Advisor Perspectives

JUNE 23, 2025

Since late 2014, passive index returns ranked in the 10th percentile of all portfolios in eVestment’s US Large Cap Growth Equity universe. Market concentration rewarded passive investors who held market weights in the surging mega-caps. In other words, only 10% of active managers outperformed.

Marketing 52

Marketing Marketing Portfolio Management 52

The Big Picture

MAY 21, 2025

That guy who wrote, Sorry, Steve: Heres Why Apple Stores Wont Work , I wonder what the rest of his portfolio looks like… Finance seems to encourage this kind of forecasting. Paul Graham (2014), “When experts are wrong, it’s often because they’re experts on an earlier version of the world.”

Retail 202

Retail Media Electronics Investments 202

Random Roger's Retirement Planning

NOVEMBER 21, 2024

There's no way to fit that many into a portfolio without having a portfolio of diversifiers hedged with a little bit of equity exposure which I don't think would be optimal. Plenty of other managed futures funds came onto the scene in 2013 and 2014 but I think RYMFX is the only one to test what was a terrible time for managed futures.

Asset Allocation 52

Asset Allocation Management Portfolio Taxes 52

Carson Wealth

NOVEMBER 18, 2024

Lastly, no year has ended with 51 new highs, but we had 53 in both 1961 and 2014, suggesting more new highs are likely this year with about six weeks still left to go. A diversified portfolio does not assure a profit or protect against loss in a declining market.

Marketing 95

Marketing Marketing Economy Banking 95

The Big Picture

JANUARY 21, 2025

You would offer three of their stock picks where they were probably touting stocks they wanted to unload from their portfolio. 00:12:41 [Speaker Changed] If nothing in your portfolio is performing badly, you’re not diversified. And after I got my last urine bonus in early 2014, I walked in and handed, handed my notice.

Investments 144

Investments Investing Retirement Management 144

Trade Brains

JULY 16, 2025

With a 24% market share in the Indian 2W metal components segment, the company offers a diverse portfolio of over 1,000 products including chassis systems, exhaust systems, polymer parts, suspensions, and steering columns. The total market value of these holdings stood at Rs 9,924 crore, spread across 187 mutual fund schemes.

Food 59

Food Insurance Manufacturing Healthcare 59

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%.

Portfolio 52

Portfolio Numbers Insurance Taxes 52

The Better Letter

MARCH 18, 2025

In 2014, one bracket was alive through 34 games. UConn won the national championship as a seven in 2014. It applies to your personal portfolio, too. 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.

Numbers 76

Numbers Marketing Marketing Medicine 76

The Big Picture

OCTOBER 7, 2022

If only the Fed didn’t do X, our portfolio would have been much better” seems to be a terrible approach to managing assets for clients. How Greenspan Became the ex-Maestro (August 11, 2014). I am not a Fed hater or part of the crew that wants to “End the Fed.” Previously : Farewell, TINA (September 28, 2022). June 9, 2022).

Banking 335

Banking Economics Portfolio Assets 335

The Big Picture

JANUARY 25, 2023

Sources : “Study sheds light on cognitive dissonance in active management Robin Powell TEBI, January 25, 2023 Active fund managers and the rise of Passive investing: epistemic opportunism in financial markets Crawford Spence, Yuval Millo, James Valentine Kings College, 06 Jan 2023 Understanding Communities of Practice: Taking Stock and Moving Forward (..)

Management 301

Management Investing Investments Financial Market 301

The Big Picture

NOVEMBER 2, 2023

Those of you looking for income might consider putting fresh money to work building a bespoke muni portfolio, or buying the appropriate muni fund for your circumstances. ( Depending on the specifics a 4.5-5% 5% muni yield is the taxable equivalent of 8-10%. we are happy to help ). Regime Change : The shift from monetary to fiscal stimulus.

Taxes 283

Taxes Portfolio Marketing Marketing 283

The Big Picture

DECEMBER 8, 2023

Don’t have one] (August 2nd, 2013) NFP: Pay No Attention to the Statistician Behind the Curtains (January 10, 2014) Don’t Suffer From Denominator Blindness (October 14, 2015) _ 1: All Employees: Total Nonfarm, commonly known as Total Nonfarm Payroll, is a measure of the number of U.S. This is not a popular opinion.

