Validea

APRIL 20, 2023

is forgoing the traditional 60/40 portfolio and turning to public and private investments instead, reports an article in Bloomberg. After plummeting 17% last year in its steepest decline in more than 10 years, a Bloomberg US 60/40 portfolio has climbed back up 6.3% so far in 2023, according to the article.

Portfolio 52

Portfolio Asset Allocation Healthcare Assets 52

Dear Mr. Market

AUGUST 5, 2022

Not only are we sharing the importance of dividends in this article, but it’s also the official roll-out of the Top 10 Dividend Growth Portfolio strategy managed by My Portfolio Guide, LLC. The Top 10 Dividend Growth Portfolio strategy is a concentrated portfolio.

Portfolio 105

Portfolio Risk Tolerance Valuation Investing 105

Trade Brains

DECEMBER 13, 2023

Best Anil Kumar Goel Portfolio Stocks : Stock markets generate wealth for anyone who is patient and knows what they are doing. In this article, we will look at some of Anil Kumar Goel portfolio stocks and learn about the company in which he made investments. In September 1992, he invested Rs. EPS ₹ 23.72 EPS ₹ 16.25

Portfolio 59

Portfolio Investing Investments Manufacturing 59

Validea

DECEMBER 21, 2022

Although the S&P 500’s decline is in line with a typical shallower bear market, the losses on a combined stock and bond portfolio rival some of the largest in history. As we head into year end, we wanted to share some of the articles that our readers found most interesting. Here are our five most read articles of 2022.

Investing 59

Investing Investments CFP Portfolio 59

Validea

JUNE 22, 2023

In our latest episode of Show Us Your Portfolio, we speak with Buckingham Strategic Wealth’s Larry Swedroe. Larry has dedicated his career to educating investors and has written more books and articles than we can list in that pursuit.

Portfolio 52

Portfolio Education Assets Management 52

Validea

JUNE 22, 2023

In our latest episode of Show Us Your Portfolio, we speak with Buckingham Strategic Wealth’s Larry Swedroe. Larry has dedicated his career to educating investors and has written more books and articles than we can list in that pursuit.

Portfolio 52

Portfolio Education Assets Management 52

Trade Brains

OCTOBER 4, 2023

Conclusion As we conclude our article on “Top Stocks Held By Quant Small-Cap Fund” Therefore, it is recommended that investors make their investment decisions based on their own analysis and judgment. The post Top Stocks Held by Quant Small-Cap Fund – Portfolio Analysis appeared first on Trade Brains.

Portfolio Analysis 105

Portfolio Analysis Portfolio Electronics Engineering 105

Nerd's Eye View

APRIL 5, 2024

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that customer arbitration claims related to the SEC's Regulation Best Interest (Reg BI) nearly doubled between 2022 and 2023, suggesting that greater awareness among investors of the increased standards for broker-dealers and their (..)

Financial Planner 238

Financial Planner Fee Only Clients Investing 238

Trade Brains

SEPTEMBER 26, 2023

Conclusion We are at the end of our article, We have seen the top Indian stocks held by Morgan Stanley. The post Top Indian Stocks Held By Morgan Stanley – Portfolio Analysis! Net margins translating to 11.36% versus 10.2% the previous year which is a 116 accretion. appeared first on Trade Brains.

Portfolio Analysis 111

Portfolio Analysis Portfolio Pharmaceutical Manufacturing 111

Random Roger's Retirement Planning

MAY 15, 2023

The current Barron's has an article looking at whether healthcare sector stocks might be cheap. I have no idea what SYK will do going forward, I don't own the stock personally or for clients, but if you are allocating to some sort of healthcare theme in your portfolio then chances are being right or wrong won't prove out in just a few months.

Portfolio 64

Portfolio Healthcare Wealth Advisor Investment Advisor 64

Dear Mr. Market

OCTOBER 11, 2022

In a year where the stock market has provided zero safe places to hide…you may have changed, the markets certainly have, but one thing has not; the Permanent Portfolio. If you didn’t hit the embedded article links above, the Permanent Portfolio is pretty simple at face value. 25% Long-Term Bonds (deflation).

Portfolio 59

Portfolio Assets Economics Marketing 59

Trade Brains

SEPTEMBER 28, 2023

Conclusion As we wrap up our article, we’ve looked into Top Indian Stocks Held By Societe Generale. The post Top Indian Stocks Held By Societe Generale – Portfolio Analysis appeared first on Trade Brains. 1.68% 3,195,374 116.2 Go Fashion (India) Ltd. 1.64% 885,496 117.9 Delta Corp Ltd. 1.43% 3,822,695 67.5 1,11,934 1,411.3

Portfolio Analysis 115

Portfolio Analysis Portfolio Banking Engineering 115

Trade Brains

OCTOBER 23, 2023

5 Best Stocks Held By HDFC Small Cap Fund In this article about 5 Best Stocks Held By HDFC Small Cap Fund, we shall see the list of stocks, overview of the company and their financials 1. The product portfolio includes rear axle shafts, spindles, and splined shafts, and rear axle shafts contributing to the majority of revenue.

