Calculated Risk

APRIL 19, 2023

Although other countries have defaulted on their sovereign debt, these defaults occurred in situations where the government could not feasibly continue to service its debt. federal debt ceiling, in contrast, would be a voluntary decision to stop meeting the government’s obligations even though it has no problems doing so.

Government 353

Government Assets Economy Financial Market 353

Calculated Risk

MARCH 20, 2023

From the MBA: Share of Mortgage Loans in Forbearance Decreases to 0.60% in February The Mortgage Bankers Association’s (MBA) monthly Loan Monitoring Survey revealed that the total number of loans now in forbearance decreased by 4 basis points from 0.64% of servicers’ portfolio volume in the prior month to 0.60% as of February 28, 2023.

Portfolio 303

Portfolio Government Planning Banking 303

Abnormal Returns

MARCH 16, 2023

ft.com) Japan bank portfolios are full of long dated bonds. (theinformation.com) Office vacancies rates are not improving. axios.com) Finance Why 2023 is not a replay of 2008-09. ritholtz.com) Credit Suisse is not Silicon Valley Bank. economist.com) First Republic Bank ($FRC) hasn't always been a standalone entity.

Government 130

Government Media Financial Advising Banking 130

Abnormal Returns

JULY 14, 2024

awealthofcommonsense.com) Seven reasons you may want to venture away from the market portfolio. wsj.com) Why Medicare Advantage costs the government more the traditional Medicare. Strategy The stock market has changed so much over the past 50 years. Human behavior hasn't.

Financial Advising 262

Financial Advising Economics Media Government 262

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.

Accounting 353

Accounting Government Assets Management 353

A Wealth of Common Sense

MAY 18, 2023

A reader asks: I have recently shifted a substantial portion of the cash portion of my savings into 3-4 month T-bills to take advantage of higher yields and state tax advantages. As of today, they are all set to mature in June and July.

Government 101

Government Portfolio Taxes 101

Calculated Risk

MARCH 11, 2025

However, the Federal Reserve has instead continued a reinvestment strategy that materially reduces the average maturity of private sector government obligations (via its Treasury security holdings and its short-term liabilities). And by letting its still sizable ($2.2

Assets 165

Assets Portfolio Accounting Marketing 165

Calculated Risk

OCTOBER 21, 2024

Ginnie Mae loans in forbearance increased by 10 basis points to 0.76%, and the forbearance share for portfolio loans and private-label securities (PLS) increased 2 basis points to 0.37%. Added Walsh, “ We are seeing some weakening in loan performance , particularly among government products.

Government 162

Government Portfolio Planning Numbers 162

Abnormal Returns

APRIL 20, 2023

60/40 portfolio What is the motivation of people telling you the 60/40 portfolio doesn't work? semafor.com) India Stack, a government-backed set of APIs, is a new model for digital business. cnbc.com) Cullen Roche, "We don’t know how risky the 60% slice of stocks is in the coming years.

Financial Advising 246

Financial Advising Startup Media Portfolio 246

A Wealth of Common Sense

FEBRUARY 2, 2023

government into default the threat is very real. How bout a discussion of how should retirees position themselves to protect their portfolio? A reader asks: Without getting into the politics of throwing the U.S. Us old guys don’t have years to recover from a political sabotage of the markets and the economy.

Portfolio 104

Portfolio Government Economy Marketing 104

Brown Advisory

SEPTEMBER 6, 2022

Investing for Purpose: A Governance Perspective on Mission-Aligned Investment Strategy. An SRI approach is typically willing to tolerate below-market returns so long as all portfolio allocations support the organization’s values. Tue, 09/06/2022 - 10:17. FIRST STEPS TOWARD MISSION ALIGNMENT.

Government 98

Government Investments Investing Portfolio 98

Abnormal Returns

FEBRUARY 13, 2023

etf.com) Things to keep in mind when direct indexing a client's portfolio. fa-mag.com) How to advise clients in the government Thrift Savings Plan. (flowfp.com) The IRS has clarified its approach to state rebate payments. wsj.com) Direct indexing Vanguard is planning a bigger push into direct indexing.

Clients 245

Clients Retirement Financial Services Taxes 245

Trade Brains

SEPTEMBER 17, 2023

Newgen was established in 1992 and serves 17 verticals including Banking & FS, Insurance, and Government. The post Top Indian Stocks Held By Goldman Sachs – Portfolio Analysis! From onboarding to service requests, lending to underwriting, and for numerous other use cases across industries. 1,630,031 67.4 1,896,027 90.3

Portfolio Analysis 130

Portfolio Analysis Portfolio Manufacturing Insurance 130

Trade Brains

SEPTEMBER 28, 2023

Operating Profit Margin 11.872% Net Profit Margin 6.95% PLI scheme and government budget allocation heavily leaning towards infra development and real estate will be a key factor in the company’s future growth prospects. The post Top Indian Stocks Held By Societe Generale – Portfolio Analysis appeared first on Trade Brains.

