Harness Wealth

MARCH 27, 2025

Secondary transactions (or Secondaries as theyre known) involve the buying and selling of pre-existing investments in private funds or stakes in the portfolio companies those funds own. Secondaries are typically traded before the fund or business is sold in a traditional wayessentially, being the resale market for private investments.

Taxes 52

Taxes Tax Planning Assets Compliance 52

Yardley Wealth Management

JULY 9, 2025

These indexes provide a broader and more nuanced measure of the stocks and have become an integral part of financial markets, impacting investment strategies and providing crucial performance benchmarks. If you’d like to review your portfolio strategy or better understand how to balance growth with protection, we’re here to help.

Marketing 52

Marketing Marketing Risk Tolerance Wealth Management 52

Random Roger's Retirement Planning

NOVEMBER 21, 2024

From the fund page : the goal is seeking stable returns across a variety of economic and financial market conditions, consistent with the preservation of capital. There's no way to fit that many into a portfolio without having a portfolio of diversifiers hedged with a little bit of equity exposure which I don't think would be optimal.

Asset Allocation 52

Asset Allocation Management Portfolio Taxes 52

Investing Caffeine

MAY 1, 2025

Diversify Your Investments: A well-balanced portfolio across asset classes helps reduce panic. Assuming more risk and higher exposure to the stock market is generally fine. Slome, CFA, CFP Plan. Emotional reactions result in poor decisions. Invest According to Time Horizon: Are you young? Are you near retirement?

Media 52

Media Economy Investing Investments 52

Midstream Marketing

DECEMBER 10, 2024

This article will show you ten important marketing campaigns. These campaigns help build a strong marketing plan for financial advisors. By adding these campaigns to your plan, you can connect with more clients and increase the number of clients you onboard, growing your business over time.

Financial Advisor 52

Financial Advisor Marketing Marketing Clients 52

The Big Picture

FEBRUARY 4, 2025

WA was the career plan, always economics and finance. It was not our plan. And we have 50, a little less than 50 portfolio companies talking to the CEOs of these portfolio companies. That’s a mouthful of places where you’ve worked. Do you pay for college and graduate school or does the state cover that?

Economy 253

Economy Banking Economics Taxes 253

Discipline Funds

JUNE 20, 2025

But if you’d slept thru it all and looked at stock prices you might think that nothing actually happened as markets have largely shrugged this off. The way I would describe most of this is that the financial markets and the economy are primarily dictated by huge secular trends. And what does the data say right now?

Valuation 59

Valuation Portfolio Financial Planning Economy 59

The Big Picture

NOVEMBER 23, 2024

He is the portfolio manager of the Return Stacked ETF Suite, manging 800 million in ETF assets. Try these 15 factors instead. ( Try these 15 factors instead. ( Taylor Sheridan shows airing this Sunday—a feat for the prolific creator that deserves its own name. (

Food 157

Food Math Media Assets 157

The Big Picture

FEBRUARY 17, 2025

Was finance and investing always part of the plan? And essentially decided to pivot from that original plan because it became clear to me as I got older that to really make a living as a concert pianist, you need to be the top 1% in the world. And so as the global financial markets were in a tailspin, they were actually very resilient.

Investing 144

Investing Investments Economics Marketing 144

The Big Picture

MARCH 11, 2025

Was becoming an economist, always the career plan. Yeah, 00:22:02 [Speaker Changed] I think the greater in interconnectedness and the, the real time aspect of economics and the pass through of, of influences and, and in, in, in often just hours transmitted often through financial markets, that just adds to that.

Economics 130

Economics Economy Consulting Investing 130

Truemind Capital

APRIL 19, 2024

Consequently, the portfolio allocation should reflect these probabilities depending on the risk profiles. Therefore, we maintain our underweight position to equity (check the Model Portfolio Current asset allocation below). Debt Market Insights: Someone rightly said that the Fed has the most difficult job in the world.

Financial Market 98

Financial Market Asset Allocation Marketing Marketing 98

Investing Caffeine

FEBRUARY 21, 2023

Slome, CFA®, CFP®, Founder of Sidoxia Capital Management, LLC, will share 10 crucial mistakes made by investors that can destroy your portfolio. Learn how to avoid these missteps and expand your wealth. Register Here To Attend Replay will also be made available and posted to Investing Caffeine.

