.”

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Carson Wealth

JANUARY 16, 2024

Carson Investment Research 2024 Market Outlook: Seeing Eye to Eye We are targeting a total return of 11-13% for the S&P 500 Index in 2024 and 4-6% for the Bloomberg U.S. We take a deep dive into our outlook for 2024 in Carson Investment Research’s Outlook ‘24: Seeing Eye to Eye. In addition, the investment in the U.S.

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Validea

SEPTEMBER 7, 2023

But this time, instead of talking about the macroeconomy as we have in his previous appearances, we discuss how he manages his personal portfolio. We talk about Cullen’s unique approach of matching the duration of the asset classes he invests in with his personal goals.

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Discipline Funds

SEPTEMBER 7, 2023

where I’ve laid out my overarching methodology and process for thinking about asset allocation. 02:32 – Cullen’s goals with his personal portfolio 04:50 – Matching the duration of assets with liabilities 09:38 – How Cullen views retirement 14:28 – Do Cullen’s macro views influence his portfolio?

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Truemind Capital

JANUARY 24, 2024

Here is how different asset classes behaved in the 1970s and what we can learn from that episode: Equity: At the very beginning, the loose monetary policy resulted in a sharp rise in stock price valuations. Similarly today, easy monetary policy has boosted the equity market valuations.

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Portfolio Valuation Engineering Banking 52

The Big Picture

MAY 17, 2024

Prior to joining the firm in 2001, Subramanian was an analyst at Scudder Kemper Investments in New York and San Francisco. Be sure to check out our Masters in Business this week with Jeffrey Sherman, Deputy CIO at DoubleLine Capital , which manages over $100 billion in mostly fixed-income assets.

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Banking Asset Allocation Portfolio Management Engineering 167

Advisor Perspectives

SEPTEMBER 23, 2023

While some stocks may seem expensive, there are areas of opportunity that feature attractive valuations and growth catalysts, according to the Franklin Templeton Investment Solutions team.

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Validea

OCTOBER 19, 2022

Market may sometimes need to take a chill-pill, the behavior offers us a chance to reflect on what has happened so we can learn and hopefully improve our investing outcomes in the future. Coming into 2022, the 60/40 stock/bond portfolio had been a stalwart strategy for your balanced investor. Stocks and Bonds Can Fall at the Same Time.

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Abnormal Returns

JUNE 27, 2023

mrzepczynski.blogspot.com) Diversifiers Preferred stock funds are not great portfolio diversifiers. blog.thinknewfound.com) Gold trades like an investment asset, not a commodity. papers.ssrn.com) There doesn't seem to be a relationship between industry income volatility and valuations.

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Dear Mr. Market

AUGUST 5, 2022

We’re currently seeing one of the largest disparities in valuations between growth and value stocks which in our opinion presents a very appealing opportunity for dividend seeking investors. On some quarters, where there may not be changes to any holdings within the portfolio, we may dive more in depth on a specific company or two.

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Validea

APRIL 4, 2024

Benjamin Graham (1894-1976) is considered the father of value investing and one of the most influential figures in investment history. Pioneering a disciplined, “defensive” approach focused on financial strength and cheap valuations, Graham achieved an excellent long-term track record.

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Investments Investing Valuation Manufacturing 52

Brown Advisory

MARCH 6, 2023

2023 Asset Allocation Perspectives and Outlook ajackson Mon, 03/06/2023 - 14:43 We are pleased to share Brown Advisory’s 2023 Outlook. Each year, the Annual Outlook report assesses the current investment landscape and discusses some of the main themes being expressed in client portfolios.

Asset Allocation 52

Asset Allocation Assets Clients Valuation 52

Abnormal Returns

JANUARY 3, 2023

Markets How major asset classes performed in December 2022. capitalspectator.com) 2022 was the third worst year for the 60/40 portfolio. investment in semiconductor manufacturing can only do so much. wsj.com) Startups are going to experience a "new normal" valuation-wise. axios.com) U.S. in 2022 vs. 2021.

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Abnormal Returns

JUNE 20, 2023

philbak.substack.com) Factors Wes Gray, "Bottom line: if you are investing in long-only factor portfolios, focus on research that studies long-only factor portfolios, not long-short factors." alphaarchitect.com) Factor models are not the future of active investing. whoisnnamdi.substack.com)

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Advisor Perspectives

NOVEMBER 29, 2023

Free-cash-flow yield is the surplus cash after expenses and investments divided by the price of the security. Now it has become part of the indexing landscape, competing for assets with other quantitative approaches. All investments involve some degree of risk.

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Dear Mr. Market

MARCH 17, 2024

My Portfolio Guide, LLC was the first investment firm to publish a March Madness investing bracket where we share our picks and match them up against each other. For example, a #1 seeded investment could lose right out of the gate just as a #12 could potentially win it all.

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Validea

AUGUST 31, 2023

In this episode, we speak with Comgest portfolio manager Alistair Wittet We discuss his approach for building a focused portfolio of high-quality European growth companies and the most important criteria he looks at.