Numbers 261

Numbers Retirement Economy Accounting 261

Brown Advisory

SEPTEMBER 11, 2014

The Advisory | September 2014. Thu, 09/11/2014 - 12:21. In This Issue : Perspectives on steering your portfolio through the market’s peaks and valleys; why rising interest rates spell relief for financial stocks; and why we think cyclical value stocks are even more attractive today than when we first recommended them a year ago.

Portfolio 52

Portfolio 52

The Big Picture

APRIL 26, 2023

Desmond loved to ask professional portfolio managers “What percentage of stocks would you expect would be making new highs at the top day of the bull market when the Dow Jones was making its absolute high?” He noted that markets get increasingly narrow by cap size (capitalization) as longer secular bull markets approach their ends.

Portfolio Management 283

Portfolio Management Marketing Marketing Portfolio 283

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

Brown Advisory

JUNE 1, 2014

The Advisory | June 2014. Sun, 06/01/2014 - 20:26. The key is knowing how to prudently capture these important but uncertain drivers in client portfolios. Our recent Navigating Our World (NOW) conference illuminated many compelling trends that are likely to shape the path of societies and industries in the future.

Portfolio 40

Portfolio Clients 40

Investment Writing

JULY 6, 2023

21, 2014, made edits on May 28 and October 24, 2021; October 12, 2022; and July 6, 2023. ” Note: I corrected some typos on Dec.

Financial Planner 137

Financial Planner Financial Planning Financial Advisor Retirement 137

The Big Picture

JANUARY 13, 2024

Previously, she was Senior Portfolio Manager for PGIM Real Estate’s flagship core equity real estate fund. Finance in 2023 The Periodic Table of Commodity Returns (2014-2023) Source: Visual Capitalist Sign up for our reads-only mailing list here. ~~~ I am still on book leave!

Portfolio Management 157

Portfolio Management Economy Economics Portfolio 157

The Big Picture

DECEMBER 7, 2023

When we launched Masters in Business in 2014, there were no long-form interviews with people in finance discussing their careers and investing philosophies. On this episode, Bloomberg Intelligence ETF analyst Eric Balchunas joins Barry Ritholtz to discuss how fees can significantly impact your portfolio. How Much Money Is Too Much?

Investments 157

Investments Portfolio Investing Assets 157

Validea

OCTOBER 19, 2022

Coming into 2022, the 60/40 stock/bond portfolio had been a stalwart strategy for your balanced investor. Even with bear markets like 2000-2002 and 2008-2009, the portfolio had strong returns for a very long period. at the start of the year) things are looking brighter for this simple portfolio. Tool: [link].

Investing 128

Investing Investments Valuation Portfolio 128

Carson Wealth

SEPTEMBER 11, 2023

trillion (37%) This is a big shift from 2014, when foreigners were the largest holders of U.S. The share held by the Federal Reserve has jumped between 2014 and 2022, but the chart below shows that percentage has fallen over the last year as the Fed has ended its bond purchases. debt has fallen from 26% to 15% between 2014 and 2023.

Marketing 93

Marketing Marketing Government Economy 93

Brown Advisory

APRIL 21, 2023

But we never forget that we manage diversified portfolios, and those portfolios are indeed affected by macro factors; inflation, interest rates, bank liquidity and other issues facing the economy will of course influence the prospects of the companies we hold in our strategies.

Portfolio Management 98

Portfolio Management Portfolio Banking Clients 98

Advisor Perspectives

DECEMBER 8, 2023

Going back to 2014, it has taken the cryptocurrency an average of nine months and 21 days to double; the milestone came 28 days early this time. It should be no surprise that Bitcoin sold for over $44,000 this week, more than double its March 13 price.

Portfolio 45

Portfolio 45

Brown Advisory

MARCH 9, 2018

We believe that our approach to building sustainable bond portfolios, in which we use green bonds alongside other bonds with attractive environmental and social characteristics, is an effective way to achieve our clients’ investment and sustainability objectives. It has the largest voluntary renewable portfolio of any U.S.

Portfolio 52

Portfolio Investing Investments Government 52

Brown Advisory

MARCH 9, 2018

Income and Impact: Adding Green Bonds to Investment Portfolios. We believe that our approach to building sustainable bond portfolios, in which we use green bonds alongside other bonds with attractive environmental and social characteristics, is an effective way to achieve our clients’ investment and sustainability objectives.

