This week, Pacific Point’s Director of Research Tim Nyland, CFA:
- This week, Pacific Point’s Director of Research Tim Nyland, CFA:
- Offers an executive summary explaining why Stable Earnings™ portfolios should be considered for core equity allocations, with a focus on performance results through Q3 2024.
- Reviews how 60-year record high levels of market capitalization concentration has influenced the YTD performance contribution to the S&P 500 and offers perspective on the performance of the broader stock market relative to NVDA, AAPL, META, MSFT, AMZN, GOOGL, AVGO, LLY, JPM and BRK.B.
- Discusses the since inception, net total return of the Stable Earnings™ Core Portfolio versus the S&P 500 Index to illustrate how the Stable Earnings™ portfolios offer superior risk adjusted returns over the long term without the concentration risk and associated volatility of the Information Technology Sector.
- Uses the relative valuation trends of 2022 – 2024 to illustrate why we believe current valuations offer an attractive entry point for new allocations into the Stable Earnings family of core equity portfolios.
- If you have specific questions about today’s webinar or the Stable Earnings™ Family of core equity portfolios, please email Tim Nyland at [email protected] or schedule a time to connect https://calendly.com/tnyland/30min.
