Abnormal Returns

JANUARY 20, 2023

wsj.com) Don't let your portfolio be driven by strategist forecasts. ft.com) Startups How unicorns are dealing with the decline in valuations. news.crunchbase.com) Crypto companies, like FTX, invested in a bunch of crypto startups. Markets What a 'breakaway momentum thrust' means for investors.

Investments 246

Investments Investing Startup Financial Advising 246

Abnormal Returns

APRIL 30, 2024

Factor investing Portfolio construction matters when it comes to factor investing. insights.finominal.com) Does machine learning improve on factor investing? rcmalternatives.com) What valuations miss. morganstanley.com) How much do valuations matter for multi-asset investing?

Valuation 262

Valuation Media Portfolio Assets 262

Abnormal Returns

DECEMBER 18, 2024

ritholtz.com) Investing How to deal with a stock market at or near all-time highs. awealthofcommonsense.com) Market valuations aren't going to help you time the stock market. barrons.com) Don't let bad energy ruin your portfolio. humbledollar.com) Letting go Success in life, and investing, means letting stuff go.

Retirement Planning 130

Retirement Planning Retirement Valuation Insurance 130

Abnormal Returns

OCTOBER 29, 2023

(mrzepczynski.blogspot.com) Byron Wien's 20 rules for investing and life. awealthofcommonsense.com) Where the valuation of the 60/40 portfolio stands. awealthofcommonsense.com) Where the valuation of the 60/40 portfolio stands. ritholtz.com) Why aren't stocks down more? marknewfield.substack.com)

Valuation 302

Valuation Economy Financial Market Portfolio 302

Alpha Architect

SEPTEMBER 16, 2022

How did Momentum investing perform after the previous two valuation peaks? Key finding: Momentum investing also performed well following episodes when value stocks were cheap. Of course, momentum portfolios did not perform nearly as well as value portfolios, but they did still beat the generic market.

Valuation 114

Valuation Investments Investing Portfolio 114

Trade Brains

JUNE 6, 2025

Diversification: Diversifies investments across different market capitalizations. Kotak Multicap Fund AUM : ₹16,787 crore 1-Year Return : ~32% Expense Ratio : ~0.68% Why it stands out : Backed by Kotak’s strong research team, this fund offers a balanced portfolio with a tilt towards quality large and mid-cap stocks.

Portfolio 52

Portfolio Investments Investing Risk Tolerance 52

Abnormal Returns

JULY 16, 2024

(mrzepczynski.blogspot.com) Comparing the correlation benefits of managed futures vs. market-neutral multi-factor investing. awealthofcommonsense.com) Research What role do commodities play in a portfolio? alphaarchitect.com) On the valuation of TIPS and nominal Treasury bonds. than in other markets.

Valuation 264

Valuation Management Portfolio Investments 264

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.

Valuation 278

Valuation Financial Advising Startup Media 278

Abnormal Returns

SEPTEMBER 24, 2023

Top clicks this week How Morgan Housel invests his portfolio. institutionalinvestor.com) Putting a valuation on Instacart ($CART). etf.com) The hardest thing about being an investor is deciding what to focus on. behaviouralinvestment.com) Why selling a stock is harder than buying. morningstar.com)

Math 278

Math Valuation Portfolio Investments 278

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. Lets break it down ( click here to see the full bracket).

Investments 78

Investments Investing Valuation Advertising 78

Nerd's Eye View

OCTOBER 4, 2023

The expectations for the future economic outlook also appear in the valuations of equities, which tend to reflect how markets anticipate that corporate earnings will grow in the future.

Valuation 246

Valuation Economics Economy Marketing 246

Nerd's Eye View

JULY 5, 2023

stocks has led to the favoritism of ‘local’ investments over international ones through behavioral biases (e.g., stocks has led to the favoritism of ‘local’ investments over international ones through behavioral biases (e.g., As the U.S. The outperformance of U.S. The outperformance of U.S.

