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 294

Management Investing Investments Financial Market 294

Alpha Architect

AUGUST 29, 2022

We address this question by examining equity markets’ reaction and investors’ portfolio rebalancing in response to the first-time disclosure of the ratio of CEO to median worker pay by U.S. public companies in 2018. Do equity markets care about income inequality?

Marketing 102

Marketing Marketing Portfolio 102

Wealth Management

FEBRUARY 14, 2023

billion SPDR S&P Kensho New Economies Composite ETF uses natural-language processing in its portfolio construction.

Economy 56

Economy Portfolio 56

Trade Brains

JANUARY 17, 2024

The company’s portfolio includes complexes and drugs in the respiratory, anti-retroviral, urology, cardiology, anti-infective, CNS, and other key therapeutic fields. Sun Pharma’s portfolio includes innovative specialty medicines, branded generics, pure generics, and APIs. 2018-19 ₹ 16,362.41 ₹ 29,065.91 ₹ 1,492.44 ₹ 3,209.32

Pharmaceutical 111

Pharmaceutical Planning Medicine Manufacturing 111

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.

Management 169

Management Medical Portfolio Management Economics 169

Random Roger's Retirement Planning

JULY 3, 2022

I think it is important to manage portfolio volatility to reduce the odds of panicking and reduce the odds that client income needs are disrupted. If I study and/or test drive 10 things and one makes into the portfolio like the Standpoint Multi Asset (BLENDX/REMIX) then I think that is a productive use of time.

Portfolio 40

Portfolio Management Clients Asset Allocation 40

Nerd's Eye View

SEPTEMBER 19, 2022

Today, the financial plan itself is increasingly becoming not just a ‘value-add’ supporting other services like portfolio management, but rather the whole purpose of (and primary value proposition for) the client relationship to begin with.

Financial Planner 179

Financial Planner Certified Financial Planner Financial Planning CFP 179

Brown Advisory

FEBRUARY 7, 2019

Muni Bonds: Winners in 2018 and Bright Skies Ahead for 2019 ajackson Thu, 02/07/2019 - 08:44 Municipal bonds held their ground in 2018, and truly shined when equity markets were punished during the fourth quarter. Here’s a quick recap of 2018 and our thoughts heading into 2019. Treasury yields in late November and December 2018.

Taxes 52

Taxes Investing Investments Clients 52

Brown Advisory

FEBRUARY 7, 2019

Muni Bonds: Winners in 2018 and Bright Skies Ahead for 2019. Municipal bonds held their ground in 2018, and truly shined when equity markets were punished during the fourth quarter. Here’s a quick recap of 2018 and our thoughts heading into 2019. 2018: Tough Conditions Prove Helpful for Munis. Thu, 02/07/2019 - 08:44.

Taxes 52

Taxes Investing Investments Clients 52

Trade Brains

JANUARY 29, 2024

2018-19 ₹ 5,024.69 ₹ 2,654.05 2018-19 ₹ -1,537 ₹ 1,366.56 2018-19 -1.36 2018-19 -0.99 SJVN SJVN intends to diversify its portfolio by undertaking various projects as part of the government’s 24/7 electricity initiative. Suzlon SJVN 2022-23 ₹ 5,970.53 ₹ 2,938.35 2019-20 ₹ 2,972.85 ₹ 2,644.66 2021-22 -1.79

Planning 111

Planning Government Accounting Transportation 111

Trade Brains

SEPTEMBER 11, 2022

Revenue (Rs in Cr) 2018 2019 2020 2021 2022. Profit Margin ratios (Rs in Cr) 2018 2019 2020 2021 2022. Return ratios (Rs in Cr) 2018 2019 2020 2021 2022. Valuation Parameter (Rs in Cr) 2018 2019 2020 2021 2022. The post Apollo Hospitals Vs Fortis Healthcare – Which Stock to Inject Into Your Portfolio?