Portfolio Analysis 115

Portfolio Analysis Portfolio Banking Engineering 115

Clever Girl Finance

MARCH 14, 2023

Portfolio income is the money you make from an investment account, and there are several ways to earn it. We’ll also go over the benefits of growing the income for your portfolio and how to deal with taxes from investments! What is portfolio income? Portfolio income is income earned from investment accounts.

Portfolio 105

Portfolio Risk Tolerance Accounting Taxes 105

Trade Brains

SEPTEMBER 22, 2023

Fungicides, herbicides, insecticides, plant growth regulators, rodenticides, and speciality crop chemicals are all included in the company’s crop protection portfolio. The post Top Indian Stocks Held By JP Morgan – Portfolio Analysis! Particulars Amount Particulars Amount CMP (Rs) 634.9 Market Cap (Cr) 47,415 EPS (Rs) 38.09

Portfolio Analysis 116

Portfolio Analysis Portfolio Healthcare Banking 116

Abnormal Returns

JANUARY 1, 2023

ft.com) The 60/40 portfolio had a historically bad year. slate.com) Financial conflicts of interest in government are rife. Markets Global stocks and bonds lost more than $30 trillion for 2022. finance.yahoo.com) Apple ($AAPL) lost $846 billion in market cap in 2022. theetfeducator.com) IPO proceeds fell off the table in 2022.

Financial Advising 278

Financial Advising Medical Economics Media 278

Abnormal Returns

JUNE 18, 2023

humbledollar.com) Can you make your portfolio too simple? msn.com) Policy Nicholas Bagley, "We need a government that can build, whether it’s wind farms or websites." (rationalwalk.com) On the danger of getting addicted to 'dry powder.' fortunesandfrictions.com) Just about everything works against good investor behavior.

Financial Advising 246

Financial Advising Media Government Economy 246

Trade Brains

SEPTEMBER 14, 2023

GQG’s investment team uses a thorough and unrestricted approach to equity research, building portfolios that are different from their respective benchmarks to concentrate on distinctive business aspects like revenue stream diversity and disruption risk. Adani Green presently has a portfolio of 54 operational projects across 12 Indian states.

Portfolio Analysis 111

Portfolio Analysis Portfolio Food Manufacturing 111

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. In this article, we’ll look at the best Vijay Kedia portfolio stocks and see if they can be an interesting opportunity for us as well. Who is Vijay Kedia? He calls his investment philosophy ‘SMILE’.

Portfolio 97

Portfolio Engineering Manufacturing Sales 97

Nerd's Eye View

AUGUST 8, 2023

In this episode, we talk in-depth about how Lori built her in-depth investment knowledge while working with large institutions and endowments at wirehouse firms like Shearson Lehman Brothers and Citigroup Smith Barney, how Lori approaches portfolio management with an approach of "don't fix what isn't broken" and assumes most large portfolios she manages (..)

Investments 246

Investments Investing Financial Advisor Compensation Planning 246

Darrow Wealth Management

MARCH 3, 2025

while bonds are broken down by duration and sectors (for example government bonds such as municipal or Treasury bonds or corporate bonds, including investment grade or high yield bonds), etc. The chart below shows how cumulative US stocks versus bond returns can impact a portfolio over time. Thats not their job.

Risk Tolerance 78

Risk Tolerance Asset Allocation Assets Portfolio 78

Trade Brains

SEPTEMBER 26, 2023

Top Indian Stocks Held By Morgan Stanley #1 – IndusInd Bank IndusInd Bank Limited (“IndusInd Bank”) offers a range of banking products and services to 34 million people nationwide, including rural markets, NRIs, business owners, corporations, and government and financial institutions. appeared first on Trade Brains.

Portfolio Analysis 111

Portfolio Analysis Portfolio Pharmaceutical Manufacturing 111

Calculated Risk

JULY 22, 2024

Ginnie Mae loans in forbearance increased by 5 basis points to 0.44%, and the forbearance share for portfolio loans and private-label securities (PLS) stayed flat at 0.31%. The number of loans in forbearance increased in June for the first time since October of 2022,” said Marina Walsh, CMB, MBA’s Vice President of Industry Analysis.