Valuation 246

Valuation Economics Portfolio Investments 246

Validea

NOVEMBER 2, 2024

As one of the pioneers of contrarian investing, he built an impressive track record by systematically targeting stocks that were out of favor with the market. The Psychology Behind Contrarian Investing At the core of Dreman’s philosophy is his deep understanding of investor psychology. for the market between 1970-1996.

Investments 52

Investments Investing Valuation Portfolio 52

Abnormal Returns

APRIL 4, 2023

institutionalinvestor.com) It's hard to get past the difference in valuation between European and U.S. priceactionlab.com) Diversification Does 1/N diversification work when it comes to factor investing? alphaarchitect.com) The case for equal-weighted portfolios. International AQR on the case for emerging market equities.

Valuation 246

Valuation Portfolio Investments Investing 246

The Big Picture

JANUARY 12, 2024

As co-CEO, Marcus develops and leads the company’s global strategy; as global COO, she is responsible for overseeing business and investment operations globally. Finance in 2023 She discusses how from an early age, she was primarily interested in all aspects of real estate, from architecture to investments.

Startup 298

Startup Portfolio Management Assets Valuation 298

Validea

DECEMBER 12, 2024

Throughout the conversation, he offers thought-provoking perspectives on market efficiency, the limitations of forecasting, and why humility is crucial for investment success. Watch on YouTube Listen on Apple Podcasts Listen on Spotify The post Dispelling Big Investing Myths | Dan Rasmussen appeared first on Validea's Guru Investor Blog.

Investments 52

Investments Investing Valuation Government 52

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.

Investments 147

Investments Investing Valuation Numbers 147

Validea

JANUARY 23, 2025

Rob discusses his thought-provoking article “50 Years of Innovation, Myth Making and Myth Busting,” written for the 50th anniversary of the Journal of Portfolio Management. His insights are particularly valuable for investors trying to navigate today’s complex market environment.

Investments 52

Investments Investing Valuation Portfolio Management 52

Abnormal Returns

JUNE 15, 2023

Strategy Five common portfolio mistakes including 'portfolio sprawl.' theinformation.com) Is there an AI premium for startup valuations? msn.com) Fund management How restrictions on the use of ESG data in investing can backfire. morningstar.com) What do sell-side analysts actually do?

Financial Advising 244

Financial Advising Startup Valuation Economy 244

The Big Picture

OCTOBER 2, 2024

 At The Money: Finding Overlooked Private Investments , with Soraya Darabi, TMV (October 02, 2024) The Efficient Market Hypothesis informs us that stock markets reflect all of the information known about any company. How does this affect VC investing? But is that also true for start-ups and venture-funded private companies?

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Investments Investing Startup Valuation 182

Abnormal Returns

JANUARY 3, 2023

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. avc.com) SpaceX is raising new capital at a $137 billion valuation. axios.com) U.S. in 2022 vs. 2021.

Startup 242

Startup Valuation Financial Advising Distribution 242

Abnormal Returns

MAY 8, 2023

kitces.com) David Armstrong talks with Larry Swedroe of Buckingham Strategic Wealth about how he talks with advisers about investing topics. financial-planning.com) The biz What variables matter when it comes to RIA valuation. sciencedaily.com) How tax-adjusting a portfolio works in practice. about building 'financial empathy.'

Wealth Management 246

Wealth Management Estate Planning Taxes Valuation 246

Validea

NOVEMBER 9, 2024

Yet despite the initial development period, their systematic approach was fundamentally sound and eventually led to one of the most successful track records in investment history, with the Medallion Fund averaging over 60% returns annually for several decades. So what constitutes a sound investment process?

Investments 52

Investments Investing Media Portfolio Management 52

Abnormal Returns

AUGUST 22, 2023

theirrelevantinvestor.com) Do market valuations mean revert over time? wsj.com) Earlier on Abnormal Returns Research links: investment time horizons. abnormalreturns.com) Adviser links: reducing portfolio volatility. Markets The stock market is laser focused on interest rates. Then check out our weekly e-mail newsletter.

