A Wealth of Common Sense

SEPTEMBER 19, 2022

Today’s Talk Your Book is presented by Fabric Risk: On today’s show, we spoke with Fabric Risk Co-Founder Rick Bookstaber about how Fabric is identifying risks for advisors.

Portfolio 76

Portfolio Portfolio Management Financial Planning Planning 76

A Wealth of Common Sense

JANUARY 15, 2024

Today’s Talk Your Book is brought to you by Helios: See here to learn more about Helios’ AI developments and their new trading capabilities.

Portfolio 75

Portfolio Financial Advisor 75

The Irrelevant Investor

MAY 28, 2023

The post Talk Your Book: Upside and Downside Customization For Your Portfolio appeared first on The Irrelevant Investor. On today’s show, we discuss: How structured notes are created Who is paying the investor back at maturity Understanding counterparty risk How callable notes w.

Portfolio 78

Portfolio Investing Investments 78

The Irrelevant Investor

FEBRUARY 25, 2024

Today’s Talk Your Book is brought to you by Franklin Templeton: We had Josh Greco, Senior VP and Senior Institutional Portfolio Manager for Franklin Income Investors to discuss Franklin Templeton’s Income Focus ETF. The post Talk Your Book: Investing for Income appeared first on The Irrelevant Investor.

Asset Allocation 72

Asset Allocation Investing Investments Portfolio Management 72

Advisor Perspectives

APRIL 22, 2024

With the right tech in place, advisors can access reliable, high-quality models that can be used repeatedly across their book of business.

Portfolio 116

Portfolio 116

Trade Brains

SEPTEMBER 17, 2023

Best Porinju Veliyath Portfolio Stocks: Investors are always on the lookout for small-cap companies which can lead to multi-bagger returns. In this article, we’ll read about such best Porinju Veliyath portfolio stocks. In this article, we’ll read about such best Porinju Veliyath portfolio stocks. Price to Book Value 9.97

Portfolio 109

Portfolio Electronics Manufacturing Engineering 109

A Wealth of Common Sense

FEBRUARY 26, 2024

Today’s Talk Your Book is brought to you by Franklin Templeton: We had Josh Greco, Senior VP and Senior Institutional Portfolio Manager for Franklin Income Investors to discuss Franklin Templeton’s Income Focus ETF.

Asset Allocation 64

Asset Allocation Portfolio Management Investing Investments 64

The Irrelevant Investor

DECEMBER 24, 2023

Today’s Talk Your Book is brought to you by Polen Capital: We are joined by Todd Morris, International Growth Portfolio Manager and Analyst for Polen Capital to discuss investing outside the US. The post Talk Your Book: International Growth Investing appeared first on The Irrelevant Investor.

Investing 76

Investing Investments Portfolio Management Valuation 76

A Wealth of Common Sense

DECEMBER 25, 2023

Today’s Talk Your Book is brought to you by Polen Capital: We are joined by Todd Morris, International Growth Portfolio Manager and Analyst for Polen Capital to discuss investing outside the US.

Investing 84

Investing Investments Portfolio Management Valuation 84

The Irrelevant Investor

OCTOBER 1, 2023

Today’s Talk Your Book is brought to you by Standpoint Asset Management: On today’s show, we spoke with Eric Crittenden, CIO of Standpoint Asset Management to discuss trend following and all-weather portfolios. The post Talk Your Book: Compounding Machine appeared first on The Irrelevant Investor.

Assets 79

Assets Portfolio Management Marketing 79

The Irrelevant Investor

NOVEMBER 26, 2023

Today’s Talk Your Book is brought to you by Nuveen: On today’s show, we spoke with Nick Travaglino, Managing Director and Portfolio Manager at Nuveen to discuss the fixed-income market in 2023. The post Talk Your Book: Strategic Income appeared first on The Irrelevant Investor.

Portfolio Management 71

Portfolio Management Portfolio Management Marketing 71

The Irrelevant Investor

MAY 14, 2023

Today’s Talk Your Book is presented by Fidelity Digital Assets: On today’s show, we are joined again by Jack Neureuter, Research Analyst at Fidelity Digital Assets to discuss listener mailbag questions on crypto and Bitcoin. The post Talk Your Book: Fidelity Digital Assets Mailbag appeared first on The Irrelevant Investor.

Assets 107

Assets Portfolio 107

A Wealth of Common Sense

NOVEMBER 27, 2023

Today’s Talk Your Book is brought to you by Nuveen: On today’s show, we spoke with Nick Travaglino, Managing Director and Portfolio Manager at Nuveen to discuss the fixed-income market in 2023. On today’s show, we discuss: Will rates be higher for longer or has consensus changed?

