Validea

JUNE 2, 2025

At Validea, we’ve built our version of the All Weather Portfolio based on the core principles of asset class diversification that underpin Dalio’s original concept. All Weather Portfolio: Asset Class Behavior Across Economic Regimes Asset Class Performs Well In Why It’s Included U.S. 2011 17.6%

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Portfolio Investing Investments Economics 52

Calculated Risk

JUNE 25, 2024

Luke, Head of Commodities, Real & Digital Assets at S&P Dow Jones Indices. Sustained outperformance of the Northeast market was last observed in 2011. “For the second consecutive month, we’ve seen our National Index jump at least 1% over its previous all-time high,” says Brian D.

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Good Financial Cents

AUGUST 14, 2023

The creator(s) of this first-of-its-kind asset developed the cryptocurrency in response to the Great Recession of 2007-2009 , spurred by a distrust of the traditional banking system and concerns about its stability. Read on for insights on Bitcoin milestones, historical returns, and how its returns compare to those of other assets.

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Assets Investments Investing Numbers 119

Calculated Risk

MAY 1, 2023

economy—Treasury securities are the world’s “safe” asset and the dollar is the world’s main reserve currency. For example, a prolonged default might increase the reluctance of investors to hold Treasury securities and perhaps dollar-denominated assets more generally. Failure to raise the U.S. It is up to Congress.

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Government Assets Economy Taxes 113

Trade Brains

SEPTEMBER 28, 2023

In India, while the economy was growing fast, youth unemployment increased significantly between 2011–12 and 2021–22—nearly doubling. They need to educate, train, and prepare the youth to turn this youth population into a source of capital to become valuable assets for the country. But something is wrong here!

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Education Economy Numbers Portfolio 111

Validea

OCTOBER 19, 2022

But investors may still want to consider layering in various other asset classes to help protect from this unexpected risk in the future. Take Apple as an example, in late 2011/early 2012, the stock traded at a P/E of 10. With future stock returns higher than they were at the start of the year and the U.S Source: [link]. Tool: [link].

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Investing Investments Valuation Portfolio 128

Brown Advisory

OCTOBER 28, 2016

Asset Allocation: Caution Toward High Dividend Yielding Stocks achen Fri, 10/28/2016 - 11:25 Why Have High Dividend Yielding Sectors Done Well This Year? According to Morningstar, overall assets in dividend-focused ETFs and mutual funds have ballooned to $672.6 billion in assets they held in 2011. Reach for yield.

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Brown Advisory

OCTOBER 28, 2016

Asset Allocation: Caution Toward High Dividend Yielding Stocks. According to Morningstar, overall assets in dividend-focused ETFs and mutual funds have ballooned to $672.6 billion in assets they held in 2011. Fri, 10/28/2016 - 11:25. Why Have High Dividend Yielding Sectors Done Well This Year? Reach for yield. economy.

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Random Roger's Retirement Planning

NOVEMBER 21, 2024

There's no fact sheet yet and while the holdings are available, the asset allocation is vague without calculating the spreadsheet yourself which I did (hopefully correctly). The backtest runs from the start of 2011 to the end of 2020. Offering diversified exposure to U.S. Treasuries, real estate, gold, and agricultural commodities."

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The Irrelevant Investor

OCTOBER 17, 2019

trillion in financial assets as of December 2018. of average household assets DC-only households were least likely to trade, with only 6% trading, while 4 in 10 households holding both IRA and taxable accounts traded. The only time that over 2% of DC assets were traded was back in 2011 when the U.S. debt was downgraded.

Accounting 52

Accounting Retail Assets Portfolio 52

Random Roger's Retirement Planning

FEBRUARY 9, 2023

Anytime I talk about letting markets work for you over the long term and the role that an adequate savings rate plays in financial success, I will usually caveat that with assuming a proper asset allocation. Gold was mostly in a downtrend from mid-2011 to early 2016.

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Asset Allocation Portfolio Assets Numbers 75

The Irrelevant Investor

AUGUST 7, 2020

Gold is a fickle asset. They wrote: The supply and demand for gold affects its price and its price affects supply and demand Gold just surpassed its 2011 nominal high, but assets in the two biggest ETFs are 36% higher than they were at the previous peak.

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Assets Banking Marketing Marketing 52

Trade Brains

NOVEMBER 30, 2023

Lakh Cr worth of Assets Under Management (AUM), which grew by 29% from the previous year. Assets Under Management (AUM) ₹2,47,379.00 Lakh Cr worth of Assets under Management (AUM), which grew by 36% from Rs. Chola’s Vehicle Finance business is its largest segment with assets worth Rs. The Company currently has about Rs.

