Nerd's Eye View

MAY 10, 2024

Also in industry news this week: The latest Social Security trustees report offered a slightly rosier picture for the health of the various Social Security trust funds thanks to improved economic conditions, though they warned that time is running out for legislators to take action to ensure the system will be able to pay out full benefits beyond the (..)

Financial Planner 246

Financial Planner Retirement Planning Retirement Valuation 246

The Big Picture

APRIL 24, 2023

They all have different sensitivities to economic factors like trade, inflation, commodities, and growth. Within the equity portion of your portfolios, they can provide some measure of diversification. Oversimplifying them into narratives or relying on context-free myths will not serve your portfolio well.

Economics 299

Economics Marketing Marketing Portfolio 299

Dear Mr. Market

AUGUST 5, 2022

Inflation is currently at 40 year highs with increasing signs of slowing economic growth. 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.

Portfolio 105

Portfolio Risk Tolerance Valuation Investing 105

Dear Mr. Market

APRIL 2, 2025

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. Historically, this bracket has been dominated by the tech sector, but after years of outsized gains, big tech valuations are stretched.

Investing 78

Investing Investments Valuation Advertising 78

Abnormal Returns

JANUARY 10, 2024

awealthofcommonsense.com) The 60/40 portfolio had a big comeback in 2023. entrylevel.topdowncharts.com) Strategy 12 lessons the markets taught investors in 2023 including 'Valuations cannot be used to time markets.' Markets Anything can happen in the stock market over the short run. morningstar.com) Bond investor sentiment has turned.

Financial Advising 173

Financial Advising Valuation Banking Media 173

Validea

FEBRUARY 22, 2025

Drawing from decades of experience, Larry explains why market forecasts consistently fail, why valuations can’t be used for market timing, and how seemingly obvious economic events often lead to surprising market outcomes. In this episode, Larry Swedroe shares nine critical lessons that the markets taught investors in 2024.

Valuation 52

Valuation Economics Portfolio Investing 52

Abnormal Returns

FEBRUARY 16, 2023

(howardlindzon.com) Private assets Why private equity needs much better valuations. ft.com) Why where investors mark the portfolios can be all over the place. bloomberg.com) Economy What does a 'no landing' economic scenario look like? axios.com) Funds Tax efficiency is the secret sauce of ETFs. pragcap.com) Fidelity is hiring!

Financial Advising 147

Financial Advising Engineering Valuation Retail 147

The Big Picture

APRIL 29, 2025

Their focus is on generating alpha with high conviction concentrated portfolios. You get a bachelor’s in economics from Colgate and then an MBA in finance from NYU Stern. I was an economics and English major. We learned everything, you know, across from accounting to auditing to, to tax and valuation.

Management 130

Management Assets Portfolio Insurance 130

Validea

JANUARY 15, 2025

Moreover, high free cash flow yield stocks tend to exhibit defensive characteristics during market downturns, as their robust cash generation provides a buffer against economic uncertainties. These companies are often better positioned to maintain their operations and financial commitments even when business conditions deteriorate.

Valuation 52

Valuation Insurance Accounting Economics 52

Validea

MAY 15, 2025

Using Valideas guru models and fundamental factor data, we compare these titans of fintech across valuation, quality, growth, and momentum. Their economic moats are enormous, built on scale, trust, and embedded technology. Model Portfolios Based on Legendary Investors Follow portfolios based on Buffett, Lynch, Greenblatt and more.

Numbers 52

Numbers Valuation Assets Banking 52

Abnormal Returns

JANUARY 18, 2023

(allstarcharts.com) Why 2022 was an unusually bad year for the 60/40 portfolio. institutionalinvestor.com) Startup valuations trended down in the second half of 2022. angellist.com) Economic uncertainty is not slow the pace of investment at Brookfield Infrastructure Partners ($BIP).

Financial Advising 130

Financial Advising Startup Wealth Management Valuation 130

Validea

MAY 1, 2025

.” This approach emphasizes acquiring businesses with durable competitive advantageswhat Buffett famously calls “economic moats”that can sustain superior returns for extended periods. Only after a company passes these comprehensive quality filters does valuation enter the equation.

