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

Markets Some of the most speculative sectors are perking up. 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.

Valuation 278

Valuation Financial Advising Startup Media 278

The Big Picture

APRIL 17, 2025

If only there were some ways to prevent investors from interfering with the markets greatest strength the incomparable and guaranteed ability to create wealth by compounding over time. Drawdowns, corrections, and crashes are not the problem your behavior in response to market turmoil is what causes long-term financial harm.

Investments 267

Investments Investing Accounting Startup 267

Financial Symmetry

FEBRUARY 20, 2025

stock market in its largest companies looked high compared to recent history. Today, some might say market concentration appears really high. of the index by market capitalization. The value side of the market, measured by the Russell 1000 Value Index, remains in stark contrast. market has, of course, more history.

Marketing 67

Marketing Marketing Valuation Commission 67

Abnormal Returns

SEPTEMBER 24, 2023

Top clicks this week How Morgan Housel invests his portfolio. capitalspectator.com) The credit markets are very different than they were in 2009. institutionalinvestor.com) Putting a valuation on Instacart ($CART). etf.com) The hardest thing about being an investor is deciding what to focus on. morningstar.com)

Math 278

Math Valuation Portfolio Investments 278

Nerd's Eye View

JULY 5, 2023

stock market has, on average, outperformed international equities over the last 15 years since emerging from the Great Recession of 2008, many investors argue that international diversification is a poor allocation of dollars that would otherwise be earning more in the U.S. As the U.S. The outperformance of U.S. The outperformance of U.S.

Valuation 246

Valuation Economics Portfolio Investments 246

Abnormal Returns

OCTOBER 26, 2023

Markets Why aren't stocks down more? bestinterest.blog) 60/40 portfolios Where the valuation of the 60/40 portfolio stands. morningstar.com) Why the 60/40 portfolio endures. theirrelevantinvestor.com) The stock-bond correlation does one thing: it changes. (fa-mag.com)

Financial Advising 278

Financial Advising Valuation Portfolio Economy 278

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. Dividends come from earnings, and so those are sort of anchors to valuation.

Investments 296

Investments Investing Valuation Portfolio 296

Abnormal Returns

APRIL 4, 2023

International AQR on the case for emerging market equities. institutionalinvestor.com) It's hard to get past the difference in valuation between European and U.S. alphaarchitect.com) The case for equal-weighted portfolios. mailchi.mp) U.S. stocks are not the only game in town.

Valuation 246

Valuation Portfolio Investments Investing 246

Truemind Capital

NOVEMBER 8, 2024

Everyone loves a rising market. Like the circle of life, good times are followed by bad times, and bad times are followed by good times, stock markets also go through cycles of excessive greed/optimism to excessive fear/pessimism. For the sustainable long-term progress of financial markets, corrections are healthy and useful.

Asset Allocation 65

Asset Allocation Marketing Marketing Valuation 65

Trade Brains

JUNE 6, 2025

They have the flexibility to respond to market conditions with their approach to allocation, balancing risk and reward. Diversification: Diversifies investments across different market capitalizations. Flexibility: Managers can make changes in allocations with market conditions. Why Opt for Multicap Funds?

Portfolio 52

Portfolio Investments Investing Risk Tolerance 52

The Big Picture

OCTOBER 30, 2024

And find the entire musical playlist of At the Money on Spotify Shareholder Yield Dividend investing has a long and storied history, a substantial percentage of market returns are due to the impact of reinvested dividends compounding over time. Because of the valuation gap looks about the best it’s ever looked, uh, over the past decade.

Investments 147

Investments Investing Valuation Numbers 147

Alpha Architect

SEPTEMBER 16, 2022

How did Momentum investing perform after the previous two valuation peaks? Of course, momentum portfolios did not perform nearly as well as value portfolios, but they did still beat the generic market. MOMENTUM INVESTING: HOW DID MOMENTUM INVESTING PERFORM AFTER THE PREVIOUS TWO VALUATION PEAKS?

Valuation 114

Valuation Investments Investing Portfolio 114

Abnormal Returns

AUGUST 22, 2023

Markets The stock market is laser focused on interest rates. theirrelevantinvestor.com) Do market valuations mean revert over time? thediff.co) Why there's never a shortage of pundits willing to make a big market call. abnormalreturns.com) Adviser links: reducing portfolio volatility.

Financial Advising 246

Financial Advising Valuation Retail Media 246

Abnormal Returns

JANUARY 20, 2023

Markets What a 'breakaway momentum thrust' means for investors. ritholtz.com) India's stock market held up well in 2022. wsj.com) Don't let your portfolio be driven by strategist forecasts. ft.com) Startups How unicorns are dealing with the decline in valuations. on.ft.com) The CPA shortage is real.

Investments 246

Investments Investing Startup Financial Advising 246

Abnormal Returns

JANUARY 3, 2023

Markets How major asset classes performed in December 2022. capitalspectator.com) 2022 was the third worst year for the 60/40 portfolio. wsj.com) Startups are going to experience a "new normal" valuation-wise. avc.com) SpaceX is raising new capital at a $137 billion valuation.

Startup 242

Startup Valuation Financial Advising Distribution 242

The Big Picture

APRIL 24, 2023

If you spend any time with FinTV – even if it’s muted in the background – you would have been treated to a debate as to “ Are we in a new bull market? ” Sometimes it’s phrased as “ Is the bear market over? ” I believe this is the wrong way to think about bull and bear markets. Paret’s discussion of overseas gains.

