The Big Picture

NOVEMBER 27, 2023

Low Stakes : The most successful market timers are often those people who do not have actual assets at risk. Catching the exact right moment when the crowd is mostly wrong goes against all of your instincts as a social primate.3 It’s utterly laughable. The less it matters, the easier it is to be bold and outside of the mainstream.4

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Random Roger's Retirement Planning

DECEMBER 28, 2024

Bonds with duration are now more volatile than they used to be and that volatility is less reliable than it used to be making them a less effective diversifier for the equity portion of a diversified portfolio. Part of how to go about this is to dig into cross asset relationships and how things blend together.

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The Chicago Financial Planner

JUNE 13, 2022

Ideally you’ve been rebalancing your portfolio along the way and your asset allocation is largely in line with your plan and your risk tolerance. You should continue to monitor your portfolio and make these types of adjustments as needed. As Aaron Rodgers told the fans in Green Bay after the Packers bad start in 2016, relax.

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Risk Tolerance Marketing Marketing Financial Planner 188

The Big Picture

SEPTEMBER 23, 2023

This week, we speak with Armen Panossian , managing director and head of performing credit at Oaktree Capital Management , which has $179 billion in assets under management. He oversees the firm’s liquid and private credit strategies, and also serves as a portfolio manager within Oaktree’s global private debt and global credit strategies.

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Management Medical Portfolio Management Economics 182

Brown Advisory

SEPTEMBER 12, 2016

Sustainable Investing Special Edition September 2016 achen Mon, 09/12/2016 - 07:07 In this issue: From our CEO: How We Help Clients Build Sustainable Portfolios Mike Hankin, Brown Advisory President and CEO, describes a framework for helping clients incorporate their values into their investment portfolios. By Michael D.

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Brown Advisory

SEPTEMBER 12, 2016

Sustainable Investing Special Edition September 2016. Mon, 09/12/2016 - 07:07. In this issue: From our CEO: How We Help Clients Build Sustainable Portfolios Mike Hankin, Brown Advisory President and CEO, describes a framework for helping clients incorporate their values into their investment portfolios. By Michael D.

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The Chicago Financial Planner

FEBRUARY 5, 2022

Quoted in a Wall Street Journal article before the 2016 game, respected Wall Street analyst Robert Stoval said, “There is no intellectual backing for this sort of thing, except that it works.”. What impact have the solid stock market gains of the past three years had on your portfolio? Costs matter.

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Investing Investments Financial Planner Risk Tolerance 184

Random Roger's Retirement Planning

SEPTEMBER 19, 2023

When I was working on yesterday's post I stumbled back into the Return Stacked 60/40 Absolute Return Index which is a portfolio funds blended together with a lot of embedded leverage in pursuit of capital efficiency. It's a very sophisticated portfolio. Here's what it is in the portfolio and the notional exposures.

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Brown Advisory

SEPTEMBER 11, 2016

September 2016 Insights on Markets and Investments achen Mon, 09/12/2016 - 01:00 In this issue: Investors Facing Rising Risks Need Solid Defense, Savvy Offense Increasing political and economic risk during the past year has widened the range of possible positive and negative scenarios for financial markets.

Investing 52

Investing Investments Asset Allocation Marketing 52

Brown Advisory

SEPTEMBER 11, 2016

September 2016 Insights on Markets and Investments. Mon, 09/12/2016 - 01:00. By Taylor Graff, Head of Asset Allocation Research and Ed Chadwyck-Healey, Head of International Private Clients ? By Meera Patel, CFA, Director of Private Equity Fund Research and Jane Korhonen, CFA, Portfolio Manager ?

Investing 52

Investing Investments Asset Allocation Marketing 52

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

The Big Picture

AUGUST 28, 2024

On this episode, Bloomberg Intelligence ETF analyst Eric Balchunas joins us to discuss how fees can significantly impact your portfolio. ~~~ About this week’s guest: Eric Balchunas is been an ETF Analyst for Bloomberg Intelligence. He has been covering the investing industry for nearly 2 decades.

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Harness Wealth

APRIL 15, 2025

Find Your Wealth Advisor at Harness How Net Worth Is Changing in America From 2016 to 2022, the median U.S. According to Federal Reserve data , younger households are just beginning to build assets, while older households have had more time to accumulate and grow wealth. That shift may now be reversing.

