The Big Picture

FEBRUARY 14, 2023

Similarly, excess fees and overtrading are more likely to hurt our portfolios than crashes. Stop Fighting the Last War : I have a vivid recollection of being offered “Downside protected S&P500 notes” early 2003 (from Lehman Brothers), after the dotcom crash, with the Nasdaq 100 down about 80%.

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Random Roger's Retirement Planning

MAY 3, 2025

Interest rates going up doesn't worry me from a portfolio perspective, I pretty much don't have any interest rate risk in the portfolio. My first thought is to think about the all-weather attributes of Permanent Portfolio-inspired, quadrant investing. Portfolio 3 is sort of close to what we blog about regularly.

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Portfolio Management Taxes Investing 59

The Big Picture

APRIL 29, 2025

Their focus is on generating alpha with high conviction concentrated portfolios. As you, as you may recall, the insurance companies had huge commercial loan portfolios in those days that they were using to backstop long dated life insurance liabilities. Jenison launched way back in 1969 as a growth equity shop.

Management 130

Management Assets Portfolio Insurance 130

Indigo Marketing Agency

MARCH 20, 2025

A notable example is 2003, when the S&P 500 reversed an 8.6% Right now, your clients dont just need portfolio management; they need perspective. We create custom, client-facing content that reflects the advisors voice and expertise, allowing advisors to focus on managing portfolios and client relationships instead of writing.

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Financial Advisor Communication Marketing Marketing 69

Validea

MARCH 7, 2025

Small Cap Growth Models Risk and Return Stats Since 2003, the ten stock, tax efficient portfolio has delivered a 13.5% The next date for the portfolio rebalance / review is March 28th, 2025. Click here if you’d like full and complete access to the portfolio. annual return (477% cumulative).

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Portfolio Sales Investing Investments 52

Random Roger's Retirement Planning

FEBRUARY 28, 2025

If you have a taxable portfolio of at least $1 million where selling or rebalancing would hit very hard tax-wise, you can exchange your portfolio for shares in a 351 ETF. We build portfolios here all the time with similar return profiles but with less volatility. 351's are kind of like 1031 exchanges in real estate.

Portfolio 52

Portfolio Asset Allocation Taxes Assets 52

Validea

MAY 16, 2025

Since 2003, Validea has tracked model portfolios inspired by legendary investors like Peter Lynch, Benjamin Graham, and Warren Buffett. These portfolios offer a rare and consistent lens through which to view the ups and downs of markets over the last two decades. Validea Top Five Gurus 10 Monthly 7/15/2003 11.00% 8.50% 2.50% 1.08

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Marketing Marketing Taxes Portfolio 52

Validea

MARCH 13, 2025

Since its inception on Validea in 2003, the models 10-stock, annually rebalanced portfolio has returned 825% , outperforming the S&P 500 by 361.8%. This portfolio is set to be rebalanced in June 2025, so you can follow the portfolio by accessing Validea today.

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Valuation Investing Investments Portfolio 52

The Big Picture

AUGUST 29, 2023

My Two-for-Tuesday morning train WFH reads: • Stock Pickers Never Had a Chance Against Hard Math of the Market : In years like this one, when just a few big companies outperform, it’s hard to assemble a winning portfolio. 2000-2003 Dotcom implosion 6. Businessweek ) but see With cash earning 5%, why risk money on the stock market?

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Insurance Math Economics Economy 130

Validea

FEBRUARY 10, 2023

Quick Links Warren Buffett Portfolio High Momentum Stocks Low Volatility / Conservative Stocks The dollar has long been a solid support for the GPIF’s returns, but with half of the fund’s portfolio in foreign assets, their value was dragged down by the falling dollar.

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Government Portfolio Assets Banking 59

Carson Wealth

JUNE 10, 2024

Even more impressive is the past four times this happened (1997, 2003, 2009, and 2020) all saw at least double-digit returns. A diversified portfolio does not assure a profit or protect against loss in a declining market. June, which is historically not a good month, gained eight out of 10 times for a very solid 1.0%

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Marketing Marketing Economy Numbers 143

Trade Brains

MAY 16, 2024

JBIL got listed in stock exchanges in December 2003. With a diverse product portfolio, strategic geographical presence, and focus on self-reliance through captive power generation, they are well equipped to capitalize on India’s booming infrastructure development. JBIL exports its products to more than 40 countries.

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Manufacturing Planning Transportation Economics 105

Random Roger's Retirement Planning

DECEMBER 3, 2023

Some historical examples include June/July 2003, the Taper Tantrum in 2013 and of course now we can add 2022 to this list. There are enough incidences here though that anyone buying these should expect that they are adding a lot of volatility to their portfolios. I would avoid going heavy into these though.