Healthcare 52

Healthcare Portfolio Medical Valuation 52

Brown Advisory

MAY 31, 2018

NOW 2018 | China and the Race for Artificial Intelligence achen Thu, 05/31/2018 - 09:20 The advent of artificial intelligence (AI) is one of the top technology stories in recent years. Not surprisingly, AI has also permeated public policy discussions, especially with the U.S. Sharpened by both the U.S.

Startup 52

Startup Math Clients Assets 52

Brown Advisory

MAY 31, 2018

NOW 2018 | China and the Race for Artificial Intelligence. Thu, 05/31/2018 - 09:20. The race is on to lead the world in AI innovation, and a panel of experts at NOW 2018 offered insight on the competitive dynamics between the two global superpowers driving progress in AI. Sharpened by both the U.S.

Startup 52

Startup Math Clients Assets 52

Trade Brains

FEBRUARY 14, 2024

2018-19 ₹ 1,710.77 ₹ 215.79 2018-19 ₹ - 22.52 ₹ 88.67 Particulars/ Financial Year RoCE (%) Titagarh Railsystems Jupiter Wagons 2022-23 16.82% 23.88% 2021-22 8.87% 11.74% 2020-21 4.27% 11.24% 2019-20 1.87% 2.36% 2018-19 1.08% 1.06% Debt Analysis Titagarh and Jupiter’s debt-to-equity ratios in FY23 were 0.71 crore and Rs.

Planning 105

Planning Manufacturing Transportation License 105

Random Roger's Retirement Planning

MARCH 11, 2024

The 1987 crash was partly attributed to selling portfolio insurance and there was the so called Volmageddon of 2018. 2018 was not 1987 and if there is another event where volatility ends up being a major determent then it will be different than the other two but with some overlap. There have been volatility events before.

Numbers 95

Numbers Insurance Marketing Marketing 95

Trade Brains

FEBRUARY 18, 2024

The Department of Pharmaceuticals, Ministry of Chemicals & Fertilisers, Government of India has recognised the company as the “Medical Devices Company of the Year 2018” and has been recognised as the Largest Exporter of Medical Devices from India for six years in a row. 2018-19 ₹ 610.82 ₹ 65.40 Net Profit (Cr.)

Planning 59

Planning Medical Healthcare Manufacturing 59

Random Roger's Retirement Planning

APRIL 3, 2024

Looking at AQMIX on your statement kind of going nowhere for 10 years could be difficult but clearly a portfolio with the allocation in Portfolio 3 would have kept up just fine and if they had focused on the bottom line number and not the line items, it would not have been difficult. 90/40 was down 1.56% and Portfolio 3 was up 3.25%.

Numbers 78

Numbers Portfolio Management Retirement 78

Trade Brains

NOVEMBER 17, 2023

2018-19 7.04 -1.87 Financial Year OPM NPM 2022-23 23.86% 15.77% 2021-22 14.55% 5.50% 2020-21 53.85% -18.26% 2019-20 6.69% -55.99% 2018-19 45% -27.13% Average (5 Years) 28.79% -16% Return Ratios The company growth in RoE was 96.9% However, with an exponential growth in Net profits, CAGR growth cannot be compared. Net Profit (Cr.)

Government 115

Government Engineering Distribution Planning 115

Trade Brains

FEBRUARY 22, 2024

2018-19 ₹ 9,812.51 ₹ 3,460.77 2019-20 (₹ 16,432.58) (₹ 2,843.39) 2018-19 ₹ 1,709.26 (₹ 1,907.87) Net Interest Margin and Net Profit Margin Yes Bank’s and IDFC FB’s NIM in FY23 were 2.22% and 5.26%, respectively, representing 9.35% and 3.13% year-on-year increases. Particulars/ Financial Year Net Interest Income (Cr.)

Banking 104

Banking Planning Accounting Retail 104

Random Roger's Retirement Planning

AUGUST 7, 2022

A couple of months ago we looked at The Cockroach Portfolio , a sort of all-weather portfolio that seems like it could be an attempt to update and evolve the Permanent Portfolio which allocates an equal 25% to stocks, long bonds, gold and cash. Starting in 2018 causes the performance to change as follows.

