Validea

JUNE 9, 2025

Other valuation metrics tell a similar story: Price-to-Sales and Price-to-Book ratios for the index are elevated. Model Stock Portfolios – View real-time portfolios based on individual guru strategies. Earnings yields (the inverse of the P/E ratio) have compressed relative to bond yields, reducing the equity risk premium.

Valuation 52

Valuation Healthcare Accounting Investing 52

Harness Wealth

APRIL 30, 2025

In today’s dynamic economy, millions have embraced a diverse portfolio of income streamsfrom traditional employment to creative side hustles, equity compensation, and investment ventures. The very nature of work has undergone a dramatic transformation over the last decade.

Taxes 52

Taxes Tax Planning Compliance Planning 52

The Big Picture

FEBRUARY 25, 2025

And modern portfolio theory was kind of just coming around. But I was in institutional sales and I would go around from one investor to another, to another, to another, to another. You know, we can’t get sales outside the United States to really get going. It’s terrible for our economy. Is That right?

Investing 162

Investing Investments Management Engineering 162

Harness Wealth

JULY 14, 2025

Real estate investment is one of the more common—and arguably more consistent—avenues to wealth creation, delivering capital appreciation, rental income, and portfolio diversification. Importantly, depreciation previously claimed on a property is “recaptured” by the IRS at a maximum federal rate of 25% upon sale.

Taxes 52

Taxes Investing Investments Sales 52

The Big Picture

APRIL 29, 2025

Their focus is on generating alpha with high conviction concentrated portfolios. As you, as you may recall, the insurance companies had huge commercial loan portfolios in those days that they were using to backstop long dated life insurance liabilities. Jenison launched way back in 1969 as a growth equity shop.

Management 130

Management Assets Portfolio Insurance 130

The Big Picture

MAY 20, 2025

How did that background help when it comes to modeling portfolios or applying those methods of statistical analysis to investing? First of all, my, some of my co-portfolio managers will bristle if you refer to us as a factor based firm. Same number of shares is just gonna be, you know, 0.001 of the portfolio.

Management 130

Management Numbers Transportation Accounting 130

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. With a strong, diversified portfolio, Amazon is poised to continue its dominance through 2025, claiming victory in this years March Madness Investing Bracket.

Investing 78

Investing Investments Valuation Advertising 78

Validea

JUNE 3, 2025

Currently, fewer than 70 companies meet this criteria across various sectors of the economy. Investment managers often include these stocks in income-focused portfolios due to their track record of regular payments, though past performance does not guarantee future dividend increases or stock price appreciation.

Economics 52

Economics Economy Sales Investing 52

Carson Wealth

JUNE 30, 2025

However, if you normalize inventory by sales (months of supply at the current sales pace), inventory looks normal. S&P 500 – A capitalization-weighted index of 500 stocks designed to measure performance of the broad domestic economy through changes in the aggregate market value of 500 stocks representing all major industries.

Marketing 78

Marketing Marketing Investing Investments 78

The Big Picture

JULY 15, 2025

And fire extinguishers were positions we would take in the portfolio that we could pull off the wall and put out the fire in the portfolio. Like having, you know, cash or gold or all these different things that we would include in our multi-asset portfolios so that people would feel more confident in what was going on.

Numbers 147

Numbers Investing Investments Economics 147

Abnormal Returns

APRIL 22, 2025

priceactionlab.com) How portfolio diversification has worked in 2025. wired.com) Secondary sales are now a part of every VC's playbook. sherwood.news) Real estate Burned lots are up for sale in Pacific Palisades. nytimes.com) Economy Regional Fed reports are uniformly negative.

Startup 162

Startup Sales Media Economy 162

Bell Investment Advisors

JUNE 27, 2025

From Policy to Portfolio: The Economic Impact of Tariffs On Thursday, June 26 th at 12pm Pacific Time, Financial Advisor Laurent Harrison, CFP® joined Bell Portfolio Manager Ryan Kelley, CFA® for a 45-minute webinar that covered the following topics: Financial Market Returns The U.S. My name is Laurent Harrison.

Economics 52

Economics Portfolio Taxes Numbers 52

The Big Picture

JUNE 16, 2025

So you’re a proponent of modern portfolio theory and the efficient market hypothesis. 00:08:16 [Speaker Changed] So speaking of apocryphal times, you have said investors should build their portfolios for the worst 2% of market conditions rather than normal times. And so this is the guy who’s now directing our economy.

Math 130

Math Numbers Investing Investments 130

Trade Brains

JUNE 19, 2025

This partnership brings together two of India’s leading “Make in India” champions, Suzlon Group and AMPIN Energy Transition, as they continue to work towards accelerating the country’s shift to a low‐carbon economy by decarbonising DISCOMs. These turbines will be mounted on Hybrid Lattice Towers (HLTs). In comparison, the company invested Rs.

