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. Its domestic broadcast portfolio includes over 48 channels. As of April 2023, the company held around $7.7

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Truemind Capital

JANUARY 16, 2024

Equity Market Insights: “Investing is 5% intellect and 95% temperament. It means finding the strategy that will allow you to sit quietly when your emotions are screaming at you to do the wrong thing.” – Ian Cassel Unfortunately, having the right temperament for investment is not common.

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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. India has multiple investors with crores of personal wealth invested in the stocks. He calls his investment philosophy ‘SMILE’. Market Cap (Cr.) Who is Vijay Kedia? Net Profit Margin 15.6%

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Don Connelly & Associates

APRIL 8, 2024

If it's like the last couple of elections, financial advisors are sure to see some clients wringing their hands over which candidate will win the White House and how that will impact the financial markets and their investments. appeared first on Don Connelly & Associates.

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The Big Picture

SEPTEMBER 9, 2023

This week, we speak with Jon McAuliffe , who is co-founder and chief investment officer at the Voleon Group , heading the firm’s investment strategy, research, and development. We discuss his career in machine learning, from Amazon’s recommendation engine to using AI to manage portfolios.

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Abnormal Returns

OCTOBER 29, 2023

Top clicks this week A big regime shift has happened in the economy and financial markets. ritholtz.com) The bond market bear market is pretty epic. mrzepczynski.blogspot.com) Byron Wien's 20 rules for investing and life. wired.com) Bond bear markets are different than stock bear markets.

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Trade Brains

SEPTEMBER 28, 2023

It was founded in 1943 and operates through 5 segments – Corporate Banking, Commercial Banking, Branch & Business Banking, Retail Assets and Treasury & Financial Markets Operations and is one of the leading private banks in the nation. The bank currently has over 13.6

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Trade Brains

SEPTEMBER 17, 2023

Today, Goldman employs 9000+ Indians and serves leading corporate and institutional clients through corporate finance advisory, equity sales and trading, and fixed-income securities businesses, as well as providing macro-economic and investment research. Cr Spandana Sphoorty Financial Ltd 5,405.5 EPS (TTM) 27.39 Stock P/E (TTM) 28.83

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Trade Brains

NOVEMBER 7, 2023

Best Financial Markets to Trade : Are you looking to explore the best financial markets to trade in 2024? It is obvious that we may occasionally get confused in our decision-making when faced with the many different pieces of advice regarding financial planning, trading, and investments. are bought and sold.

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Truemind Capital

AUGUST 12, 2023

At this stage, we strongly recommend minimizing exposure to small & mid-cap portfolios on the back of excessive valuations driven by the retail craze. We are maintaining 5-10% portfolio exposure to Asian stocks (China, Singapore, Taiwan, etc.) We continue to prefer a portfolio duration of around 1-1.5

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Trade Brains

OCTOBER 23, 2023

It is a mutual fund plan that invests in small-cap firms. The fund primarily aims to offer long-term capital growth by investing in small-cap stocks. The investing objective of the fund is to discover firms with strong development potential that will profit from new trends and changing consumer preferences. Cr in FY22 to Rs.

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Workable Wealth

SEPTEMBER 30, 2020

Welcome back to the third part of our investment lexicon series. In part one, we introduced the concept of financial markets and discussed their broad reach. stock market and its many intricacies, including what it is, ways of tracking it, and strategies to approach investing in it. What is your portfolio?

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Truemind Capital

APRIL 21, 2023

One should not be over-allocated to equity (check the 3rd page for asset allocation) at the current levels and any exposure should primarily be towards large cap-oriented value portfolios against growth stocks. We have also been inclined to take 5-10% portfolio exposure in Asian stocks (China, Singapore, Taiwan, etc.) For the last 1.5

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Trade Brains

OCTOBER 4, 2023

List of Stocks Held By Quant Small-Cap Fund Company Name CMP (Rs) Market Cap (Cr) Quant Small-cap Fund Holding (%) TV18 Broadcast Ltd 48.85 The post Top Stocks Held by Quant Small-Cap Fund – Portfolio Analysis appeared first on Trade Brains. Marksans Pharma Ltd 105 4,701 2.65 Orient Paper & Industries Ltd 51.75

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Brown Advisory

SEPTEMBER 19, 2023

Business Resilience in Portfolio Construction bgregorio Tue, 09/19/2023 - 05:12 Only Time Will Tell While the old adage “only time will tell” generally refers to a future outcome, it reflects our belief that a truly enduring investment must have proven to be resilient under a variety of macroeconomic circumstances.

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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.

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Abnormal Returns

JANUARY 1, 2023

topdowncharts.substack.com) Six things that don't change in financial markets including the attraction of 'shiny objects.' rock-wealth.co.uk) 35 ideas from 2022 including 'Long term investing is hard.' safalniveshak.com) The markets were bad in 2022, but things could always be worse. realreturns.blog).

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Trade Brains

JULY 9, 2023

Fundamental Analysis of Tata Investment Corporation: Did you know you can buy almost all Tata Group stocks for Rs 2,500? Tata Investment Corporation is a listed investment company of the Tata Group which has investments in various Tata Group and non-Tata Group listed and unlisted companies. Don’t you believe us?

