Validea

NOVEMBER 16, 2022

In late 2020, after loading up on its favorite stocks in the March crash earlier in the year, the Dodge & Cox Balanced fund (DODBX) took up a 5% short futures position in the S&P 500 in order to hedge against a possible future market decline. But some analysts believe that DODBX is overweighted in its bond portfolio, with 14.8%

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Valuation Portfolio Financial Services Management 52

Trade Brains

FEBRUARY 25, 2024

Maruti Suzuki today has a portfolio of 16 car models with over 150 variants. crore in FY22 on account of the higher fair valuation gain on investments in debt mutual funds. 2020-21 ₹ 70,372 ₹ 4,389.1 Maruti Suzuki India Limited (MSIL), a subsidiary of Suzuki Motor Corporation, is India’s largest passenger car maker.

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Validea

APRIL 14, 2023

From 1980 to 2020, the gap between the economic output of developed and emerging markets has shrunk substantially, with the GDP per capita in emerging markets shooting from 20% to more than 50%. while last year it was 0.77.

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Marketing Marketing Valuation Economics 52

Discipline Funds

MARCH 10, 2023

The 2020 and 2021 inflation was the tsunami. Now, many people will look at the SIVB situation and blame their poor risk management of the securities portfolio. And the earthquake was the irrational boom that occurred in 2020/21. It was so widespread that there’s no telling how widespread the bust will be.

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The Irrelevant Investor

MAY 9, 2021

Valuations have historically been a decent predictor of forward returns, as you can see in the chart below. Generally speaking, low valuations lead to higher returns, and high valuations lead to lower returns. In the March 2020 bear market, when the S&P 500 lost 34%, the Cape fell below 25 for a second.

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Trade Brains

JANUARY 10, 2024

By 2033, the market is projected to reach a valuation of $5,541.8 The company has a product portfolio that encompasses a wide range of paints, including emulsions, enamels, waterproofing solutions, wood coatings, primers, putties, and cement paints. 2020 6,366 624.79 2020 656 47.81 Figures in Rs. 2021 6,818 723.32

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Planning Manufacturing Retail Portfolio 59

Validea

NOVEMBER 29, 2023

And so even though current portfolio values might be down, the expected future returns are higher. Over the last 25 years, we have seen four bear markets (1999-2002, 2008-2009, 2020, 2022) and numerous market corrections (10% losses). Take 2022 and 2023 as an example.

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The Irrelevant Investor

JUNE 5, 2020

2020 is the ultimate example of this being the case. Had you invested every two weeks in a 60/40 portfolio, hard as it is to make sense of, you would be at an all-time high today. For example, I'm "conveniently" leaving out valuations. Or the fact that nobody actually holds this portfolio. And on and on we go.

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Valuation Portfolio Investing Investments 52

Validea

APRIL 14, 2023

2022 was a disastrous year for the traditional 60% stocks and 40% bonds portfolio split, declining 16% as the Fed’s aggressive interest rate hikes battered both stocks and bonds. gain in the fourth quarter of last year, the 60/40 portfolio has gained 5.9% trillion in equities from the beginning of 2020 to mid-2022.

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Trade Brains

MAY 24, 2023

SEL is a rapidly growing company and has a wide portfolio of tractors and farm machinery. million in 2020, and it is expected to reach & 12,700.8 2020 0 6,555.40 appears to be a fundamentally strong company with consistent revenue and growth, healthy profitability, and a reasonable valuation. 2022 0 2,160.23

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Engineering Planning Manufacturing Accounting 59

Truemind Capital

JUNE 30, 2022

In this piece, we are trying to understand what the future holds and how we can prepare our investment portfolio to deal with future outcomes. The liquidity support since 2008 and massive stimulus post March 2020 has inflated all the asset prices be it equity, debt, or real estate. But first a quick recap. trillion to ~$8-8.5

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Validea

NOVEMBER 9, 2022

But if 2022 has taught us anything, it should be that few predicted some of the most important trends that influenced markets and investors’ portfolios over the last year. Up until 2022, the 60/40 stock-bond portfolio was a stalwart investment strategy. Lesson #1: The Best Aren’t Immune from Declines. Source: [link].

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Portfolio Valuation Education Investing 104

Trade Brains

NOVEMBER 6, 2023

2020-21 1,988.19 -123.54 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 2020-21 0.35 -5.23 cr to a profit in FY23 of Rs.133.74 Net Profit 2022-23 5,028.98

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Trade Brains

OCTOBER 17, 2023

Amid all the noise surrounding geopolitical issues, global valuations, and FII selloff, the Nifty bulls might be feeling a bit clueless about their next moves. On the flip side, the worst months were October 2008, with a drastic 26.41% drop, and March 2020, with a tough 23.25% decline. loss, due to the financial crisis.

