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.

Ethics 178

Ethics Fiduciary Duty Compliance Clients 178

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. If a portfolio starts with 40 holdings each with an equal 2.5% So while it would be rare to have one go to zero without you paying attention and taking action, I think the typical portfolio could ride out something in the 2.5-3.5%

Numbers 60

Numbers Portfolio Math Portfolio Management 60

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.

Management 89

Management Portfolio Retirement Planning Retirement 89

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.

Portfolio 52

Portfolio Clients Investing Investments 52

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.

Portfolio 52

Portfolio Clients Investing Investments 52

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.

Management 59

Management Investing Investments Portfolio Management 59

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)

Valuation 52

Valuation Retail Investing Investments 52

Trade Brains

OCTOBER 18, 2023

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. In 1992-93, he picked ACC at Rs 300 and sold at around Rs 3,000 within a year and a half. He bought his first house in Mumbai using that money. That gave a lot of encouragement to Vijay Kedia. Vaibhav Global Ltd.

Investing 105

Investing Investments Management Portfolio 105

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?

Marketing 69

Marketing Marketing Government Economics 69

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.

Portfolio 52

Portfolio Asset Allocation Valuation Economics 52

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

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.)

Banking 105

Banking Manufacturing Portfolio Pharmaceutical 105

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.

Marketing 96

Marketing Marketing Economy Numbers 96

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.

Assets 57

Assets Portfolio Clients Financial Planning 57

Trade Brains

MAY 21, 2023

The bank started off as a financial institution for industrial development and operated as such until 2004. IDBI converted into a bank on October 1, 2004, while slowly merging its subsidiaries to form one entity. IDBI Bank has almost 1900 branches nationwide, with over 3,300 ATMs and a 55-year history in financial services.

Banking 52

Banking Government Electronics Investing 52

Trade Brains

MAY 7, 2023

HUDCO was awarded the Mini-Ratna status in 2004. By utilizing the stock screener , stock heatmap , portfolio backtesting , and stock compare tool on the Trade Brains portal, investors gain access to comprehensive tools that enable them to identify the best stocks and make well-informed investment decisions. Happy Investing!

Banking 52

Banking Government Financial Services Assets 52

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

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.

Healthcare 59

Healthcare Retirement Investing Investments 59

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 57

Portfolio Asset Allocation Accounting Management 57

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?

Engineering 115

Engineering Assets Clients Manufacturing 115

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. Let me give you some background on Morningstar Managed Portfolios. I saw how personal money is.

Portfolio 130

Portfolio Management Assets Investing 130

Trade Brains

JANUARY 24, 2024

It was listed on Indian exchanges in 2004 and changed its name to Cigniti in 2012. BlueSwan is a Digital Assurance Platform while Zastra focuses on providing Enterprise-grade annotation & collaboration platforms for Computer vision projects. The Company was founded by Mr. C V Subramanyam in 1998. Let us know in the comments below.

Insurance 59

Insurance Clients Engineering Management 59

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 Taxes Government 89

Trade Brains

DECEMBER 22, 2023

Yes Bank Yes Bank was started in 2004 by Rana Kapoor and Ashok Kapoor. However, their holdings may change as a result of the investments and decisions they make, and they may buy and sell their holdings as a result of those decisions. High DII Holding Stocks Under Rs 50 1. The bank serves retail, SME, and corporate clients throughout India.

Engineering 59

Engineering Banking Insurance Retail 59

Random Roger's Retirement Planning

OCTOBER 25, 2022

GLD started trading on November 18th, 2004. Where a small slice was permanently allocated to gold to reduce the portfolio's correlation to the market, gold is being replaced with a small slice to managed futures for the same purpose. A friend that has been by my side for 17 or 18 years, helping out more often than not.

Management 58

Management Sales Accounting Portfolio 58

Carson Wealth

NOVEMBER 13, 2023

annual pace between 1996 and 2004. A diversified portfolio does not assure a profit or protect against loss in a declining market. A significant reason for low productivity in the 1970s was the entry of a massive cohort of baby boomers into the workforce, and as mentioned above, hiring surges aren’t great for productivity.

Marketing 96

Marketing Marketing Economy Startup 96

Trade Brains

NOVEMBER 27, 2023

Company Overview Incorporated in 2004, Servotech Power Systems Ltd is a comprehensive manufacturer, procurer, and distributor of advanced solar products, medical devices, and energy-efficient lighting solutions. Following that, we’ll go into the stock’s financials.

Planning 72

Planning Medical Manufacturing Healthcare 72

Trade Brains

JUNE 2, 2023

The small and mid-cap stocks are less risky which makes them a more conservative portfolio investment. In June 2004, the bank amalgamated with Ashok Leyland Financing, one of India’s leading leasing financing and hire purchase businesses. A Large Cap stocks belong to more matured, established businesses with a good track record.

Banking 52

Banking Financial Services Retail Assets 52

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.

Insurance 89

Insurance Compliance Engineering Planning 89

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).

Portfolio 143

Portfolio 143

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).

Portfolio 142

Portfolio 142

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).

Portfolio 144

Portfolio 144

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).

Portfolio 141

Portfolio 141

Brown Advisory

DECEMBER 5, 2023

An unassuming shorthand (from 20 years ago) A 2004 report published by the United Nations is often given credit for popularizing “ESG” as a shorthand for the myriad issues in environmental, social, and governance categories. Here is an attempt to invoke fundamental investing basics to clarify exactly what we aspire to deliver for our clients.

Fiduciary Duty 52

Fiduciary Duty Government Clients Investing 52

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).

Portfolio 145

Portfolio 145

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.

Healthcare 150

Healthcare Portfolio Investing Investments 150

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).

Portfolio 129

Portfolio 129