Alphanso Inc

Optimizing Your Portfolio: The Crucial Role of Diversification

When it comes to aligning with financial goals, diversification stands out as an adaptable ally. Research conducted by Ray Dalio conclusively demonstrates that strategic diversification can reduce risk exposure by a staggering 80% while simultaneously preserving returns. What is Diversification? Diversification is the process of spreading investments across different asset classes, industries, and geographic regions to […]

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Strong Earnings and Resilient Economy Lift Stocks in February

February concluded on a high note in the markets, propelled by robust earnings and a resilient economy. The S&P 500 index surged by 5.3% over the month with the breadth of the rally remaining relatively limited. Notably, Nvidia, Meta, Amazon, and Microsoft collectively accounted for 45% of the total return. The US 10-year Treasury yield

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The Pitfalls of Excessive Trading on Long-Term Wealth

This article thoroughly explores the negative impact of excessive trading on long-term wealth, offering valuable insights and smart investment tips to mitigate potential losses.   Retail Investor Surge The stock market has experienced a surge in retail investors over the past year, driven by low-interest rates and increased access to online trading platforms. This trend

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Global Economies on the Brink: How much is the US immune to it?

Global economies, including the Eurozone and China, are contending with mounting economic challenges. The repercussions of these challenges are poised to reverberate swiftly across the US economy, carrying both positive and negative implications. Current Scenario Recent economic indicators paint a grim picture of the global economy. Germany, long considered Europe’s economic powerhouse, has slipped into

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Evolving Beyond AUM Fees Models in Financial Advisory

Relying on Assets Under Management (AUM) as the primary fee structure is often viewed as a simplistic approach to fee-setting. Asset-based fees fluctuate with portfolio balances, ostensibly incentivizing advisors to grow assets. It’s no surprise, then, that over 90% of registered investment advisors utilize this model, as reported by the latest InvestmentNews Benchmarking Study. Yet,

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Market Risks 2024

As we ushered in the new year of 2024, the financial markets displayed a diverse performance, signaling a nuanced start to the year. Despite encountering significant challenges, the markets have showcased remarkable resilience and progress over the last 4 years. The pivotal question lingering in the minds of investors is whether this streak will persist.

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Investing

Wall Street’s Realities Behind Sell-Side Analyst Ratings

Recently, we were questioned as to why our models labeled Nike ($NKE) as a sell with a score of 4.9/10 despite the majority of Wall Street analysts advocating a buy, with influential firms like Citi and Goldman Sachs endorsing it in their top conviction lists. Following the December 21, 2023 earnings report where the stock

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