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Financial Services Banking Assets Management 105

Getting Your Financial Ducks In A Row

OCTOBER 17, 2022

Two primary goals of the IRA were to provide a tax-advantaged retirement plan to employees of businesses that were unable to provide a pension plan; in addition, to provide a vehicle for preserving tax-deferred status of qualified plan assets at employment termination (rollovers). trillion in assets, while traditional IRA are owned by 36.6

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Retirement Distribution Taxes Retirement Planning 111

The Irrelevant Investor

SEPTEMBER 4, 2018

It has been 2,555 days since gold peaked in September 2011. Gold did fantastically well coming out of the GFC, but like most other assets, it got hit hard in the teeth of the crisis. Everybody wants an asset that is negatively correlated to stocks when stocks enter a bear market, and doesn't get killed when stocks do fine.

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Portfolio Portfolio Management Assets Management 52

The Irrelevant Investor

FEBRUARY 21, 2021

From the launch in late 2011 up through February of last year, money poured in, passing $40 billion. It was one of the top 20 ETFs by assets. below its highs, but assets are nearly 30% below where they were a year ago.Because the last thing investors want in a rip-roaring bull market is low volatility. The story was a good one.

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The Irrelevant Investor

JUNE 13, 2017

This fierce competition amongst asset management companies is driving down expense ratios, but investor's are potentially paying higher costs. Large Cap ETFs with over $500 million in assets, which means there will always be something in that category doing better than what you've selected. There are 50 U.S.

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James Hendries

FEBRUARY 27, 2023

We continue to believe the chances that Congress will fail to raise the debt ceiling before the x date remain extremely low, but current political dynamics have likely increased the risk and there are some negative consequences to even an eleventh hour agreement, as we saw in 2011. S&P has maintained that AA+ rating since 2011.

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Marketing Marketing Government Economy 52

The Better Letter

JANUARY 10, 2025

Even Buffett, whose BKB made the list, was about to buy (he bought into IBM in 2011, although the trade didn’t turn out well; he was out in 2017, having earned about 5 percent per year, including dividends). IBM’s return was fueled by growing earnings, growing dividends, and buying back stock at cheap valuations.

Retail 97

Retail Numbers Pharmaceutical Government 97

Carson Wealth

AUGUST 12, 2024

We will keep things very simple here, but the Bank of Japan (BOJ) surprised markets with a rate hike which lead to a big move in the yen, which in turn unwound the yen “carry trade,” causing many risk assets to sell off heavily. In 2011 there was the US debt downgrade, and in 2015 China’s surprise devaluation of its currency.

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Marketing Marketing Numbers Economy 95

Validea

OCTOBER 5, 2022

12/30/2011 1.5% 12/30/2011 23.8% And with intangible assets rising in the economy, standard earnings calculations are becoming less and less accurate. As you can see in the chart below, if we look at just large-cap stocks, there is still an increase, but it is much less pronounced. 12/29/2006 1.2% 12/31/2007 1.0%

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CFP Valuation Economy Assets 59

MarketWatch

APRIL 21, 2023

By contrast, the White House and congressional Democrats have called for an increase in the ceiling without conditions.Since debt-ceiling negotiations may be the most contentious since 2011, TD strategists said they see a chance that the use of the Federal Reserve’s overnight Reverse Repo (or RRP) facility could grow in the near term.

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Marketing Marketing Government Insurance 76

Trade Brains

AUGUST 6, 2023

The company is an outcome of a demerger scheme that came into effect in April 2011. The entire world is heading towards “Green Power” solutions that are eco-friendly, cost-effective, and integrated through the digitization of power assets. Moreover, the asset turnover ratio of the company has increased from 3.2

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Manufacturing Planning Engineering Pharmaceutical 98

Trade Brains

OCTOBER 13, 2023

The Company has also set up an Alternative Asset Management via a 100% owned subsidiary and wealth management firm named Nuvama Wealth Management. This JV was established in 2011 and continues to run smoothly even today. This JV was established in 2011 and continues to run smoothly even today. 6819 Cr in FY22 to Rs.

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Banking License Financial Services Retail 105

Brown Advisory

DECEMBER 2, 2015

We are recommending that clients consider high-yield bonds and other asset classes that can offer the prospect of solid gains that diverge from the path of traditional stocks and bonds. Investor concerns about slowing growth have sprung up here and there since 2011 but had yet to set back equities until this year. 31, 2009, until Nov.

