The Big Picture

FEBRUARY 4, 2025

And this was in 2005. So we moved our family over here from Paris in 2005. And who by the way, also have a PhD in economics because they were the ones who got me into de bank starting in 2005. And we have 50, a little less than 50 portfolio companies talking to the CEOs of these portfolio companies.

Economy 253

Economy Banking Economics Taxes 253

The Big Picture

MAY 2, 2025

In late 2005, Mr. Gerber and Yoav Roth co-founded Hudson Bay Capital, which concentrates on generating positive returns while maintaining a focus on risk management and capital preservation. Gerber began his investment career in 1991, as a member of the American Stock Exchange working as an equity options market maker.

Assets 176

Assets Risk Management Management Portfolio 176

Trade Brains

JUNE 27, 2025

the company has undergone several ownership changes and name transitions, ultimately becoming ITD Cementation India Limited in 2005 under the ownership of Italian-Thai Development Public Company Limited (ITD), one of Southeast Asia’s largest construction groups. This acquisition marked the company’s entry into the Adani portfolio.

Engineering 59

Engineering Investments Investing Investment Advisor 59

The Better Letter

JULY 19, 2025

This population gain spiked shortly after 1992, 2005, and 2017, which is when Hurricanes Andrew, Wilma, and Irma battered the region. Had you rotated into the best S&P stock each week, your portfolio would have returned over 10,000 percent. percent; Southwest Airlines on January 5 +4.7​

Math 76

Math Investments Investing Distribution 76

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). So, Fannie is still working through a few poor performing loans from the bubble years.

Portfolio 363

Portfolio 363

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). So, Fannie is still working through a handful of poor performing loans from the bubble years.

Portfolio 361

Portfolio 361

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). So, Fannie is still working through a few poor performing loans from the bubble years.

Portfolio 358

Portfolio 358

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). So, Fannie is still working through a handful of poor performing loans from the bubble years.

Portfolio 355

Portfolio 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). So, Fannie is still working through a handful of poor performing loans from the bubble years.

Portfolio 353

Portfolio 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). So, Fannie is still working through a few poor performing loans from the bubble years.

Portfolio 328

Portfolio 328

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). So, Fannie is still working through a few poor performing loans from the bubble years.

Portfolio 246

Portfolio 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). So, Fannie is still working through a few poor performing loans from the bubble years.

Portfolio 246

Portfolio 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). So, Fannie is still working through a few poor performing loans from the bubble years.

Portfolio 246

Portfolio 246

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%).

Portfolio 195

Portfolio 195

The Big Picture

OCTOBER 22, 2022

Norton’s responsibilities include equity, alternative and fixed income research, asset allocation, and portfolio management. Before joining Morningstar in 2005, Norton was an economist with the Bureau of Labor Statistics and a research analyst at LECG LLC.

Management 225

Management Investing Investments Asset Allocation 225

The Big Picture

FEBRUARY 23, 2024

He is also the lead senior portfolio manager on all long equity strategies for the applied equity advisors team, as well as a member of the Morgan Stanley Wealth Management Global Investment Committee. Slimmon describes his concentrated portfolios — either 30 US stocks or 20 global stocks — as a way to avoid closet indexing.

Management 196

Management Investing Investments Wealth Management 196

The Big Picture

MARCH 1, 2024

Snyderman, who joined Magnetar in 2005 shortly after its launch, was previously the head of global credit and a senior managing director at Citadel Investment Group, and he served as a member of the management, portfolio management and investment/risk committees.

Portfolio Management 176

Portfolio Management Portfolio Management Investments 176

Trade Brains

AUGUST 18, 2023

Best Vijay Kedia Portfolio Stocks: Many investors keep a close eye on stock buys and sales of ace investors for ideas and inspiration. In this article, we’ll look at the best Vijay Kedia portfolio stocks and see if they can be an interesting opportunity for us as well. Who is Vijay Kedia? He calls his investment philosophy ‘SMILE’.

Portfolio 97

Portfolio Engineering Manufacturing Sales 97

Calculated Risk

AUGUST 27, 2024

Tanta worked as a mortgage banker for 20 years, and we started chatting in early 2005 about the housing bubble and the changes in lending practices. From December 2006, until she passed away from ovarian cancer on Nov 30, 2008, Tanta was my co-blogger.

Medical 182

Medical Sales Accounting Portfolio 182

The Big Picture

FEBRUARY 14, 2023

Similarly, excess fees and overtrading are more likely to hurt our portfolios than crashes. We spend far too much worrying about Black Swans than the mundane. Instead of stressing about shark attacks, you should manage your blood pressure and cholesterol.

Investments 293

Investments Investing Management Insurance 293

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%).

Portfolio 130

Portfolio 130

The Irrelevant Investor

JULY 31, 2019

Passive investing is causing a market bubble, but not in stocks you'd expect Portfolios look alike $3.6 trillion of the S&P 500 is indexed Minivans are so 2005 The U.S. (yes) Bird is raising more money And ScootScoop is taking their products You should only own the best stocks Do global stocks outperform US treasury bills?

Valuation 52

Valuation Portfolio Investments Investing 52

The Irrelevant Investor

FEBRUARY 20, 2020

I had Nick Maggiulli run some numbers for me on what a 60/40 levered portfolio would have done compared to the unlevered version. The chart below shows that the composition of the original 60/40 portfolio varies wildly. Near the stock market bottom in 2009, bonds were almost 90% of the portfolio! But there is a catch.