Portfolio 68

Portfolio Management Clients Marketing 68

Brown Advisory

JUNE 14, 2018

NOW 2018 Conference: Our Investment Team’s Roundtable Recap achen Thu, 06/14/2018 - 10:27 The NOW conference is always memorable, but this year’s conference included some particularly compelling and provocative ideas. Jane Korhonen, a portfolio manager in our Washington, D.C.

Investing 52

Investing Investments Clients Numbers 52

Brown Advisory

JUNE 14, 2018

NOW 2018 Conference: Our Investment Team’s Roundtable Recap. Thu, 06/14/2018 - 10:27. I wanted to make sure we considered those ideas and their implications for the portfolios we manage for our clients, with truly open minds. Jane Korhonen, a portfolio manager in our Washington, D.C.

Investing 52

Investing Investments Clients Numbers 52

Trade Brains

FEBRUARY 25, 2024

Maruti Suzuki today has a portfolio of 16 car models with over 150 variants. 2018-19 ₹ 86,068.50 ₹ 7,650.6 2018-19 0 138.92 Maruti Suzuki India Limited (MSIL), a subsidiary of Suzuki Motor Corporation, is India’s largest passenger car maker. Particulars/ Financial Year Revenue (Cr.) Net Profit (Cr.) 2020-21 ₹ 70,372 ₹ 4,389.1

Planning 64

Planning Manufacturing Sales Government 64

Random Roger's Retirement Planning

APRIL 11, 2024

Portfoliovisualizer shows the annual decline at 1.55% but taking out 2018 when it was up 15% and 2022 when it was up 20% and it would have been noticeably worse. The 2020's have not been lost for managed futures so the same portfolios from 2020 onward. Here's the year by year. Obviously, the BTAL blend held up much better in 2022.

Management 72

Management Taxes Accounting Portfolio 72

Trade Brains

FEBRUARY 11, 2024

2018-19 5,591.22 crores was reported, constituting 3.42% of the company’s total loan portfolio. Overall, the net profit of the company has increased at a CAGR of 9.58% since FY19 which is better than the revenue growth Financial Year Total Revenue (Rs in Crores) Net Profit (Rs in Crores) 2022-23 7,086.18 2021-22 6,997.66 2020-21 7,277.73

Government 59

Government Retail Portfolio Assets 59

Brown Advisory

APRIL 22, 2020

Oil & Water: Fossil Fuel Divestment in Sustainable Bond Portfolios ajackson Wed, 04/22/2020 - 13:47 To many sustainable investors, owning fossil fuels is a black-and-white issue. Should an investor looking for a fossil fuel-free portfolio consider this bond? When we look at bonds, we try to keep these multiple perspectives in mind.

Portfolio 52

Portfolio Clients Distribution Investing 52

Brown Advisory

APRIL 22, 2020

Oil & Water: Fossil Fuel Divestment in Sustainable Bond Portfolios. We have learned that our clients have differing motives—some simply want the comfort of knowing their bond portfolio is “clean,” while others want to invest in bonds that are funding the transition to wind, solar and other renewable energy sources. Conclusion.

Portfolio 52

Portfolio Clients Distribution Investing 52

Trade Brains

NOVEMBER 6, 2023

2018-19 3,652.45 Financial Year OPM (%) NPM (%) 2022-23 6.50% 2.66% 2021-22 2% -2.81% 2020-21 0.65% -6.21% 2019-20 8.72% 1.63% 2018-19 7.63% 3.93% Average (5 Years) 5.10% -0.16% Return Ratios Force has RoE 7.38% in FY23 as compared to -5.08 Earnings remain volatile till the volume stabilizes. Financial Year Revenue (Cr.) 2019-20 3,080.52

Planning 105

Planning Transportation Engineering Manufacturing 105

Trade Brains

JANUARY 7, 2024

2018-19 ₹ 14,664.56 ₹ 517.27 Financial Year OPM (%) NPM (%) 2022-23 10.33% 3% 2021-22 1.31% -9% 2020-21 16.92% 8.10% 2019-20 15.31% -2.60% 2018-19 17.46% 3.55% Average (5 Years) 12.26% 0.61% Return Ratios The company’s RoE in FY23 was 3%, up from -12% in FY22, and the 5-year average was 0.25%. Excluding that, profit is Rs.

