Random Roger's Retirement Planning

OCTOBER 25, 2022

With all the time we've spent learning about new alternative strategies (new in that they've become accessible in funds for retail sized accounts) and how to incorporate them into a diversified portfolios, I thought it might be worthwhile to revisit a couple of older school alternatives to see how they're doing through the current event.

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Portfolio Retail Accounting Numbers 95

Random Roger's Retirement Planning

MARCH 9, 2025

A portfolio strategy that goes narrower than a couple of broad based index funds probably has some exposure to dividend stocks already so the decision about whether to make any changes can be moot, you already have some exposure. To be clear, Portfolio 3 does use the portable alpha approach, it is leveraged by 40%.

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Carson Wealth

JANUARY 13, 2025

There are a lot of opportunities to diversify portfolios so they arent as concentrated as the S&P 500. Monthly numbers can be noisy and so a 3-month average is helpful. The hiring rate, which is the number of hires as a percent of the labor force, has fallen to 3.3%, the slowest pace since 2013 (outside of the Covid months).

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Marketing Marketing Economy Numbers 75

Random Roger's Retirement Planning

NOVEMBER 20, 2024

Bengen retired as a financial advisor in 2013 but he also considers himself a researcher. He basically ran the numbers for someone retiring in 1926 and then each each up into the 1970's. The growth of the portfolio takes care of that. Their conversation was very illuminating. Get ready to be very surprised.

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Random Roger's Retirement Planning

APRIL 8, 2024

I used to own TIP but then figured out the interest rate problem back in what I am guessing was about 2013. I've known about this fund but didn't realize it has been around so long, back to 2013 despite only having $20 million in it. They may have inflation protection but they also assume interest rate risk. in I can't figure it out.

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Clients Distribution Portfolio Management 98

Brown Advisory

OCTOBER 4, 2021

Considering Climate within Portfolios ajackson Mon, 10/04/2021 - 11:00 An increasing number of investors are seeking to incorporate climate change in their investment calculus. Fortunately, our process for managing multiasset sustainable portfolios was built to handle exactly these kinds of complex, overarching, intersectional issues.

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Brown Advisory

OCTOBER 4, 2021

Considering Climate within Portfolios. An increasing number of investors are seeking to incorporate climate change in their investment calculus. For investors with a portfolio covering multiple asset classes, the tasks of excising climate risk and finding new climate-related opportunities can be daunting.

Portfolio 52

Portfolio Asset Allocation Clients Assets 52

Carson Wealth

DECEMBER 9, 2024

The economy created 227,000 jobs in November, close to expectations, which somewhat made up for the low 36,000 number in October (revised up from 12,000). Thats the lowest pace since early 2013 (outside of the Covid months). A diversified portfolio does not assure a profit or protect against loss in a declining market.

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Marketing Marketing Economy Manufacturing 69

Random Roger's Retirement Planning

DECEMBER 3, 2023

The basic mechanics of CEFs is they are exchange traded but unlike ETFs which create or redeem shares based on money coming and going, CEFs have a fixed number of shares so open market buying and selling can cause the market price of the fund to deviate widely from the net asset value (NAV), the actual value of the holdings.

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Portfolio Accounting Numbers Management 75

The Better Letter

MARCH 18, 2025

Nigl’s bracket finally went bust on game 50 (the third game on the second weekend) when three seed Purdue defeated number two Tennessee, 99-94, in overtime. And about 60 percent of national champions are one of the four number one seeds. A roulette wheel hitting the same number seven times in a row ( one in three billion ).

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Numbers Marketing Marketing Medicine 75

Truemind Capital

AUGUST 9, 2024

With our guidance, she started investing soon, has now built a substantial investment portfolio, and is on track to meet her goals. The best way to solve this problem is by increasing the number of fee-only SEBI Registered Investment Advisors (RIAs) who by design think in the interest of clients. Let a million RIAs bloom!

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Commission Fee Only Wealth Management Education 65

The Big Picture

SEPTEMBER 12, 2022

I wasn’t that typical person that did a number of, you know, internships during the summer, had that …. So obviously, we’re seeing some relief in the commodity sector, but more broadly it’s, you know, whether or not how quickly are we going to see that number come down. So derivatives were a part where I was very intimidated.

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Clients Wealth Management Banking Investing 299

The Irrelevant Investor

NOVEMBER 16, 2018

I'm guessing that few, if any investors have the bulk of their portfolio in a strategy like this. If you have a 10% position that goes down 20%, it's a 2% drag on your overall portfolio. It's easy to get caught up in large numbers, but context is required. That's a rough month, but hardly catastrophic.

