Navion Financial Advisors’ Post

WMC: S&P 500 Tops 5,000. What’s Next? Stocks have picked up right where they left off last year, with new highs across the board and the S&P 500 officially closing above 5,000 for the first time. So, what now? Find out in the Weekly Market Commentary. https://lnkd.in/eNptwE_W #StockMarket #Investing #FinanceNews #SP500 #MarketAnalysis #StocksAndBonds #FinancialMarkets #EconomicOutlook #MarketTrends #InvestmentStrategy

WMC: S&P 500 Tops 5,000. What’s Next? Stocks have picked up right where they left off last year, with new highs across the board and the S&P 500 officially closing above 5,000 for the first time. So, what now? Find out in the Weekly Market Commentary. https://lnkd.in/dKmBwSCA #StockMarket #Investing #FinanceNews #SP500 #MarketAnalysis #StocksAndBonds #FinancialMarkets #EconomicOutlook #MarketTrends #InvestmentStrategy

All-Time High Trading Strategy For Stocks (How Often All-Time High?) The S&P 500 spent less than a tenth of its time at all-time highs since 1950. The average number of all-time highs per year is almost 21. But despite this, it has produced decent returns for investors. We backtest the following trading rules: We buy the S&P 500 when it is less than 5% away from its all-time high We sell when it falls more than 5% from its all-time high The equity curve of the strategy is shown in the image You can find more info about this trading strategy here: https://lnkd.in/dHJKCZSg #stockmarket #S&P500 #tradingstrategy #systematictrading #investing #trading #tradingtips #algotrading

📈 Chart of the Day: The 25 Worst Stocks by Shareholder Wealth Losses (1926-2022) Among publicly-listed U.S. companies, the 25 worst stocks have lost shareholders a collective $1.2 trillion since 1926. Put another way, just 0.1% of all stocks have led to 14% of all cumulative losses in shareholder wealth. #wealth #investing #chartoftheday

Since March 9th, 2009, where stocks bottomed following the Global Financial Crisis, there have been 28 previous pullbacks of at least 5% for the S&P 500. Impressively, despite these setbacks, stocks are up 644% on a price basis alone and over 900% including dividends over that entire period. Volatility and pullbacks like we saw in April are completely normal and expected, but it's the long-term vision of your financial plan that matters most. Remember, investing is a marathon, not a sprint. #financialplanning #investing #longtermgoals

Frontier has done a great job in analyzing the current case for over weighting small caps in your portfolio. I especially like how they capture their capital market assumptions for several different asset classes in one chart (the last one in this blog).

Equity risk premium predicts how much a stock might outperform risk-free investments over the long term. Calculating the risk premium can be done by taking the estimated expected returns on stocks and subtracting them from the estimated expected return on risk-free bonds. Estimating future stock returns is difficult, but it can be done through an earnings-based or dividend-based approach, or by using the price/earnings-to-growth (PEG) ratio. Calculating the risk premium requires some assumptions that run from safe to dubious.

Over the last two decades, small-cap stocks have typically traded at a premium of 1.07X that of large-cap stocks. Currently, they are trading at 0.7 times the value of large caps, which represents a 30% discount. Remember diversification is not just a strategy; it's a foundational element of prudent financial planning, designed to manage risk and enhance the potential for returns over time. #smallcaps #valuations #insights #macro #opportunities #discounts

The Price to Earnings Ratio (P/E): Evaluating Stocks and Profits Learn how the Price to Earnings Ratio (P/E) can help you determine if a stock is a good deal or overpriced. Discover how to objectively evaluate the price and earnings of a company and make informed investment decisions based on its financial performance. #StockEvaluation #FinancialPerformance #InvestmentTips #PricingAnalysis #PEratio #StocksAndProfits #ValueInvesting #PriceToEarnings #StockMarketInsights #StockAnalysis

It's always great to learn a Stocks Valuations. Here is a Comparable Companies or Relative Valuation of Large Cap IT Stocks using Expected TTM Earnings of FY24. Using This method of valuation one can have Future Share Price Target. #valuationmethods #stockstowatch