Gravity | Jonathan Satovsky

Satovsky Asset Management

Jonathan Satovsky, CFP®, explores the concept of reversion to the mean in equity valuations, focusing on the significant disparity between U.S. and foreign equity valuations—the widest since the 1960s. Highlighting the historical trend of U.S. outperformance, Jonathan suggests that investors consider diversifying into foreign markets despite their recent underperformance. The rationale is that extreme market conditions often revert to average levels unpredictably, making it prudent to maintain a balanced investment strategy. Are you looking for a balanced investment strategy? Call Jonathan today satovsky.com

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Disclosures

This blog post is not intended to be, nor should it be construed or used as, an offer to sell, or a solicitation or offer to buy any securities or interests in any strategy offered by Satovsky Asset Management, LLC (“SAM”). SAM is a registered investment advisor with the Securities and Exchange Commission – for more information see www.adviserinfo.sec.gov. Please remember that different types of investments involve varying degrees of risk, and that past performance is not indicative of future results. Therefore, it should not be assumed that future performance of any specific investment or investment strategy (including the strategies recommended or undertaken by SAM) will be profitable. Market index information shown herein is included to show relative market performance for the periods indicated and not as standards of comparison. The market volatility, liquidity and other characteristics of SAM’s portfolio composition are materially different from the securities listed on public market indices. Market index information was compiled from sources that SAM believes to be reliable. No representation of guarantee is made hereby with respect of the accuracy or completeness or such data. Opinions are as of date of video and are subject to change. A copy of SAM’s current written disclosure statement discussing our advisory services and fees continues to remain available for your review upon request. SAM undertakes no duty to update information presented herein.

Further Reading

Gravity | Jonathan Satovsky

Jonathan Satovsky, CFP®, explores the concept of reversion to the mean in equity valuations, focusing on the significant disparity between U.S. and foreign equity valuations—the widest since the 1960s. Highlighting...

Tariffs & Taxes | Jonathan Satovsky

Tariffs and Taxes Jonathan Satovsky looks into the historical and contemporary dynamics of tariffs and taxes in the United States. Historically, the U.S. relied on tariffs for revenue, with low...

25-Year View | Jonathan Satovsky

25-Year View Jonathan Satovsky emphasizes the importance of adopting a long-term perspective, specifically a 25-year outlook, to navigate challenges and uncertainties. He highlights that setbacks are a natural part of...

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