Valuation 52

Valuation Economics Management Investing 52

Validea

MARCH 13, 2025

His model is both conservative and disciplined, focusing on balance sheet strength and attractive valuations. Low Debt Levels (Long-Term Debt Net Current Assets) Limiting debt helps safeguard a companys financial health, especially during economic downturns. Example : A P/B ratio of 1.3 combined with a P/E of 11.1

Valuation 52

Valuation Investing Investments Portfolio 52

Validea

MAY 27, 2025

One of the most enduring ideas in long-term investing is the concept of the economic moat – a sustainable competitive advantage that protects a company from competitors, much like a moat protects a castle from invaders. Buffett-Inspired Portfolio : View a real-time model portfolio built using Warren Buffetts investing principles.

Marketing 52

Marketing Marketing Economics Portfolio 52

Validea

OCTOBER 19, 2022

Coming into 2022, the 60/40 stock/bond portfolio had been a stalwart strategy for your balanced investor. Even with bear markets like 2000-2002 and 2008-2009, the portfolio had strong returns for a very long period. at the start of the year) things are looking brighter for this simple portfolio. Source: [link].

Investing 128

Investing Investments Valuation Portfolio 128

Validea

MAY 21, 2025

The method follows Growth At a Reasonable Price (GARP) principles, targeting growing companies at fair valuations. Financial health is essential, with a focus on companies showing good debt management through their debt-to-equity ratios, helping identify businesses better equipped to handle economic downturns.

Debt Management 52

Debt Management Insurance Banking Valuation 52

The Big Picture

JANUARY 9, 2023

The standard portfolio of 60% stocks and 40% bonds just delivered one of its worst years in history. Venture capital’s reckoning looms closer : Valuations on holdings will have to converge sooner rather than later with listed tech sector ( Financial Times ). . • Your Investing Strategy Just Failed. It’s Time to Double Down.

Economy 173

Economy Valuation Education Retail 173

Validea

NOVEMBER 9, 2024

Using arbitrary factors like social media sentiment to make investment decisions lacks logical foundation, while focusing on fundamentals like valuations or systematic patterns follows clear economic rationale. Logical Framework : The underlying reasoning must be sound, with clear connections between inputs and outputs.

Investing 52

Investing Investments Media Portfolio Management 52

Discipline Funds

JULY 5, 2024

In my Defined Duration model the Countercyclical Index manages risk around a 10 year time horizon or the approximate average duration of a global stock/bond portfolio. This is the portfolio that reflects the market cap of all outstanding stocks and bonds. So, when economic risks are declining corporations soak up workers.

Portfolio 105

Portfolio Economics Management Economy 105

Validea

JUNE 2, 2025

His strategy focuses on finding businesses with strong competitive positioningwhat he terms “economic moats”that can maintain superior profitability over many years. This strict standard mirrors Buffett’s preference for businesses with dependable profit generation that can perform well across different economic environments.

Economics 52

Economics Valuation Investing Investments 52

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. Shifting your portfolio like this is more akin to gambling than investing. For instance, he liked to rebalance his portfolio for behavioral reasons.

Portfolio 136

Portfolio Assets Insurance Investing 136

Trade Brains

OCTOBER 7, 2024

Additionally, foreign investors are shifting funds from India to China, attracted by lower valuations. These valuations reflect different economic conditions and investor sentiments in each country. On the other hand, low P/E ratios might signal undervaluation or economic challenges.

Valuation 52

Valuation Marketing Marketing Government 52

Truemind Capital

JANUARY 24, 2024

Many investors of today do not have much idea about how persistently high inflation can be ruinous to the economic health and their own wealth. On the other hand, letting inflation run amok by keeping loose monetary policy is disastrous to economic and political stability. The average Global inflation is multi-decades high.

Portfolio 52

Portfolio Valuation Engineering Banking 52

Trade Brains

JULY 9, 2023

From checking the real-time streaming market price of the stock, making a virtual portfolio, drawing stock charts, following market trends to tracking your portfolio; everything is now accessible from your smartphone or tablet. Key Features: Ease of Use : Easy navigation to all financial data, portfolio, watchlist and message board.

Marketing 98

Marketing Marketing Valuation Portfolio 98

Validea

MAY 23, 2025

These firms, all part of the S&P 500, have proven their ability to weather economic storms, navigate recessions, and still reward shareholders with rising payouts year after year. Parting Thoughts on Dividend Kings Dividend Kings can serve as a foundational component of a diversified, income-oriented portfolio. TGT TARGET CORP 95.06

Investing 52

Investing Investments Taxes Distribution 52

Dear Mr. Market

AUGUST 8, 2024

Fueled by optimism, the scent of economic recovery was in the air. Investors were content, seeing their portfolios grow incrementally with each passing day. Read more : Up the Stairs, Down the Shaft: The Tale of a Tumbling Market Economic indicators were trying to give us the thumbs up, and consumer confidence was inching higher.

