Trade Brains

NOVEMBER 11, 2023

is an investment management and advising firm. The firm provides its services to equity and fixed-income investment groups, investment pooling vehicles, mutual funds, and separate account institutional clients. trillion in global assets under management. Its domestic broadcast portfolio includes over 48 channels.

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Portfolio Analysis Portfolio Manufacturing Distribution 105

Trade Brains

SEPTEMBER 28, 2023

The company employs 4000+ personnel across 8 states and is also the 1st Listed multi-brand, multi-location Indian Auto Retailer In FY23, the company’s revenue grew 14% YoY, from Rs. The post Top Indian Stocks Held By Societe Generale – Portfolio Analysis appeared first on Trade Brains. EPS (TTM) 20.97 Stock P/E (TTM) 38.20

Portfolio Analysis 115

Portfolio Analysis Portfolio Banking Engineering 115

Discipline Funds

SEPTEMBER 19, 2023

For those who aren’t familiar, this strategy is based on the asset-liability matching methodology model we constructed which quantifies a “duration” for all asset classes and strategies. This allows us to build a portfolio that is very similar to a bond ladder in that it structures your allocation across time.

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Investing Investments Financial Planning Assets 62

The Big Picture

JANUARY 26, 2024

This week, we speak with Sarah Kirshbaum Levy , chief executive officer of Betterment , an independent digital investment adviser with $40 billion in assets under management. She discusses how her carrer in media branding and marketing was a perfect background for an online digital asset manager.

Wealth Management 167

Wealth Management Media Portfolio Management Retail 167

Abnormal Returns

JUNE 27, 2023

mrzepczynski.blogspot.com) Diversifiers Preferred stock funds are not great portfolio diversifiers. blog.thinknewfound.com) Gold trades like an investment asset, not a commodity. capitalallocators.com) Among retail investor price-tracking alerts generate more trades and worse performance.

Valuation 130

Valuation Retail Retirement Portfolio 130

Good Financial Cents

FEBRUARY 15, 2023

Table of Contents Types of Investment Companies How to Choose an Investment Company 10 Best Investment Companies 1. Ally Invest 6. Investment management companies – firms that provide individual portfolio management and may work with other investment companies. Fidelity 3. Vanguard 4. Betterment 8.

Investing 93

Investing Investments Commission Risk Tolerance 93

Validea

APRIL 15, 2024

A portfolio of high book-to-market stocks scoring 8 or 9 on Piotroski’s F-Score scale outperformed the market by 7.5% It scores an 8 out of 9 on Validea’s Piotroski model, passing every test except for improved asset turnover. When he applied this technique to historical market data, the results were remarkable.

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Investing Investments Assets License 52

Trade Brains

JANUARY 2, 2024

Alternative Investment Fund : Are you one of those investors looking for options beyond traditional investments like mutual funds, stocks, cash, or bonds? If so, then Alternative Investment Fund (AIF) might be the right investment option for you, as these investment options can offer higher returns compared to traditional investment.

Taxes 64

Taxes Investing Investments Retail 64

Abnormal Returns

AUGUST 1, 2023

July 2023 How major asset classes performed in July 2023. herbgreenberg.substack.com) Strategy 90 notable investment quotes including “In bear markets, stocks return to their rightful owners.” ofdollarsanddata.com) What you leave out of your portfolio can be as important as what you put in. capitalspectator.com) The U.S.

Financial Advising 206

Financial Advising Retail Media Economy 206

Random Roger's Retirement Planning

JULY 19, 2022

Do a search for asymmetric investing and you'll find a mishmash of results including research exploring option strategies, dampening portfolio volatility, an ETF that unlike SPD that we looked at yesterday does appear to capture upside while muting the downside. Would you put 1% into Air Jordans as an investment?

Assets 57

Assets Investing Investments Portfolio 57

Trade Brains

OCTOBER 4, 2023

As of June 30, 2023, Quant Small Cap Fund Direct Plan-Growth had 8,075 Crores in assets under management (AUM), making it a medium-sized fund in its category. The textiles industry, which sells fabrics, clothing, and fabric retail, contributes to revenue. This fund was established on January 1, 2013. Marksans Pharma Ltd 105 4,701 2.65

Portfolio Analysis 105

Portfolio Analysis Portfolio Electronics Engineering 105

Validea

APRIL 4, 2024

Benjamin Graham (1894-1976) is considered the father of value investing and one of the most influential figures in investment history. Graham’s Life and Career Graham’s early experiences seem to have played a key role in shaping his famously conservative investment philosophy. “Once the Graham-Newman Co.