Portfolio Management 76

Portfolio Management Portfolio Management Marketing 76

Trade Brains

AUGUST 18, 2023

Best Vijay Kedia Portfolio Stocks: Many investors keep a close eye on stock buys and sales of ace investors for ideas and inspiration. In this article, we’ll look at the best Vijay Kedia portfolio stocks and see if they can be an interesting opportunity for us as well. Price to Book Value 6.63 Book Value ₹52 Debt to Equity 0.6

Portfolio 97

Portfolio Engineering Manufacturing Sales 97

A Wealth of Common Sense

OCTOBER 2, 2023

Today’s Talk Your Book is brought to you by Standpoint Asset Management: On today’s show, we spoke with Eric Crittenden, CIO of Standpoint Asset Management to discuss trend following and all-weather portfolios. See here for the Content Library and here for Standpoints monthly update.

Assets 79

Assets Portfolio Management Marketing 79

Trade Brains

NOVEMBER 11, 2023

Price to Book Value (Rs) 0.55 Debt to Equity (%) 0 Price to Book Value (Rs) 2.33 Its domestic broadcast portfolio includes over 48 channels. The Company’s 41-channel international broadcast portfolio is available in over 170 countries. Debt to Equity (%) 0 Price to Book Value (Rs) 7.15 Stock P/E (TTM) 20.74

Portfolio Analysis 105

Portfolio Analysis Portfolio Manufacturing Distribution 105

Trade Brains

SEPTEMBER 22, 2023

Price to Book Value (%) 6.52 Fungicides, herbicides, insecticides, plant growth regulators, rodenticides, and speciality crop chemicals are all included in the company’s crop protection portfolio. Price to Book Value (%) 2 Net Profit Margin (%) 8.24 Price to Book Value (%) 2.6 Price to Book Value (%) 4.76

Portfolio Analysis 116

Portfolio Analysis Portfolio Healthcare Banking 116

The Irrelevant Investor

SEPTEMBER 24, 2023

Today’s Talk Your Book is brought to you by Direxion: On today’s show, we spoke with Ed Egilinsky, Managing Director and Head of Alternatives to discuss the use of leverage in a portfolio and much more! The post Talk Your Book: Where Leverage Comes From appeared first on The Irrelevant Investor.

Portfolio 77

Portfolio Management 77

Trade Brains

SEPTEMBER 28, 2023

Over the years, the company’s order book has been increasing its proportion of public orders. As of now, the order book stands at 70% Public orders worth Rs. Cr Price to Book Value 1.33 Of the projects in its order book, super high rise make up 81%, high rises comprise 8% and the rest being everything else mentioned above.

Portfolio Analysis 115

Portfolio Analysis Portfolio Banking Engineering 115

Trade Brains

SEPTEMBER 17, 2023

Cr Price to Book Value 5.35 Cr Price to Book Value 4.49 Cr Price to Book Value 6.05 Cr Price to Book Value 6.85 Cr Price to Book Value 8.34 The post Top Indian Stocks Held By Goldman Sachs – Portfolio Analysis! EPS (TTM) 27.39 Stock P/E (TTM) 28.83 RoE 22.21% RoCE 27.2% Goldman Sachs’ Holding 4.7%

Portfolio Analysis 130

Portfolio Analysis Portfolio Manufacturing Insurance 130

The Irrelevant Investor

APRIL 16, 2023

Today’s Talk Your Book is brought to you by Madison Investments: See here to learn more about investing in Madison Investments strategies and managed account solutions and here for Haruki’s year-end letter to investors. The post Talk Your Book: Hidden Pricing Power appeared first on The Irrelevant Investor.

Portfolio Management 83

Portfolio Management Accounting Portfolio Management 83

The Irrelevant Investor

AUGUST 13, 2023

Today’s Talk Your Book is brought to you by F/m Investments: We are joined by Francisco Bido, Senior Portfolio Manager for the Integrated Alpha group of F/m Investments to discuss large Cap Strategies. The post Talk Your Book: Large Cap Alpha appeared first on The Irrelevant Investor.

Portfolio Management 70

Portfolio Management Valuation Portfolio Investing 70

Abnormal Returns

MARCH 31, 2024

(awealthofcommonsense.com) Which bonds prove as the best portfolio diversifier? wsj.com) Gary Stevenson’s book “The Trading Game” helps explain the past twenty years in the financial markets. morningstar.com) The equity risk premium is skimpy at the moment. capitalspectator.com) What will it take for small caps to outperform?

Financial Market 294

Financial Market Portfolio Marketing Marketing 294

Trade Brains

SEPTEMBER 26, 2023

Cr Price to Book Value 1.99 Operating Profit Margin 22.29% Net Profit Margin 20.47% IndusInd Bank is the 2nd largest microfinance lender – across 137k villages growing at 5% YoY; total corporate loan book shows consistent growth of 4.2% Cr Price to Book Value 8.77 Cr Price to Book Value 3.73 1,12,055 EPS (TTM) 102.15

Portfolio Analysis 111

Portfolio Analysis Portfolio Pharmaceutical Manufacturing 111

A Wealth of Common Sense

SEPTEMBER 25, 2023

Today’s Talk Your Book is brought to you by Direxion: On today’s show, we spoke with Ed Egilinsky, Managing Director and Head of Alternatives to discuss the use of leverage in a portfolio and investing in China.