Portfolio 111

Portfolio Investing Investments CFP 111

Trade Brains

JUNE 2, 2024

Initially the plant will have a capacity to produce 6GWh by 2025 and they are planning to expand its capacity by 12GWh. Exide aims to offer Green Technology Solutions by providing a “ Cell to Pack” product portfolio for lithium ion batteries. initiatives.

Planning 105

Planning Manufacturing Sales Portfolio 105

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.

Portfolio Analysis 105

Portfolio Analysis Portfolio Electronics Engineering 105

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. The post 5 Best Stocks Held By HDFC Small Cap Fund – Portfolio Analysis appeared first on Trade Brains. Cr in FY22 to Rs.

Portfolio Analysis 105

Portfolio Analysis Portfolio Manufacturing Engineering 105

Trade Brains

SEPTEMBER 1, 2023

Following that, we’ll go into the stock’s financials. The article concludes with a highlight of future plans and a summary. The table below shows the Debt-to-equity ratio of Talbros Automotive Components for 5 financial years: Financial Year Debt-to-equity 2019 0.78 2,200 crore company at a group level.

Planning 105

Planning Manufacturing Accounting Portfolio 105

Trade Brains

JUNE 30, 2023

Fortune, Kohinoor, Fryola, and Wilpuff are among the well-known brands in the company’s portfolio. Patanjali Foods Incorporated in 1986, Patanjali Foods (Formerly known as Ruchi Soya) is among the top FMCG players as a prominent manufacturer and marketer of a healthy range of edible oils and a pioneer of soya foods. Stock P/E 89.9

Food 106

Food Planning Manufacturing Retail 106

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 Financial Services Investing 86

Trade Brains

AUGUST 16, 2023

Next, we’ll go through their financials. Lastly, a highlight of their future plans and a summary conclude the article. It has a large portfolio of more than 30+ products which are used by more than 1,000 customers in 46 countries around the world. Which of the two do you hold or plan to buy in the near future?

Planning 98

Planning Pharmaceutical Manufacturing Portfolio 98

Trade Brains

JUNE 5, 2023

After that, we’ll race through the financials of the stock. A highlight of the future plans & recent developments and a summary conclude the article at the end. Financial Year Net Worth RoE / RoNW 2023 TBA TBA 2022 3,858 15.8 Next, we’ll learn about the changing defence landscape in India. lakh crore in 2023-24.

Planning 97

Planning Government Sales Portfolio 97

Trade Brains

MARCH 3, 2024

Key Metrics Particulars Amount Particulars Amount CMP 1097 Market Cap(Cr) 2017 EPS 11.1 Operating Profit Margin 7.00% Net Profit Margin 2.50% Fundamental Analysis Of Shakti Pumps: Future Plans The company has a plan to continuously provide innovative solutions through its advanced R&D support. 2020 0.73 -0.04

Planning 111

Planning Manufacturing Government Engineering 111

Trade Brains

JUNE 25, 2023

After this, we’ll quickly move through the financials of the stock. A highlight of the future plans of the company and a summary conclude the article at the end. The debt-to-equity ratio and interest coverage ratio figures in the table below highlight the financially strong capital structure of Tata Chemicals. 25,395 EPS ₹90.90

Planning 98

Planning Manufacturing Pharmaceutical Medicine 98

Trade Brains

JULY 27, 2023

Next, we’ll race through the financials of the two stocks to arrive at their future plans. Jindal Stainless has a large portfolio of over 120 SKUs which are exported to more than 40 countries. However, with JSPL’s heavy CAPEX plans in place and its focus on growing RoCE, it is not much behind its smaller peer.

Planning 98

Planning Manufacturing Accounting Portfolio 98

Trade Brains

NOVEMBER 6, 2023

In this Fundamental Analysis Of Force Motors , we’ll analyze its operations, segments, fundamentals, industry, future plans and more. Financial Year Debt/Equity Interest Coverage 2022-23 0.51 Future Plans Of Force Motors 1. Company Overview N.K. Firodia founded the company in the commercial transport sector in 1958.

Planning 106

Planning Transportation Engineering Sales 106

Trade Brains

JULY 1, 2023

Later we shall know about the market size and business opportunities for the company. Moving on we shall analyze the financials of the company, go through the future plans of the company, and finally let’s conclude with a brief summary. It has many plans in the future to expand its operations wide and forth.

Planning 98

Planning Sales Transportation Marketing 98

Trade Brains

MAY 29, 2024

In FY 23, Bharat Bijlee maintained an acceptable financial metrics with a Return on Equity (ROE) of 6.65% and Return on Capital Employed (ROCE) 8.80%. The company also plans to expand their geographical reach and strengthen their channel network in the upcoming years with continued cost optimization efforts.