Investing 52

Investing Investments Valuation Manufacturing 52

Truemind Capital

FEBRUARY 23, 2024

Since we have expertise in long-term investment strategies and financial planning, I told her that we could not help her with this requirement. I am also seeing an increasing exposure to equity even in those portfolios where investors have a very low-risk appetite. There is still reasonable value in large-cap value stocks.

Asset Allocation 98

Asset Allocation Marketing Marketing Assets 98

Discipline Funds

DECEMBER 28, 2022

Understanding Modern Portfolio Construction Understanding the Modern Monetary System Everything you need to know about finance and investing in less than an hour How The Economic Machine Works in 30 Minutes Section 1 – Understanding Money & the Macroeconomy What Is Money? Then I Can Intimidate Everybody Whom Does the Fed Serve?

Investing 52

Investing Investments Asset Allocation Risk Management 52

Random Roger's Retirement Planning

MAY 6, 2024

The FT also said that Man Group, Gotham Asset Management, Ionic Capital Management and others were going the same route. It's for accredited investors, there's a huge minimum investment, I believe the fund is gated and I'm sure quite expensive. The article focused on the Tremblant Global ETF which will have the epic symbol of TOGA.

Taxes 89

Taxes Assets Portfolio Management 89

Good Financial Cents

SEPTEMBER 9, 2022

The combination of rising inflation and interest rates is putting a serious squeeze on investment portfolios and household budgets across the nation. But we’re here to offer some help with what we believe to be the five best investment hedges against inflation to help protect your portfolio. Ads by Money.

Investing 90

Investing Investments Portfolio Food 90

Random Roger's Retirement Planning

DECEMBER 22, 2023

With that preamble, I started thinking about the 75/50 portfolio that I first started writing about during the Financial Crisis. I've mentioned 75/50 a couple of times in passing but the big idea was to create a portfolio that captures 75% of the upside of the equity market with only 50% of the downside.

Portfolio 57

Portfolio Asset Allocation Accounting Management 57

Trade Brains

JANUARY 18, 2023

Best Tips for Long-Term Investing : The stock market is filled with uncertainty, however, certain tried and tested principles can help investors to boost their chances for long-term success. Long-term investing is a strategy where investors hold on to their investments for a long period of time, usually five years or more.

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Investing Investments Taxes Retail 98

Good Financial Cents

DECEMBER 13, 2022

The very thought of getting into real estate investing can be overwhelming. You can avoid the hassle and the expense by joining one or more real estate investment apps. Just download the app on your phone and invest a few dollars(or more). Just download the app on your phone and invest a few dollars(or more). Roofstock.

Investing 89

Investing Investments Assets Accounting 89

WiserAdvisor

FEBRUARY 14, 2024

You can also consider unique investment ideas that align with your interests and goals. They can also help you include some uncommon types of investments that can contribute to your overall financial growth. Investing in collectible sneakers might seem unusual at first glance.

Investing 59

Investing Investments Retail Banking 59

Trade Brains

OCTOBER 9, 2023

Top Indian Stocks held by Government of Singapore : The government-owned Government of Singapore Investment Corporation (GIC) handles Singapore’s sovereign wealth fund. Shareholdings and portfolio as of June 30, 2023, for the GOVERNMENT OF SINGAPORE. The fund’s full name is now GIC Private Limited.

Portfolio Analysis 59

Portfolio Analysis Government Portfolio Healthcare 59

The Big Picture

FEBRUARY 15, 2023

Here’s how to build an AI portfolio. Businessweek ) • PE Has Only Scratched the Surface of Sports Investing. Generational, cultural, and legal shifts are making sports investing more attractive. Bloomberg ) • The Death of the Smart Shopper : Internet retail was supposed to supercharge the informed consumer.

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Advertising Media Startup Retail 274

Advisor Perspectives

NOVEMBER 22, 2023

My guest, Sam Reid, is here to discuss the role and impact of structured credit within a retail investor portfolio. In an environment of rising rates and accumulating debt, this asset class offers investors a chance to alleviate risks and further enhance their portfolios. He focuses on short-duration investments.

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Retail Portfolio Assets Investing 59

Trade Brains

JANUARY 26, 2024

A high NPM could be a starting point for further analysis to determine whether a company is a good investment option. is a retail mall developer and operator and has created a position in the Indian real estate business, whether it is through mega retail malls, entertainment complexes, commercial spaces, or hospitality units.

Retail 105

Retail Assets Accounting Management 105

Good Financial Cents

SEPTEMBER 29, 2022

In this guide, we’re going to present the 10 best long-term investment strategies for 2022. The reason we’re providing 10 is because there’s no single investment strategy that’s right for all investors, and in all investment environments. Below is our list of the 10 best long-term investment strategies for 2022.

