Trade Brains

JUNE 2, 2023

A complete Angel One Review: One of the leading broking service providers, Angel One is the largest full-service retail broker of India. It is also known for its transparent working policies and ethical practices. The firm has trading strategies that are considered best among all other retail brokers of the country.

Accounting 52

Accounting Clients Retail Certification 52

The Big Picture

DECEMBER 6, 2022

And definitely, their retail market participation is significantly lower than you can see in the U.S. 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.” We have retail clients. BERRUGA: Yeah.

Clients 152

Clients Investing Investments Management 152

Sara Grillo

NOVEMBER 14, 2022

If you didn’t want equity risk tied to your income, you would structure the portfolio for cash flow using fixed income, which has interest rate risk. They structure the portfolio to provide current income and draw down 4% from the portfolio’s dividends and interest while keeping the portfolio intact.

Insurance 59

Insurance Financial Advisor Retirement License 59

The Big Picture

FEBRUARY 28, 2023

You buy companies to run them and manage them for the long haul. Tell us a little bit about the giant portfolio of companies you guys are managing. So we manage a portfolio of several dozen companies. You sit on the board of directors on a number of portfolio companies. LAYTON: Yeah. LAYTON: Yeah.

Clients 141

Clients Investing Investments Assets 141

The Big Picture

APRIL 8, 2024

Don’t write it down, but they surveyed retailers. Like re like retail for example, or autos, trucking companies, you name it. How do you measure GDP two weeks or three weeks after the quarter ends or retail sales eight days after the month ends. He helps portfolio managers make sense of the world.

Economy 141

Economy Clients Economics Banking 141