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Investments Investing Portfolio Management Valuation 52

Validea

FEBRUARY 10, 2023

Quick Links Warren Buffett Portfolio High Momentum Stocks Low Volatility / Conservative Stocks Emerging markets severely underperformed in the decade leading up to last year, garnering a slim 1.8% and at Japan, where the yen’s low valuation and the reopening of the economy could prove a winning investment.

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Investments Investing Valuation Wealth Advisor 59

Brown Advisory

FEBRUARY 26, 2021

2021 Asset Allocation Perspectives and Outlook. Each year, our Investment Solutions Group (ISG) assess the current investment landscape and discuss how we are positioning client portfolios. We are pleased to share Brown Advisory’s 2021 Investment Solutions Group (ISG) Annual Outlook report. Fri, 02/26/2021 - 13:22.

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Asset Allocation Assets Valuation Clients 52

Truemind Capital

JULY 5, 2024

A client said – I understand market valuations are expensive but it doesn’t seem that it will correct much. The fundamental driver of market peaks and exorbitant valuations is the perception that there is nothing to worry about – there is no investment risk. There is nothing to worry about.

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Advisor Perspectives

JUNE 14, 2024

GMO’s Small Cap Quality portfolio managers, Hassan Chowdhry and James Mendelson, discussed why small cap valuations are attractive today and why they believe using quality is a better way of investing in the asset class.

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Validea

APRIL 25, 2024

In his 2005 research paper titled “Separating Winners from Losers among Low Book-to-Market Stocks using Financial Statement Analysis,” accounting professor Partha Mohanram laid out a strategy for finding promising growth stocks trading at attractive valuations. ROA and 10.7% ROA and 13.2% ROA and 13.2%

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Random Roger's Retirement Planning

OCTOBER 7, 2024

GMO posted a short paper in support of its Benchmark Free Asset Allocation Strategy (BFAAS). GMO is very much a value investing shop so a lot of what they talk about in the paper is how expensive US growth is so they devote effort to finding attractively priced equities elsewhere to slot into BFAAS. The asset mix is 53.6%

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Validea

OCTOBER 11, 2024

Validea’s Ben Graham strategy is based on the value investing approach pioneered by Benjamin Graham, often called the “Father of Value Investing” This strategy aims to identify undervalued stocks by focusing on companies with strong financial positions and consistent earnings.

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Truemind Capital

MAY 19, 2020

In this blog, I am going to give you insights on the important aspects of investment management employed by the best investors and how we can use them to maximize our portfolio returns besides minimizing the risk. In fact, Warren Buffet who is the 4 th richest man in the world has two rules for investing: Rule No 1 : Never lose money.

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Discipline Funds

SEPTEMBER 22, 2023

But here are some things to consider before getting lured into this sort of drastic move: Shifting your portfolio like this is more akin to gambling than investing. Consider your time horizons and personal asset-liability mismatch. Shifting your portfolio like this is more akin to gambling than investing.

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The Big Picture

SEPTEMBER 3, 2024

They are a publicly traded investment manager, stocks symbol DHIL, that have been public since day one since 2016. They do a number of things at Diamond Hill that many other investment shops don’t. And so I felt like all of those experiences just really led me to love investing. Brilliant is CEO of Diamond Hill.

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Validea

MARCH 30, 2024

As the manager of the Magellan Fund at Fidelity Investments from 1977 to 1990, Lynch averaged a 29.2% However, while using your personal insight is a good starting point, ultimately Lynch believes you need to thoroughly research a company’s fundamentals before investing. Smaller ones get more leeway on valuation.

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Trade Brains

APRIL 3, 2023

Best Value Investing Books For Stock Market Investors: Hi there. Past few weeks, I’ve received dozens of emails regarding the suggestions on best value investing books. That’s why I decided to write this blog discussing my personal favourite value investing books which I highly recommend to my readers to read. And, I agree!!

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Investments Investing Valuation Education 98

David Nelson

JANUARY 3, 2023

Investors need to do their own due diligence and perform a full ORM review of their portfolio and its ability to navigate the many challenges we face at the start of a new year. Balanced portfolios embracing a variety of asset classes can and will help investors achieve their goals. S&P 500 2 Years. 60-40 is reborn.

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Truemind Capital

OCTOBER 18, 2024

Here is what’s happening currently- Stock markets are rising Bond Prices are increasing / Bond Yields are falling Gold is trending upwards Real Estate Prices are inching upwards ALL KEY ASSET PRICES ARE GOING NORTHWARDS! We maintain our underweight position to equity (check the asset allocation section) on the back of pricey markets.

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Validea

OCTOBER 17, 2024

While there’s no universally accepted definition, we can outline some general characteristics and criteria: Extreme Valuations : Prices are significantly higher than can be justified by fundamental analysis. Disregard for Valuation Models : The marginal buyer doesn’t care about traditional valuation methods.

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Truemind Capital

JULY 19, 2024

Several factors were common between the two markets: robust corporate earnings growth, expected cuts in interest rates and a shift in investor expectations from a valuation-led phase to an earnings-led phase. With respect to market cap, value large cap portfolios are less expensive as they are closer to their historical average.

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