The Big Picture

AUGUST 26, 2022

Say what you will about Cathy Woods and ARKK, but a concentrated portfolio like hers makes more sense as a satellite to Vanguard’s Total Stock Market Index ETF (VTI) or the S&P 500 (SPY) versus this unholy mess of high-cost high turnover SMA. This isn’t really a fair accusation.

Accounting 353

Accounting Government Assets Management 353

Trade Brains

OCTOBER 4, 2023

Top Stocks Held by Quant Small-Cap Fund : Quant Mutual Fund-Quant Small Cap mutual fund product is the Quant Small Cap Fund Direct Plan-Growth. 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 company’s revenue rose by 22.3%

Portfolio Analysis 105

Portfolio Analysis Portfolio Electronics Engineering 105

Trade Brains

JANUARY 22, 2024

In 2002, the Company formed a technical collaboration with Cummins Engineering & IT Arm. In the scheme of arrangements, KPIT became an Automotive Engineering entity while Birlasoft became a Business IT Services Company. It has also set up engineering centers in India, Europe, USA, Japan, China & Thailand. 67 Lakh Cr.

Planning 119

Planning Engineering Manufacturing Clients 119

The Big Picture

MAY 31, 2024

Sherman oversees and administers DoubleLine’s investment management subcommittee; serves as lead portfolio manager for multisector and derivative-based strategies; and is a member of the firm’s executive management and fixed-income asset allocation committees. He is host of the podcast The Sherman Show and a CFA charter holder.

Asset Allocation 189

Asset Allocation Math Portfolio Management Engineering 189

Trade Brains

NOVEMBER 9, 2023

Triveni Engineering Vs EID Parry : The recent few years have marked a significant change in the fuel & automotive policies of the country. Triveni Engineering Vs EID Parry In this article on Triveni Engineering Vs EID Parry, we will compare two of the biggest players in the sugarcane industry and analyze them.

Engineering 59

Engineering Planning Manufacturing Government 59

Trade Brains

OCTOBER 23, 2023

It is a mutual fund plan that invests in small-cap firms. The product portfolio includes rear axle shafts, spindles, and splined shafts, and rear axle shafts contributing to the majority of revenue. Engineering, Procurement, and Construction (EPC) Contract and BOT (Toll and Annuity) are the company’s segments. Cr in FY23.

Portfolio Analysis 105

Portfolio Analysis Portfolio Manufacturing Engineering 105

Trade Brains

NOVEMBER 13, 2023

Fundamental Analysis of Gensol Engineering : India is currently undergoing a massive energy revolution, actively taking measures to slow down its dependency on energy generated from non-renewables. Company Overview Gensol Engineering was Incorporated in 2012 and is part of the Gensol group of companies. GW in FY 2016 to 54.00

Engineering 69

Engineering Government Valuation Manufacturing 69

Trade Brains

MAY 29, 2024

India’s transformation, from rural landscapes to bustling metropolises, is fueled not just by ambition, but by the invisible hand of electrical engineering components. Behind the scenes lies a complex symphony of meticulously crafted electrical engineering components, playing a vital role in India’s growth and development.

Planning 100

Planning Engineering Manufacturing Distribution 100

Trade Brains

NOVEMBER 6, 2023

In this Fundamental Analysis Of Force Motors , we’ll analyze its operations, segments, fundamentals, industry, future plans and more. As the company has partnerships with various automakers, Force manufactures engines in their hub for automakers like Mercedes-Benz and BMW. Future Plans Of Force Motors 1. 2021-22 0.61 -2.16

Planning 105

Planning Transportation Engineering Manufacturing 105

The Big Picture

MAY 17, 2024

Subramanian is on the advisory board of the UCLA Master of Financial Engineering program. He also serves as the lead portfolio manager for multi-sector & derivative-based strategies. Prior to joining the firm in 2001, Subramanian was an analyst at Scudder Kemper Investments in New York and San Francisco.

Banking 173

Banking Asset Allocation Portfolio Management Engineering 173

Trade Brains

SEPTEMBER 24, 2023

Company Overview ASM Technologies is primarily an Engineering design Company that also houses a semiconductor division, even RIR Power is predominantly a rectifier manufacturer that is looking to expand into semiconductor manufacturing. ASM Tech has over two decades of experience in Engineering Research & Development (ER&D).

Electronics 111

Electronics Manufacturing Planning Engineering 111

Trade Brains

OCTOBER 12, 2023

They work with Auto OEMs by providing services in Product Engineering & Embedded Software which is basically designed specifically to perform certain instructions. The company entered into development and engineering service providers in automotive, media, broadcast, communications, and healthcare.