Manufacturing 59

Manufacturing Commission Portfolio Investment Advisor 59

Trade Brains

JUNE 15, 2025

This surge, driven by a robust 19 percent CAGR, positions India as the fastest-growing MCE market among the world’s top six economies, outpacing the US, Germany, and Japan. With over 90 percent indigenous content in its products, BEML plays a crucial role in supporting the country’s coal, steel, cement, power, and infrastructure sectors.

Engineering 59

Engineering Manufacturing Certification Economy 59

Trade Brains

JULY 11, 2025

Sales have increased from Rs. 1,286 crore in March 2025, backed by a compounded sales growth of 47 percent over three years. Lemon Tree Hotels continues to expand its national footprint with an impressive portfolio of 212 hotels, comprising over 17,116 rooms spread across 130+ unique destinations.

Debt Management 52

Debt Management Transportation Sales Portfolio 52

The Big Picture

FEBRUARY 17, 2025

00:16:33 [Speaker Changed] So I’m, I’m hinting at a question that’s gonna come a little later, but my general sense is, you know, developed mature economies have fairly efficient markets, very hard to generate alpha because markets are so efficient. It’s about 30% of our portfolio today.

Investing 147

Investing Investments Economics Marketing 147

Abnormal Returns

JANUARY 20, 2023

wsj.com) Don't let your portfolio be driven by strategist forecasts. theinformation.com) The bloom is off the 'passion economy' rose? ft.com) Economy Existing home sales plunged in December. bonddad.blogspot.com) Why falling retail sales aren't all bad. ritholtz.com) India's stock market held up well in 2022.

Investing 246

Investing Investments Startup Financial Advising 246

Abnormal Returns

AUGUST 3, 2023

etf.com) Portfolio managers won't outperform if they get it wrong about the biggest seven stocks. economy didn't go into recession this year. epsilontheory.com) Economy Heavy truck sales are at a record high in the U.S. economy afloat. (advisorperspectives.com) Managed futures are struggling to keep up YTD.

Financial Advising 244

Financial Advising Economy Portfolio Management Media 244

Abnormal Returns

SEPTEMBER 26, 2023

morningstar.com) Achieving these three portfolio goals simultaneously is tough. calculatedriskblog.com) The bifurcation between new and existing home sales continues. bonddad.blogspot.com) Economy Economic anxiety isn't going anywhere. (integratinginvestor.com) Will music royalties turn out to be a worthy investment?

Asset Allocation 278

Asset Allocation Financial Advising Assets Media 278

The Big Picture

SEPTEMBER 21, 2022

‘We must keep at it until the job is done.’ ( Wall Street Journal ) see also The “Data-Dependent” Fed and the Data Interpreting the mixed signals across the economy, with a focus on inflation, jobs, and market pricing. ( thru the company’s sale to Yahoo; angel investor Etsy + Tumblr. The Overshoot ).

Financial Advice 288

Financial Advice Economy Engineering Banking 288

Abnormal Returns

APRIL 20, 2023

60/40 portfolio What is the motivation of people telling you the 60/40 portfolio doesn't work? thebasispoint.com) There are two real estate agents for every home sale. businessinsider.com) Economy Weekly initial unemployment claims are on the rise. restofworld.org) Housing Homebuilders aren't keeping up with demand.

Financial Advising 246

Financial Advising Startup Media Portfolio 246

Abnormal Returns

JUNE 18, 2023

humbledollar.com) Can you make your portfolio too simple? papers.ssrn.com) Economy The world is the most equal it has been in a century. newsletter.abnormalreturns.com) Mixed media The music industry is being upended by huge catalogue sales. (rationalwalk.com) On the danger of getting addicted to 'dry powder.' insidehook.com)

Financial Advising 246

Financial Advising Media Government Economy 246

Abnormal Returns

JUNE 10, 2024

awealthofcommonsense.com) Why it is counterproductive to look at your portfolio too often. investmentnews.com) Economy The U.S. economy is lapping the competition. newsletter.abnormalreturns.com) Mixed media Costco ($COST) is a big player in auto sales. (wsj.com) The rest of the world does not have the Magnificent Seven.

Financial Advising 201

Financial Advising Startup Economy Insurance 201

Trade Brains

JULY 6, 2022

Understanding How Does Stock Market Affect The Economy: The stock market and the economy are in a lot of talk in recent days. Seeing the market indexes declined by over 30% within a month, an obvious question among people is to understand how does the stock market affects the economy. How the Stock Market Affect the Economy?

