Brown Advisory

MAY 31, 2017

EUROPEAN RE-ENTRY: Why We Are Shifting Portfolios Toward European Stocks. We move slowly and carefully when it comes to shifting our portfolios away from one asset class or region and toward another. We maintain a model portfolio internally to track the results of our asset allocation stances. stocks since the middle of 2004.

Portfolio 52

Portfolio Asset Allocation Valuation Economics 52

The Irrelevant Investor

JUNE 15, 2019

These numbers are pretty encouraging. The biggest takeaway for me here is the cash number. Inside a retirement account, I can't think of a good reason why 9% of your portfolio should be earning next to nothing. That number fell to 19% in 2018. I wonder if student loans have something to do with this.

Asset Allocation 52

Asset Allocation Retirement Accounting Distribution 52

Trade Brains

OCTOBER 8, 2023

IRB has one of the highest FII holdings with numbers as of June 30, 2023, coming around 48.37%. The Bank was founded by Rana Kapoor and Late Ashok Kapur back in 2004. It also has a 20% Share in the Golden Quadrilateral Project. The total order book of the Company as of June 30, 2023, is Rs. 33,708Cr including the Hyderabad ORR project.

Banking 105

Banking Manufacturing Pharmaceutical Portfolio 105

Carson Wealth

NOVEMBER 13, 2023

The third quarter’s blockbuster productivity data follows a hot number from the prior quarter, when productivity rose 3.5% (annualized). Higher wages can result from higher productivity in any number of ways, including businesses introducing more machines or organizing work more efficiently. annual pace between 1996 and 2004.

Marketing 96

Marketing Marketing Economy Startup 96

Walkner Condon Financial Advisors

FEBRUARY 15, 2024

While no significant decreases in charitable giving were found, CCS did find that “in more recent presidential election years, it appears that political giving is making up an increasingly larger percentage of all giving during the months surrounding the election, hovering around 12% in the fall of 2016 compared to around 8% in the fall of 2004.”

Nonprofit 89

Nonprofit Distribution Government Assets 89

The Big Picture

NOVEMBER 21, 2023

And I said, Paul, I don’t know anything about managing a public portfolio, but the deal we made with each other. 00:17:50 You wanna know why Dara reported for Uber that again, their number of employees was down quarter of over quarter. It’s 10 blue links, but it’s an infinite number of blue links.

Investments 246

Investments Investing Startup Accounting 246

Trade Brains

SEPTEMBER 10, 2024

The LTHL opened its first hotel with around 49 rooms in 2004. The portfolio has 160+ hotels which includes over 100+ operational hotels. Lemon Tree is looking to increase its portfolio through the Franchisee model which shows its brand value. The Hotels are located in Tier 1, 2, and 3 cities.

License 52

License Portfolio Marketing Marketing 52

The Big Picture

APRIL 18, 2023

Both in terms of the aggregate revenue of our company, size of our portfolio, we’re probably now something like 150 total investments, many hundreds of billions of revenue, hundreds of thousands of employees if you add up all of the companies in which we’re invested. We started doing deals on our own. We were much more networked.

Assets 162

Assets Investments Investing Valuation 162

Trade Brains

MARCH 29, 2024

In 2004, it was acquired by Bharti Airtel and renamed Bharti Hexacom Ltd. It also has a spectrum portfolio of mid-band spectrum architecture of (1800/2100/2300 MHz bands) These towers are constructed on a non-standalone basis, which allows the same architecture to be used for both 4G as well as 5G.

Government 59

Government Communication Valuation Consulting 59

Trade Brains

JUNE 2, 2023

The small and mid-cap stocks are less risky which makes them a more conservative portfolio investment. The bank has periodically improved quarterly numbers while maintaining an impressive dividend yield of 1.17%. A Large Cap stocks belong to more matured, established businesses with a good track record. Bank - Private ₹1,520.19 ₹143.20

Banking 52

Banking Financial Services Retail Assets 52

Mr. Money Mustache

JANUARY 29, 2021

Let’s start with an example of what I did, although with fictional rounded numbers just to make it simple. As I pay off this loan, the green number will grow and eventually the red number will rise above zero as well. As example of rapid increase, from 2004-2006 it went up from from 1.25 Introducing the Margin Loan.