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Numbers Portfolio Assets Investing 52

Trade Brains

DECEMBER 13, 2023

India’s IPO market has made a strong comeback this year, making it the global leader in the number of IPOs so far in 2023 and attracting investors to take advantage of the renewed interest in public offerings on Dalal Street. What do the numbers tell about IPOs? Is India experiencing an IPO boom? What does this indicate?

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Numbers Retail Startup Investing 64

Trade Brains

SEPTEMBER 19, 2023

Among evolving markets with market participants, cryptocurrency exchanges have also increased in number for the easy usage of digital currency markets with well-built technology and trust. Top Cryptocurrency Exchanges #3 – Huobi Global Huobi Global is a centralised crypto exchange platform founded in China in 2013.

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Random Roger's Retirement Planning

OCTOBER 19, 2022

The point is that the factor, in the above case it's low volatility, has generally kept up with market cap weighting (MCW) with only 80% of the drawdown (his number). During the Taper Tantrum in 2013, both low volatility funds underperformed but that was also a very short term event. More on low volatility in a second.

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Numbers Marketing Marketing Management 97

Trade Brains

SEPTEMBER 20, 2023

The facility has been in operation since 2013, and the Swachh Bharat Mission and numerous other reports have identified it as one of the finest practices for MSWM case studies. The company is dependent on a limited number of customers for a significant portion of its revenue. What do think the future holds for the company?

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Engineering Management Government License 105

Random Roger's Retirement Planning

JULY 14, 2022

For the 5 year bull market you could simplistically add 10% per year or 50% total in dividends and for this year 7 or 8% (six months worth) back in which changes the numbers considerably. Given that MCN went up during the Taper Tantrum of 2013, I lean toward thinking it was equity beta. Yahoo doesn't show total return.

Portfolio 72

Portfolio Math Clients Marketing 72

Brown Advisory

MARCH 28, 2017

Starting Points achen Tue, 03/28/2017 - 14:11 The numbers tell a clear story about the growing number of investors interested in sustainable investing. One family we advise wants to support local businesses with a regionally focused portfolio. That can be a mistake. Take "baby steps" before a "giant leap."

Portfolio 52

Portfolio Clients Nonprofit Asset Allocation 52

Brown Advisory

MARCH 28, 2017

The numbers tell a clear story about the growing number of investors interested in sustainable investing. Still, nearly three out of four investors wait for their advisors to raise the topic of sustainability in relation to their portfolios, according to a 2013 survey by Calvert Investments. Starting Points.

Portfolio 52

Portfolio Clients Nonprofit Asset Allocation 52

The Irrelevant Investor

JULY 25, 2016

That's the number of global funds launched between January 2005 and 2013. Just to be clear, that is not the number of funds in existence over that period, it's the number of brand new funds. Fifty-seven thousand, five hundred and twelve. Investors appear to ask themselves, "Have I heard of these stocks?"

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Financial Advisor Retail Numbers Accounting 52

Trade Brains

NOVEMBER 4, 2023

In addition to this, it offers other services such as portfolio management, consultancy, etc. Tickeron Established in 2013, Tickeron is an interactive marketplace that provides sophisticated AI-driven trading tools to investors and traders. It is a Swiss company that has developed beginner-friendly algorithmic trading software.

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Assets Planning Financial Market Retail 111

Brown Advisory

AUGUST 1, 2018

Market conditions may indeed be changing, and in ways that warrant a reassessment of portfolio positioning. equity market’s gain since early 2017 has been concentrated in a relatively small number of sectors and specific stocks. Adding risk to portfolios at this stage in the economic cycle does not seem like a prudent strategy to us.

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Management Investing Investments Valuation 52

Brown Advisory

AUGUST 1, 2018

Market conditions may indeed be changing, and in ways that warrant a reassessment of portfolio positioning. equity market’s gain since early 2017 has been concentrated in a relatively small number of sectors and specific stocks. Adding risk to portfolios at this stage in the economic cycle does not seem like a prudent strategy to us.

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Management Investing Investments Valuation 52

The Big Picture

DECEMBER 6, 2022

I did in 2013 the largest banking transaction that the market had seen since the financial crisis, it was a $2.4 And I did the math, and I think at that point in time, roughly speaking, assets in ETS were roughly just 10 percent, 12 percent of assets in mutual funds and I was pretty convinced that that number was to increase significantly.