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Investing Investments Valuation Numbers 59

Validea

AUGUST 5, 2022

That’s positive news for small-caps, especially as the pattern of underperforming before a recession and outperforming as a recession wanes is one that small-caps have followed in 1990, 2001, 2008, and 2020. That’s led some strategists to advise investors to overweight their portfolios with small-caps, the article reports.

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Dear Mr. Market

MARCH 17, 2024

My Portfolio Guide, LLC was the first investment firm to publish a March Madness investing bracket where we share our picks and match them up against each other. That said, it loses early in round one simply due to us believing it’s close to full valuation and due for a breather. While we absolutely nailed being bullish on the U.S.

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Trade Brains

FEBRUARY 1, 2024

With a market valuation of ₹3.13 The Indian automotive sector is projected to achieve a valuation of US$ 300 billion by 2026. 2020 11,214,640 2,078,136 18.5% lakh crore, Maruti Suzuki continues to be the most valuable auto stock in the nation; Tata Motors is second with a market capitalization of ₹2.9 lakh crore.

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Trade Brains

NOVEMBER 24, 2023

2020-21 152.46 Financial Year OPM (%) NPM (%) 2022-23 40.86% 38.20% 2021-22 39% 43.44% 2020-21 33.28% 39.24% 2019-20 19.74% 15.61% 2018-19 18.85% 24.82% Average (5 Years) 30.34% 32.26% Return Ratios The company’s RoE was 22.50% in FY23, down from 27.04% in FY22, a 16.8% 2020-21 0 32.21 2021-22 200.44 2019-20 148.63

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Trade Brains

JANUARY 18, 2024

With a market valuation of ₹3.13 The Indian automotive sector is projected to achieve a valuation of US$ 300 billion by 2026. 2020 11,214,640 2,078,136 18.5% lakh crore, Maruti Suzuki continues to be the most valuable auto stock in the nation; Tata Motors is second with a market capitalization of ₹2.9 lakh crore.

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Sales Valuation Manufacturing Marketing 59

The Big Picture

SEPTEMBER 19, 2022

So along those lines, there are some venture firms that don’t really seem to care a lot about valuations and others seem to focus on a little bit. Is valuation significant, or is it, hey, we’re going to make 100 investments and if two or three workout, the valuations are irrelevant? How do you fall in that spectrum?

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Trade Brains

OCTOBER 12, 2023

Particulars/ Financial Year 2019 2020 2021 2022 2023 CAGR (4 Years) KPIT Technologies - Revenue (Cr) 641.26 Particulars/ Financial Year 2019 2020 2021 2022 2023 Average (5 Years) KPIT Technologies - D/E 0.14 The high optimism in these stocks has taken their valuations too high within a short time period.

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Planning Engineering Healthcare Manufacturing 105

Talon Wealth

AUGUST 30, 2021

While fears concerning global stability and health appear to be in decline, the recent volatility serves as a great reminder of why it is so important to remain committed to a long-term plan and maintain a well-diversified portfolio. The valuation gap between small-cap equities and large-cap equities has stretched to multi-year highs.

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Risk Tolerance Economics Valuation Economy 52

Validea

MAY 5, 2023

With valuations still high, the threat of a recession still looms over the economy, ushering in a prolonged period of low returns across the market, from stocks and real estate to corporate profits, as well as elevated inflation and unemployment rates. He also pointed to gold, which many have added to their portfolios as a stable asset.

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Economics Government Economy Banking 52

The Big Picture

OCTOBER 24, 2022

She has a fascinating career, starting a PLS working away up as an analyst and eventually, head of outcome-based strategies for Morningstar, eventually rising from that position and portfolio manager to Chief Investment Officer. Let me give you some background on Morningstar Managed Portfolios. I saw how personal money is.

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Trade Brains

FEBRUARY 28, 2024

Mrs. Bectors Food Specialities Ltd went public in December 2020, attracting Rs 541 crore through an IPO that was oversubscribed by 198 times. There are around 400 SKUs in its biscuits category product portfolio, which includes a large range of cookies, creams, crackers, and digestives. Bector’s Cremica flagship brand.

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Brown Advisory

JUNE 16, 2021

return in the first quarter of 2020), U.S. During 2020, companies with no earnings outperformed companies with earnings by 45% (Exhibit 1). Health care and technology, the only true areas of outperformance for the benchmark during 2020, are now over 50% of the R2G (Exhibit 3). in 2020 and 2.5% And for good reason: U.S.

