Abnormal Returns

SEPTEMBER 3, 2023

Top clicks this week How (and where) to hold cash in your portfolio. morningstar.com) Do you need commodities in your portfolio? theverge.com) The story of a portfolio manager holding onto Credit Suisse stock too long. humbledollar.com) Why are mortgage rates so high? The cracks are showing.

Portfolio Management 273

Portfolio Management Retirement Portfolio Management 273

Abnormal Returns

JUNE 18, 2023

thereformedbroker.com) Five common portfolio mistakes including 'portfolio sprawl.' bilello.blog) Focus on the role bonds play in your portfolio. Top clicks this week Two reasons why the stock market has surged this year. capitalspectator.com) Fund fees really do matter.

Portfolio 272

Portfolio Investments Investing Marketing 272

Abnormal Returns

APRIL 16, 2024

Asset allocaiton Is regret a better measure to target for portfolio allocations? blogs.cfainstitute.org) Some evidence that it is possible to measure portfolio manager decision making. blogs.cfainstitute.org) Why asset allocation is sensitive to goals and assumptions. priceactionlab.com) The case against a cryptocurrency allocation.

Asset Allocation 271

Asset Allocation Portfolio Management Portfolio Assets 271

Abnormal Returns

MARCH 5, 2024

Crypto A little Bitcoin goes a long way in a portfolio perspective. quantpedia.com) How to use factors to build a crypto portfolio. sparklinecapital.com) Options How retail traders use options. papers.ssrn.com) A video on the Black-Scholes options pricing model.

Retail 271

Retail Portfolio Investments Investing 271

Abnormal Returns

MARCH 26, 2024

advisorperspectives.com) Research Larry Swedroe, "Diversification means accepting the fact that parts of your portfolio may behave entirely differently than the portfolio itself." (mrzepczynski.blogspot.com) Financial data is noisy. Get used to it. alphaarchitect.com) Is asset demand becoming less sensitive to interest rates?

Portfolio 261

Portfolio Assets Investments Investing 261

Abnormal Returns

JUNE 16, 2024

apolloacademy.com) What really is the goal of portfolio diversification? (theirrelevantinvestor.com) More investors are facing up to the problem with illiquid alternatives. wsj.com) The S&P 500 has become increasingly concentrated. rogersplanning.blogspot.com) Small advantages, consistently applied, compound over time.

Taxes 312

Taxes Portfolio Marketing Marketing 312

Abnormal Returns

OCTOBER 22, 2024

mailchi.mp) Should your portfolio consider your career? (mailchi.mp) What ideal diversification looks like. caia.org) AI is becoming table stakes for hedge funds. alphaarchitect.com) European investors still prefer dividends over buybacks. papers.ssrn.com) Two factors that drive entrepreneurship. blogs.cfainstitute.org)

Portfolio 284

Portfolio 284

Abnormal Returns

MARCH 31, 2024

awealthofcommonsense.com) Which bonds prove as the best portfolio diversifier? (awealthofcommonsense.com) There's no alpha left in private equity. linkedin.com) Patrick Mahomes finally takes an L. sportico.com) Are index funds propping up the stock market? morningstar.com) The equity risk premium is skimpy at the moment.

Financial Market 307

Financial Market Portfolio Marketing Marketing 307

Abnormal Returns

MAY 19, 2024

Top clicks this week Three assets that don't diversify your portfolio as well as you think. morningstar.com) The problematic math of passing down generational wealth. blogs.cfainstitute.org) International diversification requires a long time horizon. awealthofcommonsense.com) The S&P 500 is now nearly 40% of global market cap.

Math 293

Math Assets Portfolio Marketing 293

Abnormal Returns

OCTOBER 10, 2023

libertystreeteconomics.newyorkfed.org) Portfolio managers Why portfolio managers get fired. morningstar.com) The case for overlaying managed futures to an equity portfolio. (papers.ssrn.com) Box spreads The pros and cons of using box spreads to generate cash-like returns.

Portfolio Management 261

Portfolio Management Startup Portfolio Management 261

Abnormal Returns

JUNE 11, 2024

allocatesmartly.com) Alternatives How to think about crypto's role in a portfolio. papers.ssrn.com) Volume matters for portfolio implementation. (caia.org) Comparing the diversification benefits of bonds vs. trend following. insights.finominal.com) Should tactical strategies trade on the last day of the month?

Media 260

Media Portfolio Economy Accounting 260

Abnormal Returns

OCTOBER 26, 2023

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) fa-mag.com) Stocks outperform bonds over the long run, but not every year or even decade.

