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.

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Valuation Portfolio Investing Investments 61

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.

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Portfolio Risk Tolerance Valuation Investing 105

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)

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Math Valuation Portfolio Investing 243

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.

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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 (..)

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Financial Planner Retirement Planning Retirement Valuation 203

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.

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Portfolio Valuation Engineering Economics 52

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.

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Portfolio Engineering Manufacturing Sales 83

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)

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Financial Advising Valuation Portfolio Economy 246

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 also share a long-term view of markets, highlighting the persistence of the equity risk premium and the value of diversification. Aggregate Bond Index.

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Carson Wealth

FEBRUARY 26, 2024

Late February into mid-March historically can be troublesome, increasing the likelihood of the stock market taking a break after its record run. Overall, the bull market is alive and well and we continue to expect further gains for the S&P 500 in 2024. NVIDIA’s earnings may have delayed but not alleviated the coming decline.

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Marketing Marketing Valuation Economy 96

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.

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Valuation Portfolio Investing Investments 159

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 185

Financial Advising Startup Valuation Economy 185

Advisor Perspectives

SEPTEMBER 22, 2023

Given concentration risk, understanding what a strategy and portfolio owns is more important than ever in current markets.

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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 217

Financial Advising Valuation Retail Media 217

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 170

Financial Advising Valuation Banking Media 170

Trade Brains

DECEMBER 2, 2023

In this article, we present the list of top value investing courses in 2024 available for beginners in the Indian market. Top Value Investing Courses Online Here is the list of top value investing courses for financial enthusiasts offered by stock market academies in India. You can enroll in the course here.

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Investing Investments Valuation Marketing 59

Truemind Capital

AUGUST 12, 2023

Equity Market Insights : Where is the recession? India being highlighted as a beneficiary from the shift in Global equations along with the expected highest economic growth among major economies has attracted strong flows from the FIIs lifting overall market sentiments. Valuations across all sectors do not offer any margin of safety.

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Financial Market Asset Allocation Marketing Marketing 52

David Nelson

JANUARY 3, 2023

Investors need to do their own due diligence and perform a full ORM review of their portfolio and its ability to navigate the many challenges we face at the start of a new year. The good news is that all of these stocks trade at significantly lower multiples some even approaching that of the broad market. S&P 500 2 Years.

Risk Management 98

Risk Management Portfolio Management Valuation 98

Truemind Capital

JANUARY 16, 2024

Equity Market Insights: “Investing is 5% intellect and 95% temperament. They like to talk about Bajaj Finance and not Yes Bank in their portfolio. Most of the time, even the winners account for very low weight in the overall assets, resulting in miniscule contribution to the portfolio returns.

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Financial Market Marketing Marketing Asset Allocation 52

Darrow Wealth Management

JUNE 27, 2022

The United States currently represents 60% of the global equity market.¹ years would have worked out for you, but markets are cyclical, so it’s unlikely this lasts forever. Particularly in today’s challenging market environment, investors should think twice before giving ex-U.S. stock market doesn’t always dominate.

Portfolio 52

Portfolio Investing Investments Risk Tolerance 52

Trade Brains

NOVEMBER 18, 2023

Best Fundamental Analysis Courses in 2024 : Investing in the stock market requires a deep understanding of the fundamentals of a stock. In this article, we shall explore the Best Fundamental Analysis Courses for Indian markets. The in-depth explanation, helps learners build a qualitative and quantitative portfolio.

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Marketing Marketing Valuation Certification 64

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.

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Investing Investments Startup Financial Advising 218

Validea

JUNE 27, 2023

dominance over equity markets is coming to an end, says Dan Villalon of AQR Capital Management, the $95 billion quant hedge fund founded by well-known quantitative investor Cliff Asness. equities outperformed emerging-markets shares, U.S. equities weight back to neutral, or even weighting more towards undervalued emerging markets.

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Marketing Marketing Valuation Portfolio 52

Truemind Capital

APRIL 21, 2023

Equity Market Insights: The last quarter has seen one of the major shakeups from the prevailing easy situation over the last decade for the global economies. The rising risk of Global financial uncertainties affected Indian markets as well. We still prefer a portfolio duration of around 1-1.5 5%) and by RBI (25 bps to 6.5%).

Financial Market 52

Financial Market Marketing Marketing Asset Allocation 52

Truemind Capital

MARCH 12, 2024

Known Fact: Equity markets go through a cycle. At the extreme end of greed, the equity valuations are the most expensive with high downside risk and the lowest upside returns potential. During extreme fear, equity valuations are the cheapest with very limited downside risk and the highest upside returns potential.

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Asset Allocation Marketing Marketing Valuation 52

Advisor Perspectives

NOVEMBER 29, 2023

It has historically outperformed in markets that favored value stocks and shown resilience in growth markets. 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

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 190

Startup Valuation Financial Advising Distribution 190

Validea

DECEMBER 1, 2022

Quick Links Validea Special Discount Offer Top Value Stocks in Today’s Market Choose from 20+ Actionable Model Portfolios – View Portfolios. The argument could explain why valuations have been trending upwards for the past 4 decades, as the income gap has widened.

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Marketing Marketing Valuation Portfolio 52

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 291

Economics Valuation Portfolio Marketing 291

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 179

Financial Advising Economy Valuation Consulting 179

Validea

SEPTEMBER 22, 2022

The 60-40 portfolio forms the core of many investors’ long-term portfolio allocations. But the combination of high equity valuations, below average bond yields, and potential higher inflation has led many investors to question whether its future will look as good as its past. Listen on Apple. Listen on Spotify.

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Portfolio Valuation Investing Investments 52

Truemind Capital

MAY 19, 2020

In this blog, I am going to give you insights on the important aspects of investment management employed by the best investors and how we can use them to maximize our portfolio returns besides minimizing the risk. Use tactical allocation to make your portfolio future-ready. Be Cautiously Optimistic. How are they prepared for that?

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Portfolio Asset Allocation Valuation Assets 52

Advisor Perspectives

DECEMBER 3, 2022

We continue to believe that a value-conscious, risk-managed, full-cycle discipline, focused on the combination of valuations and market internals, will be essential in navigating market volatility in the years ahead.

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Portfolio Risk Management Valuation Management 52

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.

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Investing Investments Portfolio Management Valuation 81

Walkner Condon Financial Advisors

FEBRUARY 24, 2022

The domestic and international stock markets have started 2022 with a level of volatility unseen for the past few years. The rather benign market conditions, over the last 10 years, have lulled investors into a false sense of security and normalcy that is anything but normal. . What is a Market Correction?

Marketing 52

Marketing Marketing Valuation Risk Tolerance 52

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?

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Financial Advising Distribution Valuation Media 204

Validea

OCTOBER 18, 2023

What do you see when you look inside your portfolio so far this year? That’s a big disparity and a result of the Magnificent Seven carrying a much higher weighting in the S&P 500, a market cap weighted index, vs. the equally weighted S&P 500. Amazon (AMZN) AMAZON.COM, INC.

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