The Irrelevant Investor

DECEMBER 3, 2018

Today's Animal Spirits Talk Your Book is presented by Graniteshares Topics discussed Boom and bust nature of commodities What is the role of commodities in a portfolio -- manage risk or price appreciation? Why would commodities add a risk management component to a typical portfolio?

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The Irrelevant Investor

FEBRUARY 24, 2020

Today's Animal Spirits Talk Your Book is brought to you by Conestoga Capital Advisors. For more information please visit their site here.

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The Big Picture

DECEMBER 19, 2023

There are about 13 different portfolio managers each focused on a different sub-sector. 00:05:33 [Speaker Changed] Well, a couple weeks before I joined banking, someone gave me a book called Monkey Business. 00:05:40 [Speaker Changed] So that, that book is about bankers at DLJ in the nineties, you know, premier Investment Bank.

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Random Roger's Retirement Planning

MARCH 29, 2025

First up, Phillip Toews who runs an asset management shop and who wrote a book about about behavioral portfolio construction wrote about understanding market history and a section on how to build robust portfolio that reads like he could have outsourced that part of the article to me. That is buying low.

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The Big Picture

AUGUST 16, 2022

If you’re all interested in macro investing, trend following, commodities, currencies, fixed income, various types of quantitative strategies, and most important of all, risk management, you’re going to find this conversation to be absolutely fascinating. Who’s added to risk? Who’s got risk?

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The Big Picture

SEPTEMBER 12, 2022

BITTERLY MICHELL: … risk management. We have seen strong, strong demand pretty consistently for building out alternatives, portfolios, particularly when it comes to opportunities with great financial sponsors on the private equity side, looking at these long-term secular trends, right? RITHOLTZ: Right. BITTERLY MICHELL: Exactly.

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The Big Picture

JULY 19, 2022

The transcript from this week’s, MiB: Antti Ilmanen, Co-Head, Portfolio Solutions, AQR , is below. BARRY RITHOLTZ; HOST; MASTERS IN BUSINESS: This week on the podcast, I have an extra special guest, Antti Ilmanen is AQR’s Co-head of the Portfolio Solutions Group. CO-HEAD, AQR’S PORTFOLIO SOLUTIONS GROUP: Thanks, Barry.

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The Big Picture

MARCH 7, 2023

And all these questions that I was trying to answer had direct applications to hedge fund strategies and portfolio management. Another the great lesson, and I was still a global macro portfolio manager with my own silo at SAC Capital. And at the SAC Capital, it was all about risk management.

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Trade Brains

FEBRUARY 26, 2023

Book Value ₹185 Debt to Equity 0.00 Price to Book Value 4.09 Book Value ₹50 Debt to Equity 0.53 Price to Book Value 16.90 and price to book value ratio of 18.2. Book Value ₹95 Debt to Equity 0.46 Price to Book Value 3.67 Promoter Holding 74% Book Value ₹16 Debt to Equity 0.83 15,250 EPS ₹44.6

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The Big Picture

SEPTEMBER 19, 2023

Her job is portfolio and product solutions and that means she could go anywhere in the world and do anything. I thought this conversation was absolutely fascinating and I think you will also, with no further ado, Goldman Sachs asset managements Elizabeth Burton. That sounds great, but I only have spots in my portfolio for a Cape Cod.

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Trade Brains

MAY 8, 2024

Due to this, there might be a profit booking which can further bring down the stock price. Once this level is reached, they can also book partial profits in the trade and hold on to the remaining position until the next support level. In other words, the red candle is contained within the green candle.

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Trade Brains

AUGUST 28, 2024

Once this level is reached, partial profits can be booked in the trade and the remaining position can be held until the next support level. Additionally, implementing effective risk management, maintaining good risk-reward ratios, and consistent practice will lead to long-term profitability for traders.

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Validea

JANUARY 4, 2023

We’ve been running quantitative model portfolios since 2003. In reviewing the returns for our portfolios in 2022, which were difficult for the markets and investors, things mostly played out as you may have expected as we look back with hindsight, although there are a few surprises and important lessons I think we can draw from the results.

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Trade Brains

MAY 11, 2024

Once this level is reached, they can also book partial profits in the trade and hold on to the remaining position until the next resistance level. However, proper risk management procedures should always accompany trading. STOP LOSS: Traders can place the stop loss near the low price of the morning doji star candlestick pattern.

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Trade Brains

MAY 18, 2024

Once this level is reached, one can also book partial profits in the trade and hold on to the remaining position until the next resistance level. But before making trading decisions, like with any technical indicator, it’s important to take into account other elements including market circumstances, trend strength, and risk management.

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Trade Brains

MAY 14, 2024

Once this level is reached, one can also book partial profits in the trade and hold on to the remaining position until the next resistance level. However, like any technical analysis tool, it is essential to consider other factors such as market context, fundamental analysis, and risk management principles when making trading decisions.

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Trade Brains

MAY 21, 2024

Once this level is reached, one can also book partial profits in the trade and hold on to the remaining position until the next resistance level. But before making trading decisions, like with any technical indicator, it’s important to take into account other elements including market circumstances, trend strength, and risk management.

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Trade Brains

NOVEMBER 8, 2022

Among the various players, NBFCs have managed to carve out a strong presence in MSME loans due to their focus on serving the needs of the customer segment, customer service provided, faster turnaround time, and expansion in geographic reach. Book Running Lead Manager: ICICI Securities Limited, Edelweiss Financial.

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The Irrelevant Investor

FEBRUARY 28, 2019

A bounce of this magnitude makes a mockery of risk management. One of the challenges with tactical portfolio management, particularly with trend following, is that whipsaws are part of the deal. Yes, I'm talking my book here, we use a trend-following model for our clients.

