David Nelson

JANUARY 3, 2023

Investors need to do their own due diligence and perform a full ORM review of their portfolio and its ability to navigate the many challenges we face at the start of a new year. From 2017 – 2021 growth outperformed value by a staggering 119%. S&P 500 2 Years. Growth vs Value – There was no alternative. 60-40 is reborn.

Risk Management 98

Risk Management Portfolio Management Valuation 98

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. Note we have not even referencing the valuation debate. Previously : Observations to Start 2023 (January 3, 2023) Bottoming?

Economics 288

Economics Valuation Portfolio Marketing 288

Brown Advisory

JANUARY 1, 2021

Global Leaders Investment Letter: January 2021 jharrison Fri, 01/01/2021 - 08:53 Just want the PDF? When does crowd psychology take hope for economic return beyond what valuation can support? And why do markets irregularly detach fundamentals from valuation to their own detriment? Download it here > What is Time?

Investing 52

Investing Investments Valuation Economics 52

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. How Does The Valuation Of The Company Look? The PE ratio shows the valuation of the company by comparing its earnings per share with the current market price per share.

Healthcare 52

Healthcare Portfolio Medical Valuation 52

Carson Wealth

APRIL 8, 2024

Pockets of attractive valuations exist despite above-average valuations in some high-profile areas of the market. Much of the employment growth over the past year has come from non-cyclical sectors, such as health care, education, and government, but only because these sectors lagged the initial recovery in 2021-2022.

Marketing 96

Marketing Marketing Valuation Economy 96

Carson Wealth

JANUARY 16, 2024

mega-cap stocks in 2023, we saw increased market breadth and valuations likely continuing, potentially supporting small- and mid-cap stocks. Just as importantly, with higher starting yields and falling inflation, bonds are less vulnerable to losses and are once again more likely to add ballast to a portfolio during periods of volatility.

Investing 96

Investing Investments Marketing Marketing 96

Validea

OCTOBER 19, 2022

Coming into 2022, the 60/40 stock/bond portfolio had been a stalwart strategy for your balanced investor. Even with bear markets like 2000-2002 and 2008-2009, the portfolio had strong returns for a very long period. at the start of the year) things are looking brighter for this simple portfolio. Source: [link].

Investing 128

Investing Investments Valuation Portfolio 128

Truemind Capital

AUGUST 12, 2023

The recent rally in the market has made the valuations more expensive compared to historical standards. However, heightened valuations do not provide comfort in replicating higher returns of the past in the medium term. However, heightened valuations do not provide comfort in replicating higher returns of the past in the medium term.

Financial Market 52

Financial Market Asset Allocation Marketing Marketing 52

Truemind Capital

APRIL 21, 2023

Higher valuation of Indian markets compared to Global peers along with negligible earnings growth also didn’t help. One should not be over-allocated to equity (check the 3rd page for asset allocation) at the current levels and any exposure should primarily be towards large cap-oriented value portfolios against growth stocks.

Financial Market 52

Financial Market Marketing Marketing Asset Allocation 52

Trade Brains

FEBRUARY 20, 2024

A closer look at the data reveals that revenue and profits fell in FY21, mainly due to a reduction in stock market valuations on account of the COVID-19 pandemic, which has impacted the valuation of the company’s investments and profitability. The key focus would be on protecting the portfolio and containing the cost.

Valuation 59

Valuation Banking Investing Investments 59

Validea

DECEMBER 1, 2022

One singular truth to come out of the meme-stock frenzy of 2021 is that the price of stocks and other assets are determined by supply and demand, with demand being the factor that usually matters most. The argument could explain why valuations have been trending upwards for the past 4 decades, as the income gap has widened.

Marketing 52

Marketing Marketing Valuation Portfolio 52

Truemind Capital

JANUARY 16, 2024

They like to talk about Bajaj Finance and not Yes Bank in their portfolio. Most of the time, even the winners account for very low weight in the overall assets, resulting in miniscule contribution to the portfolio returns. One can consider debt portfolios with floating rate instruments for long-term allocation.

Financial Market 52

Financial Market Marketing Marketing Asset Allocation 52

Nationwide Financial

JUNE 14, 2023

As of June 9, the NASDAQ 100 is approximately 13% away from its all-time high, last seen in November 2021. Clients participating in this year’s tech-stock rally could benefit from a portfolio review and diversification check, as this appreciation may have thrown many allocations off balance.

Valuation 52

Valuation Portfolio Assets Clients 52

Validea

APRIL 14, 2023

That’s the longest flatline since 2021, according to the article. Bank of America clients also drained $451 million from the real estate sector last week, the biggest outflow in that sector since July 2021. gain in the fourth quarter of last year, the 60/40 portfolio has gained 5.9% for a globally diversified 60/40 portfolio.

Banking 52

Banking Clients Retail Portfolio 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. 2022-23 ₹ 1,17,571.30 ₹ 8,211 2021-22 ₹ 88,329.80 ₹ 3,879.50 In India, the Company is in the business of manufacturing and selling passenger vehicles.

Planning 64

Planning Manufacturing Sales Government 64

Discipline Funds

MARCH 10, 2023

You might not recall the sheer stupidity of the 2021 bull market but it’s going to go down as one of the stupidest bull markets of all time. 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.

Risk Management 141

Risk Management Banking Economy Valuation 141

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. 2021 6,818 723.32 2021 720 70.85 Figures in Rs. 2020 6,366 624.79

Planning 59

Planning Manufacturing Retail Portfolio 59

Trade Brains

FEBRUARY 1, 2024

With a market valuation of ₹3.13 Although the company struggled in 2021-2022 due to high inflation, supply chain disruptions (specifically in the semiconductor industry), and economic uncertainty, the story in 2023 is quite different. The Indian automotive sector is projected to achieve a valuation of US$ 300 billion by 2026.

