The Big Picture

JUNE 20, 2025

which oversees the pensions of Tampa police and firefighters, outdid the index by an annualized 2 percentage points with the equity portion of its portfolio. August 31, 2019). ( The Big Picture ) • Road to Renewal: Investing in a New Era for Europe.

Economics 130

Economics Government Management Portfolio 130

The Big Picture

DECEMBER 9, 2023

 This week, we speak with investing legend Joel Tillinghast. He has been a mutual fund manager in the equity division at Fidelity Investments since the 1980s. He observes that when you make investing mistakes, “ You’ve got to be cruel to yourself so you don’t do it again.”

Management 195

Management Portfolio Management Assets Investing 195

The Big Picture

DECEMBER 16, 2023

This week, we speak with Michael Rockefeller , Co-Chief Investment Officer and co-founder of Woodline Partners. The firm launched in 2019 with around $2 billion in initial assets, and became one of the fastest-growing emerging funds over the past few years. They now manage $7 billion in assets.

Portfolio Management 173

Portfolio Management Portfolio Assets Banking 173

The Big Picture

AUGUST 23, 2024

This week, we speak with Ricky Sandler , the chief investment officer and the founder of Eminence Capital. Today, Eminence is a $7B global investment management organization. Sandler came to prominence as a savvy long/short investor and Eminence continues to successfully run several different Long/Short portfolios.

Assets 173

Assets Management Investing Investments 173

Carson Wealth

JANUARY 13, 2025

There are a lot of opportunities to diversify portfolios so they arent as concentrated as the S&P 500. But some of those companies will become an IBM, GM, or Kodak perhaps still worthy of investment in the future, but not the dominant player it is today. million in 2023 but well in the ballpark of what we saw in 2017-2019 (2.1

Marketing 75

Marketing Marketing Economy Compliance 75

Carson Wealth

JUNE 30, 2025

But inventory is still low relative to history—it’s down 12% from average 2019 levels. Housing, or residential investment, makes up just 4% of GDP, but it’s amongst the most cyclical parts of GDP and can drive changes in GDP growth (up or down). It was 101% at the end of 2019, and 137% just before the financial crisis in 2007.

Marketing 78

Marketing Marketing Investing Investments 78

The Big Picture

APRIL 26, 2024

This week, we speak with Dr. Ed Yardeni, President of Yardeni Research , a provider of global investment strategies and asset-allocation analyses and recommendations. He previously served as Chief Investment Strategist of Oak Associates, Prudential Equity Group, and Deutsche Bank’s US equities division in New York City.

Asset Allocation 173

Asset Allocation Advertising Engineering Media 173

Random Roger's Retirement Planning

MARCH 22, 2025

In the right circumstance, a small exposure to these (ex-TSLA and MSTR as far as I am concerned) trying to barbell a lot of income out of a small slice of the portfolio can make sense. For a ten year run ending Jan 1, 2019 though it compounded at over 6% annually plus that dividend yield on top and a very low beta.

Investing 59

Investing Investments Risk Tolerance Management 59

Carson Wealth

NOVEMBER 4, 2024

In 2019, monthly job growth averaged 166,000 but we saw four months with 100,000 or fewer jobs created. The 2017-2019 pace was 3.1%.) Business investment was also strong in Q3, though half of that was from aircraft spending, and that is unlikely to repeat in the next quarter or two.

Marketing 96

Marketing Marketing Economy Numbers 96

Validea

JANUARY 21, 2025

Don’t miss this conversation with one of the most influential figures in quantitative investing. Watch on YouTube Listen on Apple Podcasts Listen on Spotify The post Practical Lessons from Cliff Asness appeared first on Validea's Guru Investor Blog.

Investing 52

Investing Investments Portfolio Marketing 52

Good Financial Cents

DECEMBER 22, 2022

You’ll be rewarded if you can invest it for the long haul. As this compound interest calculator demonstrates, investing $30,000 at a return of 8% for 20 years will leave you with $138,828. But where should you invest your $30,000? Table of Contents 16 Best Ways to Invest $30,000 in 2023. Invest in ETFs.

Investing 108

Investing Investments Risk Tolerance Accounting 108

Validea

JUNE 23, 2025

David and Tom Gardner may not take themselves too seriously in their public personas, but their investing strategy is anything but foolish. Performance Overview (July 15, 2003 – 2025 YTD) Since inception, the Small Cap Growth Investor (Fool inspired) Portfolio has returned 13.2% A $100,000 investment would have grown to $1.5

Valuation 59

Valuation Portfolio Sales Insurance 59

Random Roger's Retirement Planning

JANUARY 14, 2024

Long time readers might know my fascination with Nassim Taleb's idea about barbelling portfolios to concentrate risk into a small slice while having the vast majority in safe assets. What I am curious to see is if we can combine this barbell idea with the 75/50 portfolio to get a market equaling (or beating) returns over longer periods.

