VFVA

Loving Stocks Here! Meta and Alphabet Setting Up Nicely for Long Term Investors!

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  Image: Nelson still remains bullish. We wouldn’t be surprised to see the markets make new highs as they have done time and time again over the stock market’s storied history of bull and bear markets, crashes and rip-your-face off rallies, and economic booms and recessions! There are myriad risks, but we’re not overthinking this market. We like stocks for the long haul. “The active versus passive over-benchmarking plague is hurting investor returns, and flawed measures of risk are disguising the underperformance.” — Brian Nelson, CFA Dear members: Latest thoughts on Meta Platforms >> Latest thoughts on Alphabet >>  One of the hardest parts of investing is keeping your head when others around you are running for the exits. That’s … Read more

You Saw It Coming: 85% of Quant Funds Underperform

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You Saw It Coming: 85% of Quant Funds Underperform  —  Financial advisors that shared the book Value Trap with your clients, if you think it makes sense, please be sure to let them know how hard you are working for them in staying up to date with new developments, especially the vast underperformance of quant mutual funds. Keep building trust.— By Brian Nelson, CFA — If I could have one wish come true, it’s for our members to know how much we put their interests first in getting them the right information with sound judgment. This sometimes takes us off in tangents, but where the individual investor and financial advisor are in need or not getting a fair shake, you’re going to find us … Read more