Random Roger's Retirement Planning

FEBRUARY 17, 2024

From the AQR site , QSPIX "aims to deliver attractive risk adjusted returns with low correlation to traditional stock/bond portfolios by investing in a broad and diversified range of alternative risk premia." So a core holding, I think that conceptually it could be risk parity meets the Permanent Portfolio?

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Random Roger's Retirement Planning

JANUARY 14, 2024

Long time readers might know my fascination with Nassim Taleb's idea about barbelling portfolios to concentrate risk into a small slice while having the vast majority in safe assets. What I am curious to see is if we can combine this barbell idea with the 75/50 portfolio to get a market equaling (or beating) returns over longer periods.

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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. 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’.

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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

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Random Roger's Retirement Planning

DECEMBER 26, 2023

Where I talk about portfolios that are simplicity hedged with a little complexity, while the simplicity is usually cheap, hopefully the complexity, although probably expensive in nominal terms, is also cheap versus the benefit delivered to the portfolio. Having almost half the portfolio in funds that cost 1.5-2%

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Carson Wealth

MARCH 29, 2023

The same is true of retirement planning – if you zero in on your portfolio and nothing else, you’ll miss out on some major factors that can make a significant difference in your retirement and ultimately your bottom line. It’s more than just tossing information into tax software and crossing your fingers for a refund.

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Trade Brains

SEPTEMBER 17, 2023

Cr Written by Sandeep R By utilizing the stock screener , stock heatmap , portfolio backtesting , and stock compare tool on the Trade Brains portal, investors gain access to comprehensive tools that enable them to identify the best stocks also get updated with stock market news , and make well-informed investment decisions.

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Random Roger's Retirement Planning

MAY 8, 2023

Last summer I wrote a couple of posts about the Cockroach Portfolio, here and here. The portfolio was created by Jason Buck who sat for a podcast with Corey Hoffstein. It was inspired by the Harry Browne Permanent Portfolio and is intended to be an all weather type of portfolio. Here's a quick reminder of the allocation.

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Trade Brains

DECEMBER 13, 2023

Best Anil Kumar Goel Portfolio Stocks : Stock markets generate wealth for anyone who is patient and knows what they are doing. In this article, we will look at some of Anil Kumar Goel portfolio stocks and learn about the company in which he made investments. Best Anil Kumar Goel Portfolio Stocks #5 – Uttam Sugar Mills Ltd.

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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. Others such as U.S.

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Random Roger's Retirement Planning

JANUARY 3, 2024

Portfolio 2 is 100% to Vanguard Balanced Index Fund (VBAIX) a proxy for a 60/40 portfolio. The portfolio stats are across the board better than VBAIX. With 75% in T-bills as constructed, the portfolio is pretty resistant to an adverse sequence of returns. Looking annually it is a little choppier. For XYLD it is 5.94

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Wealth Management

MARCH 4, 2024

The T3/Inside Information Survey helps drive Kwanti's roadmap.

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Random Roger's Retirement Planning

MAY 15, 2023

I have no idea what SYK will do going forward, I don't own the stock personally or for clients, but if you are allocating to some sort of healthcare theme in your portfolio then chances are being right or wrong won't prove out in just a few months. Put differently, that sort of attribute would add volatility to the portfolio.

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Trade Brains

SEPTEMBER 28, 2023

Written by Sandeep R By utilizing the stock screener , stock heatmap , portfolio backtesting , and stock compare tool on the Trade Brains portal, investors gain access to comprehensive tools that enable them to identify the best stocks also get updated with stock market news , and make well-informed investment decisions.

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Portfolio Analysis Portfolio Banking Engineering 115

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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Trade Brains

OCTOBER 23, 2023

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. The company’s revenue grew by 12.13% YoY from Rs. Cr in FY22 to Rs. Cr in FY23.

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Integrity Financial Planning

DECEMBER 11, 2023

If so, one thing you may want to keep an eye on is the design of your financial portfolio. Your portfolio may not be set up with the best possible spread of investments and assets. 1] Remember, the idea behind this portfolio is to hedge stock market returns by holding bonds as well. Some think that wasn’t by accident.

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The Irrelevant Investor

MAY 28, 2023

Today’s Animal Spirits is brought to you by Halo Investing: See here for more information on investing with Halo. The post Talk Your Book: Upside and Downside Customization For Your Portfolio appeared first on The Irrelevant Investor.

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Random Roger's Retirement Planning

APRIL 10, 2024

If you have a combined $40,000 benefit, that's like having another $1 million in your portfolio. In this context, a $1 million Social Security "portfolio" is considered fixed income. Probably not but it is useful information and justification to uptick the equity exposure some even if not to 100% of the IRA. Is that realistic?