Planning 105

Planning Engineering Healthcare Manufacturing 105

Trade Brains

MARCH 3, 2024

Considering the nature of the business of SPIL, the company has four segments: Solar EPC: Solar EPC stands for “Solar Engineering, Procurement, and Construction.” Implementation of the Uganda project has started which aligns with the green energy plans in Africa. 2020 0.73 -0.04 5-year average 0.42

Planning 111

Planning Manufacturing Government Engineering 111

Trade Brains

FEBRUARY 16, 2024

Welcome to our in-depth exploration of Azad Engineering Limited, a key player in the production of components for energy turbines and aerospace & defence aircraft. Azad Engineering Limited Business Overview Azad Engineering Limited started its core business in 2008. Azad Engineering Ltd. Ansaldo Energia S.P.A.,

Engineering 111

Engineering Manufacturing Certification Sales 111

The Big Picture

MAY 20, 2025

Let, let’s, for people who may not be familiar with the firm and your background, let’s start with how your interesting and unusual career BS in engineering, ba in philosophy from Swarthmore. What was the career plan? 00:01:42 [Speaker Changed] The career plan originally was urban development and transportation.

Management 130

Management Numbers Transportation Accounting 130

The Big Picture

APRIL 29, 2025

Their focus is on generating alpha with high conviction concentrated portfolios. As you, as you may recall, the insurance companies had huge commercial loan portfolios in those days that they were using to backstop long dated life insurance liabilities. And we, we planned what was gonna happen the next morning.

Management 130

Management Assets Portfolio Insurance 130

Abnormal Returns

MAY 22, 2023

riaintel.com) CI Wealth The stock market did not react well to CI Financial's financial engineering. citywire.com) Estate planning Can new estate planning platforms put the adviser at the center of the process? advisorperspectives.com) Direct indexing involves two parts: index construction and portfolio management.

Financial Advising 130

Financial Advising Estate Planning Wealth Management Compliance 130

Random Roger's Retirement Planning

MAY 4, 2025

By now you've heard that Warren Buffett plans to step down at the end of the year. There are countless, valid approaches to portfolio management but if you pick the right stock or niche, the fundamentals don't unravel and it continues to do what you'd expect it to do, why would you get out of the position?

Asset Allocation 59

Asset Allocation Portfolio Portfolio Management Engineering 59

Trade Brains

SEPTEMBER 29, 2023

In this fundamental Analysis of Exide Industries, we read about its history, operating segments, industry, financials and future plans. The giga-factory project is planned in collaboration with SVOLT Energy Technology, a Chinese Company. It has been serving India for as long as we received our Independence. Market Cap (Cr.)

Planning 119

Planning Manufacturing Sales License 119

Trade Brains

DECEMBER 18, 2023

Azad Engineering IPO Review : Companies in the Aerospace and defense industry have been welcomed grandly on the Stock Market with bumper listing gains. In this article on Azad Engineering IPO Review, we shall see about the company, financials, Key Players in the market and much more. 740 Cr which will open on 20th December 2023.

Engineering 59

Engineering Manufacturing Valuation Marketing 59

The Big Picture

FEBRUARY 25, 2025

And modern portfolio theory was kind of just coming around. However, if you’re an electrical engineer, it’s not a pejorative. And because indexing was created by a group of electrical engineers and mechanical engineers, they just used what they thought was the sensible terminology. Is That right?

Investing 162

Investing Investments Management Engineering 162

International College of Financial Planning

NOVEMBER 18, 2024

My education had been in engineering, and I spent over two decades working in technical IT roles. It wasn’t just about numbers; it was about making smart decisions and planning for the future. I reached out to an advisory service, and they helped me create my first financial plan. At 46, I found myself at a turning point.

Education 52

Education Financial Planning Consulting Management 52

Brown Advisory

SEPTEMBER 21, 2022

Resilience is Core to Sustainable Portfolio Construction. While the old adage “only time will tell” generally refers to a future outcome, it is apropos of our belief that a truly sustainable portfolio must consist of businesses that have proven to be resilient under a variety of macroeconomic circumstances. Wed, 09/21/2022 - 10:50.

Portfolio 86

Portfolio Manufacturing Investing Investments 86

Trade Brains

OCTOBER 25, 2023

In this article on Force Motors Vs Olectra Greentech, we compare the company, financials, ratios & see which one has better future plans. The government has launched various initiatives to help the industry grow, including the Automotive Mission Plan 2016-26 and the FAME Scheme. Industry Overview With a 7.1% of market volume.

Planning 111

Planning Manufacturing Transportation Accounting 111

Trade Brains

FEBRUARY 14, 2024

Previously, it was named Commercial Engineers & Body Builders Co. Industry Analysis The Indian rail freight industry is experiencing growth and improvements, with ambitious plans and increased investment by the government and schemes such as Gati Shakti, which aim at enhancing capacity, efficiency, and sustainability.

