Validea

MAY 21, 2024

Momentum is one of the strongest investing factors, but is often overlooked by investors relative to other factors like value. The stock’s 12-1 momentum ranks in the top 10% of the market and it also receives a very high consistency score. This focuses the model on larger stocks and avoids illiquid names.

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Validea

FEBRUARY 22, 2024

David Einhorn said in a recent podcast interview that he feels that the market is broken. He has made significant changes to his investment approach as a result. Much of the basis for his assertion is based on the work of Simplify’s Mike Green, who has been warning investors about the dangers of passive investing for many years.

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Validea

MAY 2, 2024

What is Low Volatility Investing? Low volatility investing is an investment approach that focuses on stocks with low price fluctuations. The core tenet is that lower risk stocks, as measured by volatility of returns, can generate better risk-adjusted returns over the long run compared to the overall market.

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Validea

MAY 29, 2024

Neff detailed his low P/E approach in his book John Neff on Investing. The Neff-Based Validea Model Validea used John Neff on Investing and other public sources to build a quantitative model that encapsulates Neff’s approach. 43% below the market average. 51% below market average. is 48% below the market.

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Truemind Capital

MAY 17, 2024

How much experience does it take to truly master the art of investing? In the last 3 years, markets have been riding high without even a 10% correction. We saw a market decline due to Covid in 2020 that threw us all in a loop. I will not call it a decisive market trough, but a blip in the upward bull cycle. Not a chance.

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Wealthfront

MARCH 11, 2024

Whether you’re a new investor getting started for the first time or a seasoned investor looking to invest more, it can be tempting to wait for the “right time” to invest.

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Trade Brains

AUGUST 19, 2022

Best Indian Stock Market Blogs to Follow to Learn Investing : If you are looking for a few best Indian stock market blogs to follow, then you have reached the right place. 8 Best Indian stock market Blogs to Follow. Get money rich (GMR) blog is run by Mani (founded in 2008). Trade Brains.

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Trade Brains

APRIL 22, 2023

A beginner’s guide on how to invest your first Rs 1000 in Stock Market (Updated): Learning how to invest your first Rs 1,000 in the stock market is a significant step towards starting your financial journey and future investments. You can start investing with as little amount as Rs 1,000.

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Nerd's Eye View

DECEMBER 12, 2022

Financial advisors have had to navigate many challenges in 2022, from an inflationary environment, the likes of which we have not experienced in decades, to weak stock and bond market performance.

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Validea

OCTOBER 4, 2023

Patience pays off when investing. So, depending on what you’re invested in, you may be looking at 2 to 3 years of dead money. But these are averages, and investors can sometimes get lucky and invest when the returns are much higher (i.e., Patience is also hard. On average, the S&P has produced a 10.3% the Low column).

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Nerd's Eye View

APRIL 15, 2024

But with limited resources to invest in elaborate marketing campaigns, how can newer advisors leverage a multi-tactic approach to attract new clients and grow their firms? This approach allows advisors to get their name and brand spread across more areas, increasing the breadth of their marketing with just 1 piece of content.

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Validea

OCTOBER 23, 2023

With value investing now having struggled for over a decade, many are questioning whether the strategy has become permanently broken. In this episode we examine the arguments against value investing both from the perspective of a quant investor who builds value strategies and a financial planner who uses them.

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Validea

OCTOBER 18, 2022

An animated video created by Visual Capitalist displays what Warren Buffett and his holding company Berkshire Hathaway have invested in since 1994, based on research from the last three decades of the Berkshire’s financial reports. The post Berkshire’s Investments Since 1994 appeared first on Validea's Guru Investor Blog.

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Truemind Capital

MARCH 1, 2024

And it plays a dominant role in the world of investments. When the markets keep rising over the recent past, without much correction, most of us start believing that it will continue to rise in the future as well without much downside. The market participants ride this bias and talk about eye-popping recent gains.

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XY Planning Network

NOVEMBER 27, 2023

October ended with the S&P 500, Russell 3000, MSCI World Ex USA, MSCI Emerging Markets, and DJ Global Select REIT in the negative for 1-month and 3-month periods, so some clients will certainly be ready for us to answer the question, “What is it this time?”

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Truemind Capital

FEBRUARY 8, 2024

Never invest in an asset for which you don’t understand the maximum risk. The curse of a bull market is that everyone is drawn into the awe of rapidly rising prices due to the fear of missing out (FOMO). Knowing what you are doing is the most important aspect of any investment. Now, how do you evaluate the maximum risk?

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Truemind Capital

FEBRUARY 8, 2024

Because doctor recommended – What is suitable for their skin type – How much needs to be applied – What should be the frequency of the application – For how long to keep the solution on the hair – Some diet changes A similar situation is with many people in the area of investments.

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Meb Faber Research

FEBRUARY 2, 2024

Guest: Ben Mackovak is the Co-Founder of Strategic Value Bank Partners, an investment partnership specializing in community banks. There are concerns about commercial […] The post Episode #519: Ben Mackovak on The Secret Sauce of Investing in Banks appeared first on Meb Faber Research - Stock Market and Investing Blog.

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Clever Girl Finance

NOVEMBER 8, 2022

Think you don’t have enough money to start investing? You can learn how to start investing even if you start your investing journey with just $100. Although the amount you invest might start out small, it can be a turning point in your finances. Investing money for beginners doesn't have to be hard either!

