Trade Brains

JULY 17, 2025

During Friday’s trading session, shares of India’s first small finance bank to commence operation in 2016 moved up by nearly 5 percent on BSE, after a bulk deal worth Rs. Synopsis: Tikri Partners LLP acquired 10 lakh Capital Small Finance Bank shares worth Rs. 28 crores, securing a 2.22 percent stake via BSE and NSE. At 10:48 a.m.,

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Carson Wealth

JANUARY 21, 2025

Markets Give Solid Early Marks to Trump, but Not as Strong as 2016 The S&P 500 rallied 2.9% We also can compare market performance to 2016, which saw prospects of a similar policy shift to what we have currently. in 2016 2017, but 4.0% last week helped by some positive inflation news (more on that below). versus +6.6%

Marketing 75

Marketing Marketing Insurance Economy 75

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. Apple no longer breaks out the specifics of its stores in its quarterly reports, but estimates of store revenue are about $2.4 billion per month.

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Investing Caffeine

MAY 1, 2025

Brexit Panic (2016) Media coverage around the U.K.s Diversify Your Investments: A well-balanced portfolio across asset classes helps reduce panic. Source: NewsWeek Financial Crisis Depression 2.0 Many feared a second Great Depression. Yet it was one of the best times in history to buy stocks with the Dow tripling over the next decade.

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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. With interest rates rising and markets cooling in 20232024, many households may find their portfolios are no longer aligned with their long-term goals, making this an ideal moment to revisit your financial strategy.

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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. 00:29:38 [Speaker Changed] So, humble Dollar was launched right at the end of 2016.

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The Better Letter

JANUARY 2, 2025

William Priest, chairman, co-chief investment officer, and a portfolio manager at TD Epoch, picked Meta (+66 percent), which handily beat the S&P 500, but his other four picks did not. When Sam Bankman-Fried was at Jane Street Capital (before he became famous for FTX and convicted of fraud), he built a system to get the 2016 U.S.

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Trade Brains

JUNE 6, 2025

It offers stock broking, mutual funds, insurance, portfolio management, and online trading, serving clients across India, the Middle East, and other. On 5th June 2025, BNP Paribas India Holding Private Limited, part of the Promoter Group, disposed of its entire stake of 14.35 lakh shares (0.51 percent) at an average price of Rs.

Financial Services 52

Financial Services Manufacturing Startup Portfolio Management 52

Carson Wealth

JULY 11, 2025

2016–2019: Profit growth surged thanks to rising fiscal deficits (on the back of the 2017 tax cuts), offsetting the increase in household savings. Want to know more about what this could mean for your portfolio for the rest of the year? Still, it can explain a lot. Check out our 2025 Midyear Outlook Whitepaper.

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Trade Brains

JULY 23, 2025

Smartron Industry: IoT, Smart Devices Tendulkar became an early investor to guide the business and brand ambassador in Smartron back in 2016. With this move, Tendulkar stepped into the growing fintech space, supporting access to easy credit and digital finance. His involvement highlights an interest in India’s growing tech hardware sector.

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The Big Picture

MAY 13, 2025

You can run a screen and screen out riskier product, riskier bonds, lower quality bonds, and that immediately accrues to outperformance for an active bond portfolio. My colleague Eric Unis wrote a column called the Vanguard Effect way back in 2016. It’s part of our whole, you know, portfolio construction methodology.

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The Big Picture

JULY 14, 2025

” My first book was published on May 26, 2009, but the review in question came seven years later in 2016, in response to a Washington Post column I had written: “ The real risk in the market is staying out of it.” ” My Fave 2016(!) I feel bad for this guy,1 and whatever he was dealing with in 2016.

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Carson Wealth

MAY 19, 2025

All else equal, deficit-financed spending will boost profits (as they did in 2016-2019, 2020-2021, and even 2023-2024). But from the perspective of portfolio construction, the above two questions (and their answers) matter a lot for what can potentially provide diversification. How Big Will the Tax Bill Be?

Marketing 52

Marketing Marketing Taxes Economy 52

The Big Picture

APRIL 24, 2025

markets and a weakening dollar are looking to diversify their portfolios abroad. Prior to joining Jennison in 2016 as CEO, Becker was CEO of Voya Investment Management. Howard Marks once wrote, Its not the things you buy and sell that make you money; its the things you hold.( The firm was founded in 1969.

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Wealth Management

JULY 23, 2025

He helped create the National Association of Plan Advisors as a member of the founding Leadership Board, Chair of the Membership Committee and was founding Editor-in-Chief for NAPA-Net which he led until 2016. Private Equity Is Coming to 401(k) Plans: Will You Be Ready?

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Trade Brains

JUNE 29, 2025

By 2026, that contribution is expected to rise to 5-7 percent of GDP, with the Automotive Mission Plan (2016-26) aiming to create an additional 3.2 The industry’s economic impact is significant — it currently contributes 2.3 percent to India’s GDP and provides direct employment to over 1.5 million people. million jobs.

