Trade Brains

APRIL 30, 2024

He had created a portfolio called K-10 which consists of top ten hit picks by Ketan Parekh himself. Allegations and Unraveling of Ketan Parekh Scam The SEBI and RBI started investigating Ketan Parekh Scam after the huge market crash of 176 points in a day in 2001 just one day post the budget was declared. His loan accumulated to Rs.

Marketing 105

Marketing Marketing Banking Management 105

Carson Wealth

JANUARY 13, 2025

There are a lot of opportunities to diversify portfolios so they arent as concentrated as the S&P 500. A diversified portfolio does not assure a profit or protect against loss in a declining market. If the labor market stabilizes here, thats a pretty good place. There are still some concerns though. Overall hiring has slowed a lot.

Marketing 75

Marketing Marketing Economy Compliance 75

Validea

NOVEMBER 15, 2023

Many equity investors, particularly in the small-cap space, are likely looking at their portfolio values and seeing very little growth, and possibly losses. According to Morningstar, the average fund investor has seen fees fall from 0.87% in 2001 to 0.40%, a 54% decline.

Commission 115

Commission Education Portfolio Assets 115

Validea

FEBRUARY 10, 2023

so far in 2023—its best January performance since 2001, according to Dow Jones Market Data. While historically that would be cause for celebration, looking back to 2001 might make some investors more cautious, contends an article in MarketWatch. last year, and has rallied 10.7% It then plunged 30.2%

Portfolio 59

Portfolio Investing Investments Marketing 59

MarketWatch

FEBRUARY 23, 2023

Invenergy LLC said Thursday it’s taking part in its largest acquisition since the private wind, solar and natural gas developer was founded in 2001 with a deal to buy a 1,365-megawatt (MW) unregulated, contracted renewables portfolio from American Electric Power AEP for $1.5 billion in enterprise value including debt.

Portfolio 40

Portfolio Financial Advising Management Marketing 40

Carson Wealth

SEPTEMBER 16, 2024

Except for 1989, the 0.50%-point cuts all coincided with recessions – 1990, 2001, 2007, and 2020 – and stocks were hit over the next 3-6 months. A diversified portfolio does not assure a profit or protect against loss in a declining market. But context is important.

Marketing 96

Marketing Marketing Economy Compliance 96

Random Roger's Retirement Planning

MAY 6, 2024

In 2000, BPLSX outperformed by 69%, in 2001 it outperformed by 37%, 22% in 2002 and 46% in 2009. Stone Ridge has a mutual fund that owns an art portfolio which, again, potentially offers uncorrelated returns. That point is the anchor, for me anyway, in thinking about how to build and maintain a portfolio.

Assets 98

Assets Portfolio Taxes Management 98

Trade Brains

DECEMBER 28, 2023

Lipstick Indicator Index The Lipstick indicator was coined by Leonard Laude, one of the billionaire heirs and chairman of the Estée Lauder cosmetics fortune, in the 2001 recession. Back in the autumn of 2001, he noticed that when the US economy was struggling due to the recession, lipstick sales were actually going up instead of down.

Economy 64

Economy Economics Sales Government 64

Brown Advisory

SEPTEMBER 20, 2017

Conversation with the Portfolio Manager: Mid-Cap Growth Strategy achen Wed, 09/20/2017 - 16:43 Over time, the Brown Advisory small-cap growth team, led by Christopher Berrier and George Sakellaris, watched numerous successful investments compound and grow out of their investible universe. Q: Can you describe your investment process?

Portfolio Management 52

Portfolio Management Portfolio Management Investing 52

Brown Advisory

SEPTEMBER 20, 2017

Conversation with the Portfolio Manager: Mid-Cap Growth Strategy. After joining the investment industry in 2001, he served as director of research at two firms, creating a small-cap growth strategy at one of them before joining Brown Advisory in 2014. and concentrate 20%-40% of the portfolio’s weight in the top 10 holdings.

Portfolio Management 52

Portfolio Management Portfolio Management Investing 52

Carson Wealth

SEPTEMBER 23, 2024

If they are cutting due to a panic (think March 2020) or due to a recession (like in 2001 or 2007) potential trouble could indeed be lurking. Yes, 2001 and 2007 are in there, as you’ve probably heard many times the past week if you’ve watched financial media at all. First things first, why are they cutting? on average.

Marketing 96

Marketing Marketing Economy Economics 96

The Irrelevant Investor

FEBRUARY 28, 2019

The bad news is 2001 was a major head fake and there is no way to know whether today is 1982 or 2001. One of the challenges with tactical portfolio management, particularly with trend following, is that whipsaws are part of the deal. Vee bottoms suck for tactical strategies, but they're alright for the do nothing portfolio.

