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Avoid the Unforced Investment Errors Even Billionaires Make

The Big Picture

The article suggests they were more interested in their own financial well-being than that of their clients. All costs impact your returns, but high or excessive fees have an enormous impact as they compound or, more accurately, lessen your portfolios compounding over time. All of these strategies have been money-losers this century.

Investing 266
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Why Is the Fed Always Late to the Party?

The Big Picture

If only the Fed didn’t do X, our portfolio would have been much better” seems to be a terrible approach to managing assets for clients. 2000s : Kept rates too low for too long following 9/11 and dotcom implosion – FOMC Rate did not get over 1% until 2004.

Banking 336
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RIA Code Of Ethics: Important Nuances To Note In Relatively Straightforward Requirements

Nerd's Eye View

All investment advisers are fiduciaries that owe a duty of care and loyalty to their clients, and, in an ideal world, advisory firms and their staff would abide by these requirements without the need for a prescriptive code of ethics. Read More.

Ethics 242
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Is the ESG Craze Really Fading?

The Big Picture

My firm RWM uses Canvas for those clients who want their portfolios to reflect their values. The most popular ESG application of direct indexing software has been to remove guns and tobacco from portfolios. It reflects the desire for investors to have their portfolios reflect their personal values. Oct 31, 2023) 4.

Taxes 193
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Top Indian Stocks Held By Goldman Sachs – Portfolio Analysis!

Trade Brains

Top Indian Stocks Held By Goldman Sachs : Goldman Sachs has been serving clients in India since the 1980s and established an onshore presence in Bengaluru, in 2004, Mumbai, India in December 2006 and a new office in Hyderabad opened in 2021 following a ten-year joint venture. Market Cap (Cr.) EPS (TTM) 7.83 Stock P/E (TTM) 71.00

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Stagflation Is Coming. All-Weather?

Random Roger's Retirement Planning

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. Client and personal holding BLNDX bills itself as an all-weather strategy.

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Oil & Water: Fossil Fuel Divestment in Sustainable Bond Portfolios

Brown Advisory

Oil & Water: Fossil Fuel Divestment in Sustainable Bond Portfolios ajackson Wed, 04/22/2020 - 13:47 To many sustainable investors, owning fossil fuels is a black-and-white issue. The fossil fuel divestment “movement” has gained some momentum in recent years, and it is a topic we discuss with a growing number of clients.