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The Big Picture

MARCH 28, 2024

If you believed these stories, and acted on them, your portfolio probably did poorly in markets over this era. What’s so fascinating about each of these eras is how a very coherent narrative storyline came together to explain things that are perhaps more random and unexplainable than we are comfortable with.

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The Big Picture

AUGUST 26, 2022

Say what you will about Cathy Woods and ARKK, but a concentrated portfolio like hers makes more sense as a satellite to Vanguard’s Total Stock Market Index ETF (VTI) or the S&P 500 (SPY) versus this unholy mess of high-cost high turnover SMA. Previously : Bill Miller: Closet Indexers Are Killing Active Investing (October 28, 2016).

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The Big Picture

MAY 5, 2023

Instead, there is a tendency to put too much weight onto the numbers themselves, encouraging a variety of changes and modifications to portfolios due to whatever the latest data suggests. (I have long been a fan of the concept of Strong Opinions, Weakly Held ).

Economics 363

Economics Financial Planning Manufacturing Numbers 363

Nerd's Eye View

JULY 10, 2023

Gary Siperstein, Jason's father, had built a successful investment management firm exclusively focused on managing portfolios of small-cap value stocks. The firm is now getting more clients that fit their niche (with 1-2 'ideal' prospects each month) and has increased its AUM from $55 million in 2016 to $115 million today.

Financial Planning 246

Financial Planning Retirement Planning Clients 246

Abnormal Returns

APRIL 2, 2023

awealthofcommonsense.com) How to dole out risk in your portfolio. grist.org) Anti-Asian hate crimes have been rising since 2016. Strategy Your investment strategy needs to work in all markets. humbledollar.com) AI is going to change just about every industry. nytimes.com) Regional banks are a linchpin for the economy.

Financial Advising 240

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The Big Picture

NOVEMBER 27, 2023

Previously : The Timing Mistake: Thoughts & Pushback (August 26, 2020) Market Timing for Fun & Profit (August 28, 2020) The Art of Calling a Market Top (October 4, 2017) DOs and DONTs of Market Crashes (January 16, 2016) The Truth About Market Timing (March 13, 2013) Timing the Market?

Marketing 300

Marketing Marketing Math Retirement Planning 300

The Big Picture

APRIL 24, 2023

Within the equity portion of your portfolios, they can provide some measure of diversification. Oversimplifying them into narratives or relying on context-free myths will not serve your portfolio well. November 4, 2016) Bull & Bear Markets _ 1. Previously : Observations to Start 2023 (January 3, 2023) Bottoming?

Economics 294

Economics Portfolio Valuation Marketing 294

The Big Picture

DECEMBER 16, 2023

Previously, he worked as a Portfolio Manager at Citadel Global Equities and as an Analyst at Millennium Management. They seek out the best and worst stocks in various sectors to run a long short portfolio. His regular publications include the Monthly Chart Portfolio of Global Markets, Sectors and Stocks on the Move.

Portfolio Management 167

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Integrity Financial Planning

DECEMBER 19, 2022

This strategy tells you to put 60% of your portfolio in equities and 40% in bonds or other fixed-income offerings. 3] Because stocks account for 60% of the 60/40 allocation, their drop has affected 60/40 portfolios, sinking their value. In a 60/40 allocation, this negatively affects the whole portfolio. 1] [link]. [2]

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Portfolio Retirement Economy Accounting 91

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.

Investments 52

Investments Investing Portfolio Management Portfolio 52

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.

Investments 52

Investments Investing Portfolio Management Portfolio 52

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.

Risk Tolerance 188

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Brown Advisory

JUNE 2, 2016

The Advisory | June 2016 Insights on Markets and Investments. Thu, 06/02/2016 - 08:20. Blistering changes in fields such as technology call for bold responses—a theme we recently explored with clients at our NOW 2016 forum. By Maneesh Bajaj, CFA, Portfolio Manager and Emmy Mathews, CFA, Equity Research Analyst In Too Deep?

Investments 52

Investments Investing Portfolio Management Marketing 52

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.

Investing 293

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The Big Picture

SEPTEMBER 23, 2023

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. 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.

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Management Medical Portfolio Management Economics 176

Random Roger's Retirement Planning

AUGUST 5, 2022

In the last few blog posts we've looked at portfolios that seek to replace bonds with alts in such a way to reduce portfolio volatility the way bonds used to. In a couple of instances we've created portfolios that outperformed Vanguard Balanced Index (VBAIX) a proxy for a 60/40 portfolio and did so with a lower standard deviation.

Portfolio 70

Portfolio Numbers Marketing Marketing 70

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.

Investments 52

Investments Investing Asset Allocation Marketing 52

Brown Advisory

SEPTEMBER 11, 2016

September 2016 Insights on Markets and Investments. Mon, 09/12/2016 - 01:00. By Meera Patel, CFA, Director of Private Equity Fund Research and Jane Korhonen, CFA, Portfolio Manager ? Consequently, investors need to build a solid defensive position while seizing opportunities that arise amid the instability.

Investments 52

Investments Investing Asset Allocation Marketing 52

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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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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Investments Investing Financial Planner Risk Tolerance 185

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