Trade Brains

APRIL 22, 2024

JNK India IPO Review 2024: JNK India is coming up with its IPO issue of Rs. Cr which will open on 23rd April 2024. The issue will close on 25th April and be listed on the exchange on 30th April 2024. This article will analyze the strengths and weaknesses of the JNK India Limited IPO Review 2024. Keep reading to find out!

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Advisor Perspectives

JANUARY 10, 2024

The 60/40 portfolio has long been the foundation of portfolio construction. But over the past two years, this portfolio strategy has broken down. The 60/40 portfolio faces several challenges. To understand what might lie ahead, investors need to assess both recent inflationary forces and historic trends.

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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. Click here or below to see or enlarge the entire bracket for 2024. While we absolutely nailed being bullish on the U.S.

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The Irrelevant Investor

JANUARY 14, 2024

On today’s show, we discuss: How 2023 went for financial advisors Struggles with being a diversified investor during concentrated performance periods The growth of advisor tech in 2024 Helios’ utilization of AI How difficult it is to explain quant models to advisors.

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Wealth Management

JANUARY 23, 2024

Balanced portfolio construction will likely prove fruitful in 2024.

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Advisor Perspectives

DECEMBER 20, 2023

As 2023 draws to a close, what will 2024 have in store for investors? Our 2024 Economic & Market Outlook covers: Is the recession of 2023 coming in 2024? It appears this Fed rate hike cycle is over and now we pivot to potential rate cuts. But not until inflation has sufficiently cooled.

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Trade Brains

MARCH 20, 2024

Cr which will open on 26th March 2024. The issue will close on 28th March and be listed on the exchange on 3rd April 2024. This article will analyze the GMP, Financials, strengths and weaknesses of the SRM Contractors IPO Review 2024. premium in the grey market on 19th March 2024. Keep reading to find out! Investment Rs.

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Tobias Financial

MARCH 10, 2024

We are thrilled to share our monthly market update featuring our Portfolio Manager, Charles “Chad” NeSmith , CFA, CFP®. The post Monthly Market Update | March 2024 appeared first on www.tobiasfinancial.com.

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Advisor Perspectives

MARCH 21, 2024

The heated debate surrounding traditional 60/40 portfolios in today’s markets has dwindled in recent months. Given ongoing market volatility and the growing popularity of alternatives, does the traditional portfolio hold up today?

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Tobias Financial

FEBRUARY 20, 2024

We are thrilled to share our first monthly market update featuring our Portfolio Analyst, Charles “Chad” NeSmith , CFA, CFP®. The post Monthly Market Update | February 2024 appeared first on www.tobiasfinancial.com.

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Advisor Perspectives

JANUARY 29, 2024

Jeff and Ron Muhlenkamp provide a recap of 2023 and look at the state of the economy at the start of 2024. They also explain their reason behind why they have significant portfolio holdings in certain industries.

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Abnormal Returns

MARCH 5, 2024

Crypto A little Bitcoin goes a long way in a portfolio perspective. quantpedia.com) How to use factors to build a crypto portfolio. alphaarchitect.com) The 2024 UBS Global Investment Returns Yearbook is here! sparklinecapital.com) Options How retail traders use options. papers.ssrn.com) Private credit, 101.

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Abnormal Returns

FEBRUARY 4, 2024

wsj.com) How major asset classes performed in January 2024. allstarcharts.com) Four steps to build a no-fuss portfolio including eliminating redundant accounts. (ft.com) What happens when you stop focusing on the stock market. capitalspectator.com) It's not just tech stocks that are working. collabfund.com)

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Advisor Perspectives

FEBRUARY 25, 2024

Franklin Equity Group Portfolio Managers Blair Schmicker and Daniel Scher discuss how a return to pre-pandemic monetary policy could mean a promising 2024 for publicly traded real estate. The REIT sector has faced many challenges over the past few years, including COVID-related closures and tightening monetary policy.

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Advisor Perspectives

FEBRUARY 28, 2024

The article explores potential parallels between 1968 and 2024, specifically in the context of the stock market and economic trends. It delves into the concept of secular trends, emphasizing the importance of considering inflation-adjusted stock prices to comprehend the potential impact on portfolios.

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Trade Brains

MARCH 29, 2024

Bharti Hexacom IPO Review 2024: Bharti Hexacom is coming up with its IPO issue of Rs. 4,275 Cr which will open on 3rd April 2024. The issue will close on 5th April and be listed on the exchange on 12th April 2024. 4275 Cr Opening date 3 April 2024 Closing date 5 April 2024 Face Value Rs. Keep reading to find out!

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Advisor Perspectives

FEBRUARY 21, 2024

With one month in the books for 2024, and markets still waiting for a sign from the Fed, many investors may be looking to shake up their portfolios. What worked in 2023, after all, may not necessarily work in 2024.

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Advisor Perspectives

DECEMBER 9, 2023

Stephen Dover, Head of Franklin Templeton Institute, recently sat down with Franklin Templeton Fixed Income Portfolio Manager Josh Lohmeier and Western Asset Portfolio Manager Mark Lindbloom to discuss the fixed income landscape—and why they believe 2024 will be a good year for fixed income investors.

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Advisor Perspectives

DECEMBER 19, 2023

For multi-asset income investors, adapting portfolios for equity defense, credit potential and duration exposure should be on the docket for 2024.