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Clients Investing Investments Management 162

Carson Wealth

OCTOBER 7, 2024

Strong Job Numbers Are Good News for the Economy and Markets There’s been valid concern that employment conditions are deteriorating, ever so slowly. A diversified portfolio does not assure a profit or protect against loss in a declining market. The unemployment rate has increased from a low of 3.4% in April 2023 to 4.3%

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Marketing Marketing Economy Economics 96

Trade Brains

OCTOBER 3, 2022

The company houses well-known brands such as Fortune, Kohinoor, Fryola, and Wilpuff as part of its portfolio. . For instance, from 2003 to 2013 AWL acquired 11 edible oil units. So far we looked at the past five-year numbers of the company. million retail touchpoints. Manufacturing Facilities of Adani Wilmar Ltd.

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Food Manufacturing Retail Planning 98

ClearMoney

DECEMBER 5, 2021

Bitcoin and related cryptocurrencies (now numbering in the thousands) are the subject of much debate and fascination. Given bitcoin’s dramatic price changes, it is not surprising that many are speculating about its possible role in a portfolio. After a limited number of password attempts, a user can permanently lose access.

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Commission Retail Sales Distribution 52

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. 00:17:50 You wanna know why Dara reported for Uber that again, their number of employees was down quarter of over quarter. It’s 10 blue links, but it’s an infinite number of blue links.

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Investing Investments Startup Accounting 246

Brown Advisory

MARCH 29, 2019

Economic indicators are mixed--unemployment and inflation numbers generally remain healthy, while other signs (dwindling home and auto purchases, falling capex, declining manufacturing output) point to slowing growth. trade policy and Brexit, among other factors, are additional flies in the ointment.

Marketing 52

Marketing Marketing Food Economics 52

Brown Advisory

MARCH 29, 2019

Economic indicators are mixed--unemployment and inflation numbers generally remain healthy, while other signs (dwindling home and auto purchases, falling capex, declining manufacturing output) point to slowing growth. trade policy and Brexit, among other factors, are additional flies in the ointment.

Marketing 52

Marketing Marketing Food Economics 52

Trade Brains

FEBRUARY 22, 2024

According to the FY23 report, the total number of employees was 27,517. IDFC First Bank Company Overview It all started as NBFC, IDFC Limited was started in 1997 primarily to lend money to infrastructure projects and businesses following RBI approval in 2013. IDFC Bank was established and demerged from IDFC Ltd. in November 2015.

Banking 104

Banking Planning Accounting Retail 104

Brown Advisory

SEPTEMBER 22, 2017

Hundreds of academic studies and thousands of media commentaries have taken different angles on this issue, with the conversation centered on one key question: Does the incorporation of ESG factors in portfolios help, hurt, or do nothing to returns? Can we also generate predictable utility from managing portfolios around an "ESG factor?"

Portfolio 52

Portfolio Investing Investments Management 52

Brown Advisory

SEPTEMBER 22, 2017

Hundreds of academic studies and thousands of media commentaries have taken different angles on this issue, with the conversation centered on one key question: Does the incorporation of ESG factors in portfolios help, hurt, or do nothing to returns? Can we also generate predictable utility from managing portfolios around an "ESG factor?"

Portfolio 52

Portfolio Investing Investments Management 52

Truemind Capital

JANUARY 16, 2024

They like to talk about Bajaj Finance and not Yes Bank in their portfolio. Most of the time, even the winners account for very low weight in the overall assets, resulting in miniscule contribution to the portfolio returns. One can consider debt portfolios with floating rate instruments for long-term allocation.

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Financial Market Marketing Marketing Asset Allocation 52

Good Financial Cents

JUNE 25, 2023

Ad Diversify your portfolio with Cryptocurrency Investments. Ad Create your cryptocurrency portfolio today Public has a variety of features that make it the best place to start trading. As you can see from those numbers, early Bitcoin investors who held on through the crypto’s ups and downs likely made a fortune.

Investing 76

Investing Investments Accounting Commission 76

Trade Brains

SEPTEMBER 15, 2022

Airtel stands among the top 3 mobile subscribers globally in terms of the number of subscribers. The telecom company has a diverse product portfolio of satellite networks and submarine cables spread across 365,00+ RKMs in 50 countries and 5 continents. It started by initially acquiring a minority stake back in 2013.

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Pharmaceutical Banking Financial Services Portfolio 52