Financial Advising 273

Financial Advising Valuation Portfolio Economy 273

Abnormal Returns

MARCH 1, 2024

(wired.com) Finance Joe Weisenthal and Tracy Alloway talks multi-strategy hedge funds with Krishna Kumar, a portfolio manager at Goose Hollow Capital Management. joincolossus.com) Barry Ritholtz talks concentrated portfolios with Andrew Slimmon, managing director at Morgan Stanley Investment Management.

Portfolio Management 270

Portfolio Management Portfolio Management Investments 270

Abnormal Returns

FEBRUARY 4, 2024

allstarcharts.com) Four steps to build a no-fuss portfolio including eliminating redundant accounts. (wsj.com) How major asset classes performed in January 2024. capitalspectator.com) It's not just tech stocks that are working. morningstar.com) Overconfidence is a killer for investors. collabfund.com)

Financial Planning 293

Financial Planning Accounting Portfolio Assets 293

Abnormal Returns

SEPTEMBER 24, 2024

clearerthinking.org) Research How identifying economic regimes can help in portfolio allocation. Statistics Comparing the Sharpe and Sortino ratios. caia.org) Correlations, 101. alphaarchitect.com) What investors get wrong about high quality stocks. caia.org) You don't need individual securities to get the benefits of tax loss harvesting.

Taxes 264

Taxes Economics Portfolio 264

Abnormal Returns

SEPTEMBER 26, 2023

Portfolio management Fund investors prefer managers who stick to their knitting. papers.ssrn.com) Why portfolio managers invest more research into short positions. papers.ssrn.com) Research The structure of the stock market has changed a lot over time, but the results are still largely the same.

Portfolio Management 255

Portfolio Management Portfolio Management Assets 255

Abnormal Returns

APRIL 14, 2024

morningstar.com) Bond returns are buoying the prospects for a 60/40 portfolio. (radreads.co) 15 investing principles including 'I believe managing one’s behavior is more important than managing one’s investments.' betterletter.substack.com) How you implement a commodities allocation matters. theatlantic.com)

Media 300

Media Portfolio Management Investments 300

Abnormal Returns

MARCH 24, 2024

abnormalreturns.com) Top clicks this week Ten things to know about building a diversified portfolio. Also on the site What is wrong with this picture? How your charitable intentions can get co-opted after you are gone. morningstar.com) How home buying is going to change with the upheaval of realtor commissions.

Commission 301

Commission Numbers Portfolio Marketing 301

The Big Picture

SEPTEMBER 9, 2023

We discuss his career in machine learning, from Amazon’s recommendation engine to using AI to manage portfolios. The firm applies machine learning to a four step process of data assembly, Prediction Engine, Portfolio Construction, and Execution.

Engineering 325

Engineering Management Portfolio Assets 325

Abnormal Returns

JANUARY 28, 2024

theverge.com) Why volatility matters for your portfolio returns. (humbledollar.com) What investors can learn from the career of Nick Saban. savantwealth.com) How to enable Stolen Device Protection on your iOS device. fortunesandfrictions.com) Hedge funds that bet big on China are shutting down. awealthofcommonsense.com)

Portfolio 283

Portfolio Investments Investing Marketing 283

Abnormal Returns

DECEMBER 12, 2023

(investmentecosystem.com) The dispersion in private equity portfolio returns is not unexpected. alphaarchitect.com) Why portfolio managers shift styles. mailchi.mp) Factors You have to squint really hard to find a small-cap effect. insights.finominal.com) The factor ETF space has gotten crowded.

Portfolio Management 260

Portfolio Management Retail Assets Portfolio 260

Abnormal Returns

FEBRUARY 18, 2024

apolloacademy.com) Do you really need a separate allocation to real estate in your portfolio? (axios.com) Why you should diversify internationally. humbledollar.com) Why the Magnificent Seven are outperforming: earnings. morningstar.com) Five steps to create a paycheck in retirement. kindnessfp.com) Markets work: the case of lithium.

Retirement 287

Retirement Portfolio Investments Investing 287

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." behaviouralinvestment.com) Why the 60/40 portfolio isn't going anywhere. fortunesandfrictions.com) The rise of passive investing hasn't broken the markets.

Valuation 273

Valuation Financial Advising Startup Media 273

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? alphaarchitect.com) Research Managed futures returns are lumpy. rcmalternatives.com) What valuations miss. morganstanley.com) How much do valuations matter for multi-asset investing?

Valuation 259

Valuation Media Portfolio Assets 259

Abnormal Returns

FEBRUARY 11, 2024

ft.com) A review of "The Four Pillars of Investing, Second Edition: Lessons for Building a Winning Portfolio" by William J. (entrylevel.topdowncharts.com) A look at Magnificent Seven valuations. blogs.cfainstitute.org) All-time stock market highs is not a bearish signal. awealthofcommonsense.com)

Valuation 277

Valuation Portfolio Investments Investing 277

The Big Picture

AUGUST 17, 2022

What’s obvious is that cheaper is better than more expensive; that there are inherent costs in managing an active portfolio that include more than just trading and taxes but research, analysis, PMs, etc. Concentrated portfolio risk. Perhaps most important of all, are the behavioral advantages of passive. Devouring capitalism.

