Tag: beta

ALERT – Valentine Ventures Modifying Investment Posture

Valentine Ventures is again sharing what it has recently done to its investment portfolio.  This week, Chief Investment Officer Bill Valentine shares with viewers the thinking behind the most recent change to the Growth holdings strategy and what that change is. As always, information about Valentine Ventures investing is not intended to be construed as

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ALERT – Valentine Ventures Modifying Investment Posture

Last week, Valentine Ventures modified its investment portfolio in response to changes in the risk markets.  In a rare explanation of what the firm is doing with client portfolios, Bill Valentine shares what the change was and how to interpret it. As always, information about Valentine Ventures investing is not intended to be construed as

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Trick or Treat? Nope, Just Increasing Beta

In watching the markets, I’ve been hinting that conditions might be right to increase a portfolio’s sensitivity to the market, also known as increasing the beta. Check in as I explain how the current market environment rhymes with historic market conditions (1962, 1987, 1998), how the panic corrections might just be over, and how risk

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Stock Market Update – Shifting from BULLISH to NEUTRAL

The US stock market, as the preeminent global growth market and a proxy for all risk assets, has shown signs of the potential for a prolonged and material deterioration, owing to signs that US economic growth is faltering. On Project Syndicate, Kenneth Rogoff, Professor of Economics and Public Policy at Harvard University, observes that “the

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An Argument For Beta

Beta…or the measure of an instrument’s reactivity to market returns…I’ll provide a fundamental, technical, and behavioral case for it. To view this video on YouTube and comment, click here.  

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