When on the topic of investing, you will inevitably run into various ideals on portfolio construction. Some of the common adages even have memorable taglines, such as the traditional “60/40”. Despite potential appearances, allocating an investment portfolio amongst core asset classes is not an exact science.
Sentiment has been increasingly turning negative on China this year. Three main developments I see at play are...
Almond Confirmed April 14th 2020 overview of where we stand year to date.
I specifically got into United Technologies for the Otis exposure and now that the business has spun off into its own firm, I will be looking at the valuation OTIS shares have garnered thus far.
The recent market environment could cause anyone to panic. Remember to make decisions with your investment time horizon in mind and not to act out of fear.
In addition to the positively trending financial performance, continuing market share dominance and bountiful dividend yield, Lenovo may also have an overlooked piece of news further boosting their prospects.
In the last quarter of 2019 Twitter Inc. (TWTR) and Snap Inc. (SNAP) traded at a similar enterprise value. However, 2020 has been a year of divergence for these two firms. As of the market close on 1/21/2020, SNAP has gained 16.4% YTD while TWTR is up only 6.4%. Comparing enterprise value levels to total.
One of the worst performing IPOs of 2019 was undoubtably SmileDirectClub Inc. ($SDC). Shares hit their all-time high on their first trading day, 9/12/2019, at one point reaching $21.10 a share. Since then the shares have slid substantially, by the end of 2019 shares were down 58.6% from their all-time high. While I was uninterested in this.
The last quarter of 2019 finished very strong with the VIX fear index falling 13.7% while the major indices roared on, gaining between 6-12% in the three month period. These fourth quarter returns are extremely robust; recall that between 1928-2018 stock market as measured by the S&P 500 returned 10% a year on average.1 This.
Approach to investing: Over the last 10 years, I have matured from a speculative investor into a conservative, detailed and portfolio focused investor. In advance of making an investment in a company, I cover the five core areas outlined below. 1. Does the firm have a story that I can understand and believe in? In order to.