Economics 299

Economics Marketing Marketing Portfolio 299

Validea

JANUARY 6, 2025

Watch on YouTube Listen on Apple Podcasts Listen on Spotify The post Practical Lessons from Larry Swedroe | Why Evidence Beats Market Narratives appeared first on Validea's Guru Investor Blog.

Financial Planner 52

Financial Planner Marketing Marketing Valuation 52

Abnormal Returns

MARCH 20, 2024

Strategy Ten things to know about building a diversified portfolio. morningstar.com) Real assets can be a portfolio drag during periods of quiescent inflation. marginalrevolution.com) Finance Private equity is stuck between elevated valuations high interest rates and a moribund IPO market.

Financial Advising 253

Financial Advising Startup Valuation Economy 253

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

Truemind Capital

JANUARY 10, 2025

In the recent market correction, I observed many finfluencers and mutual fund distributors cajoling their over-concerned audience & customers by giving them reasons regarding why the markets will bounce back soon and why they should think of the long term and not worry too much. Of course, nobody can tell when & how.

Marketing 52

Marketing Marketing Asset Allocation Portfolio 52

Abnormal Returns

AUGUST 9, 2023

klementoninvesting.substack.com) Why are market cap weighted indices hard to beat for managers? axios.com) Venture capital Why more markdowns are coming to venture capital portfolio valuations. abnormalreturns.com) Research links: learning in a bear market. vox.com) David Rubenstein on his Bitcoin regrets.

Financial Advising 238

Financial Advising Economy Valuation Consulting 238

Abnormal Returns

JANUARY 27, 2023

awealthofcommonsense.com) 2022 shows that every portfolio strategy comes under pressure. novelinvestor.com) The stock market is constantly providing us 'instant feedback' much to our detriment. nytimes.com) Companies Revisiting Tesla's ($TSLA) valuation, post-Twitter fiasco. How do they perform over the long run?

Financial Advising 245

Financial Advising Distribution Valuation Media 245

Dear Mr. Market

AUGUST 5, 2022

Dear Mr. Market: Dividends! You’re a complex yet simple character, Mr. Market! but what they don’t realize is how powerful dividends are and how they make up a major portion of cumulative returns in the market. stock market’s return since 1930. Journalists write about you daily.

Portfolio 105

Portfolio Risk Tolerance Valuation Investments 105

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

Truemind Capital

NOVEMBER 8, 2024

Negative effects of a prolonged bull market. Everyone loves a rising market. Like the circle of life, good times are followed by bad times, and bad times are followed by good times, stock markets also go through cycles of excessive greed/optimism to excessive fear/pessimism. Be prepared for crazy when the markets are calm.

Marketing 52

Marketing Marketing Asset Allocation Valuation 52

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. thereformedbroker.com) Charles Schwab ($SCHW) made the same portfolio mistake as SVB.

Valuation 162

Valuation Portfolio Investments Investing 162

Trade Brains

OCTOBER 3, 2024

Brands from around the world and locally are vying for market share. Trent Limited is making an impression in this ever-changing market. It is thus making significant progress in the market. ’s expansion, its potential future growth, and its sustainability, and whether the valuations are justified.

Valuation 98

Valuation Retail Food Marketing 98

Mr. Money Mustache

FEBRUARY 25, 2025

S&P returns (including dividends) since 2019, graph by the excellent portfolio visualizer website. As one reader recently asked me in an email: The market seems to be in a huge bubble right now due to all sorts of hype around Artificial Intelligence. Now back to the stock market.

Marketing 66

Marketing Marketing Sales Portfolio 66

Dear Mr. Market

APRIL 2, 2025

Dear Mr. 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.

Investments 78

Investments Investing Valuation Advertising 78

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. This consistent behavioral pattern creates opportunities for investors willing to go against prevailing market sentiment. for the market between 1970-1996.

Investments 52

Investments Investing Valuation Portfolio 52

The Big Picture

NOVEMBER 26, 2024

To help us unpack all of this and what it means for your portfolio, let’s bring in Matt Hogan. It’s getting a lot easier to own crypto, you know, in the past, this was a new disruptive market. But you also have firms like BlackRock and Franklin Templeton issuing money market funds on public blockchains like Ethereum.

Investments 147

Investments Investing Assets Retail 147

The Big Picture

APRIL 29, 2025

Their focus is on generating alpha with high conviction concentrated portfolios. We learned everything, you know, across from accounting to auditing to, to tax and valuation. I ended up in what was called the valuation services group, where we valued real estate and businesses either for transactions or for m and a activity.

Management 130

Management Assets Portfolio Insurance 130

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. In this article, we’ll look at the best Vijay Kedia portfolio stocks and see if they can be an interesting opportunity for us as well. He got into the stock market at the early age of 19.

Portfolio 97

Portfolio Engineering Manufacturing Sales 97

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

JANUARY 10, 2024

Markets Anything can happen in the stock market over the short run. 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.'

Financial Advising 173

Financial Advising Valuation Banking Media 173

Validea

OCTOBER 28, 2024

We discuss: – The limitations of dividend-focused investing strategies – Asset allocation insights from the Talmud – A different perspective on the Fed’s recent performance – Meb’s view on wealth as a means to freedom – The case for significant trend following allocation in portfolios – The question Meb (..)

Asset Allocation 52

Asset Allocation Assets Wealth Management Valuation 52