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Portfolio Accounting Numbers Management 75

Validea

JANUARY 4, 2023

We’ve been running quantitative model portfolios since 2003. While many of our models were launched after that, our initial set of guru models actually went live in July of 2003, so this year we’ll hit the 20-year mark in terms of running systematic investment strategies. Guru Model Portfolios. ETF Model Portfolios.

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Portfolio Risk Management Assets Asset Allocation 52

The Big Picture

DECEMBER 6, 2022

And my answer was, “Hey, not everybody wants to buy a passive index around the satellite of a core portfolio or even just, hey, I have an idea, I think this is going to change the world.” And I always use the exact same example, how will you invest in Google in 1998, or in Facebook in 2003? Is that the clients you’re aiming for?

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The Irrelevant Investor

MARCH 6, 2017

Adam Smith once said “Show me a portfolio, I’ll tell you the generation.” From 2003 to 2013 Fidelity had just one ETF. It's safe to say if he peeked inside a brokerage account today, he wouldn't recognize which generation he was in. BlackRock, State Street, and Vanguard have $2 trillion combined in ETFs.

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Accounting Portfolio Investing Investments 52

Trade Brains

FEBRUARY 9, 2024

Its roots trace back to two separate journeys: Vodafone India, a global telecom giant that entered the Indian market in 2003, and Idea Cellular, a domestic powerhouse established in 1995. Vodafone Idea Business Overview Vodafone Idea (Vi) boasts a history as rich and dynamic as the country itself.

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Marketing Marketing Government Assets 111

Trade Brains

OCTOBER 3, 2022

The company houses well-known brands such as Fortune, Kohinoor, Fryola, and Wilpuff as part of its portfolio. . For instance, from 2003 to 2013 AWL acquired 11 edible oil units. It has a workforce of 5,500 employees and a large network of more than 7,300 distributors serving 113 million households in the nation through 1.6

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Food Manufacturing Retail Planning 98

Brown Advisory

JUNE 21, 2017

Instead, they’ve turned to indexing their portfolios to the S&P 500 ® Index or some other relevant benchmark, thereby accepting “average” performance rather than trying for something better. Portfolios with greater active share could be said to reflect more independent thinking on the part of the managers.

Investing 52

Investing Investments Portfolio Management 52

Brown Advisory

JUNE 21, 2017

Instead, they’ve turned to indexing their portfolios to the S&P 500 ® Index or some other relevant benchmark, thereby accepting “average” performance rather than trying for something better. Portfolios with greater active share could be said to reflect more independent thinking on the part of the managers. Manager Characteristics.

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Investing Investments Portfolio Management 52

Carson Wealth

MARCH 27, 2023

Think back to March 2003, March 2009, and March 2020. In 2003, the war in Iraq started after a three-year bear market; the global financial crisis was underway in 2009 and stocks dropped by half; and in 2020 the world shut down due to COVID-19. Why is this a good thing?

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Marketing Marketing Banking Economics 52

Brown Advisory

AUGUST 25, 2017

Companies generating ROIC of 25%+ in 2003 sustained that level a decade later 83 percent of the time. As seen below, companies generating high ROIC in 2003 were still still generating high ROIC in2013 in 83% of instances." 25%) companies typically stay high-ROIC companies and do not have their excess economicscompeted away.

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Management Valuation Financial Services Investments 52

Brown Advisory

AUGUST 25, 2017

Companies generating ROIC of 25%+ in 2003 sustained that level a decade later 83 percent of the time. As seen below, companies generating high ROIC in 2003 were still still generating high ROIC in2013 in 83% of instances." 25%) companies typically stay high-ROIC companies and do not have their excess economicscompeted away.

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Management Valuation Financial Services Investments 52

Brown Advisory

SEPTEMBER 22, 2017

Hundreds of academic studies and thousands of media commentaries have taken different angles on this issue, with the conversation centered on one key question: Does the incorporation of ESG factors in portfolios help, hurt, or do nothing to returns? Can we also generate predictable utility from managing portfolios around an "ESG factor?"

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Portfolio Investing Investments Management 52

Brown Advisory

SEPTEMBER 22, 2017

Hundreds of academic studies and thousands of media commentaries have taken different angles on this issue, with the conversation centered on one key question: Does the incorporation of ESG factors in portfolios help, hurt, or do nothing to returns? Can we also generate predictable utility from managing portfolios around an "ESG factor?"

