Trade Brains

SEPTEMBER 16, 2023

How To Diversify Your Investment Portfolio : “Don’t put all the eggs in one basket” is a piece of standard investment advice most of us have received if we are investing in the stock market. Yes, it is all about the diversification of investments. How is the Diversification of investments done?

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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. Register Here To Attend Replay will also be made available and posted to Investing Caffeine. Learn how to avoid these missteps and expand your wealth.

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The Big Picture

JANUARY 25, 2023

But they also asked questions about how these managers invested their own monies. Robin buries the lede in his discussion, but allow me to correct that oversight: “ Active managers invest their own capital passively.” ” It’s is worth your time to delve into the entire discussion.

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Trade Brains

NOVEMBER 23, 2023

Best RK Damani Portfolio Stocks: Investing in the stock market can be a daunting task, given the sheer number of stocks available to choose from. To simplify things, many investors follow the portfolio of successful investors such as RK Damani, who has amassed a fortune through stock investments. Who is RK Damani?

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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. To mark his success in the investing world, He is Anil Kumar Goel, who overcame adversity and perseverance, which paid off in the long run. In September 1992, he invested Rs. EPS ₹ 23.72

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The Big Picture

OCTOBER 22, 2022

This week, we speak with Marta Norton, Chief Investment Officer for Morningstar Investment Management (MIM ). Norton’s responsibilities include equity, alternative and fixed income research, asset allocation, and portfolio management. The Bond King: How One Man Made a Market, Built an Empire, and Lost It All by Mary Childs.

Management 225

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Abnormal Returns

DECEMBER 1, 2023

joincolossus.com) Eric Golden talks the car market with Car Dealership Guy. ritholtz.com) Andrew Stotz talks with Larry Swedroe why a great company does not always make a great investment. open.spotify.com) Frazer Rice talks with Stephen Winterstein, founder of SP Winterstein and Associates, about the muni market.

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Investing Investments Portfolio Management Management 213

The Big Picture

APRIL 4, 2024

Investors should be considering capturing some of that yield in their portfolios. We’re going to discuss how these changes are likely to affect your portfolios and what you should do about it. And by keeping that money cheap, they encouraged speculative movements in markets. amongst institutional traders.

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Carson Wealth

JANUARY 16, 2024

Carson Investment Research 2024 Market Outlook: Seeing Eye to Eye We are targeting a total return of 11-13% for the S&P 500 Index in 2024 and 4-6% for the Bloomberg U.S. We also share a long-term view of markets, highlighting the persistence of the equity risk premium and the value of diversification. Aggregate Bond Index.

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International College of Financial Planning

AUGUST 31, 2023

Investing your money is crucial to securing your financial future and achieving your goals. Whether saving for retirement, buying a home, or building an emergency fund, investing grows your wealth over time. However, relying on a single asset class or Investment within an Asset class can be risky and limiting.

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WiserAdvisor

JANUARY 3, 2024

But the one thing that remains constant in this advice is that investing is essential to secure a comfortable retirement. Yet, the path to building a robust investment portfolio for retirement can be an intimidating task. As your investments grow over time, you will not owe any taxes when you withdraw the funds in retirement.

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Wealth Management

MAY 9, 2024

VanEck's Fran Rodilosso also discusses the benefits of adding CLOs and BDCs to investment portfolios.

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Investing Investments Portfolio Marketing 96

A Wealth of Common Sense

JANUARY 16, 2024

Diversification is one of the first building block portfolio management concepts I ever learned in my first job in the investment industry. Our firm would create a Harry Markowitz efficient frontier chart for every client portfolio. The interesting thing to me about producing these chart.

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Nationwide Financial

OCTOBER 12, 2022

Investors now have a lot on their minds — inflation, market volatility, worries about a potential recession, etc. The possibility of a bear market for stocks adds even more stress for investors. What do “bear” and “bull” mean in the stock market? A bear market is typically defined as a 20% decline from peak to trough.

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Investing Investments Risk Tolerance Marketing 105

Nerd's Eye View

OCTOBER 20, 2022

In recent years, politically charged topics have become the forefront of news and media, and with the rise of access to digitally distributed media, it has become commonplace for clients to have concerns about the possible impact of political events on their portfolios.

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Trade Brains

SEPTEMBER 17, 2023

Best Porinju Veliyath Portfolio Stocks: Investors are always on the lookout for small-cap companies which can lead to multi-bagger returns. In this article, we’ll read about such best Porinju Veliyath portfolio stocks. In this article, we’ll read about such best Porinju Veliyath portfolio stocks. EPS ₹8 Stock P/E 196 RoE 3.2%

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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. link] The post 4 Hurdles in Retirement Beyond Your Investment Portfolio appeared first on Carson Wealth.

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The Big Picture

JUNE 24, 2023

This week, we speak with Peter Borish, who is chairman and chief executive officer of Computer Trading Corporation, an investment and advisory firm. Borish was founding partner and right-hand man to Paul Tudor Jones at Tudor Investment Corporation , where he was director of research for 10 years.

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The Irrelevant Investor

APRIL 28, 2024

Today’s Talk Your Book is sponsored by SpiderRock Advisors: On today’s show, we spoke with Eric Metz, President and Chief Investment Officer of SpiderRock Advisors to discuss option-overlay strategies for advisors and investors.