Planning 100

Planning Engineering Manufacturing Distribution 100

Trade Brains

SEPTEMBER 15, 2023

Following that, we’ll go into the stock’s financials. The article concludes with a highlight of future plans and a summary. 40 Future Plans of Ador Welding The Company incurred CAPEX of Rs.19.83 The company has planned a CAPEX of Rs.44.30 4 2020 0.33 6 2021 0.12 4 2022 0 17 2023 0.05 crores during FY23.

Planning 106

Planning Manufacturing Compliance Accounting 106

Trade Brains

AUGUST 20, 2023

Fundamental Analysis of Balkrishna Industries: MRF share has reached dizzying heights crossing the Rs 1,00,000 mark making it difficult for retail investors to include it in their diversified portfolios. After that, we’ll race through the financials of the stock. And the company is as big as MRF.

Planning 98

Planning Manufacturing Sales Accounting 98

Trade Brains

JANUARY 22, 2024

Tata Technologies Vs KPIT Technologies – Future Plans KPIT Technologies The Company aims to achieve international product leadership in EV Architecture, Middleware Consulting, Autonomous Drive, and Cloud Based Connected Services. .) Particulars / Fiscal Year 2021 2022 2023 3 Year Avg KPIT Technologies - Debt to Equity 0.00

Planning 119

Planning Engineering Manufacturing Clients 119

Trade Brains

MAY 23, 2023

Next, we’ll look at the market size and opportunities. After this, we’ll race through the financials of the stock. A highlight of the future plans and a summary conclude the article at the end. The post Fundamental Analysis of Laxmi Organic Industries – Future Plans & More appeared first on Trade Brains.

Planning 106

Planning Manufacturing Sales Pharmaceutical 106

Trade Brains

OCTOBER 5, 2023

Following that, we’ll go into the stock’s financials. The article concludes with a highlight of future plans and a summary. The table below shows the leverage ratios of Siyaram Silk Mills for 5 financial years: Year Debt to Equity Interest Coverage Ratios 2023 0.13 million handloom workers across the country.

Planning 105

Planning Manufacturing Assets Distribution 105

Trade Brains

FEBRUARY 14, 2024

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. The railway sector in India aims to contribute about 1.5% Stock P/E (TTM) 49.73

Planning 106

Planning Manufacturing Transportation License 106

Trade Brains

MAY 31, 2023

Net Profit Margin 10.8 % Operating Profit Margin 19.20% Future Plans of Deepak Fertilisers The company has announced the demerger of its mining chemicals and fertilizers business eventually it will increase its profitability and cash injection. Stock P/E 5.90 RoCE 26.3 % ROE 27 % Promoter Holding 45.46 % Book Value ₹ 401 Debt to Equity 0.73

Planning 98

Planning Manufacturing Food Government 98

eMoney Advisor

MARCH 21, 2023

Historically, staying the course and following a financial plan has outperformed rash investment decisions when there are times of uncertainty in the financial market. But it takes a strong plan—and no small amount of willpower—to do this. People have strong reactions to any loss.

Financial Planning 72

Financial Planning Planning Marketing Marketing 72

Trade Brains

SEPTEMBER 24, 2023

RIR’s product portfolio includes low-power to high-power devices and IGBT Modules that find applications in Welding, elevators, Battery Charges, Railways, Medical equipment, etc. Future Plans ASM Technologies As per their Managing Director, the Company looks to transform from a design to a design-led manufacturing (DLM) company.

Electronics 111

Electronics Planning Manufacturing Engineering 111

Darrow Wealth Management

FEBRUARY 18, 2025

Don’t stress out about every headline, stress test your retirement plan instead.Markets move every day and the news cycle is 24-7. Unfortunately, headlines often leave investors wondering what the news means for their portfolio and financial outlook. That’s where a Monte Carlo analysis comes in.

Retirement 54

Retirement Planning Retirement Planning Financial Planning 54

Darrow Wealth Management

JUNE 10, 2024

And they definitely shouldn’t let politics upend their long-term financial plans. Because historically, financial markets have rewarded investors who stay the course. stock market has gone up over time—regardless of who is running for office. Yes, the market hates uncertainty, including political ambiguity.

Marketing 105

Marketing Marketing Wealth Management Financial Planning 105