article thumbnail

Wednesday links: sub-optimal portfolios

Abnormal Returns

danieldrezner.substack.com) Fund management The shift from mutual funds to ETFs has accelerated in 2022. alephblog.com) Housing Higher land prices are holding back the housing market. abnormalreturns.com) Why rough edges remain in financial markets: people. The question is whether Elon Musk is the guy to do it.

Portfolio 202
article thumbnail

Top clicks this week on Abnormal Returns

Abnormal Returns

crossingwallstreet.com) The best books Ben read in 2022 including "Die With Zero" by Bill Perkins. awealthofcommonsense.com) A look at the best charts of 2022. topdowncharts.substack.com) Six things that don't change in financial markets including the attraction of 'shiny objects.'

Insiders

Sign Up for our Newsletter

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

article thumbnail

Best Financial Markets To Trade in 2024 – Top Trading Markets

Trade Brains

Best Financial Markets to Trade : Are you looking to explore the best financial markets to trade in 2024? It is obvious that we may occasionally get confused in our decision-making when faced with the many different pieces of advice regarding financial planning, trading, and investments. What are Financial Markets?

article thumbnail

5 Best Stocks Held By HDFC Small Cap Fund – Portfolio Analysis

Trade Brains

Particulars Amount Particulars Amount CMP (Rs) 261 Market Cap (Cr) 2,608.67 In 2022-23, the company in the automobile industry produced 2,59,31,867 vehicles, comprising Passenger Vehicles, Commercial Vehicles, Three Wheelers, Two Wheelers, and Quadricycles, compared to 2,30,40,066 units in 2021-22. EPS (TTM) 9.01 ROE (%) 15.31

article thumbnail

2023: It Was a Good Year

A Wealth of Common Sense

2022 was one of the worst years ever for financial markets. Over the past 100 years: It was the third worst year for a 60/40 portfolio. It was the worst year ever for the Barclays Aggregate Bond Market Index. It was the seventh worst year for the S&P 500.

article thumbnail

How Do Active Managers Invest Their Own Money?

The Big Picture

The researchers describe financial markets as “slowly evolving communities of practice whose habits, routines and ways of knowing can be difficult to shift, even when faced with overwhelming evidence that what they are doing doesn’t work most of the time.”

article thumbnail

Resilience is Core to Sustainable Portfolio Construction

Brown Advisory

Resilience is Core to Sustainable Portfolio Construction. Wed, 09/21/2022 - 10:50. While the old adage “only time will tell” generally refers to a future outcome, it is apropos of our belief that a truly sustainable portfolio must consist of businesses that have proven to be resilient under a variety of macroeconomic circumstances.