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Valuation Investing Investments Government 52

Brown Advisory

JUNE 16, 2021

return in the first quarter of 2020), U.S. During 2020, companies with no earnings outperformed companies with earnings by 45% (Exhibit 1). Health care and technology, the only true areas of outperformance for the benchmark during 2020, are now over 50% of the R2G (Exhibit 3). in 2020 and 2.5% With record 94.8%

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Valuation Investing Investments Government 52

Trade Brains

AUGUST 23, 2023

The chemicals maker has an extensive portfolio of 100+ products which are used by 1,100+ Indian & international customers from more than 60 countries. Particulars 2023 2022 2021 2020 2019 Tata Chemicals - Operating Profit Margin 18.8 Particulars 2023 2022 2021 2020 2019 Tata Chemicals - Debt / Equity 0.3

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Planning Pharmaceutical Manufacturing Accounting 52

Brown Advisory

JANUARY 17, 2024

One of our colleagues, Ken Stuzin, likens portfolio construction to Darwinian Investing – it is about survival of the fittest. In a concentrated portfolio, it is the losers that kill you. What sort of hit rate should we then expect within their portfolio? 5 As Table 2 below highlights, this team appears to be seriously good!

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Carson Wealth

JANUARY 22, 2024

While new highs were set before bear markets in 1987, 2000, 2007, and 2020 in recent memory, the market has also made spectacular gains following new highs. In early 2020, the Aggregate Bond Index (Agg)’s yield would have had to climb just 0.2% They are perfectly normal. In general, these records have not been warning signs.

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Brown Advisory

JANUARY 1, 2023

Download it here > Dear Fellow Investors, If we had to sum up 2022 in one word it would be valuation. War, inflation, recession, deglobalisation, decoupling, strikes, crypto-crash and energy (crisis) all featured but for us the overriding focus for 2022 was valuation. which was greater than our -1.1% relative underperformance.

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Investing Investments Valuation Clients 52

ClearMoney

NOVEMBER 4, 2021

As with many things in life, the truth is somewhere between the extremes: While both simulated and real-world data suggest momentum may not be suitable as a driver of long-term asset allocations, we believe momentum considerations can be integrated in a cost-effective way to help inform daily portfolio management decisions. A Matter of Time.

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Trade Brains

FEBRUARY 8, 2023

Year 2018 2019 2020 2021 2022 Total Income (in Crores) ₹1,658.46 ₹1,748.49 ₹1,731.72 ₹1,981.83 ₹2,300.69 Credit rating agencies generally trade at steep valuations on the back of an oligopolistic market, the asset-light nature of the business, limited capex requirement, and strong operating cash flows. Market Cap (₹ in Cr) 72,438.62

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Trade Brains

MAY 22, 2023

Fiscal Year Operating Revenue Net Proft 2022 13,391 1,550 2021 8,958 746 2020 6,556 357 2019 7,248 472 2018 5,228 300 5-Yr CAGR 20.7% 2020 3,589 10.0 The present valuation at a high P/E of 56 and P/B of 18.5 This happened as the company changed its tax regime to follow a more favorable one. in FY18 to the high of 29.7%

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Sales Manufacturing Distribution License 52

Truemind Capital

MARCH 20, 2020

In good times i.e. when the market valuations are usually very high, everyone agrees to the logic of buying low and selling high. It simply states that the future is uncertain and unknown, therefore, the investments should be made at the prices equal to or lower than the long term fair valuations.

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Trade Brains

DECEMBER 18, 2022

Category FY 2018-19 FY 2019-20 FY 2020-21 FY 2021-22 Passenger Vehicle 4,028 3,425 3,062 3,651 Growth (PV) nil -15% -11% 19% Commercial Vehicle 1,112 757 625 806 Growth (CV) 24% -32% -17% 29% Three-wheelers 1,269 1,133 614 758 Growth (3-W) 24% -11% -46% 23% Two-wheelers 24,500 21,033 18,350 17,714 Growth (2-W) 6% -14% -13% -3%. 2020 1,037.9

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The Irrelevant Investor

FEBRUARY 23, 2022

Ben Carlson said: When the markets go haywire, you really have 3 options on what to do with your portfolio: Do more Do less Do nothing Callie Cox put it plainly. Or tech valuations. 2020/2021 wasn't normal. You don't have to be an expert on geopolitics to invest. Or the Fed. Or the economy. Or commodities.

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