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Volatility, Valuations, and the Value of Staying the Course

Advisor Perspectives

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.

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Top 10 Multicap Mutual Funds to Invest in India – Are They in Your Portfolio?

Trade Brains

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. Its diversified portfolio helps reduce volatility during market corrections.

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Top 10 Dividend Growth Portfolio

Dear Mr. Market

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
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Buffett vs. Graham vs. Lynch: Whose Strategy Wins Now & Over Time?

Validea

We dive into the numbers, examine the some of the portfolio stock selections, and offer guidance on what type of investor each strategy may suit best. Benjamin Graham – The Deep Value Purist Graham’s approach, considered the bedrock of value investing, focuses on balance sheet strength and low valuation. View the model portfolios.

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Tips to Build Wealth with Patience and Time

WiserAdvisor

Its a great way to invest in strong performers while maintaining balance in your portfolio. Tip #3: Identify investment strategies to build long-term wealth Building long-term wealth requires identifying investment strategies that align with your goals, risk tolerance, and timeline.

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Reasons to Include International Investments in Your Portfolio

Darrow Wealth Management

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. Currency risk and return. Valuations.

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Building A Portfolio To Offset Position Risk

Brown Advisory

Building A Portfolio To Offset Position Risk achen Mon, 10/16/2017 - 11:53 For years, our firm has built equity strategies that fit squarely into traditional style boxes, like “U.S. Typically, we begin building a client-driven portfolio by targeting a specific metric or set of performance attributes.