insights4 mins read
To take the fear out of a possible market sell off, you need a stress test
Paul AllisonMarch 6 2024
Wealthybites / Paul Allison
Paul Allison
Who is Paul Allison
I spent 20 years as an equity portfolio manager for large UK pension schemes and asset management firms. Most recently I managed the $3 billion US equity portfolios for Fideuram, Italy's largest asset management company.
From the author
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This big issue could have big tech running into a wall
Paul AllisonFebruary 11 2024
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Earnings season preview: Here’s what matters for the rest of the magnificent seven
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Stocks are expensive: That doesn’t mean you should stay away
At a 20x price-to-earnings ratio, the S&P 500 is well above its long-term average. That’s by no means a cheap valuation. But whether it’s a good or bad value for you depends on your view of the next few years.
Paul AllisonJanuary 7 2024
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This fund seems to have it all : Dividends, growth stocks, and a sale price
The BlackRock Enhanced Global Dividend Trust puts growth stock giants like Microsoft and Apple among its top investments, pays an 8% dividend, and can be picked up at a 15% discount.
Paul AllisonNovember 14 2023
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A little Charlie Munger wisdom: Diversify, sure, just don’t diworsify
Paul AllisonDecember 3 2023
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Nvidia blew the doors off 2023. Here’s what next year might be like
Nvidia had a barnstorming 2023, so now the logical question is whether it can repeat that success in 2024.
Paul AllisonDecember 7 2023
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Three non-Tech, non-US Stocks that Goldman can’t get enough of
If you’re up to your eyeballs in US tech stocks well, nice one, but it might be time to start widening your vision. Europe looks interesting right now, and Goldman Sachs has some non-tech ideas that might suit.
Paul AllisonDecember 17 2023
insights7 mins read
This big issue could have big tech running into a wall
Paul AllisonFebruary 11 2024
insights9 mins read
Earnings season preview: Here’s what matters for the rest of the magnificent seven
Paul AllisonJanuary 28 2024
insights7 mins read
Stocks are expensive: That doesn’t mean you should stay away
At a 20x price-to-earnings ratio, the S&P 500 is well above its long-term average. That’s by no means a cheap valuation. But whether it’s a good or bad value for you depends on your view of the next few years.
Paul AllisonJanuary 7 2024
insights6 mins read
This fund seems to have it all : Dividends, growth stocks, and a sale price
The BlackRock Enhanced Global Dividend Trust puts growth stock giants like Microsoft and Apple among its top investments, pays an 8% dividend, and can be picked up at a 15% discount.
Paul AllisonNovember 14 2023
insights6 mins read
A little Charlie Munger wisdom: Diversify, sure, just don’t diworsify
Paul AllisonDecember 3 2023
insights6 mins read
Nvidia blew the doors off 2023. Here’s what next year might be like
Nvidia had a barnstorming 2023, so now the logical question is whether it can repeat that success in 2024.
Paul AllisonDecember 7 2023
insights5 mins read
Three non-Tech, non-US Stocks that Goldman can’t get enough of
If you’re up to your eyeballs in US tech stocks well, nice one, but it might be time to start widening your vision. Europe looks interesting right now, and Goldman Sachs has some non-tech ideas that might suit.
Paul AllisonDecember 17 2023
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