Asset allocation

Search documents
Important Quantum Computing Concerns Are Resolving For The Better
Seeking Alpha· 2025-04-28 13:49
Core Insights - The article discusses the author's transition to independent investment research after over 43 years in the industry, emphasizing a focus on actionable investment insights rather than adhering to external agendas [1] Group 1: Investment Philosophy - The company specializes in rules and factor-based equity investing strategies, prioritizing human intelligence over purely quantitative methods [1] - The approach combines factor analysis with classic fundamental analysis to uncover the true story of a company and its stock, aiming to predict future performance rather than relying solely on historical data [1] Group 2: Professional Background - The author has extensive experience covering a wide range of stocks, including large cap, small cap, micro cap, value, growth, and income [1] - Previous roles include managing a high-yield fixed-income fund and conducting research on quantitative asset allocation strategies, contributing to the development of Robo Advising [1] - The author has also edited and written stock newsletters, notably the Forbes Low Priced Stock Report, and served as an assistant research director at Value Line [1] Group 3: Educational Contributions - A strong passion for investor education is highlighted, with numerous seminars conducted on stock selection and analysis, along with the authorship of two books: "Screening The Market" and "The Value Connection" [1]
Rio Tinto Vs. Vale: Inventory Doesn't Lie
Seeking Alpha· 2025-04-27 12:16
Join for a 100% Risk-Free trial and see if our proven method can help you too. You do not need to pay for the costly lessons from the market itself.Sensor Unlimited contributes to the investing group Envision Early Retirement which is led by Sensor Unlimited. They offer proven solutions to generate both high income and high growth with isolated risks through dynamic asset allocation. Features include: two model portfolios - one for short-term survival/withdrawal and one for aggressive long-term growth, dire ...
5年后,这3类房子或将一文不值,内行人已悄悄出手,很多人还不懂
Sou Hu Cai Jing· 2025-04-16 02:56
在迅速变革的时代中,一些曾经引人注目的房产正悄然成为市场的"弃子"… 一位有着十年房产销售经验的朋友道出了这一真相。他指出,有些房产即使价格极其诱人,依然不应该碰触。真正懂行的人正在悄悄降价处 理,而许多人却仍然误以为自己捡到了便宜。这期内容将详细探讨,在未来五年中,三类房产正在加速沦为时代的弃子,买房的人必须谨慎选 择。 01、楼市洗牌愈演愈烈 楼市的剧变早已展开,过去两年间的市场波动尤为明显。这一波动背后,主要有三大因素驱动: 1. 供需关系的逆转 过去,房价的持续上涨得益于炒房客的推波助澜,以及城市化进程的加速。如今,随着我国城镇化率已经突破65%,增长速度接近放缓,城市 化红利即将结束,未来的增速无可避免地将逐渐放缓。而且,当前中国城镇居民的平均住房面积已达到41平方米,户均拥有1.5套房,建筑总 量达六亿栋,显示出房屋供应远超需求,价格自然难以继续攀升。 2. 炒房热潮的终结 尽管近年来一系列利好政策不断出台,市场似乎呈现回暖趋势,但"房住不炒"的主基调始终未变,且这一原则已被纳入十四五规划之中。与此 同时,房产税的试点也逐步展开,上海和重庆等地已经进行多年试点,预计五年后,试点范围将进一步扩大。随 ...