Portfolio Analysis 105

Portfolio Analysis Portfolio Manufacturing Engineering 105

Validea

MARCH 3, 2023

For the first time in over 20 years, the traditional 60/40 stock-and-bond portfolio is paying out less than some of the most risk-free securities, reports an article in Bloomberg. Treasury notes climbed to 5.14%, notching it higher than the 5.07% yield on the standard portfolio comprised of 60% U.S. The yield on 6-month U.S.

Portfolio 59

Portfolio Economics Investing Investments 59

Validea

AUGUST 9, 2022

In the past, the 60% stocks and 40% bonds portfolio strategy was an easy-to-maintain winning approach that offered good returns alongside solid protection during market turmoil. This approach works best for investors who need steady, reliable income from their portfolios. The post The 60/40 Portfolio: Is It Dead?

Portfolio 59

Portfolio Financial Advisor Clients Management 59

eMoney Advisor

DECEMBER 14, 2022

If you’re a financial advisor struggling to figure out how to grow your audience on LinkedIn, or you’d like to improve the content you’re putting out on social media forums, this article has solid suggestions. Hint: It goes well beyond their investment portfolio. Financial Planning KPIs Your Firm Should Be Tracking.

Financial Planner 78

Financial Planner Financial Planning Retirement Clients 78

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.

Portfolio 98

Portfolio Marketing Marketing 98

Nerd's Eye View

MARCH 22, 2024

Also in industry news this week: A recent survey suggests that advisors who best understand their prospects' and clients' unique needs and communicate their value and fees clearly could be best positioned to win and retain clients Why a dearth of advisor talent could spur additional M&A activity and 'poaching', and what firms can do to attract (..)

Financial Planner 220

Financial Planner Communication Electronics Retirement 220

Random Roger's Retirement Planning

JANUARY 9, 2023

Brett Arends had a head scratcher of an article about a "crazy retirement portfolio" that has beaten the market for 50 years. The portfolio itself equal weights seven asset classes as follows. The blue line, the portfolio, has not kept up anywhere near the red line (SPY) or the yellow line (VBAIX) which kind of makes sense.

Portfolio 52

Portfolio Asset Allocation Assets Retirement 52

Random Roger's Retirement Planning

FEBRUARY 24, 2024

That is correct, technically but whatever you're looking for from REITs, or private equity or any of the others, you're not going to see it impact the portfolio as part of an index fund. Mistakes during those types of events are what managing portfolios is all about.

Math 71

Math Portfolio Marketing Marketing 71

Random Roger's Retirement Planning

APRIL 10, 2024

Allison Schrager wrote an article for Bloomberg last week that Wall Just Doesn't Get It On Retirement. If you have a combined $40,000 benefit, that's like having another $1 million in your portfolio. In this context, a $1 million Social Security "portfolio" is considered fixed income. The relevance ties into asset allocation.

Portfolio 70

Portfolio Asset Allocation Retirement Taxes 70

Random Roger's Retirement Planning

JANUARY 20, 2023

First hit is a mid-week article in Barron's where Rob Arnott says investors should "pour money" into factor funds. I was curious to see what including it into a couple of different types of portfolios would do. Note that Portfolio 1 is 100% allocated to Vanguard Balanced Index Fund (VBAIX) which is a proxy for a 60/40 portfolio.

Portfolio 52

Portfolio Clients Management Marketing 52

Nerd's Eye View

MARCH 8, 2024

Also in industry news this week: A recent survey has found that a majority of prospective financial planning clients across all age brackets are open to working with a remote advisor, creating opportunities for advisors to grow their businesses and for clients to find the ‘best’ advisor for their needs, regardless of their location A federal (..)

Financial Planner 188

Financial Planner Asset Allocation Clients Risk Management 188

Validea

NOVEMBER 4, 2022

Now, DoubleLine Capital has put out a study touting a new approach: build a portfolio that follows market momentum as it goes up and down, a strategy known as “trend following,” according to an article in Chief Investment Officer. If you’re new to Validea, consider taking a look at our product overview or introductory videos.

Portfolio 52

Portfolio Assets Investing Investments 52

WiserAdvisor

DECEMBER 3, 2023

Creating a well-diversified portfolio is a pivotal task in investing. However, your work is far from complete, even after drafting a diversified portfolio. Rebalancing is a critical step that can help you optimize your portfolio’s performance. However, it is vital to know the right time to rebalance your portfolio.

