Frederic Belhumeur, M.Sc., CFA’s Post

New highs for the S&P and Nasdaq, yet market breadth is narrowing. What could this and other signs of stress mean for portfolios? Go deeper with this month’s Equity Topics.

Paul talks about how conditioned investors are to hear about market updates, speculation about interest rates, and updates on specific companies’ stock prices. All of these things either confuse investors about what matters most or force them to get out of investing altogether. Listen along as Paul talks about three specific portfolios he’s seen in the last month and how these bad practices have snuck into clients' investments in places you might not think to look.

Paul talks about how conditioned investors are to hear about market updates, speculation about interest rates, and updates on specific companies’ stock prices. All of these things either confuse investors about what matters most or force them to get out of investing altogether. Listen along as Paul talks about three specific portfolios he’s seen in the last month and how these bad practices have snuck into clients' investments in places you might not think to look.

In today's volatile financial landscape, where traditional stock-bond correlations are at an all-time high, it's important to explore innovative strategies for portfolio diversification and alternative sources of return. The declining correlation between stocks and alternative mutual funds in recent years presents a potential opportunity for investors seeking diversification. Additionally, alternative mutual funds may be able to provide enhanced returns, as this decade has witnessed a marked improvement in the performance of alternative mutual funds compared to their track record over the past 20+ years. To learn more about the potential opportunity we see with alternatives, check out our latest insight here -> https://lnkd.in/ea68hWdf. #alternatives #privatemarkets *For Professional Investors Only

Please read our most recent market commentary for an update on the recent pullback we have seen in the equity markets.

Types of Investors in the Stock Market: Who Are You? 📈 Navigating the stock market means understanding the different types of investors and their unique strategies. From value investors who seek undervalued stocks to growth investors focused on companies with high potential, the market caters to a diverse range of approaches. Income investors prioritize dividends, while day traders capitalize on short-term price movements. Then there are passive investors who favor ETFs and index funds for long-term growth with minimal trading. Understanding these investor profiles can help you refine your own strategy and approach to the market. Which type of investor are you? #StockMarket #Investing #ValueInvesting #GrowthInvesting #DividendInvesting #DayTrading #PassiveInvesting #InvestorTypes #FinancialMarkets #InvestmentStrategy #MarketInsights #WealthManagement #Finance

In today's volatile financial landscape, where traditional stock-bond correlations are at an all-time high, it's important to explore innovative strategies for portfolio diversification and alternative sources of return. The declining correlation between stocks and alternative mutual funds in recent years presents a potential opportunity for investors seeking diversification. Additionally, alternative mutual funds may be able to provide enhanced returns, as this decade has witnessed a marked improvement in the performance of alternative mutual funds compared to their track record over the past 20+ years. To learn more about the potential opportunity we see with alternatives, check out our latest insight here -> https://lnkd.in/eQhzNRfn. #alternatives #privatemarkets *For Professional Investors Only

History has shown that timing the market doesn’t work. The stock market is too unpredictable to duck in and out with accuracy. Reach out to discuss ideas for long-term investing. https://lnkd.in/exfgFUBJ #ICG #InspireConfidence #SimplifyLife #ReduceStress #WealthPreservation #InspireConfidenceGroup #AmeripriseFinancial

History has shown that timing the market doesn’t work. The stock market is too unpredictable to duck in and out with accuracy. Reach out to discuss ideas for long-term investing. https://lnkd.in/emZib-zU #ICG #InspireConfidence #SimplifyLife #ReduceStress #WealthPreservation #InspireConfidenceGroup #AmeripriseFinancial

These Four Questions Are Top of Mind for Investors in 2024 https://lnkd.in/ejs7JbJv