Portfolio 72

Portfolio Budgeting Assets Investing 72

Trade Brains

JUNE 25, 2025

This crisis follows intense scrutiny of its loan portfolio. IndusInd Bank acquired BFIL back in 2019. Internal auditors initiated a portfolio review immediately. Portfolio stress metrics are now rising sharply. EY then audited the MFI portfolio thoroughly. Investing in equities poses a risk of financial losses.

Banking 52

Banking Accounting Portfolio Consulting 52

Random Roger's Retirement Planning

FEBRUARY 9, 2025

To be clear though, the Mystery Fund is not intended to be a single portfolio solution. If someone bought the Mystery Fund in late 2019, they wouldn't have been chasing heat even but a year later there probably would have been a ton of regret. The year by year tells a slightly different story in case it isn't apparent from the chart.

Portfolio 52

Portfolio Investment Planning Taxes Planning 52

Clever Girl Finance

SEPTEMBER 11, 2023

When you’re new to investing, it can seem like there’s a lot of information to learn. But you have to start somewhere—so you might as well start with the best investing websites right off the bat! Table of contents What makes the best investment websites the best ? 6 Best investing websites for research (and taking action!)

Investing 98

Investing Investments Education Accounting 98

Random Roger's Retirement Planning

JUNE 2, 2025

We talk about this some but when you try to understand how well a holding has done or how well a portfolio has done, it is important to understand the track record. To be clear, the following portfolios a short a 3x inverse fund. Risk parity generally leverages up on bonds to even out the risk allocation of a multi asset portfolio.

Portfolio 59

Portfolio Assets Management Banking 59

Random Roger's Retirement Planning

MAY 19, 2025

Here's how Portfoliovisualizer builds a simple Swensen portfolio. From 2000 to 2019, Swensen outperformed 14 times. The portfolio certainly is simple enough but where bonds with duration are concerned, the world got a little more complex in recent years. Portfolio 1 is an attempt to be true to the RA paper using AGG for bonds.

Risk Tolerance 52

Risk Tolerance Portfolio Management Taxes 52

Carson Wealth

JUNE 9, 2025

This is why having a globally diversified portfolio can benefit US-centric investors, as the US won’t always lead. Congrats again to the Dow on an amazing run and to all the investors over the years who have benefited by sticking to their investment plans. Refinancings are down 65% from average 2019 levels.

Economics 69

Economics Marketing Marketing Economy 69

Carson Wealth

DECEMBER 9, 2024

For reference, the 2019 average was 166,000. 6 million level we saw in 2018-2019. million level we saw in 2018-2019. The risk is that the Fed takes an extended pause, even as rates stay on the higher side and adversely impact cyclical areas of the economy like housing, manufacturing, and business investment.

Marketing 69

Marketing Marketing Economy Manufacturing 69

Mr. Money Mustache

FEBRUARY 25, 2025

S&P returns (including dividends) since 2019, graph by the excellent portfolio visualizer website. Which makes the landlord business a lot less profitable, and we should expect exactly the same thing as stock investor: lower future profits as a percentage of our portfolio value. But what about other investing options?

Marketing 66

Marketing Marketing Sales Portfolio 66

Carson Wealth

DECEMBER 16, 2024

Still, lets focus on where excess inflation is coming from for CPI and compare the November data to December 2019 (when headline and core CPI were up 2.3% in December 2019. Thats adding 0.52%-points to excess headline CPI relative to December 2019, and 0.65%-points to excess core CPI. y/y versus the 2018-2019 average of 3.7%.

Marketing 52

Marketing Marketing Insurance Food 52

Carson Wealth

MARCH 3, 2025

You should never blindly invest in seasonality, but just as February was ripe for potential trouble, be open to a nice Spring bounce. Hopefully because youve been reading this then you know that even the best years have scary headlines and volatility and that volatility is the toll we pay to invest. Panic Is in the Air How do you feel?

Marketing 78

Marketing Marketing Economy Government 78

Validea

MAY 10, 2023

By Justin Carbonneau ( @jjcarbonneau ) — At the Berkshire Hathaway annual meeting over the weekend, an attendee asked Warren Buffett for his advice on achieving success in life and investing. If we, as investors, were asked to write our own investing obituary, what would it say? This would be an important first part of our obit.

Investing 69

Investing Investments Portfolio Education 69

Random Roger's Retirement Planning

MARCH 18, 2025

A portfolio that goes narrower than an S&P 500 500 or total market fund probably has some exposure to low vol, dividends and the others. I took what he was saying to be expressed as follows in a portfolio. And compared to just VBAIX in Portfolio 2 The longer term result is interesting.

Marketing 52

Marketing Marketing Math Portfolio 52

Trade Brains

FEBRUARY 8, 2024

The product portfolio of the company includes the entire range of passenger cars, SUVs, MUVs, light trucks, truck-buses, two-wheelers, agriculture, industrial, speciality, bicycle and off-the-road tyres, and retreading material and tyres. In the previous three years, the industry has invested Rs. 2019 16062.46 75,000 crore.

