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Transcript: Jonathan Clements

The Big Picture

And suddenly you could buy index funds that cover all of the major asset classes. But today, you know, a lot of brokers, you know, whether they’re with the big full service brokerage firms now have advisory accounts that they flog to clients where they can buy ETFs. I did it in 2000, 2002. I did it in 2008 in oh nine.

Investing 144
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New Year's Day Retirement Spectacular!

Random Roger's Retirement Planning

Keeping the same 25% in risk assets but going with ProShares Ultra S&P 500 (SSO) equates to 50% in equities plus then 75% in T-bills or The Vanguard Total Bond Fund (VBTLX). What about leveraging up the equity exposure with a 2x fund?

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What They Do.

The Better Letter

What They Do Josh Brown’s fine book, Backstage Wall Street , does an excellent job illuminating what Wall Street wants to hide from clients and investors. 1 Source: JP Morgan Asset Management Historically, almost 54 percent of individual trading days are positive — just over half. Thanks for reading. It isn’t pretty.

Clients 95
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Old School Alts, Represent!

Random Roger's Retirement Planning

Both are multi-asset but PRPFX obviously allocates to precious metals and where you see the two funds diverge, those divergences coincide with big moves in gold. Portfolio 1 is 75% SPDR S&P 500 (SPY)/25% client and personal holding BTAL, Portfolio 2 is 100% PRPFX and Portfolio 3 is 100% VBAIX. PRPFX' path in interesting.

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Tata Technologies Vs KPIT Technologies – Financials, Future Plans & More

Trade Brains

In 2002, the Company formed a technical collaboration with Cummins Engineering & IT Arm. The Company’s Marquee list of clients includes Airbus , McLaren , Honda , Ford , and a new energy vehicle Company called VinFast. These anchor clients contribute to 40% of the Company’s revenue. ICR above 1.5x

Planning 119
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Anand Rathi Wealth Limited – Is It Riding the Wave of Growth?

Trade Brains

Anand Rathi Wealth Limited: In the dynamic change happening in India’s wealth management, one company shines for its personal touch and dedication to client success: Anand Rathi Wealth Limited (ARWL). As of 2023, the industry boasts a staggering AUM (assets under management) of over Rs 39.4 in FY18 to 15.2%

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Firearms Versus Bow and Arrows

The Irrelevant Investor

In his last year, 2002, he paid his brokers $14.3 He said, "Returns, although respectable, had declined in 2001 and 2002. I believed this was due to the huge growth in hedge fund assets, with a corresponding expansion of statistical arbitrage programs." Not all of these assets will be happy with market returns.

Assets 52