Investing 108

Investing Investments Retirement Planning Risk Tolerance 108

Validea

NOVEMBER 15, 2023

Many equity investors, particularly in the small-cap space, are likely looking at their portfolio values and seeing very little growth, and possibly losses. But today’s investor, mostly due to structural efficiencies, technology, fees, optionality and tools, resources and investing education, is probably better off than ever before.

Commission 115

Commission Education Portfolio Assets 115

Brown Advisory

FEBRUARY 26, 2021

2021 Asset Allocation Perspectives and Outlook. Each year, our Investment Solutions Group (ISG) assess the current investment landscape and discuss how we are positioning client portfolios. We are pleased to share Brown Advisory’s 2021 Investment Solutions Group (ISG) Annual Outlook report.

Asset Allocation 52

Asset Allocation Assets Valuation Clients 52

Nerd's Eye View

MAY 1, 2023

only' checking client portfolios for tax-loss harvesting every other day, after having advertised daily checks) – a first for the SEC in scrutinizing an RIA not for failing to execute its investment promises to clients, but for failing to execute tax-loss harvesting promises instead.

Taxes 181

Taxes Retirement Planning Advertising Retirement 181

Good Financial Cents

DECEMBER 9, 2022

But do you know exactly what it is and how it can benefit your investments? And just as important, do you know where to find the best compound interest investments? In my estimation, compound interest is critical to successful investing. Best Compound Interest Investments . Investments That Compound Quickly.

Investing 103

Investing Investments Accounting Certification 103

Abnormal Returns

OCTOBER 14, 2022

theirrelevantinvestor.com) Expectations for the 60/40 portfolio have been reset this year. pionline.com) Infrastructure investments have been a buffer for pension funds this year. npr.org) Economy Retail sales are pointing to weaker growth. (axios.com) The biggest risk to the market right now is central bank policy error.

Marketing 130

Marketing Marketing Financial Advising Retail 130

Random Roger's Retirement Planning

APRIL 21, 2024

I've mentioned a couple of times that investment products that annuitize income streams are very likely to improve to the point of making more sense than annuities as insurance products. There is a lot to learn, maybe less about portfolio construction because despite how inferior I think 60/40 and target date funds are, they are valid.

Investing 49

Investing Investments Retirement Insurance 49

The Richer Geek

JANUARY 12, 2022

Joining us today is Mike Silvestrini, co-founder and managing partner of Energea, a renewable project developer and retail investment platform that is focused on emerging and frontier markets. And as on a personal level, started investing back into solar again. It's really direct ownership of the solar assets.

Portfolio 52

Portfolio Retirement Planning Assets Retail 52

Validea

DECEMBER 30, 2022

Direct indexing assets, currently at $462 billion, are expected to rise up to $825 billion by 2026, according to Cerulli Associates data that is cited in the article, making its growth forecast the biggest out of ETFs, mutual funds, and separately managed accounts. What’s causing the shift? The service costs $4.99

Investing 52

Investing Investments Retirement Portfolio 52

Trade Brains

FEBRUARY 15, 2024

10 Best Bond Brokers in India Investors always seek to earn more and are risk-averse while investing. Some brokers provide a platform for investing in bonds. They ensure capital preservation, regular and constant income, and portfolio diversification. Bonds are commonly used in portfolios to diversify and manage risk.

Government 59

Government Retail Startup Investing 59

Trade Brains

MARCH 8, 2024

Angel One Vs Motilal Oswal The number of retail investors in India has boomed in recent years with the onset of the pandemic. Today, Angel One Limited offers a comprehensive digital investment solution, encompassing stock, currency, and commodity broking, margin trading, depository services, and mutual fund distribution.

Planning 59

Planning Financial Services Retail Distribution 59

The Big Picture

DECEMBER 8, 2022

My morning train WFH reads: • The Cult of the Retail Trader Has Fizzled : The GameStop and AMC manias are long gone, with individual investor returns falling 40% this year and digital currency prices tumbling. It’s a rarity for the two main asset classes, almost always negatively correlated, to perform a duet. Businessweek ).

Transportation 273

Transportation Retail Portfolio Assets 273

Trade Brains

FEBRUARY 9, 2024

Its diverse portfolio encompasses Residential: Luxurious apartments, villas, and townships catering to discerning homebuyers. Retail: High-end shopping destinations providing curated experiences for the discerning shopper. 6%) Retail ₹72 (1%) ₹53.6 (1%) 74%) ₹5032.2 (79%) 79%) ₹5507.5 (76%) 76%) Commercial ₹638.8 (8%)

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Retail Portfolio Sales Management 105