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Advisor Perspectives

APRIL 30, 2024

Valid until the market close on May 31, 2024 This article provides an update on the monthly moving averages we track for the S&P 500 and the Ivy Portfolio after the close of the last business day of the month.

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Walkner Condon Financial Advisors

FEBRUARY 15, 2024

As we move into 2024, we must consider the important factors causing this trend and affecting the future of charitable giving. Whichever way you look at it, 2024 will bring uncertainty for a vast swath of the nonprofit sector, making planning and charitable spending more conservative and less dependable.

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Validea

DECEMBER 7, 2023

In a briefing to various media outlets, BlackRock predicts that active investing strategies will dominate in 2024, with quality companies doing particularly well, according to an article in Barron’s. Having those kinds of stocks in your portfolio will help “immunize you from higher rates,” DeSpirito says.

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Advisor Perspectives

NOVEMBER 29, 2023

For investors revisiting their portfolios ahead of 2024, it may be worth assessing the commodities outlook. From energy to precious metals, commodities can add meaningful diversification to a portfolio. Commodities entered 2023 behind a strong performance in 2022.

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A Wealth of Common Sense

JANUARY 15, 2024

On today’s show, we discuss: How 2023 went for financial advisors Struggles with being a diversified investor during concentrated performance periods The growth of advisor tech in 2024 Helios’ utilization of AI How difficult it is to explain quant models to.

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Trade Brains

JANUARY 8, 2024

Written By Shivani Singh By utilising the stock screener , stock heatmap , portfolio backtesting , and stock compare tool on the Trade Brains portal, investors gain access to comprehensive tools that enable them to identify the best stocks, also get updated with stock market news , and make well-informed investment.

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Trade Brains

DECEMBER 5, 2023

Top 7 Derivatives Trading Courses in 2024 : Derivatives are secondary markets where the performance of an instrument is dependent on an underlying asset or a group of assets. Hence, these courses will guide you to learn the role of futures and options in portfolio construction and spotting trading opportunities.

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Discipline Funds

DECEMBER 21, 2023

Will core inflation continue to linger in 2024? How can investors manage their fixed income portfolio? Is there a chance that the market has gotten way ahead of the Federal Reserve? Cullen Roche expects interest rate volatility, even with continued stabilization. consumer seems to be incredibly resilient.

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Advisor Perspectives

MARCH 28, 2024

For this edition of Bull vs. Bear, Karrie Gordon and Nick Peters-Golden debate whether alts deserve portfolio allocation in 2024.

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Abnormal Returns

FEBRUARY 28, 2024

(blockworks.co) Strategy Rubin Miller, "Investing on hopes and hunches — making emotional decisions — is why so few portfolios earn the actual market return." behaviouralinvestment.com) Why the 60/40 portfolio isn't going anywhere. fortunesandfrictions.com) The rise of passive investing hasn't broken the markets.

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Abnormal Returns

FEBRUARY 1, 2024

January 2024 How major asset classes performed in January 2024. collabfund.com) Four steps to build a no-fuss portfolio including eliminating redundant accounts. capitalspectator.com) The S&P 500 was in positive territory for the month, in contrast with small and mid caps.

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Trade Brains

SEPTEMBER 22, 2023

So, what about the upcoming 2024 general elections? Morgan Stanley has outlined four possible scenarios for the 2024 Indian General Elections with a market impact ranging from a thrilling 5% rise to a nerve-wracking 40% decline. The post How Will Indian Stock Markets React to 2024 Elections? in one month and 20.6% in one year.

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WiserAdvisor

JANUARY 3, 2024

Yet, the path to building a robust investment portfolio for retirement can be an intimidating task. You may ponder where to begin and how to create a portfolio that matches your goals, stands the test of time, and shields you from financial uncertainty. The catch-up limit remains at $7,500 in 2024, just as it was during the last year.

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Abnormal Returns

DECEMBER 20, 2023

(ofdollarsanddata.com) What's changing for retirement accounts in 2024. downtownjoshbrown.com) A lot of stuff matters beside your portfolio. obliviousinvestor.com) Splitting your portfolio in two. morningstar.com) Why it's so hard to stay retired when you retire early. humbledollar.com) Why TIPS, not funds, are different.

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The Big Picture

DECEMBER 1, 2023

This came up yesterday on Portfolio Rescue with Ben Carlson. Economic Forecasts: What’s the Probability of a Recession in 2024? It was before the very encouraging CPI, Unemployment, and GDP data releases. I’ve spent a lot of time discussing why forecasts are a waste of time.

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Advisor Perspectives

APRIL 10, 2024

How might investors consider positioning their portfolios amid today's complex and uncertain economic landscape?

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Carson Wealth

JANUARY 2, 2024

As we look ahead to 2024, we want to share with you some of our team’s favorite charts on the year. Some are perhaps unorthodox, but they tell us a lot about 2023 while setting the scene for 2024. As we approach 2024, the AI theme appears enduring. Just like everyone called it, right?

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Trade Brains

NOVEMBER 14, 2023

Top 6 Investing Courses in 2024 : Investing has been a proven method for wealth creation in every individual’s long-term view. In this article, we present the list of Top 6 Investing Courses in 2024 available for beginners in the Indian market. You can enroll in the course here. You can enroll in the course here.

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