Portfolio 76

Portfolio Management Investing Investments 76

Trade Brains

OCTOBER 23, 2023

Debt to Equity (%) 0 Price to Book Value (Rs) 5.1 Price to Book Value (Rs) 3.78 The product portfolio includes rear axle shafts, spindles, and splined shafts, and rear axle shafts contributing to the majority of revenue. Price to Book Value (Rs) 2.57 Price to Book Value (Rs) 2.14 Its order book stood at Rs.

Portfolio Analysis 105

Portfolio Analysis Portfolio Manufacturing Engineering 105

Trade Brains

OCTOBER 14, 2023

Best Stock Market Books in Hindi : All beginners enter the stock market intending to make huge profits from the stock market. or Worried about where to find the best stock market books in Hindi ? This book mainly focuses on introducing various classes of assets to the readers including, shares, bonds, derivatives, Mutual Funds, etc.,

Marketing 64

Marketing Marketing Risk Management Investing 64

The Irrelevant Investor

APRIL 23, 2023

Today’s Talk Your Book is brought to you by Simplify ETFs: See here for more information on Simplify ETFs On today’s show, we are joined by Paul Kim, CEO and Co-Founder of Simplify ETFs to discuss Simplify’s suite of portfolio diversification-focused strategies.

Portfolio 73

Portfolio 73

A Wealth of Common Sense

OCTOBER 30, 2023

Today’s Talk Your Book is brought to you by KraneShares: Today we are joined by Brendan Ahern, CIO of Kraneshares to discuss their new Global Luxury Index ETF $KLXY On today’s show, we discuss: The creation of the Luxury ETF Luxury spending dynamics and recessions Getting exposure to China through European companies Demographic trends and (..)

Investing 61

Investing Investments Portfolio 61

The Irrelevant Investor

MAY 13, 2022

Subscribe here: iTunes Android Stitcher Spotify The post Talk Your Book: Locking In Higher Yields on Your Portfolio appeared first on The Irrelevant Investor. Check out our t-shirts, stickers, coffee mugs, and other swag here.

Portfolio 52

Portfolio Retirement Banking Investing 52

A Wealth of Common Sense

AUGUST 14, 2023

Today’s Talk Your Book is brought to you by F/m Investments: We are joined by Francisco Bido, Senior Portfolio Manager for the Integrated Alpha group of F/m Investments to discuss large Cap Strategies.

Portfolio Management 70

Portfolio Management Valuation Portfolio Investing 70

A Wealth of Common Sense

APRIL 24, 2023

Today’s Talk Your Book is brought to you by Simplify ETFs: See here for more information on Simplify ETFs On today’s show, we are joined by Paul Kim, CEO and Co-Founder of Simplify ETFs to discuss Simplify’s suite of portfolio diversification-focused strategies.

Portfolio 77

Portfolio 77

The Irrelevant Investor

DECEMBER 11, 2022

Today’s Talk Your Book is brought to you by Helios: See here to learn more about utilizing Helios’ insourced CIO and other tailored tools for advisors On today’s show, we are joined by Joe Mallen, CIO of Helios to discuss Helios’ offerings for advisors.

Portfolio 73

Portfolio 73

The Irrelevant Investor

AUGUST 7, 2022

On today’s show, we spoke with Benjamin Rollert, CEO of Composer about investing using rules-based strategies and algorithms and how they fit within a portfolio. The post Talk Your Book: Choose Your Own Investments appeared first on The Irrelevant Investor.

Investing 108

Investing Investments Portfolio 108

Clever Girl Finance

OCTOBER 16, 2023

With all the resources online, it can be easy to overlook financial literacy books. However, books allow you time to reflect as you read. Because they’re long-form, books are a great way to dive into topics you care about. That said, you can use some of the best finance books to achieve financial wellness.

Budgeting 79

Budgeting Management Retirement Investing 79

Trade Brains

OCTOBER 4, 2023

Price to Book Value (Rs) 12.25 Price to Book Value (Rs) 1.5 Price to Book Value (Rs) 1.26 Price to Book Value (Rs) 1.5 Price to Book Value (Rs) 4.2 The post Top Stocks Held by Quant Small-Cap Fund – Portfolio Analysis appeared first on Trade Brains. Particulars Amount Particulars Amount CMP (Rs) 484.6

Portfolio Analysis 105

Portfolio Analysis Portfolio Electronics Engineering 105

A Wealth of Common Sense

APRIL 17, 2023

Today’s Talk Your Book is brought to you by Madison Investments: See here to learn more about investing in Madison Investments strategies and managed account solutions and here for Haruki’s year-end letter to investors.

Portfolio Management 73

Portfolio Management Accounting Portfolio Management 73