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Calculated Risk
OCTOBER 31, 2022
Click on graph for larger image By vintage , for loans made in 2004 or earlier (1% of portfolio), 2.41% are seriously delinquent (down from 2.48% in August).
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Calculated Risk
DECEMBER 28, 2022
Click on graph for larger image By vintage , for loans made in 2004 or earlier (1% of portfolio), 2.15% are seriously delinquent (down from 2.34% in October).
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Calculated Risk
APRIL 28, 2023
Click on graph for larger image By vintage , for loans made in 2004 or earlier (1% of portfolio), 1.93% are seriously delinquent (down from 2.04% in February).
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Calculated Risk
JANUARY 30, 2023
Click on graph for larger image By vintage , for loans made in 2004 or earlier (1% of portfolio), 2.16% are seriously delinquent (down from 2.15% in November).
355 355 
Calculated Risk
DECEMBER 1, 2022
Click on graph for larger image By vintage , for loans made in 2004 or earlier (1% of portfolio), 2.34% are seriously delinquent (down from 2.41% in September).
353 353 
Calculated Risk
AUGUST 31, 2022
Click on graph for larger image By vintage , for loans made in 2004 or earlier (1% of portfolio), 2.60% are seriously delinquent (down from 2.75% in June).
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The Big Picture
APRIL 17, 2025
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. ” Ask the folks who loaded up on MBS for the extra yield how they did. ~~~ There is an endless assortment of ways to make mistakes that hurt your portfolio.
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Calculated Risk
OCTOBER 1, 2022
Click on graph for larger image By vintage , for loans made in 2004 or earlier (1% of portfolio), 2.48% are seriously delinquent (down from 2.60% in July).
246 246 
Calculated Risk
MARCH 27, 2023
Click on graph for larger image By vintage , for loans made in 2004 or earlier (1% of portfolio), 2.04% are seriously delinquent (down from 2.11% in January).
246 246 
Calculated Risk
JULY 29, 2022
Click on graph for larger image By vintage , for loans made in 2004 or earlier (1% of portfolio), 2.75% are seriously delinquent (down from 2.86% in May).
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The Big Picture
OCTOBER 7, 2022
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. I am not a Fed hater or part of the crew that wants to “End the Fed.”
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Calculated Risk
FEBRUARY 6, 2024
. • In the absence of any meaningful private-labeled securities market, the rise in FHA delinquencies is worth watching, as FHA and VA loans can be early indicators of broader mortgage performance trends • While low credit score lending hit a record low, by count, in 2023, 90% below the years leading up to the great financial crisis, FHA and VA products (..)
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Calculated Risk
MARCH 1, 2024
For Fannie, by vintage, for loans made in 2004 or earlier (1% of portfolio), 1.62% are seriously delinquent (down from 1.67% the previous month). For loans made in 2005 through 2008 (1% of portfolio), 2.44% are seriously delinquent (down from 2.53%).
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Darrow Wealth Management
FEBRUARY 9, 2025
If you own 10,000 shares, you receive $40,000 in dividend income (before taxes) and have a portfolio currently worth $2M. You’ll receive the same $40,000 in dividend income and the value of your portfolio drops to $1.5M. Dividend paying stocks and funds can be a great addition to a portfolio.
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The Big Picture
NOVEMBER 20, 2023
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.
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Trade Brains
SEPTEMBER 17, 2023
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) 71.00 288,341 75.5
Nerd's Eye View
JUNE 21, 2023
Such individuals are required to submit both holdings reports (within 10 days of first being deemed an access person and at least once in each 12-month period) as well as transaction reports (within 30 days of the end of each calendar quarter) for reportable securities that they or immediate family members beneficially own.
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Calculated Risk
FEBRUARY 27, 2023
For Fannie, by vintage , for loans made in 2004 or earlier (1% of portfolio), 2.11% are seriously delinquent (down from 2.16% in December). For loans made in 2005 through 2008 (1% of portfolio), 3.40% are seriously delinquent (down from 3.49%).
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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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Validea
NOVEMBER 16, 2024
In Greenblatt’s back-testing from 1988 through 2004, the Magic Formula generated average annual returns of 30.8% Think of it as “buying good companies at bargain prices,” as Greenblatt himself describes it. The Track Record The results speak for themselves. compared to the S&P 500’s 12.4%.
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Validea
NOVEMBER 2, 2024
A 10-stock portfolio based on his criteria returned 79.2% The strategy showed particular strength in 2003, 2004, and 2006, with returns exceeding 30% in each of those years. The portfolio maintained a beta of roughly 1.0, The Strategy in Practice Our testing of Dreman’s approach demonstrates its effectiveness.
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Trade Brains
JULY 21, 2023
Best Ashish Kacholia Portfolio Stocks : The stock market, a place of uncertainty where fortunes can be won or lost in an instant. Market participants try to gain insights from the portfolio of these ace investors portfolios and try to mirror them in the hopes of gaining massive returns. of his portfolio.
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Brown Advisory
APRIL 22, 2020
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. Should an investor looking for a fossil fuel-free portfolio consider this bond? When we look at bonds, we try to keep these multiple perspectives in mind.
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Brown Advisory
APRIL 22, 2020
Oil & Water: Fossil Fuel Divestment in Sustainable Bond Portfolios. We have learned that our clients have differing motives—some simply want the comfort of knowing their bond portfolio is “clean,” while others want to invest in bonds that are funding the transition to wind, solar and other renewable energy sources. Conclusion.
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The Big Picture
DECEMBER 19, 2023
There are about 13 different portfolio managers each focused on a different sub-sector. 00:06:36 [Speaker Changed] So in, in 2004, I joined Morgan Stanley equity research. And to the credit of the portfolio manager that I was working with Josh Fisher, we were actually up that year. And they are not the typical hedge fund.
