In our latest episode of Show Us Your Portfolio we speak to Savant Wealth CIO Phil Huber. We discuss Phil’s approach to building his personal portfolio and the core principles…
Author: Validea
There’s Nothing Wrong With Value
The underperformance of value funds has been a hotly debated topic over the last decade. But a statistic may have distorted that narrative, according to an interview in Institutional Investor…
4 Beloved Tech Stocks
Among the list of top 10 U.S. stocks from CityWireUSA’s Fix the Future are 4 tech stocks that are beloved by some of the world’s top fund managers. Though they’ve…
Index Inclusion Effect Not Cause For Concern
On a late Friday afternoon in June 2018, the S&P Index Committee announced it was adding Fleetcor Technologies to the S&P 500. On Monday, Fleetcor jumped 6.45% even as the…
The 60/40 Portfolio: Is It Dead?
In the past, the 60% stocks and 40% bonds portfolio strategy was an easy-to-maintain winning approach that offered good returns alongside solid protection during market turmoil. But in today’s environment…
Is The 60/40 Strategy Is Set For A Comeback?
2022 was the worst first half for the 60/40 portfolio strategy since 1988, but the approach is poised for a comeback, according to a Morgan Stanley senior strategist who is…
Why You Should Buy Junk Bonds Now
Junk bonds—high-yield debt from riskier companies that are rated below BB by Standard & Poor’s—could provide a solid source of dividend yield and capital appreciation, and investors should consider holding…
Smaller Stocks Are On A Winning Streak
With the Fed swiftly raising rates and the slowing of economic growth, small-cap stocks have gotten pummeled. The Russell 2000 has declined 32% from its November 2021 high through June…
Buffett Bets Big On Occidental
Warren Buffett has been snapping up stock in Occidental Petroleum since 2019, garnering a 20% stake in the company that’s worth about $180 million. The move has made some wonder…
Andreessen Horowitz To Manage Fortunes of Tech Stars
Venture firm Andreessen Horowitz, known as a16z, has hired former Jordan Park Group CIO Michel Del Buono to head up its new business managing the wealth of many of the…