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International College of Financial Planning

JULY 31, 2023

Investing is essential to achieving our financial goals, whether saving for retirement, funding our children’s education, or building wealth for the future. Let’s explore the role of investment advisors in helping individuals avoid these pitfalls and make informed decisions.

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Brown Advisory

SEPTEMBER 19, 2023

Importance of Business Resilience in Portfolio Construction bgregorio Tue, 09/19/2023 - 05:12 Only Time Will Tell While the old adage “only time will tell” generally refers to a future outcome, it reflects our belief that a truly enduring investment must have proven to be resilient under a variety of macroeconomic circumstances.

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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.

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WiserAdvisor

MARCH 19, 2024

You may wonder how the rich keep their money and where they invest for high returns. While the lifestyles of the rich may appear out of reach for many, the strategies they employ to invest their money for high returns are often accessible to anyone willing to follow in their footsteps. How are the wealthy investing their money?

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The Big Picture

NOVEMBER 20, 2023

Worth mentioning: MSCI notes over $30 trillion is invested globally using ESG strategies. Nuance can get lost when investing strategies become politicized, Perhaps a little history might help shed some light on the subject.2 My firm RWM uses Canvas for those clients who want their portfolios to reflect their values.

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Trade Brains

JULY 21, 2023

Best Ashish Kacholia Portfolio Stocks : The stock market, a place of uncertainty where fortunes can be won or lost in an instant. In this place of uncertainty, it is the extraordinary achievements of ace investors that inspire us to achieve success in the market. He prefers to let his portfolio speak for himself.

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Trade Brains

DECEMBER 2, 2023

Top Value Investing Courses in 2024 : From a long-term perspective, investing has been a successful way for people to build wealth. Value investing is a challenging and exciting field that requires the right information and direction to successfully navigate. With over +3241 enrollments and a +4.4

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Trade Brains

OCTOBER 4, 2023

Market Cap (Cr.) KIOCL has 19 mineral projects and invested Rs. Be sure to do your own due diligence on the companies before investing to make sure it is suitable for your individual objectives and risk appetite. The post Top Stocks Held By President Of India – President’s Portfolio Analysis! crore in FY2022.

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Trade Brains

NOVEMBER 2, 2023

It is a mutual fund that invests largely in small-cap firms with excellent fundamentals and potential for growth. The company has evolved into the world’s largest instant coffee exporter and private label maker because of its robust infrastructure and global customer portfolio in over 90 countries. Cr in FY22 to Rs. 4,457.02 5.87

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International College of Financial Planning

JULY 10, 2023

How Investment Advisors Play a Significant Role in Managing Finances? The field of investment advisory presents a world of opportunities for individuals passionate about finance and investments. Their primary objective is to help clients make informed investment decisions, manage risks, and achieve financial objectives.

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Nationwide Financial

JANUARY 11, 2023

Two of the most significant developments in the financial markets during 2022 were the breakout of higher interest rates and the return of stock market volatility. For a glimpse of how volatile stocks were last year, consider the VIX Index, often used as a gauge of fear or stress in the stock market.

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Trade Brains

NOVEMBER 14, 2023

Top 6 Investing Courses in 2024 : Investing has been a proven method for wealth creation in every individual’s long-term view. The world of value investing is full of opportunities and challenges, and to master it effectively, you need the correct knowledge and guidance. The course has over +871 enrollments with a +4.7

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Brown Advisory

SEPTEMBER 21, 2022

Resilience is Core to Sustainable Portfolio Construction mhannan Wed, 09/21/2022 - 10:50 As crucial as sustainability may be to investors and companies alike, gauging the long term resilience of their business model is just as important. Sustainable International Leaders views resilience as a crucial lens through which to analyze businesses.

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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.

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The Big Picture

FEBRUARY 16, 2024

He is the chair of the Bretton Woods Committee , and Chairman of the Committee on the Global Financial System of the Bank for International Settlements. Be sure to check out our Masters in Business next week with Andrew Slimmon , Managing Director at Morgan Stanley Investment Management , where he leads the Applied Equity Advisors team.

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Yardley Wealth Management

MAY 18, 2022

The post Investing in Uncertain Times appeared first on Yardley Wealth Management, LLC. Investing in Uncertain Times After taking a closer look at interest rates and inflation, we come to the heart of the matter: When interest rates, inflation, or both are on the rise, what’s an investor to do? inflation from 1927–2020.

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Abnormal Returns

AUGUST 30, 2022

ESG Historically good companies to work for have been good investments. advisorperspectives.com) How financial markets respond to climate risks. alphaarchitect.com) Why ESG ratings are no way to run a portfolio. ft.com) Stock markets in autocratic countries experience lower returns and more risk.

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Brown Advisory

AUGUST 14, 2023

Global Leaders Strategy Investment Letter: August 2023 bgregorio Mon, 08/14/2023 - 05:34 Just want the PDF? Factor risk is best described as any exposure that can explain the portfolio returns other than the individual investments, such as a “theme” or a sector. We have seen these factor risks play out many times.

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Trade Brains

MARCH 27, 2024

The markets move in response to news and events, and when some prominent investors invest or divest in a company, the stock price moves sideways or downward. The DIIs importance in investing in Indian markets is to provide stability, support, and growth. How does DII impact the company’s shareholding? lakh crore), SBI (3.18

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