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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 4, 2023

Written by Sheshadri N By utilizing the stock screener , stock heatmap , portfolio backtesting , and stock compare tool on the Trade Brains portal, investors gain access to comprehensive tools that enable them to identify the best stocks also get updated with stock market news , and make well-informed investment decisions.

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WiserAdvisor

JANUARY 3, 2024

Yet, the path to building a robust investment portfolio for retirement can be an intimidating task. You may ponder where to begin and how to create a portfolio that matches your goals, stands the test of time, and shields you from financial uncertainty. Let’s first understand what these accounts are and how they work.

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Trade Brains

SEPTEMBER 26, 2023

The post Top Indian Stocks Held By Morgan Stanley – Portfolio Analysis! appeared first on Trade Brains.

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Random Roger's Retirement Planning

SEPTEMBER 19, 2023

When I was working on yesterday's post I stumbled back into the Return Stacked 60/40 Absolute Return Index which is a portfolio funds blended together with a lot of embedded leverage in pursuit of capital efficiency. It's a very sophisticated portfolio. Here's what it is in the portfolio and the notional exposures.

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Trade Brains

JULY 30, 2022

In this article, we will have a look at the portfolio of his wife Rekha Jhunjhunwala, who also has sizable investments under her name in the Indian Stock Market. We will also take a closer look at Rekha Jhunjhunwala’s Portfolio 2022 and further analyze her investments. of Rekha Jhunjhunwala’s portfolio. Crisil Ltd.

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Trade Brains

NOVEMBER 2, 2023

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. The Company sells coffee in a variety of formats, including roasted, blended, and processed coffee. The company has 400+ clients and 4 factories.

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WiserAdvisor

SEPTEMBER 8, 2022

This is why portfolio risk management can be very critical. However, it is crucial to understand how to manage portfolio risk and what can trigger it. What is portfolio risk? In the case of an investment portfolio, risk refers to the likelihood of your combination of assets and investments not meeting your financial goals.

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MarketWatch

JUNE 26, 2023

PacWest Bancorp PACW said Monday it agreed to sell a lender finance loan portfolio to Ares Management Corp. billion unfunded commitment in the portfolio. It’s the second major loan portfolio sale by PacWest after it sold construction loans for $2.36 Visit MarketWatch.com for more information on this news.

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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. Market participants try to gain insights from the portfolio of these ace investors portfolios and try to mirror them in the hopes of gaining massive returns. of his portfolio.

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Random Roger's Retirement Planning

NOVEMBER 8, 2023

Last year we looked a couple of times at something called the Cockroach Portfolio created by Jason Buck. It seemed like it was inspired by Harry Browne's Permanent Portfolio which they talked about in the current interview. Portfolio 1 came out ahead but it lagged for years while bonds were still going up in price.

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WiserAdvisor

AUGUST 14, 2023

With global advancements and remarkable growth in stock markets and income streams, investors face the challenge of constructing portfolios that can withstand dynamic market conditions. In the quest for a robust and balanced investment approach, the 60/40 portfolio emerges as one of the oldest and time-tested methods.

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Trade Brains

OCTOBER 4, 2023

Written by Sandeep R By utilizing the stock screener , stock heatmap , portfolio backtesting , and stock compare tool on the Trade Brains portal, investors gain access to comprehensive tools that enable them to identify the best stocks also get updated with stock market news , and make well-informed investment decisions.

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Portfolio Analysis Portfolio Banking Insurance 78

MarketWatch

FEBRUARY 21, 2023

Chief Executive Geoff Martha said revenue was boosted by a strong performance in the cardiovascular and neuroscience portfolios, in the diabetes markets outside the U.S. Visit MarketWatch.com for more information on this news. Sales rose to $7.727 billion from $7.763 billion, also ahead of the $7.539 billion FactSet consensus.

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Trade Brains

OCTOBER 9, 2023

Shareholdings and portfolio as of June 30, 2023, for the GOVERNMENT OF SINGAPORE. The residential, commercial, retail, property management, and hospitality sectors are all included in The Prestige Group’s property portfolio. The government of Singapore owns 49 stocks with a net worth of more than Rs.

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Portfolio Analysis Government Portfolio Healthcare 59

MarketWatch

JUNE 5, 2023

CA:FFH in a previously-announced purchase of a portfolio of real estate construction loans from PacWest Bancorp PACW. Visit MarketWatch.com for more information on this news. Kennedy-Wilson Holdings Inc. KW said it inked an agreement to include Canada’s Fairfax Financial Holdings Ltd. billion for loans with roughly $2.3

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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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