The Big Picture

OCTOBER 19, 2023

I run through 30 charts in 30 minutes that explain where we are in the economic cycle, what markets are doing, and what it means to their portfolios. 3 This was evident way back in 2015, when the post-GFC recovery was in full flower but was broadly ignored by much of the population. This quarter, it was Sentiment.

Media 350

Media Economy Economics Wealth Management 350

Brown Advisory

JUNE 3, 2015

The Advisory | June 2015. Wed, 06/03/2015 - 10:14. In many clients’ portfolios we have eliminated our overweight position in U.S. equities in many client portfolios for the past four years. Fixed Income: Bonds help portfolios despite Fed policy shifts Expanding Horizons. Shifting Gears. equities and U.S.

Valuation 52

Valuation Economy Banking Economics 52

Random Roger's Retirement Planning

DECEMBER 12, 2023

The client was in his 70's when the story starts in 2015 and he had "at least $50 million." If they'd found him a cash account paying zero interest back in 2015, they could started taking $1.5 Bitcoin was going for $250 in the middle of 2015. million/yr and lasted until 2038.

Portfolio 75

Portfolio Clients Accounting Financial Advisor 75

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 280

Portfolio Management Marketing Marketing Portfolio 280

The Big Picture

DECEMBER 11, 2023

And according to NRF data itself, from its annual Retail Security Survey, shrink attributed to external theft, including organized retail crime, has largely remained the same since 2015. They all have agendas, none of which include the well-being of your portfolios. for over a decade.”

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Retail Accounting Sales Numbers 352

Random Roger's Retirement Planning

FEBRUARY 29, 2024

Cullen Roche looked at the 60/40 portfolio concept through an interesting lens. The importance comes in understanding diversification and the importance of long term thinking in the equity portion of your portfolio. The main takeaways are that one, 60/40 is not dead and that two, different assets have different durations.

Retirement 84

Retirement Assets Portfolio Financial Planning 84

The Big Picture

OCTOBER 2, 2023

Hence, whatever your views are about the economy, markets, your portfolio, etc., We model the economy, we model markets, we create Monte Carlo simulations of how our portfolios will perform. you must be ready to discard them as you amass evidence that they are wrong. We become disappointed when models don’t behave the way reality does.

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Investing Investments Economy Portfolio 344

Risk Management Guru

APRIL 21, 2020

The Risk Management Guru (RMG) blog was founded in October 2015 with a very clear sense of purpose: to become the go-to blog for the best articles about Risk Management. Why portfolio diversification is for the ignorant investor. our gurus). We hope you enjoy Ricardo’s essay as much as we did. Financial Post , 7 Dec. 2013, [link].

Portfolio 52

Portfolio Risk Management Management Commission 52

Validea

JANUARY 19, 2023

in 2022, recouping losses that have plagued the fund since 2015, reports an article in Bloomberg. in 2015 and 34.3% Greenlight Capital rose 36.6% The $2 billion fund lost 20.4% in 2018, but ended last year with a 3.5% gain, according to an anonymous source who is familiar with the fund.

Media 52

Media Portfolio Sales Investing 52

Good Financial Cents

DECEMBER 12, 2022

M1 Finance is a personal finance company that offers a variety of financial services, including investment management, portfolio analysis, and stock trading. The company is headquartered in Chicago, Illinois, and was founded in 2015. M1 Finance was founded in 2015 and is headquartered in Chicago, Illinois. Is M1 Finance Free?

Investing 82

Investing Investments Portfolio Analysis Insurance 82

Random Roger's Retirement Planning

AUGUST 5, 2023

Turns out there's a mutual fund version with symbol HCMDX with a track record back to 2015. Portfolio 1 outperformed in 6 of the 9 years studied with slightly less volatility. Portfolio 1 outperformed in 6 of the 9 years studied with slightly less volatility. compared to 7.35, had a standard deviation of 8.07 versus 10.32

Portfolio 69

Portfolio Clients Taxes Numbers 69

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

Trade Brains

OCTOBER 19, 2023

The first phase of this massive project, costing around ₹7,600 crore, began in 2015 and is expected to be finished by May 2024. The Vizhinjam port is at the southernmost tip of India and will help us compete with China in international maritime trade. What does Trans-shipment Port Mean? It’s a win for India and Adani Ports!