Economy 98

Economy Marketing Marketing Economics 98

Nerd's Eye View

OCTOBER 2, 2023

This month's edition kicks off with the news that custodial platform Altruist is eliminating the $1 per account monthly fee for its portfolio management and reporting technology for advisors on its platform, which on the one hand suggests that the economies of scale Altruist has achieved in the wake of its move to become a fully self-clearing custodian (..)

Communication 246

Communication Portfolio Management Clients Tax Planning 246

Abnormal Returns

AUGUST 13, 2024

Bonds Bonds are back as portfolio balance. wsj.com) Economy Companies are not talking recession. econbrowser.com) Vehicles sales are not screaming recession. morningstar.com) Bonds have had a good run of late. ft.com) Markets Exchange stocks are outperforming. allstarcharts.com) Have defensive stocks finally stopped going down?

Financial Advising 162

Financial Advising Media Assets Economy 162

Abnormal Returns

JUNE 12, 2024

fortunesandfrictions.com) How to use TIPS in your portfolio. theverge.com) Economy June CPI came in below expectations. bonddad.blogspot.com) Looking at retail sales two ways. econbrowser.com) Existing home sales are at multi-decade lows. axios.com) CVS ($CVS) has a generics problem.

Financial Advising 147

Financial Advising Retail Sales Media 147

Carson Wealth

OCTOBER 23, 2023

The economy has strong momentum, with growth accelerating since the first half of the year. Retail and food service sales have increased at an 8.6% Through June 2023, the economy grew 2.4% Since then, the economy has accelerated. At Carson, we have consistently believed the economy is resilient and will avoid a recession.

Marketing 143

Marketing Marketing Economy Retail 143

Trade Brains

DECEMBER 28, 2023

However, there are many other lesser-known indicators that can actually provide valuable insights and are helpful for the economy. Back in the autumn of 2001, he noticed that when the US economy was struggling due to the recession, lipstick sales were actually going up instead of down. Keep reading to find out what they are!

Economy 64

Economy Economics Sales Government 64

Brown Advisory

SEPTEMBER 21, 2022

Resilience is Core to Sustainable Portfolio Construction. While the old adage “only time will tell” generally refers to a future outcome, it is apropos of our belief that a truly sustainable portfolio must consist of businesses that have proven to be resilient under a variety of macroeconomic circumstances. Wed, 09/21/2022 - 10:50.

Portfolio 86

Portfolio Manufacturing Financial Services Investing 86

Abnormal Returns

NOVEMBER 6, 2022

awealthofcommonsense.com) A bear market allows you to restructure your portfolio without tax consequences. portfoliocharts.com) Crypto Used Bitcoin mining rigs are for sale at a big discount. tker.co) Economy The many ways the FOMC could mess things up. economy is missing a bunch of foreign-born workers.

Financial Advising 130

Financial Advising Economy Media Banking 130

Abnormal Returns

JANUARY 18, 2023

allstarcharts.com) Why 2022 was an unusually bad year for the 60/40 portfolio. institutionalinvestor.com) Economy Retail sales fell 1.1% (visualcapitalist.com) Strategy A quick reminder that a covered call position is equivalent to being short a put. wsj.com) PE firms are still having problems keeping junior analysts.

Financial Advising 130

Financial Advising Startup Wealth Management Valuation 130

The Big Picture

FEBRUARY 7, 2024

To find out more, I speak with Jeremy Schwartz, Global Chief Investment Officer of WisdomTree, leading the firm’s investment strategy team in the construction of equity Indexes, quantitative active strategies and multi-asset Model Portfolios. So his own portfolio started selling the S&P 500 and buying value.

Investing 296

Investing Investments Valuation Portfolio 296

Abnormal Returns

OCTOBER 14, 2022

theirrelevantinvestor.com) Expectations for the 60/40 portfolio have been reset this year. npr.org) Economy Retail sales are pointing to weaker growth. (axios.com) The biggest risk to the market right now is central bank policy error. morningstar.com) Companies Details on Netflix ($NFLX) Basic with Ads is here.

Marketing 130

Marketing Marketing Financial Advising Retail 130

Trade Brains

OCTOBER 3, 2023

While we wait and see what happens, one thing we can be sure of is that our economy is going to receive a significant boost. India expects this World Cup to boost its economy by Rs. Increasing TV sales Most people will watch the World Cup on TV, and that’s going to fuel the sale of TVs. 13,500 crores ($1.64

Economy 59

Economy Sales Electronics Economics 59

The Big Picture

NOVEMBER 2, 2023

My morning train reads: • The Economy Is Great. Wall Street Journal ) • The Bond Market, a Sleeping Giant, Awakes : Soaring interest rates have the power to alter the direction of the economy and command the attention of Washington, our columnist says. ( Why Are Americans in Such a Rotten Mood?

Advertising 130

Advertising Portfolio Management Economy Food 130