The Big Picture

JUNE 21, 2023

A portfolio of passive low-cost indexes should make up the core of your holdings. Previously : Winner Takes All Applies to Stocks, Too (August 1, 2019) Wasn’t Passive Supposed to Blow Up During the Next Crash? It’s not that you need to be smart but rather, you just have to not be stupid.

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The Big Picture

DECEMBER 16, 2023

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. Previously, he worked as a Portfolio Manager at Citadel Global Equities and as an Analyst at Millennium Management. They now manage $7 billion in assets.

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Portfolio Management Portfolio Assets Banking 170

The Big Picture

MARCH 13, 2024

To help us unpack all of this and what it means for your portfolio, let’s bring in Jim Bianco, Chief Strategist at Bianco Research, and His firm has been providing objective and unconventional research and commentary to portfolio managers since 1990, and it is top rated amongst institutional traders.

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Numbers Insurance Economy Marketing 286

Carson Wealth

JANUARY 13, 2025

There are a lot of opportunities to diversify portfolios so they arent as concentrated as the S&P 500. Thats running at a solid 170,000 per month, versus an average of 166,000 in 2019. million in 2023 but well in the ballpark of what we saw in 2017-2019 (2.1 in 2018-2019. in 2018-2019). Thats up from 3.7%

Marketing 75

Marketing Marketing Economy Compliance 75

The Big Picture

DECEMBER 11, 2023

billion in 2019, according to the state agency that tracks sales tax. They all have agendas, none of which include the well-being of your portfolios. Rachel Michelin, president of the California Retailers Assn., told the San Jose Mercury News that in San Francisco and Oakland alone, businesses lose $3.6 Can that be right?

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Retail Accounting Sales Numbers 353

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

Carson Wealth

JUNE 30, 2025

But inventory is still low relative to history—it’s down 12% from average 2019 levels. As of 2025 Q1, net worth as a percent of disposable income is 740%, up from 688% at the end of 2019. It was 101% at the end of 2019, and 137% just before the financial crisis in 2007. million as of May 2025, up 20% from a year ago.

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Marketing Marketing Investing Investments 78

The Big Picture

AUGUST 23, 2024

Sandler came to prominence as a savvy long/short investor and Eminence continues to successfully run several different Long/Short portfolios. Be sure to check out our Masters in Business next week with Heather Brilliant , CEO since 2019 of publicly traded Diamond Hill (DHIL). Previously, she was CEO at First State Investments.

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Assets Management Investing Investments 170

The Big Picture

DECEMBER 9, 2023

Launched in 2019 with around $2 billion in initial assets, it was one of the fastest-growing emerging funds over the past few years. ” Previously, he worked as a Portfolio Manager at Citadel Global Equities and as an Analyst at Millennium Management.

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Management Portfolio Management Assets Investing 193

The Big Picture

APRIL 26, 2024

He has put together an enviable track record of analyzing when risk is low or high, and how investors should be positioning their portfolios. .” We discuss how his unusual career developed, with his covering both Investment strategy AND economic analysis. She was named one of Ad Age’s 100 Most Influential Women in Advertising.

Asset Allocation 170

Asset Allocation Advertising Engineering Media 170

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%.) Keep in mind that the Fed was easing rates even in 2019, amidst a solid job market. A diversified portfolio does not assure a profit or protect against loss in a declining market.

Marketing 96

Marketing Marketing Economy Numbers 96

Validea

JUNE 23, 2025

Performance Overview (July 15, 2003 – 2025 YTD) Since inception, the Small Cap Growth Investor (Fool inspired) Portfolio has returned 13.2% Year Fool Portfolio S&P 500 +/- S&P 2003 (7/15/2003) 19.8% Year Fool Portfolio S&P 500 +/- S&P 2003 (7/15/2003) 19.8% annually , more than 4.5 2004 22.5% 2007 23.3%

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Valuation Portfolio Sales Insurance 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

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

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

The Chicago Financial Planner

FEBRUARY 5, 2022

New England won the 2019 game and it was also an up year for the markets. What impact have the solid stock market gains of the past three years had on your portfolio? Solid, well-managed active funds can also contribute to a well-diversified portfolio. View all accounts as part of a total portfolio. Costs matter.

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Investing Investments Financial Planner Risk Tolerance 184

Validea

JANUARY 21, 2025

They explore several key topics from their conversation, including: Cliff’s humorous take on morning routines and why correlation doesn’t equal causation when it comes to success habits The “Less Efficient Market Hypothesis” and why Cliff believes markets may be becoming less efficient over time, particularly evident in the (..)

Investing 52

Investing Investments Portfolio Marketing 52

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. Discoveries of incorrect balances triggered the probe.

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Banking Accounting Portfolio Consulting 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. That’s well below the 209,000 average we saw back in December, and even below the 2019 pace of 166,000. Mortgage applications are up 17% since last year, but they’re still a whopping 40% below average 2019 levels.