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Manufacturing Portfolio Planning Investing 105

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 Management 98

Trade Brains

DECEMBER 1, 2023

According to a 2015 preliminary survey conducted by the Slum Rehabilitation Authority (SRA), only nine private land owners and trusts own about 19.4%, or nearly 1/5th, of Greater Mumbai. The city holds countless secrets close to its heart, and one among them is the identities of those who own lands in Mumbai. It’s a 6,600-acre ‘realty’ check!

Government 105

Government Portfolio Sales Investing 105

MarketWatch

FEBRUARY 14, 2023

The fund, which was launched in 2015, had $97.6 We continually monitor our funds to ensure that they’re serving our clients well, and we refine and evolve our lineup to better position investors to succeed,” said Dan Reyes, head of Vanguard’s portfolio review department. million in total assets, and had declined 2.8%

Asset Allocation 40

Asset Allocation Assets Management Portfolio 40

Brown Advisory

JANUARY 17, 2024

One of our colleagues, Ken Stuzin, likens portfolio construction to Darwinian Investing – it is about survival of the fittest. In a concentrated portfolio, it is the losers that kill you. What sort of hit rate should we then expect within their portfolio? 5 As Table 2 below highlights, this team appears to be seriously good!

Investing 52

Investing Investments Portfolio Compliance 52

Trade Brains

SEPTEMBER 13, 2022

The products portfolio of the company includes: Bearing Cages Steel Cages Brass Cages Polyamide Cages Bronze Bushes for Sliding bearing Speciality Components. billion in 2015 and grew at an annual rate of 12% to USD 104.6 from 2015 to 2019. between 2015 and 2019. million pieces per annum for bearing cages.

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Engineering Manufacturing Electronics License 52

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

Trade Brains

FEBRUARY 15, 2024

Early investors typically take more risks at the start of their careers or in their early and late 20s, and as they age, they diversify their portfolio by shifting away from equities and towards fixed-income securities such as bonds and debentures, which carry little or no risk based on the securities purchased and are based on yield return.

Government 59

Government Retail Startup Investing 59

Brown Advisory

AUGUST 14, 2023

Factor risk is best described as any exposure that can explain the portfolio returns other than the individual investments, such as a “theme” or a sector. In this example, the stock picking hardly matters anymore – the portfolio is predominantly a sector bet and hence has a large factor risk. Numbers may not total due to rounding.

Investing 52

Investing Investments Portfolio Accounting 52

Trade Brains

DECEMBER 13, 2023

2015 21 1.63 While this surge is driven by listings on SME exchanges, the main board offers (listings on NSE and BSE) are the second-highest in the last 10 years. NSE, BSE SME Exchanges Year Number Fund Raised ($ Billion) Number Fund Raised ($ Billion) 2013 3 0.15 2014 5 0.14 2016 26 3.18 2017 36 8.06 2018 24 3.71 2019 16 1.48 2020 15 3.19

Numbers 64

Numbers Retail Startup Investing 64

Trade Brains

FEBRUARY 5, 2024

The bank has a diversified portfolio of 99.85% of secured loans, with an average gross NPA of 2.52% and Net NPA of 1.3% About the Industry The RBI established small finance banks in 2015 to expand financial inclusion, especially in rural and semi-urban areas. as of September 2023. of total deposits being from the retail segment.

Banking 59

Banking License Portfolio Retail 59

Trade Brains

OCTOBER 4, 2023

Then, in 2015, it turned into a 5-day sale. But here’s the twist: The first Big Billion Days sale didn’t go well at all and was a major flop. The website crashed, orders got cancelled, and the products ran out within just a few hours. How were Flipkart’s Big Billion Days Sales over the years?

