Valuentum Exclusive Analysis for the Discerning Investor

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Oct 20, 2023

Dividend Increases/Decreases for the Week of October 20
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Oct 21, 2022

Dividend Increases/Decreases for the Week of October 21
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Jul 22, 2022

Dividend Increases/Decreases for the Week of July 22
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Nov 17, 2021

Asset Allocators Fail, Advisors Should Pick Stocks, Save Investors $34 Billion Annually
Image: Most asset allocators can’t even keep pace with the underperforming 60/40 stock/bond portfolio. Highlight added by author. Image Source: Wealth Management. Let’s get this industry back on track. This isn’t about going all-in on cryptoassets or being reckless with one’s capital the past 10 years, but merely picking stocks as a risk/wealth management strategy that approximated the S&P 500 for the past 10 years, and how that has crushed not only the best that quant has had to offer in small cap value but also indexing and asset allocation. One hundred and seventy percentage points of difference relative to the 60/40 stock/bond portfolio, which itself beat many of the “best” asset allocators out there!!! This isn’t about taking on more risk, but rather that active stock selection should be viewed in the same vein as asset allocation. Why do we continue to publish the obviously-biased research in favor of indexing and asset allocation when stock selection could have delivered so much more for investors while saving them billions in annual fees from ETFs, etc. Today, the SEC has a lot on its plate regarding SPACs, cryptocurrency, new issues, ETF approvals and beyond, but in our view, the SEC shouldn’t necessarily be prioritizing 2 and 20 fees more than the index-fund fee chain, and it shouldn’t necessarily be trying to eliminate payment for order flow (PFOF) any more than it should seek to eliminate low-cost index funds. Let us not kid ourselves: It's clear why index funds and passive is winning -- the fees are tremendous! All things considered, if investors want to believe risk is volatility and suffer with indexing and asset allocators, that is their prerogative, but what worked in the past (deviations from equity selection as in the 60/40 stock/bond portfolio) bolstered by high interest rates in the 1980s is far from relevant today (and making up alternative assets isn't going to help). We don’t need more indexing and asset allocation books these days. We need more common sense. Stop selling index funds and start trying to help investors.

Oct 22, 2021

Dividend Increases/Decreases for the Week October 22
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Jul 23, 2021

Dividend Increases/Decreases for the Week July 23
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Apr 23, 2021

Dividend Increases/Decreases for the Week April 23
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Jan 29, 2021

Dividend Increases/Decreases for the Week January 29
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Apr 24, 2020

Dividend Increases/Decreases for the Week Ending April 24
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Oct 18, 2019

Dividend Increases/Decreases for the Week Ending October 18
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