Investors are constantly searching for the perfect portfolio. Although it may be elusive, there are common principles that can allow all of us to get closer to it. We speak…
Tag: Featured
A Deep Dive Into Quality Growth Investing with Harding Loevner's Rick Schmidt
There is an interesting dichotomy in the growth investing space in that growth stocks as a whole tend to underperform the market over time, but the best performing individual stocks…
The Risk Reduction Conundrum
By Jack Forehand, CFA, CFP® (@practicalquant) — A member of my family called me the other day with a question I hear often from both people I know and from people we manage…
Six Hidden Investment Research Tools on Validea You Can Use For Free
By Justin Carbonneau (@jjcarbonneau) — This Friday I will be hosting a free investing webinar at 12:30 EST walking investors through the investment research tools we’ve created at Validea. In…
Six Lessons We Learned While Navigating the Market in 2021
2021 has been a really interesting year for markets. In this episode we talk about the biggest lessons we learned from the year, and from the post pandemic period in…
The Forecast Article To Shake Your Belief in Forecasts
By Jack Forehand, CFA, CFP® (@practicalquant) — We have just reached the end of 2021 annual forecasting season. It is the time of year when market strategists tell you where the market will…
10 Lessons From Our 5 Most Popular Podcasts of 2021 - Rob Arnott, Michael Mauboussin, Ben Inker, Cullen Roche, Tobias Carlisle
Our goal when we started the Excess Returns podcast was to hopefully use the platform to help educate investors, and to learn ourselves in the process. Initially, we didn’t have…
Our Five Most Popular Podcasts of 2021
By Jack Forehand, CFA, CFP® (@practicalquant) — Our goal when we started the Excess Returns podcast was to hopefully use the platform to help educate investors, and to learn ourselves in the process.…
Winning By Not Losing. Sierra Investment’s Dave Wright On Conservative Disciplined Investing.
Conservative investing has a reputation for being boring. But our guest this week deploys a conservative approach that is far from that. We speak to Dave Wright of Sierra Investment…
Investors Map Their Course In 2021 Using Validea
By Justin Carbonneau (@jjcarbonneau) — In 2021, over 320,000 investors from 190 different countries visited Validea.com in search of information that they believed could help in their investing journey. While…