Portfolio Management 52

Portfolio Management Risk Management Portfolio Insurance 52

The Irrelevant Investor

JANUARY 22, 2019

The portfolio is: 70% MSCI World Index TR, 30% Bloomberg Barclays U.S. Here are the hypothetical rules: Invest in the 70/30 portfolio until the account shows a 10% decline from its peak end of month balance. At that point, switch to the "flex" portfolio, which takes you from 70% stocks and 30% bonds to 70% bonds and 30% stocks.

Portfolio 52

Portfolio Asset Allocation Accounting Financial Advisor 52

David Nelson

JULY 25, 2022

Normally, as an analyst and on the line portfolio manager I would be diving into the merits of the bill pointing out its strengths, weaknesses and whether it could achieve its intended goal. On December 21, 2001, Stewart sold about 4k shares of ImClone Systems after receiving a tip that ImClone CEO Sam Waksal was selling.

Compliance 98

Compliance Portfolio Management Management Manufacturing 98

Carson Wealth

JUNE 10, 2024

That’s only slightly below the high from last summer, and above anything we saw between 2001 and 2019 (when it peaked at 80.4%). A diversified portfolio does not assure a profit or protect against loss in a declining market. The prime-age employment-population ratio is a steadier measure and it was unchanged at 80.8%

Marketing 143

Marketing Marketing Economy Numbers 143

Validea

MAY 15, 2023

Warren Buffett’s Berkshire Hathaway first bought Apple stock in 2016, and since then its become the crown jewel in the conglomerate’s $360 billion equity portfolio, contends an article Yahoo! The stake is now worth $110 billion and accounts for 40% of Berkshire’s stock holdings, making their ownership in Apple just under 6%. billion and $41.2

Insurance 52

Insurance Accounting Sales Portfolio 52

Carson Wealth

JULY 8, 2024

That’s only slightly below the high from last summer, and above anything we saw between 2001 and 2019 (when it peaked at 80.4%). A diversified portfolio does not assure a profit or protect against loss in a declining market. The prime-age employment population ratio was unchanged at 80.8%

Marketing 97

Marketing Marketing Economy Numbers 97

Validea

AUGUST 5, 2022

That’s positive news for small-caps, especially as the pattern of underperforming before a recession and outperforming as a recession wanes is one that small-caps have followed in 1990, 2001, 2008, and 2020. That’s led some strategists to advise investors to overweight their portfolios with small-caps, the article reports.

Valuation 59

Valuation Manufacturing Economics Sales 59

Trade Brains

APRIL 24, 2023

It has a wide product portfolio in environmental and combustion controls, and sensing and control, etc. It has a diversified portfolio of products in dental cement, health care, cleaning, etc. P&G Hygiene and Health currently features brands including Vicks and Whisper in its portfolio. In 2001 its price was 0.50

Manufacturing 98

Manufacturing Food Pharmaceutical Investing 98

Trade Brains

DECEMBER 21, 2023

TICL currently manages a portfolio of 87 Companies worth Rs. Summit Securities has an investment portfolio comprised of holdings in various listed and unlisted securities. In 2001, the Company finally rebranded itself to Nesco, the name it holds today. collectively in terms of Book Value. 254 Cr in FY22 to Rs. 278 Cr in FY23.

Engineering 101

Engineering Investing Investments Sales 101

The Big Picture

FEBRUARY 21, 2023

And for advice, for us, too, is also a matter of you think about advisors, how are we using model portfolios to make their result better? Like, I can just get private equity into my clients’ portfolios. Half of my portfolio, is it 3 BPS? But its place in the portfolio has changed. It’s not true. RITHOLTZ: Okay.

Clients 279

Clients Investing Investments Retirement 279

The Big Picture

APRIL 18, 2023

In the short run, there can be distortions in public market valuations as we saw in 2001 and we saw prior to that in 2007, and prior to that in 2000, in ‘99. RITHOLTZ: So you lasted two or three years, and then you get tapped to go to London in 2001. BARATTA: In November of 2001, when I moved over — RITHOLTZ: Sure.

Assets 162

Assets Investing Investments Valuation 162

Brown Advisory

SEPTEMBER 12, 2016

In 2001, Nancy* decided to bring the same focus to the foundation’s investment portfolio. To date, the Klavans have aligned more than 85% of their portfolio to sustainable investing and nearly 100% is fossil-fuel free. Since January 2014, their foundation’s portfolio has outperformed the 4.7%

Investing 52

Investing Investments Portfolio Communication 52

Brown Advisory

SEPTEMBER 12, 2016

In 2001, Nancy* decided to bring the same focus to the foundation’s investment portfolio. To date, the Klavans have aligned more than 85% of their portfolio to sustainable investing and nearly 100% is fossil-fuel free. Since January 2014, their foundation’s portfolio has outperformed the 4.7%

Investing 52

Investing Investments Portfolio Communication 52

Validea

DECEMBER 9, 2022

Of course, economists aren’t always right; since the Federal Reserve Bank of Philadelphia began an annual survey of GDP expectations in 1968, not one recession was forecast a year in advance, and the 1990, 2001 and 2008 recessions were totally missed.

