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.

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Valuation Economy Financial Market Portfolio 265

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

Advisor Perspectives

APRIL 11, 2024

Mr. Valuation, built three portfolios for dividend income with different objectives. In this video, Chuck will do an update on dividend Model Portfolio Number 2 to see how it’s performed. On August 24, 2021, Chuck Carnevale, Co-Founder of FAST Graphs, a.k.a.

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Portfolio Valuation Numbers 52

Validea

SEPTEMBER 7, 2023

But this time, instead of talking about the macroeconomy as we have in his previous appearances, we discuss how he manages his personal portfolio. We also discuss whether his macro views influence his portfolio, how he looks at international diversification, his views on leaving money to children and a lot more.

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Portfolio Valuation Assets Retirement 52

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.

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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. 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)

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Math Valuation Portfolio Investing 259

Validea

MARCH 2, 2023

In our latest Show Us Your Portfolio episode, we speak with Newfound Research founder Corey Hoffstein. We discuss how he constructs his personal portfolio and how he applies concepts like return stacking and capital efficiency in that process.

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Portfolio Valuation Investing Investments 52

Validea

SEPTEMBER 16, 2022

In our latest episode of Show Us Your Portfolio we speak with 42 Macro founder Darius Dale. We discuss his systematic macro process and how he applies it to managing his personal portfolio. The post Show Us Your Portfolio: Darius Dale appeared first on Validea's Guru Investor Blog. Listen on Apple. Listen on Apple.

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Portfolio Portfolio Management Valuation Management 59

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.

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Financial Advising Valuation Portfolio Economy 261

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’.

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Portfolio Engineering Manufacturing Sales 97

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.

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Valuation Economics Portfolio Investing 239

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.

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Financial Advising Startup Valuation Economy 195

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.

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Valuation Portfolio Investing Investments 162

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.

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Financial Advising Startup Valuation Economy 214

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. Balanced portfolios embracing a variety of asset classes can and will help investors achieve their goals. S&P 500 2 Years. 60-40 is reborn.

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Risk Management Portfolio Management Valuation 98

Darrow Wealth Management

JUNE 27, 2022

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. Other reasons to consider international assets in your portfolio.

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Portfolio Investing Investments Valuation 52

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.

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Startup Portfolio Management Valuation Assets 283

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.

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Financial Advising Valuation Retail Media 230

Abnormal Returns

JANUARY 10, 2024

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.' Markets Anything can happen in the stock market over the short run. morningstar.com) Bond investor sentiment has turned.

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Financial Advising Valuation Banking Media 173

Advisor Perspectives

SEPTEMBER 23, 2023

While some stocks may seem expensive, there are areas of opportunity that feature attractive valuations and growth catalysts, according to the Franklin Templeton Investment Solutions team.

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Assets Portfolio Valuation Investing 52

Advisor Perspectives

NOVEMBER 29, 2023

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. All investments involve some degree of risk.

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Portfolio Valuation Assets Economy 52

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

Abnormal Returns

JUNE 27, 2023

mrzepczynski.blogspot.com) Diversifiers Preferred stock funds are not great portfolio diversifiers. papers.ssrn.com) There doesn't seem to be a relationship between industry income volatility and valuations. (wealthmanagement.com) Why anomalies are weakening over time. alphaarchitect.com) Who actually takes advantage of factors?

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Valuation Retail Retirement Portfolio 130

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.

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Investing Investments Startup Financial Advising 230

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."

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Startup Valuation Financial Advising Distribution 204

Advisor Perspectives

APRIL 5, 2024

Mr. Valuation is going to share a surefire method or strategy to beat the overvalued S&P 500 in both a total income basis as well as a total return basis. In this video Chuck Carnevale, Co-Founder of FAST Graphs, a.k.a.

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Valuation Portfolio 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.

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Wealth Management Estate Planning Taxes Valuation 234

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.

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Portfolio Asset Allocation Valuation Investing 52

Advisor Perspectives

OCTOBER 2, 2023

Mr. Valuation has 5 really interesting growth stocks for you in today’s video. These are companies that have double-digit earnings growth that can be bought at attractive valuations based on that growth. Chuck Carnevale, Co-Founder of FAST Graphs, a.k.a.

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Valuation Portfolio 52

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?

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Financial Advising Economy Valuation Consulting 193

Abnormal Returns

JUNE 20, 2023

philbak.substack.com) Factors Wes Gray, "Bottom line: if you are investing in long-only factor portfolios, focus on research that studies long-only factor portfolios, not long-short factors." papers.ssrn.com) VC valuations are highly associated with funding levels. (mrzepczynski.blogspot.com) Behold the worst backtest ever.

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Valuation Portfolio Assets Investing 100

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 86

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.

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Financial Advising Distribution Valuation Media 219

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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Valuation Marketing Marketing Portfolio 45

Advisor Perspectives

APRIL 1, 2024

You don’t have to worry about the market and its crazy valuations. In building your portfolio, we are aiming for resilience. That’s your neighbor’s problem, not yours.

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Valuation Investing Investments Portfolio 59

Validea

OCTOBER 18, 2023

What do you see when you look inside your portfolio so far this year? Many of these names are the most widely held stocks across individual investor and professional portfolios. Do you have a broad, diverse set of winning positions or are most of your gains in just a few stocks.

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Valuation Sales Portfolio Investing 115