Portfolio 52

Portfolio Investing Investments Management 52

Trade Brains

FEBRUARY 22, 2024

Yes Bank Company Overview Rana Kapoor founded the company in 2003 in Mumbai, India. Banks facilitate the flow of money in markets following monetary policy, which determines the economy’s growth and decline. In this article, we will compare Yes Bank vs IDFC First Bank in the banking sector.

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Banking Planning Accounting Retail 104

Trade Brains

DECEMBER 31, 2023

It is a small finance bank whose product portfolio includes small business loans, vehicle finance, microfinance, housing finance, MSE Finance and NBFC financing. Yes Bank Ltd Incorporated in 2003, Yes Bank Limited is the 6th largest private sector bank in India.

Banking 64

Banking Distribution License Retail 64

Brown Advisory

MAY 12, 2020

Reflections for Five Years of Global Leaders ajackson Tue, 05/12/2020 - 09:38 The Global Leaders strategy is focused on delivering long-term performance by building a concentrated portfolio of market-leading companies from across the globe. But if the goal is grow the value of a portfolio, slugging percentage is what matters”.

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Investing Investments Portfolio Clients 52

Brown Advisory

MAY 12, 2020

The Global Leaders strategy is focused on delivering long-term performance by building a concentrated portfolio of market-leading companies from across the globe. According to a decade-long study by McKinsey & Company, companies that produce a ROIC in excess of 25% in 2003 still produced a ROIC in excess of 25% a decade later.

Investing 52

Investing Investments Portfolio Clients 52

Trade Brains

FEBRUARY 13, 2024

Company Overview Rail Vikas Nigam Limited (RVNL) was incorporated in January 2003 as a pivotal arm for executing railway projects. The company has so far established an expansive footprint, extending to 24 locations and 30 operational project implementation units (PIUs). Share your thoughts in the comments section below.

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Commission Government Budgeting Transportation 59

Random Roger's Retirement Planning

JANUARY 28, 2024

There was some sort of spike in interest rates in June/July 2003 that wrecked the space. According to Portfoliovisualizer, the "portfolio income" was 3.32% for ROBNX and over 15% for MDCEX. Before ETFs, CEFs offered a lot of exposures that were otherwise difficult to access and frequently the yield is high because they use leverage.

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Taxes Distribution Investing Investments 40

Trade Brains

SEPTEMBER 21, 2023

Manoj Vaibhav Gems ‘N’ Jewellers IPO Review – About The Company Manoj Vaibhav Gems ‘N’ Jewellers Limited, also known as Vaibhav Jewellers, is a South Indian regional jewellery brand incorporated in 2003. It is a leading regional jewellery brand led by a first-generation woman entrepreneur in South India.

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Retail Accounting Sales Marketing 64

Trade Brains

JULY 24, 2023

The company has been in operation since 2003 and provides various services including equity funds, debt funds, liquid funds & overnight funds, hybrid funds, Exchange-traded funds, and solution-based funds. Stock P/E 24.6 ROCE 17.3% ROE 13% Face Value ₹ 10 Book Value ₹ 264 Promoter Holding 0% Price to Book Value 3.14

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Medicine Sales Management Assets 52

Carson Wealth

MARCH 20, 2023

March hit major lows in 2003, 2009, and 2020, amidst negative headlines and sentiment. A diversified portfolio does not assure a profit or protect against loss in a declining market. March is well-known for major market lows and volatility. In fact, over the past 20 years stocks have bottomed in March, as the chart below shows.

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Banking Marketing Marketing Startup 52

Brown Advisory

JUNE 1, 2023

This is achieved by investing in a concentrated portfolio of companies that, according to our analysis, generate durable levels of free cash flow, exhibit capital discipline and have attractive valuations. We do not take an exclusionary approach at Brown Advisory andinstead build portfolios from the bottom up. Source: FactSet.

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Portfolio Valuation Investing Investments 52

Trade Brains

FEBRUARY 12, 2024

The Company has been a pioneer in the field, creating a portfolio of over 470 Products, all derived from Natural Plant-based oils. Operating Profit Margin (%) 44.00% Net Profit Margin (%) 26.55% Best Small Cap Chemical Stocks #3 – Clean Science & Technology Clean Science is a chemical manufacturing Company established in 2003.

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Manufacturing Pharmaceutical Marketing Marketing 59

Trade Brains

JANUARY 16, 2024

The Company initially began operations as an Original Equipment Manufacturer (OEM) back in 2003. The Company supplies its air conditioners to big names like Blue Star, Daikin, Carrier Midea, and Voltas. Eventually, the Company turned around its strategy to become an Original Design Manufacturer (ODM).

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Manufacturing Valuation Electronics Investing 59