Abnormal Returns

DECEMBER 18, 2024

awealthofcommonsense.com) Market valuations aren't going to help you time the stock market. barrons.com) Don't let bad energy ruin your portfolio. meaningfulmoney.life) Personal finance The three best inflation hedges are a job, a 30-year home mortgage and a stock portfolio. blairbellecurve.com) Learning is unlearning.

Retirement Planning 130

Retirement Planning Retirement Valuation Insurance 130

Abnormal Returns

APRIL 30, 2024

Factor investing Portfolio construction matters when it comes to factor investing. rcmalternatives.com) What valuations miss. morganstanley.com) How much do valuations matter for multi-asset investing? insights.finominal.com) Does machine learning improve on factor investing?

Valuation 262

Valuation Media Portfolio Assets 262

Abnormal Returns

DECEMBER 13, 2022

(linkedin.com) A round-up of recent research on valuation including 'Valuation When Disaster Risks Increase at an Increasing Rate.' aqr.com) Can trend following move the needle on a portfolio? universa.net) The case for managed futures as a part of a diversified portfolio.

Valuation 246

Valuation Portfolio Management 246

Abnormal Returns

OCTOBER 29, 2023

awealthofcommonsense.com) Where the valuation of the 60/40 portfolio stands. (theirrelevantinvestor.com) Remember the guy who forgot the password for a hard drive with 7,002 Bitcoin on it? wired.com) Bond bear markets are different than stock bear markets. disciplinefunds.com) Stop betting against America.

Valuation 302

Valuation Economy Financial Market Portfolio 302

Abnormal Returns

JULY 16, 2024

awealthofcommonsense.com) Research What role do commodities play in a portfolio? alphaarchitect.com) On the valuation of TIPS and nominal Treasury bonds. (insights.finominal.com) Michael and Ben talk with Eric Crittenden of Standpoint Funds. federalreserve.gov) Why do investors prefer lottery stocks?

Valuation 264

Valuation Portfolio Management Investing 264

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. on.ft.com) Private credit valuations are all over the board.

Valuation 278

Valuation Financial Advising Startup Media 278

Abnormal Returns

NOVEMBER 15, 2024

spglobal.com) Finance Elon Musk's xAI and SpaceX are getting a valuation boost. awealthofcommonsense.com) Earlier on Abnormal Returns Podcast links: resilient portfolios. Markets The equity risk premium has fallen. mrzepczynski.blogspot.com) The S&P SmallCap 600 index is 30 years old. ft.com) Is private credit in a bubble?

Financial Advising 147

Financial Advising Food Valuation Media 147

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 278

Math Valuation Portfolio Investing 278

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 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.

Investing 296

Investing Investments Valuation Portfolio 296

Nerd's Eye View

JULY 5, 2023

But because no one can be sure of when and where these recoveries will happen, investors who are willing to spread the risk of slightly lower returns from globally diversified portfolios stand to yield the rewards of having an edge in the natural cycle of global markets in the aggregate. and global investments.

Valuation 246

Valuation Economics Portfolio Investing 246

Abnormal Returns

APRIL 4, 2023

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. International AQR on the case for emerging market equities. mailchi.mp) U.S. stocks are not the only game in town.

Valuation 246

Valuation Portfolio Investing Investments 246

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 113

Valuation Investing Investments Portfolio 113

The Big Picture

APRIL 17, 2025

All costs impact your returns, but high or excessive fees have an enormous impact as they compound or, more accurately, lessen your portfolios compounding over time. My advice was not based on fear of a bubble or the (over)valuation of Yahoo; rather, I suggested employing a regret minimization framework.2

Investments 267

Investments Investing Accounting Startup 267

Abnormal Returns

JUNE 15, 2023

Strategy Five common portfolio mistakes including 'portfolio sprawl.' theinformation.com) Is there an AI premium for startup valuations? morningstar.com) What do sell-side analysts actually do? capitalgains.thediff.co) Companies Why Shopify ($SHOP) decided to out of the logistics business.

Financial Advising 244

Financial Advising Startup Valuation Economy 244

Abnormal Returns

JANUARY 3, 2023

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. Markets How major asset classes performed in December 2022. The underlying companies are similar."

Startup 242

Startup Valuation Financial Advising Distribution 242

Abnormal Returns

JANUARY 20, 2023

wsj.com) Don't let your portfolio be driven by strategist forecasts. ft.com) Startups How unicorns are dealing with the decline in valuations. Markets What a 'breakaway momentum thrust' means for investors. ritholtz.com) India's stock market held up well in 2022. variety.com) Ad-supported streaming tiers have been slow to take off.

Investments 246

Investments Investing Startup Financial Advising 246

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 Economy Valuation 253

The Big Picture

JANUARY 12, 2024

She became Senior Portfolio Manager for PGIM Real Estate’s flagship core equity real estate fund. Valuations, workouts, opportunistic investing, and managing underwater properties were part of the many prospects the GFC created that allowed thoughtful observers to add to their skill set and learn from experiences.