Pharmaceutical 59

Pharmaceutical Medicine Medical Government 59

Trade Brains

MARCH 10, 2024

2018-19 ₹ 1,261.73 ₹ 27.73 Particulars/ Financial Year OPM (%) NPM (%) 2022-23 11% 7.09% 2021-22 11% 7.50% 2020-21 7% 1.35% 2019-20 7% 2.30% 2018-19 8% 2.13% Average (5 Years) 8.80% 4.07% Return Ratios RoE and RoCE were 10.36% and 13.25% in FY23, compared to 10.84% and 12.90% in FY22. Particulars/ Financial Year Revenue (Cr.)

Electronics 64

Electronics Manufacturing Engineering Accounting 64

Trade Brains

JANUARY 25, 2024

Transformers, switchgear, circuit breakers, network protection and control gear, project engineering, HT and LT motors, drives, power automation products, and turnkey solutions in these areas are all part of the company’s portfolio, which improves many aspects of industrial and personal life. 2018-19 ₹ 7,997.91 - ₹ 2,797.63

Planning 59

Planning Manufacturing Engineering B2B 59

Carson Wealth

JANUARY 8, 2024

The top panel of the chart below shows initial claims for unemployment benefits across the entire year (2023 in dark blue), compared to claims in 2022 (gray) and the average across 2018-2019 (yellow). It indicates layoffs remain low, which is why initial claims for unemployment benefits match the low levels seen in 2022 and even 2018-2019.

Marketing 96

Marketing Marketing Economy Numbers 96

Risk Management Guru

APRIL 21, 2020

Why portfolio diversification is for the ignorant investor. Forbes , Forbes Magazine, 25 July 2018, [link]. The post Why Portfolio Diversification is for the Ignorant Investor appeared first on Risk Management Guru. We hope you enjoy Ricardo’s essay as much as we did. Financial Post. Why Canadian Mutual Funds Underperform.”

Portfolio 52

Portfolio Risk Management Management Commission 52

Trade Brains

DECEMBER 25, 2023

2018-19 ₹ 459.02 ₹ 3.19 Financial Year OPM (%) NPM (%) 2022-23 15.32% 11.10% 2021-22 12.15% 8.84% 2020-21 11.93% 7.61% 2019-20 7.30% 5.81% 2018-19 6.54% 0.70% Average (5 Years) 10.64% 6.81% Return Ratios In FY23, the RoE was 17.11%, up from 14.11% in FY22. 2018-19 0.15 Financial Year Revenue (Cr.) Net Profits (Cr.)

Planning 64

Planning Manufacturing Engineering Government 64

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. Merger arbitrage has been a pretty reliable way to reduce portfolio volatility and act like how investors hope fixed income will act. There are expectations embedded in these numbers.

Management 92

Management Retirement Planning Portfolio Retirement 92

Random Roger's Retirement Planning

NOVEMBER 18, 2022

The general idea is that selling puts can lower portfolio volatility (I use a different fund, with a much different put strategy that does this) and help manage the downside but not during crashes. Ditto the Christmas Crash in 2018. LOTIX is a managed futures fund with a comparison to the standard 60/40 portfolio as proxied with VBAIX.

Portfolio 75

Portfolio Management Clients Marketing 75

Trade Brains

NOVEMBER 29, 2023

Particulars/ Financial Year 2018-19 2019-20 2020-21 2021-22 2022-23 CAGR (%) NMDC - Revenue (Cr.) ₹ 12,152.67 ₹ 11,699.22 ₹ 15,370.06 ₹ 25,964.79 ₹ 17,666.88 Particulars/ Financial Year 2018-19 2019-20 2020-21 2021-22 2022-23 CAGR (%) NMDC - Net Profit (Cr.) ₹ 4,637.07 ₹ 3,601.52 ₹ 6,247.47 ₹ 9,440.42 ₹ 5,537.72 crore and Rs.

Planning 59

Planning Government License Transportation 59