Portfolio 52

Portfolio Investing Investments Government 52

Validea

DECEMBER 19, 2022

Following a massive sell-off last month, Primecap reopened their $7 billion Odyssey Aggressive Growth fund to new investors—the first time it’s been available to new buyers since 2014, reports an article in CityWire. In the wake of that success it closed to new investors in early 2014. compared to previous years at 14.1%—and

Portfolio 59

Portfolio Assets Management Investments 59

Brown Advisory

SEPTEMBER 20, 2017

Conversation with the Portfolio Manager: Mid-Cap Growth Strategy achen Wed, 09/20/2017 - 16:43 Over time, the Brown Advisory small-cap growth team, led by Christopher Berrier and George Sakellaris, watched numerous successful investments compound and grow out of their investible universe. Q: Can you describe your investment process?

Portfolio Management 52

Portfolio Management Portfolio Management Investments 52

Brown Advisory

SEPTEMBER 20, 2017

Conversation with the Portfolio Manager: Mid-Cap Growth Strategy. After joining the investment industry in 2001, he served as director of research at two firms, creating a small-cap growth strategy at one of them before joining Brown Advisory in 2014. and concentrate 20%-40% of the portfolio’s weight in the top 10 holdings.

Portfolio Management 52

Portfolio Management Portfolio Management Investments 52

Random Roger's Retirement Planning

MAY 12, 2024

Something like NVDY could fit into certain portfolios I suppose but it is hard to argue it is a proxy for NVDA, but it does benefit from NVDA's volatility. A reader left a comment with the following portfolio equally weighted at 25%. It backtests to 2014. I wanted to circle back to the FIG Replication portfolio.

Asset Allocation 98

Asset Allocation Portfolio Assets Management 98

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. Over the long term, that stance has paid off.

Portfolio 52

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. Thu, 06/01/2017 - 02:47.

Portfolio 52

Portfolio Asset Allocation Valuation Economics 52

Random Roger's Retirement Planning

APRIL 9, 2024

Mutiny Funds put out a paper on the hows and whys of using alts for The Cockroach Portfolio that they manage and that we've looked at a few times. Looking back, 2014 is the only year (available to backtest) where equities and managed futures were up similar amounts. ASFYX is a client and personal holding.

Management 98

Management Retirement Planning Portfolio Retirement 98

Random Roger's Retirement Planning

DECEMBER 7, 2023

Part of the process for me is to explore ideas and not give up trying to learn more about an idea because with more enlightenment and more study maybe something can make it's way into the portfolio. Portfolio 1 here is 80% ANNPX, 10% ASFYX for managed futures and 10% BTAL. We've looked at convertibles several times in the past.

Portfolio 75

Portfolio Management Clients Marketing 75

Trade Brains

SEPTEMBER 22, 2023

Before the May 2014 election, the Sensex went up by 16.6% Before the 2014 general elections in India, the stock market was doing pretty well. Not only the elections but also the presentation of the budget, economic policies, the popularity of the leader, economic events and other factors, can send ripples through the stock market.

Marketing 69

Marketing Marketing Government Economics 69

Random Roger's Retirement Planning

DECEMBER 21, 2023

The Global X S&P 500 Covered Call ETF (XYLD) has been around since 2014 and while it has lagged the plain vanilla S&P 500 badly, its annualized total return is still 5.78%. VBAIX' outperformance is most likely due to its being domestic equity only which is why I included ACWI in Portfolio 3. Complexity for complexity's sake.

Portfolio 75

Portfolio Asset Allocation Marketing Marketing 75

Trade Brains

SEPTEMBER 26, 2024

It was named Indian Exchange of the Year for 2014 by Futures & Options World. The exchange also received the CII EXIM Bank Excellence Prize in 2014 and 2016. Other honors include the IMC Ramkrishna Bajaj National Quality Certificate of Merit for 2014. Comment below.

Compliance 90

Compliance Banking Management Assets 90

Validea

AUGUST 23, 2024

per share in 2014 to $6.13 in 2014 to $11.83 in 2014 to $6.87 in 2014 to $463.35 Further Research Top Warren Buffett Stocks Warren Buffett Portfolio More About Warren Buffett The post Four Warren Buffett Holdings That Also Pass His Quantitative Tests appeared first on Validea's Guru Investor Blog.

Economics 59

Economics Electronics Management Investments 59