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Economics Marketing Marketing Economy 69

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

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. A diversified portfolio does not assure a profit or protect against loss in a declining market. It was strong even in 2022 and 2023, which was another clue that a recession wasnt imminent. Hires fell to 5.3

Marketing 69

Marketing Marketing Economy Manufacturing 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.

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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. 2019 16062.46 The company markets its products under its two global brands, Apollo and Vredestein.

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Planning Manufacturing Portfolio Government 105

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. Now back to the stock market.

Marketing 66

Marketing Marketing Sales Portfolio 66

Trade Brains

JANUARY 29, 2024

2019-20 ₹ 2,972.85 ₹ 2,644.66 2019-20 ₹ -2,691.84 ₹ 1,566.76 2019-20 -1.19 2019-20 -0.3 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 2018-19 ₹ 5,024.69 ₹ 2,654.05 2021-22 -1.79

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Planning Government Accounting Transportation 111

Trade Brains

JUNE 30, 2023

Fortune, Kohinoor, Fryola, and Wilpuff are among the well-known brands in the company’s portfolio. After the company became insolvent in 2019, it was acquired by Baba Ramdev-led Patanjali Ayurved and was rebranded as Patanjali Foods. Fiscal Year Adani Wilmar Patanjali Foods 2019 28,919.68 2020 29,766.98 2021 37,195.65

Food 105

Food Planning Manufacturing Retail 105

Random Roger's Retirement Planning

MARCH 30, 2025

MCW also did great in 2021, 2020 and 2019. A portfolio with an enormous weighting to one or two broad based factors is not really what I do but it clearly can work but just like any other strategy you can find, it won't always be optimal. Speaking of AI, Grok seems to like the portfolio. Occasionally of course, MCW gets pasted.

Portfolio 59

Portfolio Asset Allocation Marketing Marketing 59

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. That will be Portfolio 2 and 100% VBAIX will still be Portfolio 3.

Portfolio 91

Portfolio Management Clients Marketing 91

Trade Brains

SEPTEMBER 1, 2023

The following image depicts the customer base of Talbros Automotive across different OEM segments: Revenue Segment The Company, along with its joint venture companies, offers a diverse product portfolio that includes Gaskets, Heat Shields, Forgings, Chassis Systems, Suspension Systems, Anti-vibration Components, and Hoses. 2020 ₹ 385.29

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Planning Manufacturing Accounting Portfolio 105

Trade Brains

NOVEMBER 17, 2023

2019-20 5.68 -3.18 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.)

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Government Engineering Distribution Planning 115

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. A diversified portfolio does not assure a profit or protect against loss in a declining market.

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Marketing Marketing Economy Retail 143

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 0.05 221 FY 2020 852 26.8% 184 FY 2021 921 29.4% FY 2020 28.28

Healthcare 119

Healthcare Manufacturing Sales License 119

Carson Wealth

JUNE 10, 2024

In 2019, average monthly job growth was 166,000. That’s only slightly below the high from last summer, and above anything we saw between 2001 and 2019 (when it peaked at 80.4%). As a percent of the labor force, this measure is now at 2.6% — matching its level in February 2020 and a tick below the 2019 average of 2.7%.

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Marketing Marketing Economy Numbers 143

Random Roger's Retirement Planning

APRIL 27, 2025

In fact, in a relatively elevated interest rate environment, a well diversified bond portfolio may provide positive returns. From March 9, 2009 through December 31, 2019 equities were up more than 498% and bonds returned 54% while cash alternatives realized little return. Great news! Returns might actually be positive!

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Taxes Economics Portfolio Assets 52

Random Roger's Retirement Planning

JANUARY 10, 2024

When we talk about expat living, I always say to not sell your house, to rent it out and live off the rental cash flow, allowing Social Security and the portfolio to grow. Options trading, mostly covered calls, is one we've talked about a lot lately, expecting it to keep up in years like 2023, 2021 or 2019 is simply the wrong expectation.

Retirement Planning 98

Retirement Planning Portfolio Retirement Planning 98

Trade Brains

SEPTEMBER 22, 2023

Fiscal Year Net Interest Income Net Profit / Loss 2023 2698 1100 2022 1774 -415 2021 1729 8 2020 1634 350 2019 1107 199 5 Year CAGR 24.95% 53.29% Deposits & Advances Deposits of the Bank have been growing by 36.39% on a 5-year CAGR basis. However, the Company was able to turn a profit along with reporting low NPAs. in FY22 to Rs.

Banking 126

Banking Assets Accounting License 126

Trade Brains

FEBRUARY 14, 2024

2019-20 ₹ 1,766.32 ₹ 125.74 2019-20 ₹ - 36.14 -₹ 0.13 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 2019-20 0.36 -0.48

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Planning Manufacturing Transportation License 105