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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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

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

Marketing 52

Marketing Marketing Taxes Portfolio 52

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.”

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Nonprofit Distribution Government Taxes 89

Trade Brains

FEBRUARY 14, 2023

Top Mutual Funds For SIP #2 – IDFC Tax Advantage (ELSS) Direct Plan-Growth Fund Company IDFC Asset Management Company Ltd Size (AUM in Cr) 4,033 3-yr returns (CAGR) 22.56 of Stocks Held 48 IDFC Tax Advantage (ELSS) Fund is an equity-linked savings scheme from IDFC Mutual Fund. It has been in existence since August 16, 2004.

Healthcare 59

Healthcare Retirement Banking Investing 59

Validea

APRIL 8, 2024

It is calculated by dividing a company’s after-tax operating profit by its invested capital. 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% per year on average, compared to 12.4% Altria Group, Inc. (MO)

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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. Year Revenue (in Crores) Profit after tax (in Crores) 2019 ₹ 88.5 ₹ 3 2020 ₹ 87.44 ₹ 0.81 Crores in FY23. 2021 ₹ 86.99 ₹ 0.92

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Planning Medical Manufacturing Healthcare 72

Mr. Money Mustache

JANUARY 29, 2021

The problem: I didn’t have anywhere near $400,000 sitting in my checking account, and I did not want to sell a bunch of shares and trigger capital gains taxes (which in my case would be at least $60,000), just for this short term project. This avoids triggering unnecessary capital gains taxes. No delays, and no taxes.

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Accounting Taxes Investing Investments 53

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. So we repositioned our portfolio at the end of 22, recognizing that there had been too many dollars that went into safety trades. You take it out tax free as well. So here’s the math, Barry. Completely.

Investing 246

Investing Investments Startup Accounting 246

Trade Brains

JUNE 2, 2023

The small and mid-cap stocks are less risky which makes them a more conservative portfolio investment. The bank engaged in capital market services, foreign currency and derivatives, cross-border commerce, correspondent banking services, and tax collection. Keep reading to find out more about the Best Private Bank Stocks in India.

Banking 52

Banking Financial Services Retail 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 Economy 162

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%

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Portfolio Asset Allocation Accounting Management 74

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.

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Portfolio Management Assets Investing 130

The Big Picture

AUGUST 29, 2022

And so, I was doing that in 2000, 2002, 2003, 2004. BALCHUNAS: … a couple trillion stuck in there because of taxes. of that fund had to call himself a portfolio administrator. RITHOLTZ: Super tax-efficient …. It’s going to be the core of most (inaudible) portfolios because it’s just too — too good of a deal.

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Assets Management Marketing Marketing 173

Walkner Condon Financial Advisors

FEBRUARY 6, 2024

The emerging markets asset class outperformed all others in 2003, 2005, 2007 and 2009, while finishing second in 2004, 2006, and 2012. large cap horse, lest your portfolio run the risk of colliding into a trolley cart of horse manure returns. jigawatts of investing power (and volatility)! Sounds unstoppable, right?

Assets 59

Assets Investing Investments Marketing 59

The Big Picture

OCTOBER 17, 2023

[Barry Ritholtz] : 00:17:05 [Speaker Changed] The, the rule to be tax exempt in the US is you have to disperse 5% of the foundation. You don’t have to pay any tax and just let the rest ride. And so the critical component in terms of managing a portfolio or finding great ideas is flexibility. You give out 5%.

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Investments Investing Clients Numbers 130

The Big Picture

APRIL 11, 2023

RITHOLTZ: So that’s really interesting because what I wrote down was tax efficiency is one of the drivers. DAMODARAN: If I can throw this out to my class, and the first thing they come up with is it more tax-efficient to do buybacks than dividends? DAMODARAN: Capital gains then were taxed with 28 percent. DAMODARAN: Right.

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Valuation Education Numbers Government 298

Random Roger's Retirement Planning

JANUARY 14, 2025

In the earliest days of my blogging at the original URL, I would occasionally describe the blog as a look over my shoulder at how I navigate market cycles and learn more about portfolio construction and management. The Type 1, the new green one, is a 2004 with very low miles and very low hours on the pump. Sidebar, never stop learning.

Investments 52

Investments Investing Engineering Clients 52

The Big Picture

AUGUST 23, 2022

The currency devalued by 75 percent and my portfolio, which was above $1 billion, went down 90 percent. And this had an unbelievably positive affect on the value of my portfolio. At that moment in time, 2004, Vladimir Putin became the — becomes the richest man in the world. And so, they defaulted on the domestic bonds.

Government 321

Government Banking Numbers Investing 321

Carson Wealth

NOVEMBER 11, 2024

The big surprise for many, though, was Trump won the popular vote as well, the first Republican to do this since 2004. This was interesting, as yields soared and the past few years have seen higher yields as a negative for small caps, but optimism over lower taxes sparked the rally, in our opinion.

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Marketing Marketing Economy Numbers 95

The Big Picture

MAY 16, 2023

RITHOLTZ: 2004, 2005. How do I go about protecting this giant pool of capital and how do I not get killed tax wise? LINDZON: They have their own tax problems. RITHOLTZ: Hey, you could get tax-free munis now. How’s my 10 grand doing? LINDZON: Yes. And So now flash forward to, you know, I’m a hedge fund guy.

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Media Investing Investments Valuation 290

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 65

Portfolio Asset Allocation Investing Investments 65