Sales 59

Sales Electronics Portfolio Planning 59

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

Trade Brains

OCTOBER 27, 2023

The global consumerware market is dominated by branded players, who have ~60% of the market share and grew at a ~6-7% CAGR from CY 2015 to CY 2022. Diversified Product Portfolio: As of 2023, the company offers 15,891 SKUs across various product categories, catering to diverse consumer requirements. The rest of the market is unbranded.

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Distribution Retail Manufacturing Portfolio 59

The Big Picture

OCTOBER 24, 2022

She has a fascinating career, starting a PLS working away up as an analyst and eventually, head of outcome-based strategies for Morningstar, eventually rising from that position and portfolio manager to Chief Investment Officer. Let me give you some background on Morningstar Managed Portfolios. I saw how personal money is.

Portfolio 130

Portfolio Management Assets Investing 130

Trade Brains

AUGUST 31, 2022

Public banks which accounted for 71% share in credit outstanding in Fiscal 2015, account for only 59% share as of Fiscal 2021 while the rest was captured by the private banks. The banking sector enjoyed healthy deposit growth of 10% compound annual growth rate (CAGR) between Fiscals 2015 and 2020.

Banking 52

Banking Retail Accounting Management 52

Trade Brains

NOVEMBER 8, 2022

Over the years, the NBFCs have grown their MSME portfolio at a faster rate than the overall MSME portfolio at a systemic level. The total credit offered by NBFCs to MSMEs has been estimated to increase from 14% to 20% from the fiscal year 2015 to the fiscal year 2021. Strengths of the Company. The company has more than ?

Management 98

Management Risk Management Portfolio Sales 98

Trade Brains

FEBRUARY 6, 2024

About The Industry The Reserve Bank of India (RBI) introduced small finance banks in 2015 to enhance financial inclusion, particularly in rural and semi-urban areas. Out of the 10 entities granted in-principle approval, 8 were microfinance institutions selected for their track record in serving low-income groups.

Banking 59

Banking Assets Accounting Portfolio 59

Brown Advisory

MAY 3, 2018

We try to remind them that rising rates, despite their inevitable short-term effect on fixed-rate bond prices, do not necessarily mean long-term declines for bond portfolios generally or for municipal bond portfolios specifically. During the past year or so, our approach has manifested in a few ways in our portfolios.

Taxes 52

Taxes Portfolio Valuation Clients 52

Brown Advisory

MAY 3, 2018

We try to remind them that rising rates, despite their inevitable short-term effect on fixed-rate bond prices, do not necessarily mean long-term declines for bond portfolios generally or for municipal bond portfolios specifically. During the past year or so, our approach has manifested in a few ways in our portfolios.

Taxes 52

Taxes Portfolio Valuation Clients 52

Trade Brains

NOVEMBER 7, 2022

The product portfolio of the company. Between 2015-2020, the Indian specialty chemicals segment grew faster than the Indian commodity chemicals segment (10.4% Source: DRHP of the company). The competitors of the company. Source: DRHP of the company). Archean Chemical Industries IPO Review – Financial Highlights. vs. 8.7%).

Commission 96

Commission Pharmaceutical Manufacturing Transportation 96

Validea

APRIL 5, 2023

By Jack Forehand, CFA, CFP® ( @practicalquant ) — Most of us who build factor-based portfolios rely on academic research as the underpinning of our strategies. In their research, Fama and French use long-short portfolios to capture the value premium. And that makes a lot of sense. But just using academic research isn’t enough.

Investing 69

Investing Investments CFP Portfolio 69

Trade Brains

MAY 6, 2023

For the 4 year period between 2015 and 2019, the company showed sales worth ₹3098 Crores. Taking note of this the stock price also began gaining momentum after 2015. This, in turn, resulted in a massive draining of cash which otherwise would’ve acted as a cushion to the business. These sales were made to 15 nonexistent customers.

Banking 52

Banking License Government Investing 52