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.
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’.
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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.
The Big Picture
DECEMBER 7, 2022
I would come out each evening and say: “ Be sure to own a globally diversified, low-cost portfolio of inexpensive ETFs; Rebalance once a year; See ya tomorrow !” Lose the News (June 2005). Eventually, that program became ABC’s Nightline, which Koppel hosted until November 2005. Who Do You Trust? January 2008).
The Big Picture
JULY 20, 2022
The best-known attempt has been that of Elisabeth Kübler-Ross, a Swiss psychiatrist, in her 1969 book On Death and Dying and in her later book, On Grief and Grieving (2005). Be sure to check out our Masters in Business this week with Antti Ilmanen, AQR Capital’s co-head of Portfolio Solutions Group. Commentary ). The Atlantic ).
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.
Validea
APRIL 25, 2024
In his 2005 research paper titled “Separating Winners from Losers among Low Book-to-Market Stocks using Financial Statement Analysis,” accounting professor Partha Mohanram laid out a strategy for finding promising growth stocks trading at attractive valuations.
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