In the Media
“Our approach helps clients express their ethics while avoiding questionable investment decisions caused by arbitrary ESG rating methods.”
September 5, 2024
If your employer offers a 401(k) match, make sure you contribute enough to get the full match. Rogovy explained, “This is free money and is almost always more impactful than any other retirement investing decision.”
September 4, 2024
“Large institutional investors, managing billions in funds, are limited to around 10-15% of tradable stocks because of the sheer size of their portfolios. They simply can’t invest in smaller companies without moving the market or taking on significant risks.”
August 5, 2024
Asher Rogovy, chief investment officer of the New York City-based investment management firm, Magnifina, stresses that stock-based compensation can be extremely lucrative, but tends to create large tax liabilities.
July 16, 2024
One of the most underrated indicators is the NAAIM Exposure Index. This index represents the aggregate equity exposure for members of the National Association of Active Investment Managers (NAAIM). As active investors, NAAIM members respond dynamically to market conditions and investment fundamentals. Their collective positioning can provide insight into market sentiment and, potentially, future moves.
July 5, 2024
“Scheduled rebalances can cause arbitrary asset reallocations. A valuation-based rebalancing approach can be a much more effective strategy.”
June 29, 2024
“Things like customer satisfaction, expansion plans and product strategy are much more important than forecasting the next quarter’s cash flow,” Rogovy said. “Lynch’s approach is a road map for anyone seeking to beat the market, which he doesn’t even think is too difficult.”
June 24, 2024
“There is such a thing as being overly diversified.”
April 29, 2024
“We’re primarily focused on what we call ‘Value Add,’ which we measure simply as the performance of a portfolio in excess of its benchmark.”
April 24, 2024
“We’ve backtested many popular passive investing strategies and found them to be seriously flawed when scrutinized.”
April 24, 2024
Self-employed savers should be prepared for boom-and-bust cycles, said Asher Rogovy, chief investment officer at New York-based investment advisory firm Magnifina.
April 12, 2024
Asher Rogovy, the chief investment officer at Magnifina, explains this approach is supported by the gains typically seen from a relatively conservative investment strategy. For a portfolio valued at $500,000, you could expect to disburse $20,000 annually.
March 26, 2024
According to Asher Rogovy, chief investment officer at Magnifina, research shows that a well-managed portfolio can afford to provide 4% for withdrawal nearly indefinitely.
March 20, 2024
“Sudden layoff announcements can be a sign that management is too short-sighted. However, they are often effective and can serve to get a company back on track.”
March 11, 2024
Asher Rogovy, chief investment officer of Magnifina, pointed out, “The greatest long-term investors like Buffett made their fortune from holding a few top stocks rather than trading in and out of hundreds.”
January 29, 2024
“Gold is a classic inflation hedge, but most hedges work best in the short term. Over the long term, gold has tracked inflation, but even government bonds have performed better historically,” Asher Rogovy, chief investment officer at long-term investment adviser Magnifina, told S&P Global Commodity Insights.
January 5, 2024
An irrevocable trust may be the answer, said Asher Rogovy, chief investment officer of Magnifina. However, he said there are some very important mistakes to avoid when establishing a trust.
December 30, 2023
“The Sharpe ratio is the excess return of an investment divided by the standard deviation of returns, which is a measure of risk,” says Asher Rogovy
December 8, 2023
“When it comes to investing, wealthy individuals and families often have advantages that come from their investment advisors,” said Asher Rogovy, chief investment officer at Magnifina.
December 6, 2023
Asher Rogovy, chief investment officer of Magnifina LLC, says: “If an investor is simply seeking exposure to a real estate market in an IRA, using a REIT can be considerably easier.”
