Blog by Vincent Yip

Global Private Equity Performance: A Comprehensive Analysis across Geographies and Strategies

Global Private Equity Performance: A Comprehensive Analysis across Geographies and Strategies

By Vincent Yip

Author: David L Davis
Researcher, Finstock, Inc
Issued by: Finstock, Inc
Date: April 2025

Over the last decade, private equity (PE) has become the largest segment in private markets, with assets under management reaching USD 7.6 trillion globally as of mid-2022. Half of this capital is now allocated o...

20.04.25 12:12 AM - Comment(s)
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Unseen Shifts: The Hidden Impact of Taxes on Asset Allocation in Retirement Portfolios

Unseen Shifts: The Hidden Impact of Taxes on Asset Allocation in Retirement Portfolios

By Vincent Yip

Author: Evan Michale Brown

Abstract

Portfolio asset allocation is the cornerstone of long-term investment success. However, many investors and wealth managers rely on pretax account values when determining allocations, ignoring a critical element: taxes. Tax-deferred accounts like traditional IRAs car...

19.04.25 01:56 AM - Comment(s)
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Beyond Backtests: Real-World Lessons in Rebalancing Factor Strategies

Beyond Backtests: Real-World Lessons in Rebalancing Factor Strategies

By Vincent Yip

Authors: Vincent Yip and Evan Michale Brown

Published by: Finstock.co, 2025

Executive Summary

Factor-based investing strategies like value, momentum, quality, and investment have long been backed by academic research for their ability to outperform traditional market-cap-weighted indices. However, ...

18.04.25 01:00 AM - Comment(s)
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Safe Equities: A Modern Alternative to Bonds in Portfolio Allocation

Safe Equities: A Modern Alternative to Bonds in Portfolio Allocation

By Vincent Yip

By Vincent Yip

Introduction: The Changing Face of Portfolio Safety

The 60/40 portfolio—a classic combination of 60% equities and 40% bonds—has long been the bedrock of long-term investment strategies. Its appeal lies in its balance: stocks provide growth, while bonds offer stability, cushioning inves...

17.04.25 01:41 AM - Comment(s)
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Finstock, Inc. has reached a remarkable milestone of $300,000 in revenue after just four months of product testing.

Finstock, Inc. has reached a remarkable milestone of $300,000 in revenue after just four months of product testing.

By Vincent Yip

Finstock, Inc., an emerging leader in investment support and trading technology, has hit a major milestone—generating over $300,000 in revenue in just four months of product testing. This rapid growth signals not only the strong demand for Finstock’s services but also the company’s potential to beco...

10.04.25 12:10 PM - Comment(s)
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