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.

Investing 83

Investing Investments Portfolio Management Valuation 83

The Irrelevant Investor

DECEMBER 24, 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. The post Talk Your Book: International Growth Investing appeared first on The Irrelevant Investor.

Investing 78

Investing Investments Portfolio Management Valuation 78

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 242

Valuation Economy Financial Market Portfolio 242

Meb Faber Research

OCTOBER 25, 2023

Episode #505: Que Nguyen, Research Affiliates – Walking the Tightrope: High Valuations in an Inflationary Landscape Guest: Que Nguyen is the CIO of Equity Strategies at Research Affiliates. She leads the cross-sectional equity research and strategy design that supports the firm’s systematic active portfolios and smart beta indices.

Valuation 63

Valuation Portfolio Investing Investments 63

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 229

Valuation Economics Portfolio Investing 229

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.

Portfolio 52

Portfolio Valuation Engineering Economics 52

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 236

Math Valuation Portfolio Investing 236

Darrow Wealth Management

JUNE 27, 2022

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. Valuations. Source: Callan Institute. in total.².

Portfolio 52

Portfolio Investing Investments Risk Tolerance 52

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.

Investing 96

Investing Investments Marketing Marketing 96

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.

Portfolio 52

Portfolio Valuation Assets Retirement 52

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 Investing 105

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.

Investing 52

Investing Investments Valuation Manufacturing 52

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 286

Startup Portfolio Management Valuation Assets 286

Trade Brains

AUGUST 18, 2023

Best Vijay Kedia Portfolio Stocks: Many investors keep a close eye on stock buys and sales of ace investors for ideas and inspiration. India has multiple investors with crores of personal wealth invested in the stocks. He calls his investment philosophy ‘SMILE’. Who is Vijay Kedia? So without further ado, let us jump in.

Portfolio 97

Portfolio Engineering Manufacturing Sales 97

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.

Investing 105

Investing Investments Portfolio Assets 105

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.

Investing 141

Investing Investments Financial Market Portfolio 141

Validea

MARCH 2, 2023

In our latest Show Us Your Portfolio episode, we speak with Newfound Research founder Corey Hoffstein. We discuss how he constructs his personal portfolio and how he applies concepts like return stacking and capital efficiency in that process.

Portfolio 52

Portfolio Valuation Investing Investments 52

Trade Brains

DECEMBER 2, 2023

Top Value Investing Courses in 2024 : From a long-term perspective, investing has been a successful way for people to build wealth. Value investing is a challenging and exciting field that requires the right information and direction to successfully navigate. With over +3241 enrollments and a +4.4

Investing 59

Investing Investments Valuation Marketing 59

Validea

SEPTEMBER 16, 2022

In our latest episode of Show Us Your Portfolio we speak with 42 Macro founder Darius Dale. We discuss his systematic macro process and how he applies it to managing his personal portfolio. The post Show Us Your Portfolio: Darius Dale appeared first on Validea's Guru Investor Blog. Listen on Apple. Listen on Apple.

Portfolio 59

Portfolio Portfolio Management Valuation Management 59

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 159

Valuation Portfolio Investing Investments 159

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.' axios.com) Finance Investment grade companies are rushing to issue debt in January.

Financial Advising 170

Financial Advising Valuation Banking Media 170

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.

Investing 128

Investing Investments Valuation Portfolio 128

Trade Brains

JULY 12, 2022

Comparing Growth Stocks vs Value stocks: While investing in the stock market, one can choose multiple approaches to pick stocks as there are many types of stocks with different characteristics in the market. However, two popular types of stocks and approaches that investors prefer are growth investing and value investing.

Investing 98

Investing Investments Valuation Portfolio 98

Advisor Perspectives

APRIL 1, 2024

You don’t have to worry about the market and its crazy valuations. In building your portfolio, we are aiming for resilience. That’s your neighbor’s problem, not yours.

Valuation 59

Valuation Investing Investments Portfolio 59

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 192

Financial Advising Startup Valuation Economy 192

Validea

NOVEMBER 29, 2023

.” I think for most investors their degree of optimism and pessimism l ikely fluctuates with the performance of their investments and the overall market. And so even though current portfolio values might be down, the expected future returns are higher. 19% if fully invested throughout the year). We may find that A.I.

Investing 64

Investing Investments Risk Tolerance Financial Advisor 64

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.

Investing 59

Investing Investments Valuation Wealth Advisor 59

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.

Investing 52

Investing Investments Portfolio Management Valuation 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 210

Financial Advising Valuation Retail Media 210

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 13.2%

Advertising 52

Advertising Investing Investments Manufacturing 52

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 215

Wealth Management Estate Planning Taxes Valuation 215

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.

Valuation 130

Valuation Retail Retirement Portfolio 130

Advisor Perspectives

NOVEMBER 29, 2023

Free-cash-flow yield is the surplus cash after expenses and investments divided by the price of the security. My guest today will explain why, in today's intangible asset-driven economy, traditional metrics like price to earnings and price to book face challenges, making free cash flow a more relevant valuation metric.

Portfolio 52

Portfolio Valuation Assets Economy 52

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!!

Investing 98

Investing Investments Valuation Education 98

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)

Valuation 100

Valuation Portfolio Assets Investing 100

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.

Assets 52

Assets Portfolio Valuation Investing 52

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 183

Startup Valuation Financial Advising Distribution 183