Planning 105

Planning Manufacturing Portfolio Government 105

The Big Picture

DECEMBER 19, 2023

2019, he came out of the gate having previously worked at Citadel, raising about $2 billion in the new fund. There are about 13 different portfolio managers each focused on a different sub-sector. I got an internship at a investment fund in Baltimore, and this was 2002 at the time. And they are not the typical hedge fund.

Healthcare 162

Healthcare Portfolio Investing Management 162

Random Roger's Retirement Planning

FEBRUARY 25, 2023

I saw a blog post about building a portfolio anchored around a minimum volatility fund. I built the following portfolio on Portfoliovisualizer; Here are the results; Portfolio 1 may or may not be optimal but it is at a minimum, valid. Portfolio 1 outperformed in 8 years and lagged in 3 full years and is lagging to start 2023.

Investing 75

Investing Investments Portfolio Medical 75

Harness Wealth

APRIL 15, 2025

Thats because wealth at the upper end tends to be built not just through income, but through equity ownership, business interests, long-term investing, and real estate gains, assets that benefit from compounding, appreciation, and favorable tax treatment over time. Registration does not imply a certain level of skill or training.

Taxes 52

Taxes Wealth Advisor Assets Retirement 52

Trade Brains

JANUARY 29, 2024

By 2030, the ambitious target of 450 GW will provide investment opportunities worth $221 billion. 2019-20 ₹ 2,972.85 ₹ 2,644.66 2019-20 ₹ -2,691.84 ₹ 1,566.76 2019-20 -1.19 2019-20 -0.3 Suzlon Energy vs SJVN – Financials Revenue and Net Profit Suzlon and SJVN’s revenues in FY23 were Rs. crores and Rs.

Planning 111

Planning Government Accounting Transportation 111

Trade Brains

MAY 17, 2024

Fundamental Analysis Of Cholamandalam Investment & Finance Company: The Murugappa Group is one of India’s leading business conglomerates. It has a very diversified portfolio of vehicle loans with 27% of the loans being disbursed to used vehicles followed by light commercial Vehicles. 66,938 Cr or 63% of the NBFC’s total Assets.

Investments 59

Investments Investing Planning Assets 59

Trade Brains

SEPTEMBER 1, 2023

Some successful investors, such as Vijay Kedia and Dolly Khanna, have chosen to keep their investment in a particular stock in this industry. The table below shows the net profit of Talbros Automotive Components for 5 financial years: Financial Year Net Profit (in Crores) 2019 ₹ 16.88 2020 ₹ 385.29 2021 ₹ 444.2 2022 ₹ 577.24

Planning 105

Planning Manufacturing Accounting Portfolio 105

Carson Wealth

OCTOBER 23, 2023

after adjusting for inflation, matching the average annual pace between 2010 and 2019. Compare that to the 2018-2019 pace of 1.7% The last two months have exceeded the monthly average of $6 billion from 2019. All indices are unmanaged and may not be invested into directly. Through June 2023, the economy grew 2.4%

Marketing 143

Marketing Marketing Economy Retail 143

Trade Brains

NOVEMBER 17, 2023

The Indian Government has also allowed FDI to energy & distribution of 100% to further bolster investments. 2019-20 5.68 -3.18 These opportunities are lucrative and have the potential to reach 1,000+ Gigawatts (GW) from the current 160 gigawatts. cr in FY23 as against 161.49 cr in FY22 with an increase of 117.3% Net Profit (Cr.)

Government 115

Government Engineering Distribution Planning 115

Trade Brains

FEBRUARY 14, 2024

Industry Analysis The Indian rail freight industry is experiencing growth and improvements, with ambitious plans and increased investment by the government and schemes such as Gati Shakti, which aim at enhancing capacity, efficiency, and sustainability. 2019-20 ₹ 1,766.32 ₹ 125.74 2019-20 ₹ - 36.14 -₹ 0.13 2019-20 0.36 -0.48

Planning 105

Planning Manufacturing Transportation License 105

The Big Picture

OCTOBER 30, 2023

Meanwhile, investors are pulling back from climate-focused investment products. ( But now she has re-recorded it as the latest part of an ongoing campaign to regain control of her work, after an investment company bought her master tapes in 2019. ( Why it can’t get much worse. Barron’s ) • Is E.S.G.

Food 130

Food Financial Services Assets Insurance 130

Trade Brains

MAY 29, 2023

In 2019, the company renamed itself to what we know today – Bajaj Consumer Care. In CR) FY 2019 918 30.9% Return Ratios Financial Year ROE ROCE FY 2019 47.41 Debt & Interest Coverage Ratio Financial Year D/E Ratio Interest Coverage Ratio FY 2019 0.05 Happy Investing! 221 FY 2020 852 26.8% FY 2020 28.28

Healthcare 119

Healthcare Manufacturing Sales License 119