Startup 298

Startup Portfolio Management Assets Valuation 298

Abnormal Returns

AUGUST 22, 2023

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

Financial Advising 246

Financial Advising Valuation Retail Media 246

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

Trade Brains

JUNE 6, 2025

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.

Portfolio 52

Portfolio Investing Investments Risk Tolerance 52

Validea

JUNE 13, 2025

Others are based on simplistic valuation metrics that ignore critical elements like debt, cash flow quality, or business fundamentals. A concentrated portfolio of deeply undervalued, high-quality companies that could be attractive to strategic buyers, private equity firms, or activist investors. The result? for the S&P 500.

Valuation 52

Valuation Portfolio Investing Investments 52

Abnormal Returns

MAY 8, 2023

financial-planning.com) The biz What variables matter when it comes to RIA valuation. sciencedaily.com) How tax-adjusting a portfolio works in practice. (investmentnews.com) How JP Morgan Chase ($JPM) is trying to hold onto First Republic advisers. kitces.com) Advisers Some evidence that couple should maintain joint checking accounts.

Wealth Management 246

Wealth Management Estate Planning Taxes Valuation 246

Abnormal Returns

JANUARY 27, 2023

awealthofcommonsense.com) 2022 shows that every portfolio strategy comes under pressure. nytimes.com) Companies Revisiting Tesla's ($TSLA) valuation, post-Twitter fiasco. Strategy The investment landscape has completely transformed in the past century. portfoliocharts.com) Why so many investors get caught up in return chasing.

Financial Advising 245

Financial Advising Distribution Valuation Media 245

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

The Big Picture

OCTOBER 30, 2024

And on today’s edition of At the Money, we’re going to discuss how you can participate in shareholder yield and get more out of dividends to help us unpack all of this and what it means for your portfolio. Because of the valuation gap looks about the best it’s ever looked, uh, over the past decade.

Valuation 147

Valuation Investing Investments Numbers 147

Abnormal Returns

AUGUST 9, 2023

axios.com) Venture capital Why more markdowns are coming to venture capital portfolio valuations. (bloomberg.com) In China, new EVs are now cheaper to buy than ICEs. washingtonpost.com) The earlier adopter era for EVs is over. hunterwalk.com) Do VC platform teams add value?

Financial Advising 238

Financial Advising Economy Valuation Media 238

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

Abnormal Returns

APRIL 9, 2023

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. mailchi.mp) AI is going to change just about every industry. riabiz.com) U.S.

Valuation 162

Valuation Portfolio Investing Investments 162

Validea

JUNE 9, 2025

Their dominance has fueled strong index-level returns – but also led to stretched valuation multiples across the broader market. Other valuation metrics tell a similar story: Price-to-Sales and Price-to-Book ratios for the index are elevated. 5% UAL United Airlines 7.7 4.2 – 0.0% 3% LEN Lennar Corp 7.9 4% GM General Motors 6.8

Valuation 52

Valuation Healthcare Accounting Investing 52

Financial Symmetry

FEBRUARY 20, 2025

This means that the expansion of valuation multiples, like price-to-earnings (P/E), has played a big role.2 For current valuations to be justified for the Mag 7 and large growth stocks more broadly, very large earnings growth will have to continue. 3 So, as investors, what can we do about it within our portfolios?

Marketing 67

Marketing Marketing Valuation Commission 67

Trade Brains

OCTOBER 3, 2024

’s expansion, its potential future growth, and its sustainability, and whether the valuations are justified. Additionally, it caters to diverse consumer segments with its varied brand portfolio. Should you buy Trent despite having a high valuation? The post Should you buy Trent despite its high valuation?

Valuation 98

Valuation Retail Food Marketing 98

The Big Picture

APRIL 24, 2023

Within the equity portion of your portfolios, they can provide some measure of diversification. Oversimplifying them into narratives or relying on context-free myths will not serve your portfolio well. Note we have not even referencing the valuation debate. Markets are complex mechanisms.

Economics 299

Economics Portfolio Valuation Marketing 299

Validea

JUNE 23, 2025

The Gardners dubbed this the “Fool Ratio” and use it to identify growth stocks trading at reasonable valuations. Performance Overview (July 15, 2003 – 2025 YTD) Since inception, the Small Cap Growth Investor (Fool inspired) Portfolio has returned 13.2% Year Fool Portfolio S&P 500 +/- S&P 2003 (7/15/2003) 19.8%

Valuation 59

Valuation Portfolio Sales Insurance 59

Validea

DECEMBER 18, 2024

Valuation plays a crucial role in the final selection. By applying these rigorous standards, investors can build a portfolio of established businesses with strong fundamentals and compelling valuations. The approach demands proven performance over time.

Valuation 52

Valuation Portfolio Assets Investing 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. Who is Vijay Kedia? He calls his investment philosophy ‘SMILE’.

Portfolio 97

Portfolio Engineering Manufacturing Sales 97