Accounting 53

Accounting Taxes Investments Investing 53

Brown Advisory

APRIL 1, 2015

In the private company world, total venture capital financings reached $59 billion last year, up from about $23 billion in 2004, according to PitchBook’s 2015 venture industry annual report. These extremes pose a serious challenge for portfolio managers because they can distort the benchmark indices against which portfolios are compared.

Investing 52

Investing Investments Valuation Assets 52

The Big Picture

APRIL 4, 2024

Investors should be considering capturing some of that yield in their portfolios. We’re going to discuss how these changes are likely to affect your portfolios and what you should do about it. And they kept it there all the way to 2004, and the joke was in 2003 and 2004 was an emergency rate when there was no clear emergency.

Portfolio 162

Portfolio Management Assets Banking 162

Random Roger's Retirement Planning

AUGUST 17, 2023

The title tells you the author's conclusion, Why Your Portfolio Should Hold Way More Than 30 Stocks. This article obviously favors more stocks but an interesting thing not said was at what number would it make sense to just flip from individual holdings to mutual funds and ETFs. The yellow line stock goes back to 2004.

Numbers 75

Numbers Portfolio Math Portfolio Management 75

Random Roger's Retirement Planning

DECEMBER 22, 2023

There's a lot of neat things about 19+ years of blogging, I started in Sept 2004, including circling back around to ideas that we started talking about a longggggg time ago. With that preamble, I started thinking about the 75/50 portfolio that I first started writing about during the Financial Crisis. ARBFX 3.7%

Portfolio 74

Portfolio Asset Allocation Accounting Management 74

The Big Picture

SEPTEMBER 23, 2024

They have a number of businesses that they’ve taken over through the debt side of the equation. With a number of different people leading different departments. 00:11:07 [Speaker Changed] That’s a giant number 00:11:08 [Speaker Changed] In the early nineties. That that’s a big, that’s a big number.

Banking 147

Banking Investments Investing Assets 147

Trade Brains

OCTOBER 18, 2023

During his initial days of trading, Vijay Kedia made a number of profitable trades from the market. During 2004-05, he picked a number of multi-bagger stocks which gave him a return of over 1,000% in the next 10-12 years. Overall, he wasn’t earning much from his trading. That gave a lot of encouragement to Vijay Kedia.

Investments 105

Investments Investing Management Portfolio 105

The Big Picture

OCTOBER 24, 2022

She has a fascinating career, starting a PLS working away up as an analyst and eventually, head of outcome-based strategies for Morningstar, eventually rising from that position and portfolio manager to Chief Investment Officer. So there are a number of us heading in out of college into the BLS. I was on the Producer Price Index.

Portfolio 130

Portfolio Management Assets Investments 130

The Big Picture

JULY 4, 2023

And number two, it may interest you to know, here are four or five different funds in the same situation. These are big numbers. And they end up being great candidates for us to put into to run the next big portfolio or start a new strategy. And I realized I have his home number. RITHOLTZ: Wow. ” RITHOLTZ: Right.

Management 147

Management Recruitment Numbers Banking 147

The Big Picture

MAY 30, 2023

Number one, a school district is a business. And number two, and I think that they were like, I’m sure there’s a note coming after this with a congressional allocation, and it never came. BRYANT: Number two, money is emotional. Why isn’t this a core course offering across the entire country? RITHOLTZ: Right.

Banking 147

Banking Economics Business Planning Economy 147

The Big Picture

AUGUST 29, 2022

I mean, I could count them on one hand the number of people who have his depth of knowledge in this space. And so, I was doing that in 2000, 2002, 2003, 2004. I — I couldn’t believe the numbers. RITHOLTZ: So — so they, at one point in time, were the number one fund in a lot of specific categories.

Assets 173

Assets Management Marketing Marketing 173

The Big Picture

JUNE 18, 2024

00:26:12 [Speaker Changed] And Barstool was the same, which is Barstool started by Dave in 2004. 00:49:16 [Speaker Changed] You know, I have a, a chapter and, and an upcoming book about, you are responsible for your portfolio. Nobody cares about your portfolio. That that’s a serious 01:08:03 [Speaker Changed] Media number.

Media 147

Media Food Advertising Investments 147

The Big Picture

OCTOBER 17, 2023

Graham Foster] : 00:02:54 That was a number, that was number theory, pure number theory. And whether it’s all numbers or even numbers. Some people look at a casino as entertainment and hey, we’re gonna spend X dollars, pick a number, 500, 2000, whatever it is. Number one, longevity.

