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Webinars

Trump broke the Shiller P/E. Here’s our simple fix | Nucleus Investment Insights

Posted on by Damien Klassen
Trump broke Shiller pe ratio episode thumbnail
16
Sep
In today’s investment webinar, MB Fund’s Head of Investments Damien Klassen, Head of Operations Shelley George, and Senior Financial Advisor Mark Monteiro shed light on how Trump broke the Shiller P/E ratio, and how we’d suggest fixing it
 
For many value investors, the Shiller Price/Earnings ratio is the holy grail. There are a number of problems with the ratio which are making it look way more expensive than it is. If we fix just some of the least contentious issues, the Shiller P/E looks almost 25% cheaper.
 
 
On the agenda:
  • Background on the Shiller P/E and why it’s been distorted
  • The simple changes
  • The complex changes
  • Investment outlook
 
Read our referenced articles on the topic:
 

 

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Damien Klassen is Head of Investment at Nucleus Wealth.

Damien Klassen

Damien has a wealth of experience across international equities (Schroders), asset allocation (Wilson HTM) and he helped create one of Australia’s largest independent research firms, Aegis Equities. He lectured for over a decade at the Securities Institute, Finsia and Kaplan and spent many of those years as the external Chair for the subject of Industrial Equity Analysis. Damien runs the investment side of Nucleus, selecting stocks suggested by analysts and implementing the asset allocation.

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