Engineering 52

Engineering Banking Portfolio Economy 52

The Irrelevant Investor

JANUARY 3, 2017

It fell 15% in just three days 107 different times, it has lost 6% in a single day 199 times, and it fell 95% from December 1999 to October 2001. Sticking to a boring 60/40 portfolio is hard enough. No more than 1 or 2% of your portfolio. Some of the losses Amazon has experienced along the way have been totally insane.

Valuation 52

Valuation Portfolio Retail Investing 52

Carson Wealth

SEPTEMBER 5, 2023

Encouragingly, the prime-age employment-population ratio was unchanged at 80.9%, which is the highest level it has been since 2001. A diversified portfolio does not assure a profit or protect against loss in a declining market. (As baby boomers retire, they leave the labor force.)

Marketing 89

Marketing Marketing Economy Compliance 89

Trade Brains

JANUARY 23, 2024

Subsequently, the company expanded its product portfolio to include a range of LED lighting solutions, Solar Street lights, Solar-Hybrid Inverters, and LED solar lighting solutions. Company Overview Sevotech Power Systems Limited initially entered the industry by introducing Sine-Wave inverters designed for both domestic and commercial use.

Medical 69

Medical Manufacturing Government Portfolio 69

Carson Wealth

OCTOBER 7, 2024

That’s higher than anything we saw between 2001 and 2019 (when it peaked at 80.4%). A diversified portfolio does not assure a profit or protect against loss in a declining market. The prime-age employment population ratio was unchanged at 80.9% in September.

Marketing 96

Marketing Marketing Economy Economics 96

Carson Wealth

MARCH 11, 2024

to 80.7%, which is higher than at any point between July 2001 and February 2020. A diversified portfolio does not assure a profit or protect against loss in a declining market. It’s a more straightforward measure, which indicates how many people in their prime working years are employed relative to the population.

Marketing 97

Marketing Marketing Economy Retirement 97

Carson Wealth

JANUARY 22, 2024

Waller noted that in the past the Fed had lowered rates reactively, quickly, and by large amounts, but that was after shocks to the economy threatened recession (like in 2000-2001 and 2007-2008). A diversified portfolio does not assure a profit or protect against loss in a declining market.

Marketing 97

Marketing Marketing Economy Portfolio 97

Trade Brains

JANUARY 5, 2024

In 2001, during the 9/11 attacks, on the 60th anniversary of the Pentagon’s groundbreaking, terrorists hijacked a commercial airliner and crashed it into the building. This resulted in the destruction of part of the southwest side. Every year, over 1.7

Distribution 59

Distribution Transportation Engineering Financial Services 59

Brown Advisory

MARCH 28, 2017

We help many of our clients align their portfolios with their values, and screening is one of the tools we employ to accomplish that alignment. Of course, investors do not all share the same values, and screens are used to exclude a wide variety of businesses, activities and behaviors from their portfolios.

Portfolio 52

Portfolio Ethics Distribution Clients 52

Brown Advisory

MARCH 28, 2017

We help many of our clients align their portfolios with their values, and screening is one of the tools we employ to accomplish that alignment. Of course, investors do not all share the same values, and screens are used to exclude a wide variety of businesses, activities and behaviors from their portfolios. High Stakes.

Portfolio 52

Portfolio Ethics Distribution Clients 52

Brown Advisory

JUNE 16, 2021

In March 2021, we started to see nonearners’ performance roll over, which is more in line with historical averages; for the 2001–2021 period, earners outperformed nonearners by 3% on an annualized basis. Note: 2001-2021 period is annualized. small-caps over the long term: High active share. Mitigate downside.

Valuation 52

Valuation Investing Investments Government 52

Brown Advisory

JUNE 16, 2021

In March 2021, we started to see nonearners’ performance roll over, which is more in line with historical averages; for the 2001–2021 period, earners outperformed nonearners by 3% on an annualized basis. Note: 2001-2021 period is annualized. Exhibit 1: Performance of earners vs. nonearners. Mitigate downside.

Valuation 52

Valuation Investing Investments Government 52

Walkner Condon Financial Advisors

JANUARY 26, 2024

We feel that mortgage rates could follow a similar path to 2001-2010 when the rates stayed mostly range bound between 5%-7%. Corporations began to purchase single family residences, both homes and apartment buildings to add to their investment portfolio. This created the opportunity for institutional investors to enter the fold.

Marketing 74

Marketing Marketing Financial Advisor Economics 74