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Random Roger's Retirement Planning

AUGUST 31, 2024

One of my many quirks (we all have them) is a never ending fascination with investment portfolios that either are or are thought to be sophisticated like the Permanent Portfolio, various endowment portfolios and so on. The Trinity Portfolio by Meb Faber and Cambria Investments is another example. It was up 23% that year.

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Portfolio Management Investing Investments 52

Random Roger's Retirement Planning

SEPTEMBER 18, 2024

My interest goes back long before the ReturnStacked ETFs existed and I believe long before the term capital efficiency was common, to Nassim Taleb writing about barbelling returns where most of the risk is allocated to just 10% of a portfolio with the rest in very conservative things like T-bills. Here is some modeling we did on August 19th.

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Random Roger's Retirement Planning

JUNE 26, 2024

I stumbled into an old podcast from Resolve Asset Management that looked at the lack of differentiation from most factors and how to seek out "orthogonality" to get better diversification. And because I think it's related, I wanted to put another simple, Permanent-inspired portfolio on the table to discuss with Portfolio 2.

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Portfolio Management Numbers Taxes 95

The Big Picture

FEBRUARY 19, 2024

We can make changes to how we think about risk, what our portfolio allocations are, what information we read — everything that goes into how we invest. Framing : The context we use to look at market action and portfolio performance has an enormous impact on the conclusions we reach. Investors are not so lucky.

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Investments Investing Portfolio Economy 130

Random Roger's Retirement Planning

FEBRUARY 9, 2023

At the time, those funds were having success because of Hussman's generally defensive portfolio posture. The funds might play a role in a diversified portfolio but hard to peg either one as a single portfolio solution. The idea of a single fund, all-weather portfolio is intellectually appealing even if it probably doesn't exist.

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Asset Allocation Portfolio Assets Numbers 75

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. © 2016 Morningstar, Inc.

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Brown Advisory

OCTOBER 28, 2016

Asset Allocation: Caution Toward High Dividend Yielding Stocks. Fri, 10/28/2016 - 11:25. According to Morningstar, overall assets in dividend-focused ETFs and mutual funds have ballooned to $672.6 billion in assets they held in 2011. S&P 500® sector characteristics using GICS Level 1 Sectors, as of 09/30/2016.

Asset Allocation 52

Asset Allocation Assets Valuation Banking 52

Brown Advisory

SEPTEMBER 12, 2016

From our CEO: How We Help Clients Build Sustainable Portfolios achen Mon, 09/12/2016 - 08:16 Last year, we published our first special edition of The Advisory focused on sustainable investing. The goals you express during our discovery process dictate the types of solutions used in your portfolio.

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Brown Advisory

SEPTEMBER 12, 2016

From our CEO: How We Help Clients Build Sustainable Portfolios. Mon, 09/12/2016 - 08:16. We begin with advice— an in-depth engagement and discovery process to learn exactly how you view the intersection of your values with your portfolio. For something that sounds straightforward, screening can be very challenging.

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Brown Advisory

AUGUST 24, 2017

A Solid Foundation: The Value of Private Real Estate in Balanced Portfolios. We believe that focusing solely on current market conditions ignores the true, long-term value that private real estate investments can add to a portfolio. Low correlation with other core asset classes. Thu, 08/24/2017 - 15:12. Source: Thomson Reuters.

Portfolio 52

Portfolio Assets Clients Investing 52

Walkner Condon Financial Advisors

FEBRUARY 15, 2024

While no significant decreases in charitable giving were found, CCS did find that “in more recent presidential election years, it appears that political giving is making up an increasingly larger percentage of all giving during the months surrounding the election, hovering around 12% in the fall of 2016 compared to around 8% in the fall of 2004.”

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Nonprofit Distribution Government Taxes 89

Brown Advisory

NOVEMBER 8, 2021

Global Cooldown: Tackling Climate Change Through Our Bond Portfolios. trillion per year from 2016-2020, according to their estimates), to $4.2 trillion per year from 2016-2020, according to their estimates), to $4.2 which disrupt supply chains, damage property and otherwise hurt an issuer’s assets or operations.