Marketing 105

Marketing Marketing Economics Portfolio 105

Validea

APRIL 16, 2025

This powerful indicator spotlights businesses that excel at converting their operations into tangible cash resources relative to their market valuation. Companies with strong free cash flow yields typically possess the financial resilience to weather economic storms, maintaining operational flexibility when competitors may struggle.

Valuation 52

Valuation Investing Investments Economics 52

Carson Wealth

JANUARY 16, 2024

DOWNLOAD OUR 2024 MARKET OUTLOOK The Macroeconomic Backdrop As we look to the year ahead, our proprietary Leading Economic Index (LEI) indicates even lower odds of a recession than 2023. Our Market Views This economic environment should support solid earnings growth and improved margins, leading to a good year for markets.

Investing 96

Investing Investments Marketing Marketing 96

Brown Advisory

MAY 31, 2017

EUROPEAN RE-ENTRY: Why We Are Shifting Portfolios Toward European Stocks achen Thu, 06/01/2017 - 02:47 Asset allocation—at least for us—is an exercise in nuance. We move slowly and carefully when it comes to shifting our portfolios away from one asset class or region and toward another. Over the long term, that stance has paid off.

Portfolio 52

Portfolio Asset Allocation Valuation Economics 52

Brown Advisory

MAY 31, 2017

EUROPEAN RE-ENTRY: Why We Are Shifting Portfolios Toward European Stocks. We move slowly and carefully when it comes to shifting our portfolios away from one asset class or region and toward another. We maintain a model portfolio internally to track the results of our asset allocation stances. Thu, 06/01/2017 - 02:47.

Portfolio 52

Portfolio Asset Allocation Valuation Economics 52

The Big Picture

MARCH 20, 2024

But today, data is widely available and it’s a key tool you can use to enhance your portfolio returns. Portfolio management was a lot less evidence-based than it is today. To help us unpack all of this and what it means for your portfolio, let’s bring in Jim O’Shaughnessy. market volatility.

Investing 162

Investing Investments Portfolio Valuation 162

Random Roger's Retirement Planning

SEPTEMBER 7, 2022

It is peculiarly first order thinking like he doesn't understand portfolio construction. Those are attributes you might want as part of a diversified portfolio but not the only attributes. You're probably building a portfolio full of names more volatile than the market and possibly vulnerable to the same threats.

Portfolio 98

Portfolio Food Valuation Marketing 98

Mr. Money Mustache

FEBRUARY 25, 2025

S&P returns (including dividends) since 2019, graph by the excellent portfolio visualizer website. Which makes the landlord business a lot less profitable, and we should expect exactly the same thing as stock investor: lower future profits as a percentage of our portfolio value. And it has more than doubled in the past five.

Marketing 66

Marketing Marketing Sales Portfolio 66

Brown Advisory

OCTOBER 16, 2017

Building A Portfolio To Offset Position Risk achen Mon, 10/16/2017 - 11:53 For years, our firm has built equity strategies that fit squarely into traditional style boxes, like “U.S. Typically, we begin building a client-driven portfolio by targeting a specific metric or set of performance attributes.

Portfolio 52

Portfolio Clients Risk Tolerance Financial Services 52

Brown Advisory

OCTOBER 16, 2017

Building A Portfolio To Offset Position Risk. Working in close collaboration, our equity research team and private client portfolio managers have opened a new frontier in portfolio building, enabling us to offer truly customized portfolios that fit our clients’ specific circumstances. Mon, 10/16/2017 - 11:53.

Portfolio 52

Portfolio Clients Risk Tolerance Financial Services 52

The Big Picture

AUGUST 16, 2022

We do discretionary macro trading, which is typically a portfolio manager — and we have some number of portfolio managers, 15 or 18 different portfolio managers that independently manage a book of, you know, risk assets. How does this impact global trade and other economic factors? RITHOLTZ: Wow.

Management 305

Management Assets Risk Management Marketing 305

James Hendries

AUGUST 15, 2022

due to expectations of slowing economic growth. Any economic forecasts set forth may not develop as predicted and are subject to change. Alternative investments may not be suitable for all investors and should be considered as an investment for the risk capital portion of the investor’s portfolio. We could see a retest of 3.5%

Portfolio 52

Portfolio Asset Allocation Taxes Investment Advisor 52