Portfolio 52

Portfolio Risk Tolerance Asset Allocation Financial Advisor 52

Trade Brains

NOVEMBER 2, 2023

In this article about 5 Best Stocks Held By Axis Small Cap Fund, we shall see the list of stocks, business overview and fundamentals of the stock 5 Best Stocks Held By Axis Small Cap Fund 1. Axis Small Cap Fund Direct Growth has given a CAGR return of 24.82% since inception. The company has 400+ clients and 4 factories. Cr in FY22 to Rs.

Portfolio Analysis 64

Portfolio Analysis Portfolio Engineering Manufacturing 64

Trade Brains

OCTOBER 4, 2023

In this article we shall look Top Stocks Held By President Of India. Cr Conclusion As we wrap up our article, we’ve looked into Top Stocks Held By The President of India. The post Top Stocks Held By President Of India – President’s Portfolio Analysis! 8.192 Cr 244.5 Cr Central Bank of India 45,574 50 93.1%

Portfolio Analysis 78

Portfolio Analysis Portfolio Banking Insurance 78

Trade Brains

JULY 21, 2023

Best Ashish Kacholia Portfolio Stocks : The stock market, a place of uncertainty where fortunes can be won or lost in an instant. Market participants try to gain insights from the portfolio of these ace investors portfolios and try to mirror them in the hopes of gaining massive returns. of his portfolio.

Portfolio 52

Portfolio Pharmaceutical Manufacturing Media 52

Abnormal Returns

DECEMBER 11, 2023

ft.com) Triple-levered anything can wreck your portfolio. ritholtz.com) Articles on Investing.com appear suspiciously like articles previously published on other sites. (marginalrevolution.com) Finance The mostly highly-rated sell-side analysts work hard. semafor.com) CNBC has given its onscreen ticker a makeover.

Media 225

Media Financial Advising Retail Economy 225

Trade Brains

OCTOBER 9, 2023

Shareholdings and portfolio as of June 30, 2023, for the GOVERNMENT OF SINGAPORE. The residential, commercial, retail, property management, and hospitality sectors are all included in The Prestige Group’s property portfolio. The government of Singapore owns 49 stocks with a net worth of more than Rs. 4,10,393 3.42 4,57,235 3.41

Portfolio Analysis 59

Portfolio Analysis Government Portfolio Healthcare 59

Trade Brains

JULY 30, 2022

In this article, we will have a look at the portfolio of his wife Rekha Jhunjhunwala, who also has sizable investments under her name in the Indian Stock Market. We will also take a closer look at Rekha Jhunjhunwala’s Portfolio 2022 and further analyze her investments. of Rekha Jhunjhunwala’s portfolio.

Portfolio 52

Portfolio Insurance Communication Portfolio Analysis 52

Nerd's Eye View

AUGUST 18, 2023

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that a recent study has found that consumers are increasingly likely to spread their portfolios across a range of asset managers, and that this trend is particularly pronounced amongst more affluent clients (e.g.,

Financial Planner 220

Financial Planner CFP Assets Clients 220

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. Let’s first understand what these accounts are and how they work.

Retirement 52

Retirement Portfolio Investing Investments 52

Nerd's Eye View

JANUARY 12, 2024

Also in industry news this week: The Department of Labor (DoL) this week published a final rule delineating what makes an individual an independent contractor versus a company employee, though it did not provide specific guidance for registered representatives of broker-dealers and other financial professionals who have expressed concern that their (..)

Financial Planner 202

Financial Planner Financial Advisor Commission Budgeting 202

Brown Advisory

SEPTEMBER 19, 2023

Business Resilience in Portfolio Construction bgregorio Tue, 09/19/2023 - 05:12 Only Time Will Tell While the old adage “only time will tell” generally refers to a future outcome, it reflects our belief that a truly enduring investment must have proven to be resilient under a variety of macroeconomic circumstances. Others such as U.S.

Portfolio 52

Portfolio Investing Investments Financial Services 52

Nerd's Eye View

FEBRUARY 23, 2024

Also in industry news this week: A recent study has found that advisors who gain additional credentials tend to see a boost both in their confidence and in their business metrics, with the CFP certification standing out in terms of value The implications for RIAs of a proposed Treasury Department rule that would subject many firms to certain anti-money-laundering (..)

Financial Planner 199

Financial Planner Certification CFP Financial Advice 199

Nerd's Eye View

NOVEMBER 10, 2023

Also in industry news this week: How the use of model investment portfolios can potentially save advisors time and boost client trust Why a recent IRS Private Letter Ruling could facilitate the emergence of zero-commission variable universal life policies (that RIAs can actually get paid a fee to advise on) From there, we have several articles on housing: (..)

Financial Planner 159

Financial Planner Commission Numbers Portfolio 159