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Economy Taxes Clients Assets 52

The Irrelevant Investor

MARCH 10, 2020

Stocks have come down at a record speed over the last few weeks, making people wonder if the decline in asset prices are foreshadowing a decline in the overall economy. We saw this in 1962, 1966, 1987, 1998, 2011, and 2018. You can see below how stocks are like the dog and the economy is like its owner.

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Marketing Marketing Economy Communication 52

The Irrelevant Investor

JUNE 22, 2022

There's a reason why index funds have more than $10 trillion in assets. Netflix and the Nasdaq have the same total return going back to 2011. Picking stocks that outperform the market is very difficult. Right now, the Nasdaq-100 is -30%, which is its most painful drawdown of the last decade.

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Assets Marketing Marketing Investments 52

Trade Brains

JANUARY 20, 2023

By then almost a decade of manipulation of the financial statements had led to the hugely overstated assets and underreported liabilities. On 4th November 2011, bail was granted to Raju and two others accused. Its profits and assets were overstated. The gap was simply too big to fill! Several companies bid on April 13, 2009.

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Banking Accounting Ethics Sales 131

The Big Picture

JULY 19, 2022

Really, what I would think is getting to my natural home and that happened in 2011. ! You mentioned in the beginning of the book lower asset yields and richer asset prices have pulled forward future returns. So, you’ve been there for more than a decade. You’re now cohead of portfolio solutions. What is that role like?

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Investments Investing Valuation Portfolio 130

The Irrelevant Investor

FEBRUARY 25, 2019

only" from 1970-2011. Growth of $1, however, is probably the least relevant metric in the entire performance universe. Here's one reason why- a global portfolio (in black) outperformed "U.S. The entire spread between $126 and $95 has occurred over the last 8 years.

Portfolio 52

Portfolio Numbers Asset Allocation Marketing 52

The Irrelevant Investor

FEBRUARY 25, 2021

At least in risk assets. Since 2011, the S&P 500 has gained nearly 300%. The past decade has been one of endless prosperity. The return on certain individual securities makes the overall stock market look like a savings account. Over the same time, Apple and Amazon have gained more than one thousand percent.

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Valuation Accounting Assets Investments 52

Trade Brains

OCTOBER 2, 2023

SImilary, it reported a net profit of ₹1100 crores after its losses in the previous financial years For FY23, the company reported an NNPA of 0.04%, which indicates that only a small fraction of the bank’s loans or assets are non-performing. Coming to the return ratios, the bank reported an ROE and ROA of 27.43% and 3.30% respectively.

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BlueMind

DECEMBER 23, 2022

Margin Call (2011). Moreover, be aware of assets sold at a heavily discounted price (also known as a fire sale.) Greed leads him to rip millions off wealthy clientele while living a life of luxury. However, eventually, this leads him to be noticed by the FBI which starts closing in on his antics.

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The Irrelevant Investor

FEBRUARY 15, 2017

From May to October, 2011, the S&P 500 fell 21.6%. It's there so that I never interfere with the rest of my invested assets, which I'm hoping will compound (at whatever rate the market will allow) for the rest of my life. Rather, I'm talking about the idea that this bull has been running for eight straight years.

Marketing 52

Marketing Marketing Transportation Numbers 52

Validea

MAY 5, 2023

Singer has never had much confidence in financial regulators; in 2011 he told The Journal that the Dodd-Frank law allowed the government too much leeway in determining and handling risks in the financial system, something that he sees rearing its head once again in the banking collapses in March. But for long-term prosperity in the U.S.

Economics 52

Economics Government Banking Economy 52

Trade Brains

FEBRUARY 26, 2023

Net Profit Margin 18% Operating Profit Margin 24% Founded in 2011 by Ashok Soota, Happiest Minds is an IT solutions & services company. It is one of the most preferred stocks in the assets management industry with various mutual funds holding a substantial investment in the company. .) ₹12,500 EPS ₹15.5 Stock P/E 56.1

Retail 98

Retail Manufacturing Insurance Sales 98

Trade Brains

MAY 3, 2023

Company Having a diverse tenant mix in industries such as fashion & accessories, hypermarket, entertainment, and food and drinks which accounted for 30% of India’s total discretionary retail spending in FY20 and had a population CAGR that was 226 basis points higher than the national average from 2011 to 2021. crore in March 2022.

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Retail Portfolio Assets Sales 52