Taxes 334

Taxes Portfolio Management Investments 334

Abnormal Returns

DECEMBER 6, 2023

humbledollar.com) Investing Tony Isola, "It takes character to hold the line and withstand the inevitable short-term portfolio blood-letting." tonyisola.com) Why drawing down a portfolio is so scary. (visualcapitalist.com) Seven lessons on getting older including 'Physical fitness is a lifelong pursuit.'

Retirement 283

Retirement Portfolio Clients Investments 283

Abnormal Returns

AUGUST 13, 2024

blogs.cfainstitute.org) How VCs drive media coverage of their portfolio companies. Venture capital There is nothing normal about the distribution of angel investment returns. papers.ssrn.com) Research How long can stocks underperform inflation? ofdollarsanddata.com) Retail trading frenzies can have real world impacts.

Distribution 261

Distribution Retail Media Portfolio 261

Abnormal Returns

SEPTEMBER 15, 2024

awealthofcommonsense.com) Few investors are able to outperform a passive portfolio. (abnormalreturns.com) Top clicks this week How the new AirPod Pros 2 could upend the hearing aid industry. cnbc.com) Sometimes things really are different this time. mrzepczynski.blogspot.com) The yield curve inversion is over.

Portfolio 293

Portfolio Management Investments Investing 293

Abnormal Returns

OCTOBER 29, 2023

awealthofcommonsense.com) Where the valuation of the 60/40 portfolio stands. (wired.com) Bond bear markets are different than stock bear markets. disciplinefunds.com) Stop betting against America. morningstar.com) Vanguard is no longer always the low cost option. thestreet.com) On the importance of being able to sit on your hands.

Valuation 297

Valuation Economy Financial Market Portfolio 297

The Reformed Broker

MARCH 11, 2023

If you live in the Chicago area and could use a little help with your portfolio, tax advice or just want. The meetings were meaningful, the catch-ups were long overdue and the food was fantastic. We will be back! The post This Week on TRB appeared first on The Reformed Broker.

Food 286

Food Taxes Portfolio Clients 286

Nerd's Eye View

APRIL 10, 2024

Every document that considers the facts around any particular asset class will invariably include that disclaimer, but constructing a portfolio consisting of a mix of equities, fixed income, and other assets requires investors and advicers to make some fundamental assumptions around long-term expected returns and correlations between assets.

Asset Allocation 239

Asset Allocation Wealth Accumulation Assets Portfolio 239

Nerd's Eye View

JANUARY 7, 2025

What's unique about Pete, though, is how he has grown his firm by exploring with clients how they can align their portfolios with their own personal values, effectively allowing their investments to become an expression of the types of businesses they want their capital to support… while still ensuring their overall portfolio is still well-diversified, (..)

Investments 163

Investments Investing Clients Risk Tolerance 163

Abnormal Returns

AUGUST 14, 2023

humansvsretirement.com) Corey Hoffstein talks with Martin Tarlie, a Portfolio Manager at GMO, about bridging the gap between financial planning and portfolio management. riabiz.com) Should your client portfolios be even simpler? (wiredplanning.com) Dan Haylett talks funded contentment with Brian Portnoy of Shaping Wealth.

Portfolio Management 246

Portfolio Management Compliance Portfolio Financial Planning 246

Nerd's Eye View

OCTOBER 23, 2024

However, over the years, the 1% AUM fee has faced criticism from those who argue that it reduces the value of a portfolio by more than the advisor's guidance adds. Comparing expenses to what they could have been worth if saved in a portfolio can be misleading – because from that perspective, every expense seems unfavorable!

Clients 246

Clients Financial Advice Financial Planning Financial Advisor 246

Abnormal Returns

DECEMBER 26, 2023

cnbc.com) A round-up of recent research on portfolio design including 'Outperforming Equal Weighting.' Quant stuff You don't want your AI model to 'hallucinate' when analyzing SEC filings. capitalspectator.com) Regime changes happen in markets. priceactionlab.com) Research Can machine learning help select outperforming mutual funds?

Economics 284

Economics Portfolio Marketing Marketing 284

Abnormal Returns

SEPTEMBER 19, 2023

mrzepczynski.blogspot.com) How trend following can help diversify a portfolio. Trend following Trend following ignore narratives. priceactionlab.com) ESG Green investing strategies should be lower risk. alphaarchitect.com) ESG leaders have been outperforming the market. bloomberg.com) Behavior How scarcity affects decision making.

Banking 284

Banking Portfolio Investments Investing 284