Validea

NOVEMBER 25, 2024

This episode explores how passive investing has transformed markets, featuring insights from leading experts including Mike Green, Aswath Damodaran, Rick Ferri, Rob Arnott, and Cliff Asness. In this episode, Jack Forehand and Matt Zeigler dive deep into one of the most debated topics in modern finance with special guest Dave Nadig.

Portfolio 52

Portfolio Investing Investments Retail 52

The Big Picture

NOVEMBER 27, 2024

Investors should consider this when they create a portfolio. I think about this when I see the torrent of forecasts this time of year: Price targets for the S&P, inflation forecasts, and most LOL of all, NRF Black Friday retail predictions. And, we never know when that Boulder, which disrupts everything, will come along.

Economy 200

Economy Retail Portfolio Assets 200

Abnormal Returns

MARCH 17, 2025

awealthofcommonsense.com) Books "Buffett and Munger Unscripted: Three Decades of Investment and Business Insights from the Berkshire Hathaway Shareholder Meetings" by Alex Morris is a good refresher course. propublica.org) Economy Retail sales are decelerating. Markets Corrections happen more often than you remember.

Media 195

Media Economy Retail Banking 195

Random Roger's Retirement Planning

MARCH 15, 2025

For today's post, I want to take on what I think are a couple of commonly held beliefs about investing. You're 81 and been taking income from your portfolio for 15 years, what matters to you more, that you can continue to take what you need from your portfolio or that four year run in your mid-50's when you beat (or lagged) the market?

Portfolio 59

Portfolio Medical Marketing Marketing 59

Abnormal Returns

NOVEMBER 29, 2024

mrzepczynski.blogspot.com) Strategy No one is immune from investment FOMO. ft.com) BlackRock ($BLK) reportedly has a deal to buy HPS Investment Partners, a private credit manager. ft.com) Retail How Target ($TGT) lost its shine. abnormalreturns.com) Personal finance links: a boring portfolio. Well, you should.

Media 162

Media Retail Economy Economics 162

Trade Brains

JUNE 24, 2025

Retail investors jumped in like never before, and this flood of participation resulted in pushing the benchmarks such as the NIFTY50 and SENSEX to record highs. If you’re planning to stay invested for at least 8 years and want a slightly more stable ride compared to small-cap funds, this is a strong contender.

Portfolio 76

Portfolio Investing Investments Management 76

Nerd's Eye View

NOVEMBER 12, 2024

Larry is the Chairman of Measured Risk Portfolios, an RIA based in San Diego, California, that oversees $350 million in assets under management for a combination of internal retail clients and external financial advisor clients. Welcome to the 411th episode of the Financial Advisor Success Podcast !

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Clients Financial Advisor Marketing Marketing 130

The Big Picture

MAY 21, 2025

This pronouncement motivated subsequent blog posts (notably in 2005 and 2021 ) and a full chapter in “ How Not to Invest.” Not just BusinessWeek, but many naysayers laughed off the inevitable failure of Apples push into retail. They are among the top-tier retailers and the fastest to reach a billion dollars in annual sales.

Retail 207

Retail Media Electronics Investing 207

Abnormal Returns

APRIL 29, 2025

Quant stuff A curated list of the best finance and investment blogs, tools, and webpages broken down by category. papers.ssrn.com) Retail How subpenny trades identify retail trades. papers.ssrn.com) The risk of investing with a solo manager is real. on.ft.com) Fund flow volatility highlights bad investor behavior.

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Retail Government Portfolio Investing 147

Wealth Management

JUNE 30, 2025

by Fred Barstein Jun 30, 2025 4 Min Read Investment Related Topics Alternative Investments Digital Assets Equities ETFs Fixed Income Investing Strategies Mutual Funds Real Estate SMAs Recent in Investment See All Alternative investment visualization with stacks of coins and percentage signs.

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Management Wealth Management Estate Planning Clients 153

Dear Mr. Market

APRIL 2, 2025

Market: This is perhaps one of our favorite articles and times of the year; not necessarily because of basketball but rather it allows us the opprtunity to articulate our main investment themes we see playing out for the remainder of the year. This region is filled with heavy-hitters: tech giants, retail titans, and energy powerhouses.

Investing 78

Investing Investments Valuation Advertising 78

The Big Picture

DECEMBER 4, 2024

Meb Faber, founder and chief investment officer of Cambria Investments, speaks about a new ETF that may be the solution to the challenge of concentrated equity positions. Full transcript below. ~~~ About this week’s guest: Meb Faber is co-Founder and CIO at Cambria Investment Management, as well as research firm Idea Farm.

