Sand Hill Chief Investment Officer, Brenda Vingiello, CFA, joined the CNBC Halftime Report Panel once again on May 27, 2021 and shared her thoughts on owning FAANG stocks as part of a diversified portfolio. Watch the clip below to hear her commentary: This content was produced and provided by an unaffiliated third party entity. We … Continued
February 2, 2021 Since the 2008 Financial Crisis, many prognosticators have prematurely anticipated the end of the 60/40 portfolio—the well-established strategy of investing 60% of your portfolio into stocks and the remaining 40% into bonds. In our view, their inopportune call was shaped by the extreme nature of that experience, which led to widespread forced … Continued
January 31, 2020 Can you believe that the first iPad was introduced in April of 2010? Yes, it really was only ten years ago! Even as we celebrate the new year and new decade and what’s to come, stopping to think for a moment about what has changed over the last decade can be an … Continued
Silicon Valley is home to countless individuals who have created significant wealth through grit and ingenuity; but it is also located in California, a notoriously litigious state. Diversifying one’s concentrated wealth in a single company stock into a well-allocated portfolio can help alleviate market risk, but how does one shield hard-earned money against the various … Continued
Silicon Valley is home to countless entrepreneurs who have created significant wealth, all concentrated in a single stock with very low cost basis. These positions can be quite volatile and often do not generate much income, if at all. Also, by selling the shares, the individual is faced with what can be sizeable capital gains … Continued
Awards of company stock in any form are a meaningful and commonplace way for employers to compensate their valued employees beyond their regular salaries. But all too often — as a result of this generally welcome benefit — we see investors accepting too much personal financial risk by carrying oversized concentrations of the common stock … Continued
Recently a client asked about the short rebate and whether it was to blame for disappointing hedge fund performance. We thought we would write about it here in case there were others with the same question. What is the short rebate? When a hedge fund shorts a security it must first borrow it. In order … Continued
In a year characterized by the unexpected, maintaining a disciplined approach to managing your portfolio was our primary objective. During the unsettled economic environment that existed during the first half of the year, we used market volatility to rebalance your portfolio into the extreme sentiment we observed. In the second half, given the noteworthy risk … Continued
The third quarter marked one of the least volatile market environments since 1971 as the S&P 500 did not move over 1% from close-to-close for 43 consecutive days. Few would have predicted such an outcome given Great Britain’s vote to leave the European Union two weeks before the quarter began, sparking a brief pullback and … Continued
“The secret of success is constancy of purpose.” – Benjamin Disraeli As a new parent, I am routinely reminded that patience and rational decision making, combined with preparation for a variety of outcomes, are critical ingredients in creating a palatable recipe for all involved. On a recent family road trip, my husband and I packed … Continued