Numbers 162

Numbers Portfolio Government Planning 162

Discipline Funds

NOVEMBER 4, 2024

As an example of this, consider this data point from JP Morgan : “ Exhibit 4 highlights real GDP growth and S&P 500 returns during Republican, Democratic, and divided governments (when one party does not control the White House and both chambers of Congress). And in the post-WW2 era the government has been divided 61% of the time.

Government 59

Government Economy Economics Engineering 59

Nerd's Eye View

AUGUST 4, 2023

government's creditworthiness from an AAA rating to AA+. While the downgrade has made headlines and might be startling to advisory clients (particularly those with significant portfolio allocations to U.S.

Financial Planner 246

Financial Planner Retirement Planning Compliance Retirement 246

Fortune Financial

OCTOBER 14, 2024

It has been my experience when reviewing portfolios that diversification is typically expressed simply as a number of various stocks owned, or owning a handful of asset classes, usually stocks of various sizes and geographies, and bonds of varying maturities.

Asset Allocation 131

Asset Allocation Government Portfolio Financial Advisor 131

Abnormal Returns

MAY 12, 2023

Markets Why aren't the markets more worked up about a potential government debt default? (fa-mag.com) awealthofcommonsense.com) Don't let investment regret derail your entire portfolio. fa-mag.com) How AI hype has affected the stock market, YTD. ft.com) Strategy Big market bubbles can have a lasting effect on investors.

Financial Advising 188

Financial Advising Banking Food Retail 188

Random Roger's Retirement Planning

MARCH 5, 2025

The only thing I labored over was defense contractors but decided to not include any because the government awards those contracts. It is not intended to be a surrogate for a 60/40 portfolio, although it was close in 2024, and it clearly will not and is not intended to look like the US equity market.

Portfolio 73

Portfolio Assets Management Government 73

Discipline Funds

OCTOBER 31, 2024

Kelton is acting as though the government’s liabilities are no one’s liabilities. As if our government is some sort of Martian entity. In reality we are all very much liable for government debt in real terms. And the same basic thing is true at the government level. And that’s the slippery trick being played here.

Government 98

Government Accounting Assets Economy 98

Validea

FEBRUARY 14, 2025

In this episode of Excess Returns, Justin and Jack sit down with Scott McBride, CEO and portfolio manager at Hotchkis and Wiley, to explore the approach that has allowed them to succeed during a time when many other value investors have failed.

Management 52

Management Portfolio Management Government Valuation 52

The Big Picture

OCTOBER 27, 2023

Since the Great Financial Crisis in 2008-09, the income portion of portfolios has been almost an afterthought. As the equity portion of your portfolio moderates (I suggest you lower your return expectations for equities2 to ~5-7%), much of those reduced returns are being made up in fixed income. This is what governs the bond market.

Portfolio 147

Portfolio Government Wealth Management Clients 147

Alpha Architect

JULY 28, 2022

What are the consequences of widespread ESG-based portfolio exclusions on the expected returns of firms subject to exclusion? We use the exclusions of Norwegian Government Pension Fund Global (GPFG -`The Oil Fund') to investigate. We use the exclusions of Norwegian Government Pension Fund Global (GPFG -`The Oil Fund') to investigate.

Portfolio 130

Portfolio Government Investing Investments 130

Nerd's Eye View

JUNE 7, 2024

Also in industry news this week: Backers announced the new Texas Stock Exchange, which seeks to provide companies with a lower-cost alternative to the NYSE and Nasdaq, which, if successful, could create a more competitive landscape and potentially better execution and reduced trading costs for financial advisors and their clients The American College (..)

Financial Planner 189

Financial Planner Financial Advisor Certification Estate Planning 189

Discipline Funds

NOVEMBER 20, 2024

Of course, it’s also true that government spending is often inflationary. We experienced very high inflation during Covid in large part due to government spending. But there’s nothing wrong with a traditional finance portfolio holding something like Bitcoin. But even then the 15% assumption is wildly overstated.

Insurance 98

Insurance Government Assets Management 98

Validea

DECEMBER 12, 2024

They explore several fascinating market insights, including: Why high bond yields don’t necessarily translate to high returns The dramatic outperformance of U.S.

Investments 52

Investments Investing Valuation Government 52

The Big Picture

JANUARY 24, 2024

Successful investors could be looking at a big tax bill from the US government. After-tax equity returns from your non-tax-exempt portfolios. So the benefit of a mutual funder and ETF is that you’re getting a diversified portfolio and professional oversight. So we, for practical purposes, remove those from the portfolio.

Taxes 246

Taxes Portfolio Wealth Management Accounting 246