How to Read the Portfolio Dashboard
When evaluating a portfolio we use a dashboard to graphically describe the key elements of the portfolio. Along with these are a set of metrics. Here is how to understand…
When evaluating a portfolio we use a dashboard to graphically describe the key elements of the portfolio. Along with these are a set of metrics. Here is how to understand…
I came across a good article on EpsilonTheory.com call Hollow Men, Hollow Markets, Hollow World that brings some interesting insights. https://www.epsilontheory.com/hollow-men-hollow-markets-hollow-world-2/ The core concern is that US personal wealth has…
I spent a large amount of time evaluating the residential market to determine where we are in the current trend as prices seem to be declining and the numbers of…
This is a great book and I got a LOT from my reading. However, without an accounting, financial service, tax, and corporate finance background there was a lot that I…
Here is more info from the zestimates at Zillow.com data set on the U.S. markets. What are the lowest growing markets? Here are the slowest growing markets from Dec. 2013…
Gathering data on the U.S. markets I ran into some cool stuff. These come from the zestimates at Zillow.com which you can download. I graphed them then sorted them by…
We had a great group of presenters this year! Lots of information communicated and this is the place you can see the video. Thanks for attending and taking the time…
The Sacramento Market Report is Now Available! At Gobbi Wright, our strength lies in the detailed research we do for our clients. And that starts with our well researched market…
PART 1 - BOOK REPORT: Big Shifts Ahead by John Burns See the video: https://gobbiwright.com/book-report-2-big-shifts-ahead/ PART 2 - MARKET UPDATE: a quick review of the stats for Sacramento County. Active…
Love John Burns Consulting! They have some of the best information in the industry. In the book they break age groups into decades and analyze it accordingly, which I think…