Don't Look for the Next Nvidia • Introducing AIRE One • AIRE featured in AdvisorHub

Monthly AIRE Perspectives – July 2024


Dear Friends and Valued Clients,

Please see below for The MAP – Monthly AIRE Perspectives for this month.


Don't Look for the Next Nvidia & 10 Ways to Improve Your Odds of Success

We often – understandably – get questions from clients about Nvidia and the “Magnificent Seven” companies, and why we don’t own them in our portfolios. Well, the reality is that we do own them, in every single stock portfolio we manage. However, we own them in a diversified stock portfolio, along with hundreds of other companies. The reason for this is because we continue to believe that, in the long run, diversified portfolios not only have a higher chance of outperforming most stock-picking portfolios in the long run, but also provide more downside protection during volatile times.

To this end, we want to share a couple of excellent articles from Dimensional Fund Advisors (DFA). The reason we often share information from Dimensional is because we find that they not only share a very similar viewpoint to ours about investing in the markets, but also have a team of some of the smartest and most respected scholars in the industry who regularly provide excellent insights and data to back these perspectives.  

The first article specifically addresses the question of buying a few concentrated individual stocks versus a diverse portfolio: Looking for the Next Nvidia May Shrink Your Return | Dimensional.

The second article is particularly insightful, highlighting 10 keys to improve your odds of investing success: What Every Investor Should Know | Dimensional.


Introducing AIRE One

AIRE Advisors is pleased to announce the launch of AIRE One, our comprehensive multi-generational family office concierge service. Tailored to families with investable assets of $25 million or more, AIRE One is our custom-designed service with the goal of helping families through multiple generations and across all of their assets everywhere, for a simple, annualized flat dollar fee. You can find out more about this service on our website by clicking here.

We were honored to have our press release featured in AdvisorHub, one of our industry’s leading publications. You can view the press release in the following link: 

AIRE Advisors Unveils AIRE One: A Comprehensive Family Office Concierge Service - AdvisorHub.

 
 

Once again, we would like to thank you for your trust and loyalty, and look forward to speaking with you in the upcoming month.


The commentary and opinions expressed in our articles on this page reflects the personal opinions, viewpoints and analyses of the AIRE Advisors, LLC employees writing the article. The articles on our website should not be regarded as a description of advisory services provided by our firm or performance returns of any AIRE Advisors, LLC’s clients. Any past performance discussed in these articles is no guarantee of future results. The views reflected in the articles are general in nature and made to provide education about the financial industry. These views and opinions are subject to change without notice. Any mention of a particular security, sector, and related performance data is not a recommendation to buy or sell that security or in that sector. Our firm manages client accounts using a variety of investment techniques and strategies, which are not necessarily discussed in the articles. To determine what kind of investments may be appropriate for you, please consult your financial advisor prior to investing. Also, please note that all investing involves risk and the possible loss of principal capital.

In addition, AIRE Advisors, LLC may provide links hyperlinks for your convenience to websites produced by other providers of industry related material. Accessing websites through links directs you away from our website. Our firm is not responsible for errors or omissions in the material on third party websites and does not necessarily approve of or endorse the information provided. Users who gain access to third party websites may be subject to the copyright and other restrictions on use imposed by those providers and assume responsibility and risk from use of those websites.

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August 2024 Blog - Navigating Volatile Markets: Trusting Your Long-Term Strategy

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July 2024 Blog - The Role of Alternative Investments in Portfolio Diversification