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Trade Brains

NOVEMBER 4, 2023

More specifically, tradetron tech allows the user to trade in multiple asset classes like equities, forex, F&O, etc across multiple exchanges like NSE, NASDAQ, Bitcoin Exchanges, etc. Order management facility to keep track of different orders across multiple asset classes Access to live technical charts to facilitate algo trading.

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Assets Planning Financial Market Retail 111

Brown Advisory

NOVEMBER 29, 2016

Tue, 11/29/2016 - 14:44. The budget gap for nonprofits has widened because of a slump in their three sources of funds—donations, grants and portfolio returns. 1 Also, from fiscal year 2009 until fiscal year 2016, federal agencies cut annual grants to private and public organizations by 3.4% Making More From Less.

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Nonprofit Asset Allocation Portfolio Budgeting 52

The Big Picture

SEPTEMBER 3, 2024

They are a publicly traded investment manager, stocks symbol DHIL, that have been public since day one since 2016. All of their portfolio managers not only are substantial investors in each of their funds, but they do a disclosure year that shows each manager by name and how much money they have invested in their own fund.

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Investing Investments Valuation Management 147

The Big Picture

FEBRUARY 28, 2023

They run over $135 billion in assets. And I went to pitch this asset management guy on why he should come be a part of that process. LAYTON: So every client that we have, every asset that we own is a result of somebody getting on an airplane and — RITHOLTZ: Right. So we manage a portfolio of several dozen companies.

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Clients Assets Investing Investments 147

Trade Brains

SEPTEMBER 26, 2024

It offers various services across various asset classes, including equity, fixed-income, and derivative securities. The exchange operates an “anywhere, any asset” trading platform. Furthermore, it claims 59% in currency derivatives and 79% in interest rate derivatives in India, as of 2016.

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Compliance Banking Management Risk Management 90

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. They have grown quickly and now offer a variety of financial services, including investment management, portfolio analysis, and stock trading. trillion in customer assets.

Investing 83

Investing Investments Portfolio Analysis Insurance 83

Good Financial Cents

DECEMBER 22, 2022

2016: 9.54%. One of the challenges of building a diversified portfolio with individual stocks is that some come with a high sticker price of $2,000 per share, $5,000 per share, or more. Note that Fundrise requires a 0.15% annual advisory fee and an annual asset management fee of up to 0.85%. 2020: 16.26%. 2019: 28.88%.

Investing 108

Investing Investments Risk Tolerance Accounting 108

Trade Brains

FEBRUARY 9, 2024

What pushed both companies to come together was the entry of Reliance Jio in the Indian market in 2016. Reliance Jio, launched in 2016, revolutionized the industry by offering affordable data plans and free voice calls, causing a seismic shift in consumer preferences. lakh crore. Do you think Vodafone will be able to make a comeback?

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Marketing Marketing Government Assets 111

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. The Company also is into Asset reconstruction with an AUM of Rs. A major reason for the spike in revenue was the Net Gain on the revaluation of its assets. 6819 Cr in FY22 to Rs.

Banking 105

Banking License Financial Services Retail 105

Fortune Financial

JUNE 21, 2022

Since I have written on the topic and its impact on financial assets on several different occasions I thought it would be worthwhile to revisit some of those ideas now that inflation has returned. While inflation tends to harm long-duration assets the most, it seems to do so to the benefit of lower duration assets.

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Asset Allocation Assets Portfolio Financial Advisor 64

Darrow Wealth Management

JULY 1, 2024

In 2016, it’s widely expected that the 2017 tax laws will revert. Optimize your investments with asset location If investors haven’t already been working to optimize their tax situation with asset location, now is the time. Due to the tax code changes, they estimate this figure fell to 200,000 in 2018.

Taxes 105

Taxes Tax Planning Planning Estate Planning 105

Random Roger's Retirement Planning

AUGUST 28, 2024

The Catalyst/Aspect Enhanced Multi-Asset Fund (CASIX) just started trading at the start of the year. It seems to take a page from client/personal holding Standpoint Multi-Asset (BLNDX) by layering managed futures on top of, in this case, a passive 60/40 portfolio. We can backtest this a couple of different ways.

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