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Taxes Portfolio Accounting Math 130

Random Roger's Retirement Planning

FEBRUARY 11, 2025

Morningstar did a quick writeup on model portfolios. The article wasn't too insightful but there was an example of a model portfolio and then an example of how to customize that same model. All I tried to do was simplify the portfolio, not do anything to improve it. Should a model portfolio have any sort of differentiation?

Portfolio 52

Portfolio Retail Taxes Clients 52

International College of Financial Planning

JULY 9, 2025

It wouldn’t be exaggerating to state that the next decade belongs to India terms of being the most exciting Market to invest. The retail investors are beginning to understand the importance of investing in structured financial products than merely locking them up in gold or real estate assets.

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CFP Wealth Management Certification Asset Allocation 40

WiserAdvisor

JUNE 17, 2025

They can reshape sectors and industries and impact your investment decisions. Let’s dive into some of the key future investment trends and concerns that are already making waves in 2025 and are likely to gain even more momentum in the months ahead. 4 future investment trends and concerns to keep an eye on in 2025 1.

Financial Advisor 59

Financial Advisor Ethics Healthcare Investing 59

International College of Financial Planning

JUNE 17, 2025

Financial institutions based in GIFT City can treat their operations, investments, and deposits as offshore, enabling Indian banks, NBFCs, insurance providers, and capital market entities to offer global financial products in foreign currencies.

Compliance 40

Compliance Education Economics Investing 40

Trade Brains

JULY 11, 2025

Stocks with minimal debt and rising FII holdings signal confidence in long-term growth, making them attractive investment opportunities amid market volatility and global economic uncertainties. percent is owned by retail investors, 27.85 percent is owned by retail investors, 27.31 percent is owned by retail investors, 10.27

Retail 59

Retail Communication Investment Advisor Manufacturing 59

Trade Brains

JUNE 23, 2025

Citi believes the shift will help ease SFB’s dependence on MFIs and aid in portfolio diversification. Overall, this change should benefit SFBs by providing greater flexibility in lending to the extent that they can expand into non-PSL and relatively high-yielding segments such as MSMEs, personal loans, and secured retail lending.

Banking 52

Banking Risk Management Education Portfolio 52

Trade Brains

OCTOBER 29, 2024

Furthermore, the absence of specialized mining infrastructure forces operators to rely on costly retail power connections. Subsequently, miners must invest in expensive cooling systems to maintain equipment performance. JSW Energy’s expanding renewable portfolio presents another promising option for mining operations.

Startup 52

Startup Portfolio Distribution Retail 52

Random Roger's Retirement Planning

NOVEMBER 14, 2024

Bloomberg had a long writeup on a new, not that new, investment product called significant risk transfer or SRT. SRTs are probably a long way from being packaged into a retail accessible fund and it is way too early for me to have any sort of opinion on SRTs. At first glance, they appear to be a cousin of catastrophe bonds.

Investing 52

Investing Investments Insurance Retail 52

Trade Brains

JUNE 20, 2025

Since the start of the year, the markets have been very volatile, hence most of the retail participants are trying to avoid the harsh ups and downs of the market by switching from equity to debt instruments. Why Invest: Invests in high-rated(AAA bonds) and suitable for medium-term goals with low credit risk.

Investing 52

Investing Investments Management Portfolio 52

Validea

NOVEMBER 7, 2024

Whether you’re an institutional investor, retail trader, or just interested in understanding market dynamics better, this episode offers valuable perspectives on an often misunderstood corner of the investment world.

Marketing 52

Marketing Marketing Retail Portfolio 52

The Big Picture

APRIL 29, 2025

Eventually, he becomes CEO of Voya when the parent company spun out the US holdings into a separate entity, really an a, a fairly unique career path and is sort of uniquely situated to look at the world of investing. Their focus is on generating alpha with high conviction concentrated portfolios.

Management 130

Management Assets Portfolio Insurance 130

Random Roger's Retirement Planning

NOVEMBER 10, 2024

Let's have some fun with portfolio theory thanks to a note from Howard Marks and a short paper from Man Institute , both of which came via Idea Farm. At 50 years old, making a behavioral mistake in your portfolio is far more likely to have a long term impact than some sort of big win. Page three from Marks really has the goods.

Portfolio 52

Portfolio Retail Investing Investments 52

Random Roger's Retirement Planning

FEBRUARY 12, 2025

The timeframe in today's chart is more useful because it gets into the period where retail accessible funds started to become available. PSLDX is 100% stocks and 100% long bonds so the 50% allocation in Portfolio 1 plus 50% cash could be thought of as leveraging down to a capital efficient portfolio.