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Portfolio Investing Investments Marketing 73

Trade Brains

MARCH 31, 2023

Do’s and Don’ts of Stock Market: Making money from stocks is simple if you strictly follow the do’s and don’ts of stock market investing. However, because of the lack of financial education, the majority of the investing population does what they are not supposed to ‘do’ in the market and vice-versa.

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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. Market Cap (Cr) 45 EPS (TTM) 1.32 Its domestic broadcast portfolio includes over 48 channels. ROCE (%) 5.68

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Random Roger's Retirement Planning

APRIL 19, 2024

The initial reaction of markets over night was a swift, but not huge, decline in futures. I don't know what will happen but at some point the event will end and then the market will start working higher, we just don't know how long it will take. The other bit of work would be if the market actually crashed, what would I do?

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Wealth Management

DECEMBER 6, 2023

Celso Munoz, portfolio manager at Fidelity Investments, shares a comprehensive approach to enhancing risk-adjusted returns in the dynamic world of fixed income investments.

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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 got into the stock market at the early age of 19. He calls his investment philosophy ‘SMILE’.

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Portfolio Engineering Manufacturing Sales 97

Trade Brains

DECEMBER 1, 2023

Best Mukul Agrawal Portfolio Stocks : Every world has its celebrity, who set the benchmark in their field. He is known in the market as an aggressive but well-informed investor. As of September 30 th , 2023 Mukul Agrawal’s portfolio had about 53 stocks with a Net Worth of about Rs. Trillion as of March 31st, 2023.

Portfolio Analysis 59

Portfolio Analysis Portfolio Engineering Banking 59

Random Roger's Retirement Planning

MARCH 26, 2024

Let's continue the conversation about all-weather generically and then the Cockroach Portfolio. First a comparison of the Permanent Portfolio Mutual Fund (PRPFX) versus a 60/40 portfolio comprised of two Vanguard mutual funds. PRPFX has a lower standard deviation and it's market correlation is 0.67.

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Portfolio Management Banking Financial Planning 68

Advisor Perspectives

APRIL 5, 2024

The global investment landscape is set to be transformed in the months ahead as the trajectories of major economies diverge more noticeably.

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Portfolio Marketing Marketing Economy 52

A Wealth of Common Sense

JULY 13, 2023

All of my investment accounts are 100% invested in stocks. The one thing I have a hard time finding a tried and true answer on when I do research is how to best allocate my stock investments among large-cap, mid-cap, international, emerging markets, etc. A reader asks: I am a 34-year-old with a high risk tolerance.

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A Wealth of Common Sense

JANUARY 25, 2024

I was excited to have Jill Schlesinger on this show this week to help me tackle questions about taking care of your parents financially, the best time to invest in the stock market, Roth IRAs for high-income earners, rebalancing your portfolio, owning the world stock market index and how much you should spend on your house.

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Trade Brains

SEPTEMBER 14, 2023

Top Indian Stocks Held By GQG Partners : GQG Partners is a group of highly skilled and perceptive investment professionals from various nations, cultures, and backgrounds who are all dedicated to safeguarding and enhancing investments. Market Cap (Cr.) Market Cap (Cr.) Market Cap (Cr.) EPS (TTM) 38.13 38,773 crore.

Portfolio Analysis 111

Portfolio Analysis Portfolio Food Manufacturing 111

Zoe Financial

OCTOBER 12, 2023

Investing in the Future: CAPTRUST’s AI Stock Portfolio Updated October 12th, 2023 Reading Time: 6 minutes Written by: Lauren C. Lambert, CFA CAPTRUST Zoe Network Advisor Investing in the Future: CAPTRUST’s AI Stock Portfolio Updated October 12th, 2023 Reading Time: 6 minutes Written by: Lauren C.

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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.

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Portfolio Economy Financial Guidance Financial Planning 97

Validea

MAY 21, 2024

Momentum is one of the strongest investing factors, but is often overlooked by investors relative to other factors like value. Based on this research, Gray and Vogel set out a clear 3-step process to build a momentum portfolio: Exclude small and illiquid stocks to ensure sufficient capacity.

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Dear Mr. Market

MARCH 17, 2024

Dear Mr. Market : If your alma mater or favorite college team did not make the tournament on Selection Sunday, we’ve got another option for you! My Portfolio Guide, LLC was the first investment firm to publish a March Madness investing bracket where we share our picks and match them up against each other.

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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. Market Cap (Cr.) Market Cap (Cr.) Market Cap (Cr.) EPS (TTM) 27.39

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Portfolio Analysis Portfolio Manufacturing Insurance 130

Dear Mr. Market

AUGUST 5, 2022

Dear Mr. Market: Dividends! You’re a complex yet simple character, Mr. Market! but what they don’t realize is how powerful dividends are and how they make up a major portion of cumulative returns in the market. stock market’s return since 1930. Journalists write about you daily.

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Truemind Capital

APRIL 5, 2024

As many of you know, I am an investment professional. Therefore, it’s natural for me to think of analogies from table tennis that apply to winning the game of investments. Here are three fundamental qualities that you need to win in sports and investments (applicable to many sports but I will stick to table tennis here): 1.

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