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Brown Advisory
MAY 31, 2017
EUROPEAN RE-ENTRY: Why We Are Shifting Portfolios Toward European Stocks achen Thu, 06/01/2017 - 02:47 Asset allocation—at least for us—is an exercise in nuance. We move slowly and carefully when it comes to shifting our portfolios away from one asset class or region and toward another. stocks since the middle of 2004.
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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.
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Random Roger's Retirement Planning
APRIL 9, 2024
Mutiny Funds put out a paper on the hows and whys of using alts for The Cockroach Portfolio that they manage and that we've looked at a few times. Mutiny makes a point that I've been writing about and have embedded into my process since 2004. It is very worth reading with a couple of points really standing out to me.
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Trade Brains
OCTOBER 22, 2023
About The Company Incorporated in 2004, Paragon Fine and Speciality Chemicals is a company that specializes in custom synthesis and manufacturing of chemical intermediates for various industries, such as Pharma, AGRO, Cosmetics, Pigment and Dye. Its diversed portfolio and global presence gives it a competitive edge in the market.
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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. John Neff Low PE Investor 10 Tax Efficient 1/2/2004 10.20% 8.10% 2.10% 1.07
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Validea
MARCH 31, 2023
And it’s easy for investors to learn whether or not managers have invested in their own funds; managers must disclose their investments every year, according to a 2004 SEC rule. Maintaining ownership in the funds they manage forces managers to “balance risks and rewards with a finer point because you have that skin in the game,” says John.
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The Irrelevant Investor
DECEMBER 31, 2017
By Scott Galloway Google revenue between 2004 and 2016 has increased from $3.2 By Tony Isola There are no serious professionals who change their portfolio allocations based on magazine cover indicators. Articles Twitter, Snap, Buzzfeed, and Pinterest are acquired. billion to $89.5 billion to $12.9
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Random Roger's Retirement Planning
JULY 18, 2022
Making changes to client portfolios' overall volatility through the duration of a stock market cycle predates when I started blogging in 2004. Certain funds and stocks when added to a portfolio can either increase or decrease volatility, here's a good example with ARKK. The ways in which I do that have evolved over that time.
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The Irrelevant Investor
APRIL 6, 2021
Gordon wasn't particularly impressed, saying: The main benefits of digitalization for productivity growth have already occurred during the temporary productivity growth revival of 1996-2004. It's been more than 5 years since this book came out, and Gordon is changing his tune. a year over the next 25 years.
Trade Brains
OCTOBER 8, 2023
The Bank was founded by Rana Kapoor and Late Ashok Kapur back in 2004. Vikas Ecotech is expanding its business and product portfolio and has added many consumer products to its portfolio such as Steel Pipe Fittings, and MDPE Pipes specialized in transporting Gas. Particulars Amount Particulars Amount CMP 32.11 Market Cap (Cr.)
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Trade Brains
SEPTEMBER 22, 2023
This is similar to what happened in 2004 (the then NDA government lost) when the election results surprised the market, and the Sensex fell by 17% in just one trading session. A weak coalition will mean that it’s hard to predict how the economy will grow. How Markets Performed During Past Elections?
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Trade Brains
NOVEMBER 13, 2023
But even before that, Decathlon made its entry in India in 1999 with an official opening of production in India, and in 2004, footwear and heavy stitching exports began. However, it wasn’t until 2013 that it got the green light for single-brand retailing and switched its business model from wholesale to retail.
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Trade Brains
NOVEMBER 18, 2023
Their last offer being from Tata Consultancy Services in 2004. Tata Technologies IPO Review: The Tata Group is finally coming out with an IPO after 19 Long Years. Tata Technologies Limited will open for subscription on November 22, 2023, and close on November 24, 2023. So, what are your thoughts on this upcoming IPO?
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Carson Wealth
JANUARY 8, 2024
2023 Stock Gains Suggest a Solid (But Not Spectacular) 2024 The S&P 500 finally fell last week after nine consecutive weeks of gains, the longest weekly winning streak since 2004. A diversified portfolio does not assure a profit or protect against loss in a declining market.
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The Irrelevant Investor
JUNE 15, 2019
Inside a retirement account, I can't think of a good reason why 9% of your portfolio should be earning next to nothing. People under 25 had just 55% of their portfolio in stocks in 2004, and 88% of their portfolio in stocks today. Concentrated positions in company stock has fallen dramatically over the last decade.
Validea
APRIL 8, 2024
He back tested the strategy from 1988 to 2004 and found that a portfolio of the top 30 magic formula stocks, rebalanced annually, would have returned 30.8% MO) : Altria is one of the world’s largest tobacco companies, with a diverse portfolio of brands including Marlboro cigarettes and Ste. Altria Group, Inc. (MO)
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Trade Brains
JUNE 7, 2024
Retail investors now have access to a wide range of investment options, including equities, mutual funds, and derivative products, enabling them to build diversified portfolios. In 2004, Angel one expanded its offering by opening a commodity broking division. The company is headquartered in Mumbai, India.
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Random Roger's Retirement Planning
APRIL 8, 2023
One of the partners of the firm where I have been since 2004 was found to have done illegal trading and he was immediately terminated. My blogging evolved a lot over the last 12 months into a lot more of what I would call portfolio theory with the capital efficiency and return stacking stuff. Thankfully a few weeks later they did.
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Trade Brains
FEBRUARY 14, 2023
It aims to generate long-term capital growth from a diversified portfolio of predominantly equity and equity-related securities. Expense ratio 1.74% Inception Date August 16, 2004 Exit Load (o to 12 months) 1.00% No. It has been in existence since August 16, 2004. 1-yr return 2.5 It has been in existence for over 10 years.
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