Planning 105

Planning Manufacturing Transportation License 105

Random Roger's Retirement Planning

FEBRUARY 8, 2025

As we've discussed in other posts recently, some holdings might more reliably have higher returns providing a disproportionate amount of the portfolio's growth while other holdings might provide downside protection and a disproportionate amount of yield to help smooth out the ride.

Assets 52

Assets Engineering Food Communication 52

Random Roger's Retirement Planning

NOVEMBER 20, 2024

The growth of the portfolio takes care of that. Where Sam writes about FIRE, he asked Bengen what a safe withdrawal rate would be for someone who retired, planning to need the money to last for 50 years instead of the typical 30 used for planning purposes. And a personal note, Walker Fire needs to replace it's Type 1 engine.

Retirement 52

Retirement Retirement Planning Clients Engineering 52

Midstream Marketing

OCTOBER 30, 2024

RIAs need to update their marketing plans to stay ahead. A strong marketing plan and effective advertising adviser practices related to Form ADV are essential for successful marketing practices. A solid marketing plan helps increase visibility for the brand. Key Highlights The financial advice world is changing.

Investment Advisor 52

Investment Advisor Investing Investments Ethics 52

Random Roger's Retirement Planning

JANUARY 30, 2025

TRTY is a quadrant sort of permanent portfolio inspired idea. It really is important to understand that while the CAGR and other portfolio stats look outstanding over a period of years, the portfolio would likely cause frustration in more years than not. The concept is very intriguing but its actual results have not been.

Engineering 52

Engineering Portfolio Management Taxes 52

Trade Brains

SEPTEMBER 30, 2024

In this article, we will look at the Fundamental Analysis of Tembo Global Industries which is into Textile Trading, further into engineering, and now into defence. As the company is in the engineering segment, there is further potential to be tapped. The engineering R&D sector might see $63 billion in investments by 2025.

Planning 52

Planning Engineering Manufacturing Accounting 52

Trade Brains

JUNE 17, 2023

Fundamental Analysis Of Thermax : The engineering industry is the backbone of a nation’s advancement and prosperity. One such company is Thermax limited, one of India’s multinational engineering conglomerates that has stood the test of time over the decades. and how it stands out from the rest of the market.

Planning 59

Planning Engineering Manufacturing Government 59

Midstream Marketing

OCTOBER 29, 2024

Key Highlights A strong marketing plan is key for financial advisors. This guide offers helpful tips to create a good advertising plan in the financial services area. This is why having a solid marketing plan with effective advisor marketing strategies and various marketing activities is key to success.

Advertising 52

Advertising Financial Advisor Financial Services Media 52

Trade Brains

SEPTEMBER 3, 2023

In the end, a highlight of the future plans and a summary conclude the article. Over the years, it has grown its product portfolio, geographical presence and manufacturing capabilities to become a leading automotive components manufacturer. Next, we’ll give a brief read to the industry landscape followed by the financials of the stock.

Planning 69

Planning Manufacturing Sales Engineering 69

Trade Brains

FEBRUARY 22, 2024

Yes Bank vs IDFC Bank : Banks are the economic engine. Yes Bank vs IDFC First Bank – Future Plans Yes Bank The Bank has raised capital of Rs. The post Yes Bank vs IDFC Bank – Financials, Future Plans & More appeared first on Trade Brains. Price to Book Value 1.06

Banking 104

Banking Planning Accounting Retail 104

Trade Brains

OCTOBER 10, 2024

Larsen & Toubro (L&T) is widely known for its engineering and construction expertise, but it’s also a master of diversification. Larsen & Toubro was founded on February 7, 1946, by two Danish engineers, such as Henning Holck-Larsen and Soren Kristian Toubro. Would you invest in L&T based on these growth plans?

Economy 98

Economy Investing Investments Engineering 98

Trade Brains

JULY 27, 2022

The government sold 25% of its stake in 2002, as per its divestment plans. It provides Network engineering, development & management, and a fully integrated communications platform with solutions such as video, audio and web conferencing, contact centre solutions, A2P messaging, and global mobility. Major Services. Data Business.

Communication 113

Communication Engineering Media Government 113

Midstream Marketing

NOVEMBER 6, 2024

Or are you focusing on older people who are concerned about estate planning for retirement or retirement income planning? Pain Points: These are issues like market ups and downs, tax problems, and money planning being hard. They show you what your competitors are doing and let you check how your website ranks on search engines.

Financial Advisor 52

Financial Advisor Marketing Marketing Media 52