Financial Advising 246

Financial Advising Valuation Retail Media 246

Advisor Perspectives

MAY 19, 2025

As markets rebound from a brief but sharp correction, Journey’s investment team reflects on the impact of tariffs, global diversification, and the evolving role of alternatives in investor portfolios.

Risk Tolerance 49

Risk Tolerance Valuation Economics Portfolio 49

Abnormal Returns

JANUARY 27, 2023

Strategy The investment landscape has completely transformed in the past century. awealthofcommonsense.com) 2022 shows that every portfolio strategy comes under pressure. nytimes.com) Companies Revisiting Tesla's ($TSLA) valuation, post-Twitter fiasco. portfoliocharts.com) Why so many investors get caught up in return chasing.

Financial Advising 245

Financial Advising Distribution Valuation Media 245

The Big Picture

FEBRUARY 24, 2023

They discuss AQR’s 60/40 portfolio strategy and the risks facing financial markets, with Sonali Basak and Guy Johnson on “Bloomberg Markets.” Sonali Basak interviews AQR Capital Management’s Cliff Asness.

Investments 147

Investments Investing Financial Market Portfolio 147

The Big Picture

MARCH 20, 2024

At the Money: Benefits of Quantitative Investing (March 20, 2024) Throughout history, investing has been a lot more “Art” than “Science.” But today, data is widely available and it’s a key tool you can use to enhance your portfolio returns. For most of the last century, investing was a lot more art than science.

Investments 162

Investments Investing Portfolio Valuation 162

Nerd's Eye View

MAY 10, 2024

Read More.

Financial Planner 246

Financial Planner Retirement Planning Retirement Valuation 246

Abnormal Returns

AUGUST 9, 2023

Strategy Every investment strategy has multiple 'points of failure.' axios.com) Venture capital Why more markdowns are coming to venture capital portfolio valuations. blog.validea.com) There's only one way to make money on gloom-and-doom forecasts. vox.com) David Rubenstein on his Bitcoin regrets.

Financial Advising 238

Financial Advising Economy Valuation Consulting 238

Abnormal Returns

APRIL 9, 2023

Top clicks this week Your investment strategy needs to work in all markets. businessinsider.com) How to dole out risk in your portfolio. humbledollar.com) It's hard to get past the difference in valuation between European and U.S. humbledollar.com) It's hard to get past the difference in valuation between European and U.S.

Valuation 162

Valuation Portfolio Investments Investing 162

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.

Portfolio 105

Portfolio Risk Tolerance Valuation Investments 105

The Big Picture

APRIL 29, 2025

Eventually, he becomes CEO of Voya when the parent company spun out the US holdings into a separate entity, really an a, a fairly unique career path and is sort of uniquely situated to look at the world of investing. Their focus is on generating alpha with high conviction concentrated portfolios. They, they trained them together.

Management 130

Management Assets Portfolio Insurance 130

Validea

MAY 23, 2025

Dividend investing has long been favored by those seeking steady income, especially in uncertain markets. At the top of the dividend investing hierarchy are the Dividend Kings — elite companies that have increased their dividends for 50 consecutive years or more. FRT FEDERAL REALTY INVESTMENT TRUST 93.66

Investments 52

Investments Investing Taxes Distribution 52

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.

Investments 128

Investments Investing Valuation Portfolio 128

A Wealth of Common Sense

DECEMBER 25, 2023

Today’s Talk Your Book is brought to you by Polen Capital: We are joined by Todd Morris, International Growth Portfolio Manager and Analyst for Polen Capital to discuss investing outside the US.

Investments 102

Investments Investing Portfolio Management Valuation 102

Financial Symmetry

FEBRUARY 20, 2025

This means that the expansion of valuation multiples, like price-to-earnings (P/E), has played a big role.2 For current valuations to be justified for the Mag 7 and large growth stocks more broadly, very large earnings growth will have to continue. 3 So, as investors, what can we do about it within our portfolios?

Marketing 67

Marketing Marketing Valuation Commission 67