Investing 130

Investing Investments Clients Numbers 130

The Big Picture

JUNE 13, 2023

RITHOLTZ: So let’s talk about what led to the decision to launch TIKEHAU Capital back in 2004. Today they can effectively allocate capital into strategies which will create a compounding effect to their portfolio. I made the commitment personally, and I can see the path because there is room to expand the business.

Banking 147

Banking Assets Investments Investing 147

The Big Picture

APRIL 11, 2023

DAMODARAN: I am interested in numbers. I’m naturally a numbers person. To me, storytelling is much more — I mean, if you think about the history of humanity, for thousands of years, the way we pass down information was with stories, not numbers. It has allowed for this acceleration of number crunching.

Valuation 298

Valuation Education Numbers Government 298

The Irrelevant Investor

DECEMBER 4, 2019

In 2004, Jonathan Clements wrote: With the formula that Dalbar uses, stock-fund investors don't earn the full monthly return on any money that they invest during that month. The main culprit for the portfolio gap is cash, which we spoke about with Morgan Housel recently. The fully invested 60/40 portfolio would have done 9.4%

Portfolio 52

Portfolio Risk Tolerance Accounting Retirement 52

The Big Picture

AUGUST 23, 2022

And I was kind of intrigued and so I said, can we discuss it, and he laid it out on a conference table and I said, what’s this number? And then I said, what’s this number down here, and he said, this is last year’s earnings. And that number was $160 million. I said, no, that couldn’t be right. RITHOLTZ: Wow.

Government 321

Government Banking Numbers Investments 321

The Big Picture

JANUARY 14, 2025

They are a multi-manager, multi-strategy hedge fund that has put up some pretty impressive numbers. You were a portfolio manager, researcher head of trading, and apparently tech geek putting machines together. Yet another extra special guest, Ryan Hurst is founder, CEO and CIO of Clear Alpha. His background is really fascinating.

Management 147

Management Investments Investing Assets 147

Carson Wealth

NOVEMBER 11, 2024

Many noted how the 2022 midterms came in much closer to expectations and that maybe this time so would the presidential election, but this is yet another election involving President Trump that saw his eventual numbers come in better than expected, similar to 2016 and 2020. This is up from just over 82 million four years ago.

Marketing 95

Marketing Marketing Economy Numbers 95

The Big Picture

FEBRUARY 20, 2024

’cause L-I-B-O-R was probably the most important number, certainly in credit, maybe in all of finance. Number one, the economy’s a lot stronger than they thought it was gonna be. We just had a giant number, a giant upside surprise in payrolls. Tell us, I always get the name SOR the new one that replaced it.

Banking 147

Banking Economy Marketing Marketing 147

The Big Picture

MAY 16, 2023

RITHOLTZ: 2004, 2005. Uh, Fred said to give me your number.” ” (LAUGHTER) And he goes, and then he goes like this and tell Fred not to give up my (EXPLETIVE) phone number anymore. LINDZON: Lesson number two. And they go, what’s street.com’s number. How’s my 10 grand doing? I go, maybe.

Media 290

Media Investments Investing Valuation 290

The Big Picture

OCTOBER 31, 2022

It’s sold ungodly numbers of copies, and is on everybody’s best finance books of all-time list. When a professor says, “Come in, we’ll talk about the assignment,” and you come in and say, “I’ve already crunched the number. There’s a number of them in our earnings index that are being overweighted.

Numbers 147

Numbers Investments Investing Marketing 147

Carson Wealth

MAY 5, 2025

It didnt end there though, as stocks have gained the first two days of May, for an incredible nine-day win streak, the longest win streak since November 2004. At the same time, this number can be revised quite a lot. Keep in mind that this is just the first estimate, and this number is likely to go through significant revisions.

Numbers 72

Numbers Marketing Marketing Economy 72

The Better Letter

FEBRUARY 28, 2025

Friends was a television ratings juggernaut for ten seasons from 1994-2004. He pioneered a portfolio management strategy that became known as the “Yale Model.” “Three basic investment principles inform asset-allocation decisions in well-constructed portfolios. Of course, it’s a pickup line.

Portfolio 64

Portfolio Asset Allocation Investments Investing 64