Portfolio 52

Portfolio Retail Assets Clients 52

Validea

JULY 7, 2025

In investing, it’s often not just the news that matters — it’s how investors react to it. These 10 companies—across retail, tech, insurance, and gold — are riding a wave of rising expectations. One of the most underappreciated signals in the market is when analysts raise their earnings forecasts.

Valuation 52

Valuation Portfolio Retail Insurance 52

Trade Brains

JUNE 14, 2025

Ashish Kacholia is a renowned Indian investor known for his strategic investments in mid-cap stocks and small-cap stocks. His Portfolio choices are closely tracked by retail and institutional investors alike. They have a wide touchpoint network and SaaS products like payroll and tax software in their portfolio.

Medicine 82

Medicine Manufacturing Healthcare Medical 82

Clever Girl Finance

APRIL 22, 2025

Retail consignment 4. Retail consignment When things get tough, one of the first things people cut down on are new clothes. Secondhand stores saw a 31% increase in sales during the last recession even as other retailers’ sales dropped. You dont have to be managing million-dollar portfolios either. Baby products 2.

Economy 68

Economy Food Healthcare Economics 68

Trade Brains

JUNE 18, 2025

Finance & Investments Even yet the unchallenged champion, finance has traditionally been the incubator of billionaires. From hedge fund kings and private equity masters to investment bankers and wealth managers, the world of finance provides virtually unparalleled conditions for compound growth of capital. The secret recipe?

Manufacturing 52

Manufacturing Healthcare Pharmaceutical Retail 52

Trade Brains

JULY 3, 2025

lakh crores across its segment like, Mutual Funds (Active & Passive), Portfolio Management Services (‘PMS’) and Category-III Alternative Investment Funds (‘AIFs’). With a focus on high-quality, earnings-led investing, MOAMC’s AUM includes ₹84,300 crore in active funds and a robust presence in PMS, AIFs, and passive segments.

Assets 59

Assets Management Financial Services Distribution 59

Trade Brains

JUNE 15, 2025

Medi Assist manages health benefits for employers, retail members, and public health schemes, primarily serving insurance companies. The company owns, deploys, and manages a large portfolio of telecom towers and communication structures As of the latest shareholding data, Domestic Institutional Investors (DIIs) hold a 35.20

Healthcare 66

Healthcare Insurance Recruitment Transportation 66

Random Roger's Retirement Planning

FEBRUARY 8, 2025

As we've discussed in other posts recently, some holdings might more reliably have higher returns providing a disproportionate amount of the portfolio's growth while other holdings might provide downside protection and a disproportionate amount of yield to help smooth out the ride.

Assets 52

Assets Engineering Food Communication 52

Trade Brains

JUNE 21, 2025

Tata Group is one of India’s largest and most respected business conglomerates, with a diverse portfolio spanning sectors such as steel, automobiles, IT, hospitality, power, and consumer products. Its portfolio comprises not only premium and luxury hotel brands, but also includes diverse F&B, wellness, salon, and lifestyle brands.

Retail 66

Retail Ethics Distribution Portfolio 66

Random Roger's Retirement Planning

DECEMBER 3, 2024

As an advisor of retail sized clients, there's no reason to add the complexity of a 2x long S&P 500 ETF even if the idea was not to leverage up. They are not intended to constitute legal, tax, securities or investment advice or a recommended course of action in any given situation.

Math 52

Math Portfolio Retail Clients 52

Trade Brains

JULY 12, 2025

Low debt ensures resilience during economic downturns, while multibagger potential signals robust long-term value, making them attractive for wealth creation in equity portfolios. The Company’s associate companies include Sun Investments Private Limited and Jindal Coated Steel Private Limited. per share, increased around 0.48

Economics 59

Economics Portfolio Investing Investments 59

Random Roger's Retirement Planning

DECEMBER 27, 2024

My assertion has been that retail investors want bonds to kick off an income stream without moving in price and that is not what you get with this sort of ETF. If Torsten Slok from Apollo is right, it might get worse causing a 2022 repeat for 60/40 portfolios. What we've described is reasonably simple in terms of portfolio holdings.

Portfolio 52

Portfolio Retail Clients Banking 52

The Big Picture

MARCH 4, 2025

Really fascinating because she sees the world from a very unique perch, has incredible access to every aspect of both commercial and investing banking that a small startup or medium-sized company, and by medium I mean up to $2 billion in revenue might need. Previously she was co-head of the bank’s Innovation Economy Group.

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Banking Economy Startup Marketing 130