Risk Tolerance 52

Risk Tolerance Portfolio Numbers Marketing 52

Trade Brains

DECEMBER 24, 2023

Operating Profit Margin (%) 35.75% Net Profit Margin (%) 23.11% Best Penny Stocks under Rs 5 #2 – Seacoast Shipping Services Founded in 2005 as a freight forwarders and shipping agents company, Seacoast Shipping Services Limited (SCSSL) has grown to become one of the largest freight forwarders in Gujarat. .) ₹ 33.48 Stock P/E (TTM) 12.9

Commission 96

Commission Manufacturing Sales Portfolio 96

Validea

JANUARY 9, 2023

Veteran portfolio manager Bill Miller, founder of Miller Value Partners and manager of the firm’s Miller Opportunity Trust and the Miller Income funds, retired at the end of 2022, reports an article in CityWire.

Retirement 59

Retirement Management Portfolio Management Portfolio 59

Validea

JANUARY 12, 2023

And when it comes to building their portfolios, they tend to focus on that style. There are two major approaches to building multi-factor portfolios. If I want to build a 20-stock portfolio using only value and momentum, I could do that in one of two ways. By Jack Forehand, CFA, CFP® ( @practicalquant ) —. The Sleeve Approach.

Investing 59

Investing Investments Portfolio CFP 59

Trade Brains

JUNE 11, 2023

With more than 3 decades of experience in capital markets, the company offers all kinds of financial products and services such as equity, derivatives, mutual funds, insurance, and asset portfolio management services. Over the years, the company has built a trustworthy group of around one billion customers. CMP (in Rs.) EPS (in Rs.)

Banking 97

Banking Government Financial Services Insurance 97

Trade Brains

SEPTEMBER 28, 2024

Titan’s jewellery division includes a portfolio of brands like Tanishq, Zoya, Mia by Tanishq, and CaratLane. Senco Gold’s portfolio includes more than 151,000 gold designs and 85,000 diamond jewellery designs, crafted by a team of over 100 artisans. 11,299 EPS (TTM) ₹27.49 Stock P/E (TTM) 52.88 Debt to Equity (TTM) 1.28

Retail 97

Retail Planning Government Ethics 97

Random Roger's Retirement Planning

MAY 16, 2025

This was around 2005 or 2006, something like that. For me, bonds are about mitigating the volatility from the equity portion of the portfolio, the portion where I do want capital gains to come from. I built out the following variation on a quadrant portfolio to compare to VBAIX which is a proxy for a 60/40 portfolio and inflation.

Portfolio 52

Portfolio Retail Investments Investing 52

The Irrelevant Investor

NOVEMBER 30, 2015

Making changes to your portfolio based on this type of study would probably not be in your best interest when taking into consideration taxes, transaction costs, and most importantly, the cost of being wrong. In 2005, stocks were up 4.5% I tend to be on the skeptical side when it comes to investing based on seasonal trends.

Portfolio Management 52

Portfolio Management Portfolio Investments Investing 52

Trade Brains

DECEMBER 10, 2023

DOMS Industries IPO Review : Doms, formerly known as Writefine Products is a relatively new brand established in 2005. DOMS Industries IPO Review – A Brief History Although the brand Doms was established only in 2005, its routes go nearly 4 decades back. Rasiklal worked in a Pencil Factory way back in the 1970s.

Sales 59

Sales Manufacturing Distribution Marketing 59

Trade Brains

NOVEMBER 18, 2023

In 2005, the Company acquired a UK-based ER&D Company named INCAT International. Ratan Naval Tata, the Chairman Emeritus of the Tata Group. The Company was born in 1989, as Mr. Tata saw an opportunity in the evolving demand in the Product and engineering space. So, what are your thoughts on this upcoming IPO? Would you be applying for it?

Engineering 116

Engineering Assets Clients Manufacturing 116

Carson Wealth

FEBRUARY 12, 2024

over the last three quarters of 2023, which is the largest non-recessionary gain since the late 1990s and more than double the pace of productivity growth between 2005 and 2019. A diversified portfolio does not assure a profit or protect against loss in a declining market. equities in particular. What’s Next?

Marketing 97

Marketing Marketing Economy Investments 97

Trade Brains

OCTOBER 13, 2023

GMR later ventured into Airports in the year 2005. The merger was a win-win for both parties as IDFC Bank was then looking to reduce exposure to its wholesale portfolio. Particulars Amount Particulars Amount CMP 69.8 Market Cap (Cr.) Stock P/E (TTM) 16.91 Price to Book Value 0.92 Rao in 1978, who set up a small jute mill. 10529 EPS 4.71

Banking 106

Banking License Financial Services Retail 106

Random Roger's Retirement Planning

OCTOBER 2, 2024

Part 1 took a look the evolution of the blog and for Part 2, I want to try to look at how portfolio process has evolved and track how I view life milestones as related to things like retirement. Starting with portfolio construction, we've always placed a emphasis on holding long term. I didn't add that fund in until two years later.

Portfolio 52

Portfolio Clients Retirement Portfolio Management 52

Trade Brains

NOVEMBER 23, 2022

Founded in 2005 as a freight forwarders and shipping agents company, Seacoast Shipping Services Limited (SCSSL) has grown to become one of the largest freight forwarders in Gujarat. Its product portfolio covers all aluminum alloy conductors, steel-reinforced aluminum conductors, and armored & unarmoured cables. Book Value ?1.62

Manufacturing 92

Manufacturing Financial Services Media Certification 92

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. It kind of helped us get off the ground, so to speak.

Assets 157

Assets Investments Investing Valuation 157