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The Big Picture

DECEMBER 6, 2022

And my answer was, “Hey, not everybody wants to buy a passive index around the satellite of a core portfolio or even just, hey, I have an idea, I think this is going to change the world.” BERRUGA: So many of our clients were struggling to find alternative sources of income for their portfolios. Is that who the Global X investor is?

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The Big Picture

NOVEMBER 14, 2023

So at our firm, putting portfolio managers in front of prospects and clients, we constantly have to train them, give them presentation training. 00:22:24 [Speaker Changed] Being client portfolio managers. We have our quant equity platform, which manages risk control equity portfolios that are, we’re quants.

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Trade Brains

OCTOBER 14, 2024

The bank specializes in microfinance lending, which constitutes approximately 32.70% of its loan portfolio as of March 2024, which decreased from 34.90% in March 2023. Geographic concentration risk emerged as one of the major issues, with a substantial portion of the loan book being concentrated in West Bengal and Assam.

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Discipline Funds

DECEMBER 28, 2022

Understanding Money If you start with the following book, white paper and videos you’ll have a very solid starting point for understanding money: Pragmatic Capitalism – What Every Investor Needs to Know About Money and Finance (the only item on this page that is not free. Is the Global Financial Asset Portfolio the Perfect Indexing Portfolio?

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Trade Brains

SEPTEMBER 26, 2024

The company, in consultation with joint global coordinators and book-running lead managers, will finalize the minimum bid lot and price band. The price per equity share will be determined closer to the offer date. The IPO will constitute 22.5% of the company’s post-offer paid-up equity share capital. Comment below.

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Trade Brains

FEBRUARY 8, 2024

Let’s embark on a journey to explore its business landscape, dive into its product portfolio, examine its customer base and financials, and finally, have a look at its order book and prospects. Orderbook: A promising vista for the future JWL’s order book paints a positive picture of its future.

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The Irrelevant Investor

DECEMBER 22, 2020

To learn more about how to navigate the waters, I hit the books. I had never experienced what it was actually like to build a portfolio of stocks. I didn't know about diversification, and I didn't understand the first thing about risk management. It was impossible not to be. I was never a big fan of paper trading.

Banking 52

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Trade Brains

SEPTEMBER 14, 2024

Fund Management includes managing debt funds and providing portfolio management services. It uses data-driven risk management and credit underwriting processes. Net interest margins are expanding due to portfolio growth and the softening cost of funds. The shares in Grey Market traded at Rs.263.

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Trade Brains

AUGUST 15, 2023

Here, we shall discover what are triangle chart patterns with types and how to identify entry and profit targets along with risk management. Stop loss:- Traders can set the resistance level as a trigger point for a stop loss and should exit the trade a few points below the resistance line as good risk management.

Risk Management 52

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International College of Financial Planning

SEPTEMBER 7, 2024

At its core, the CFP® Fast Track equips you with the expertise to offer sound financial advice, specializing in areas such as retirement planning, risk management, tax planning, and wealth management. By pursuing this course, you become proficient in helping individuals and companies achieve their financial goals.

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Validea

AUGUST 1, 2024

Validea’s Quantitative Momentum strategy, based on the research of Wes Gray and Jack Vogel as outlined in their book “Quantitative Momentum,” offers a sophisticated, evidence-based approach to capturing momentum in the stock market. Proper diversification and risk management are crucial.

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The Big Picture

APRIL 18, 2023

Both in terms of the aggregate revenue of our company, size of our portfolio, we’re probably now something like 150 total investments, many hundreds of billions of revenue, hundreds of thousands of employees if you add up all of the companies in which we’re invested. RITHOLTZ: And — BARATTA: Well, you have to get him back.

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Trade Brains

AUGUST 29, 2024

Once this level is reached, partial profits can be booked in the trade and the remaining position can be held until the next resistance level. Also, having proper risk management with good risk-reward ratios and practice makes a trader profitable in the long run.

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Trade Brains

OCTOBER 24, 2023

This diversification attracts more large brands to their portfolio and helps in risk management. Strong Customer Relationships: Shanthala FMCG has long-standing relationships with local retailers and wholesalers in their region, spanning over three decades. What do think the future holds for the company?

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Trade Brains

JULY 8, 2023

It is a small finance bank in India which has recorded the third fastest Gross Loan Portfolio growth in the past three years among SFBs with a Gross Loan Portfolio of more than ₹ 60 billion. As of FY23, the bank had 830 Banking Outlets spread over 26 States and Union Territories in India, encompassing 253 districts.

Banking 52

Banking Insurance Coverage Accounting Insurance 52

Trade Brains

MARCH 11, 2024

Price to Book Value 4.35 Price to Book Value 4.35 It is experienced in solving problems related to global trade, supply chains, and modernizing finance & risk management. Price to Book Value 6.78 These projects are expected to add 10 GW of capacity to the Company’s portfolio. Price to Book Value 1.81

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Banking Financial Services Retail Consulting 59

Trade Brains

JUNE 30, 2024

Once this level is reached, partial profits can be booked in the trade and the remaining position can be held until the next support level. Also, having proper risk management with good risk-reward ratios and practice makes a trader profitable in the long run.

Risk Management 59

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Trade Brains

MAY 17, 2024

Business Segments Vehicle Financing: With over 3 decades in the business it is the largest segment of the Company managing assets worth Rs. It has a very diversified portfolio of vehicle loans with 27% of the loans being disbursed to used vehicles followed by light commercial Vehicles. Asset Under Management (Cr.) 104223 EPS 32.44

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