Sales 59

Sales Valuation Manufacturing Marketing 59

Trade Brains

JANUARY 18, 2024

With a market valuation of ₹3.13 Although the company struggled in 2021-2022 due to high inflation, supply chain disruptions (specifically in the semiconductor industry), and economic uncertainty, the story in 2023 is quite different. The Indian automotive sector is projected to achieve a valuation of US$ 300 billion by 2026.

Sales 59

Sales Valuation Manufacturing Marketing 59

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. Following this remarkable year, the most recent standout annual returns were in 2017 and 2021, with 28.65% and 24.12%, respectively.

Investing 59

Investing Investments Valuation Numbers 59

Trade Brains

NOVEMBER 6, 2023

2021-22 3,240.42 -90.99 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 2021-22 0.61 -2.16 cr to a profit in FY23 of Rs.133.74 Financial Year Revenue (Cr.)

Planning 105

Planning Transportation Engineering Manufacturing 105

Validea

AUGUST 5, 2022

The Russell 2000 has declined 32% from its November 2021 high through June 2022—worse than the S&P 500’s 24% drop. That’s led some strategists to advise investors to overweight their portfolios with small-caps, the article reports. But that could be about to change, portends an article in Barron’s.

Valuation 59

Valuation Manufacturing Economics Sales 59

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.

Investing 105

Investing Investments Portfolio Assets 105

Trade Brains

MAY 24, 2023

SEL is a rapidly growing company and has a wide portfolio of tractors and farm machinery. 2021 0 42,925.79 appears to be a fundamentally strong company with consistent revenue and growth, healthy profitability, and a reasonable valuation. It stands firmly amongst the top tractor brands in India. Fiscal Year ROCE ROE 2023 51.41

Engineering 59

Engineering Planning Manufacturing Accounting 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?

Valuation 293

Valuation Investing Investments Engineering 293

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.

Portfolio 130

Portfolio Management Assets Investing 130

Trade Brains

FEBRUARY 16, 2024

As we delve into the intricate details of Azad Engineering Limited, we’ll investigate whether this seemingly high valuation aligns with the company’s underlying business prospects. million in Fiscal 2021 to ₹2,615.21 Azad Engineering Limited Business Overview Azad Engineering Limited started its core business in 2008.

Engineering 111

Engineering Manufacturing Certification Sales 111

Trade Brains

APRIL 29, 2023

Purchase a good stock at a low valuation and wait until the price goes up. Find an amazing stock at a cheap valuation and hold it for a long time until the market realizes its true/real value. Also read: 10 Best Dividend Stocks in India That Will Make Your Portfolio Rich. Buy low and sell high.

Valuation 98

Valuation Investing Investments Taxes 98

Trade Brains

NOVEMBER 24, 2023

2021-22 200.44 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% Financial Year Revenue (Cr) Net Profit (Cr) 2022-23 281.46

Planning 69

Planning B2C B2B Pharmaceutical 69

Brown Advisory

JUNE 16, 2021

Small Caps: The Big Picture ajackson Wed, 06/16/2021 - 08:44 With record 94.8% In March 2021, we started to see nonearners’ performance roll over, which is more in line with historical averages; for the 2001–2021 period, earners outperformed nonearners by 3% on an annualized basis. Note: 2001-2021 period is annualized.

Valuation 52

Valuation Investing Investments Government 52

Brown Advisory

JUNE 16, 2021

Wed, 06/16/2021 - 08:44. In March 2021, we started to see nonearners’ performance roll over, which is more in line with historical averages; for the 2001–2021 period, earners outperformed nonearners by 3% on an annualized basis. Note: 2001-2021 period is annualized. Data as of March 31, 2021. With record 94.8%

Valuation 52

Valuation Investing Investments Government 52

Truemind Capital

SEPTEMBER 13, 2021

Sentiment cycles move from one extreme of greed to another extreme of fear which takes valuations also to extremes from their long-term averages. At the extreme of fear sentiment (which coincides with dirt-cheap valuations), the risk-reward is highly favorable i.e., higher potential upside with lower potential downside risk.

Valuation 52

Valuation Marketing Marketing Retail 52

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.

Planning 105

Planning Engineering Healthcare Manufacturing 105

Trade Brains

JANUARY 11, 2024

This condition is worsened by the severe medical inflation faced by India in the range of 8.65% in 2021 and 13.6% 311, the Company price-to-earnings valuation would be at 38.84x. PE Valuation of 39x is quite high for a company that has grown its revenue at a CAGR of just 23% since FY21. At the higher end of the price band of Rs.

Healthcare 59

Healthcare Insurance Retail Valuation 59

Talon Wealth

AUGUST 30, 2021

WEEKLY MARKET UPDATE – 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. Chart of the Week. Market Update. Commodities.

Risk Tolerance 52

Risk Tolerance Economics Valuation Economy 52

Trade Brains

FEBRUARY 28, 2024

Due to this accomplishment, the company’s market value more than doubled, reaching over Rs 2500 crore by November 2021. 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.

Food 59

Food Commission Distribution Retail 59

Validea

JANUARY 13, 2023

Quick Links Warren Buffett Portfolio High Momentum Stocks Low Volatility / Conservative Stocks. billion in proceeds—a plunge of 95% from 2021, according to the article. Investors should pay attention to valuations. Mega-cap tech giants, a safe haven since the 2008 financial crisis, fell much more than the S&P 500 in 2022.

Valuation 59

Valuation Government Economy Portfolio 59