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Validea

MARCH 31, 2023

Research has shown that funds whose managers invest in them do better than their peers, according to an article in Barron’s. The two managers also invest in their American Century Small Cap Dividend fund, which launched a year ago. Of course, having your manager invest in the same fund as you doesn’t guarantee returns.

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International College of Financial Planning

MAY 9, 2024

In the present rapidly evolving digital landscape, integration of technology into everyday activities has transformed numerous industries, i8 financial management and investment advisory services. This integration has revolutionized investment advisors’ operations, enhancing their ability to manage portfolios and interact with clients.

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Nerd's Eye View

SEPTEMBER 12, 2023

In this episode, we talk in-depth about why Jason built Altruist as a solution to help RIAs based on his own experience as an engineer, RIA owner, and TAMP owner, to leverage the economics being an RIA custodian in order to offer advisors their core investment systems at a lower cost, how Jason leveraged many of the programs' infrastructures and processes (..)

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Abnormal Returns

MAY 20, 2024

(fortunesandfrictions.com) Why finance professionals should take less equity market risk. rogersplanning.blogspot.com) 11 investing principles from Bill Miller including how to avoid value traps. tker.co) The 18 best investing blogs of 2024. investmenttalk.co) Financial media Sam Ro's favorite free finance newsletters.

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Validea

MARCH 30, 2023

In this episode, we talk factor investing with AJO Vista Head of Investments Chris Covington. We discuss their unique approach to factor investing and how they apply it to less crowded markets. We take a detailed look at their strategy and discuss value, quality, momentum and their approach to measuring stability.

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Good Financial Cents

DECEMBER 22, 2022

You’ll be rewarded if you can invest it for the long haul. As this compound interest calculator demonstrates, investing $30,000 at a return of 8% for 20 years will leave you with $138,828. But where should you invest your $30,000? Table of Contents 16 Best Ways to Invest $30,000 in 2023. Invest in ETFs.

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Validea

SEPTEMBER 13, 2023

The purpose of this article is to explore how adopting the principles observed in Blue Zones can relate to successful long-term savings, investing and wealth creation. From Blue Zones to Wealth Zones Now, let’s correlate these to long-term investing and wealth creation parallels.

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Good Financial Cents

JANUARY 6, 2023

Having $2,000 to $3,000 to invest is a good feeling, but how you allocate those funds can impact your finances more than you might realize. Before you decide where to invest $2,000 to $3,000, think about when you’ll need the money. Before you decide where to invest $2,000 to $3,000, think about when you’ll need the money.

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Meb Faber Research

JULY 15, 2022

Dan Rasmussen, Verdad Advisers – Emerging Markets Crisis Investing (The Best Investment Writing Volume 6) Author: Dan Rasmussen is the Founder and Portfolio Manager for Verdad Advisers, a global investment firm that provides a public market alternative to private equity.

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Meb Faber Research

JULY 19, 2023

Episode #490: Bill Bernstein on Financial History, Star Managers & The 4 Pillars of Investing Guest: William (Bill) Bernstein is a financial theorist, a neurologist, and a financial adviser to high net worth individuals.

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Meb Faber Research

SEPTEMBER 20, 2022

Ben Inker, GMO – Dispelling Myths in The Value vs. Growth Debate (The Best Investment Writing Volume 6) Author: Ben Inker is co-head of GMO’s Asset Allocation team and a member of the GMO Board of Directors. Summary: Each year, our team carefully sorts through tons of research from some of the most respected money […].

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Truemind Capital

FEBRUARY 8, 2024

This time, the sharper depreciation of INR has been aided by foreign investment outflows, higher crude oil prices, and increasing demand for imported goods. It is negative for the broader stock market index but few sectors benefit from it. Thus, the country’s trade deficit ballooned to a record of $26.18

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Validea

JANUARY 1, 2024

2023 was a very interesting year in markets. The pessimism many investors had at the beginning of the year turned out to be unfounded as markets produced well above average returns. We discuss what we learned in markets and what we learned in our lives and how that will inform our approach going forward.

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Meb Faber Research

SEPTEMBER 20, 2023

Episode #500: Soo Chuen Tan, Discerene – Contrarian, Long-Term Value Investing Guest: Soo Chuen Tan is President and portfolio manager at Discerene. Recorded: […] The post Episode #500: Soo Chuen Tan, Discerene – Contrarian, Long-Term Value Investing appeared first on Meb Faber Research - Stock Market and Investing Blog.

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Validea

APRIL 22, 2024

David Dreman is known as the “consummate contrarian” in the world of investing. As the chairman and chief investment officer of Dreman Value Management, he has made a highly successful career out of buying beaten-down, unloved stocks that the market has overreacted to and that are trading at bargain prices.

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Validea

JULY 25, 2022

We also cover a wide range of other topics, including why value investing works over the long-term, what to make of the recent struggles of value and the long-term potential of the Indian market. The post Value Investing, Compounding and Lifelong Learning with Gautam Baid appeared first on Validea's Guru Investor Blog.

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Integrity Financial Planning

JUNE 7, 2023

Investing in an Individual Retirement Account (IRA) is an excellent way to save for retirement. However, selecting the right investments for your IRA can be challenging. In this article, we will explore some strategies to help you choose the best investments for your IRA.

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Meb Faber Research

APRIL 26, 2023

Episode #478: Sam Zell – The Grave Dancer on Private REITs, the Macro Landscape, & Timeless Investing Wisdom Guest: Sam Zell is the chairman of Equity Group Investments, a private investment firm he founded more than 50 years ago.

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