The Irrelevant Investor

APRIL 28, 2024

On today’s show, we discuss: The pending BlackRock acquisition of SpiderRock The SpiderRock origin story Utilizing covered-call strategies in a bull market The most frequent use-ca. The post Talk Your Book: Hedging Your Portfolio with Options appeared first on The Irrelevant Investor.

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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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Portfolio Electronics Manufacturing Engineering 109

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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Advisor Perspectives

NOVEMBER 19, 2023

Portfolios with large allocations to alternatives can have many benefits. However, alternative allocations can deviate meaningfully from policy, particularly during periods of equity-market turbulence.

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The Reformed Broker

MAY 4, 2023

Hopping on Ask The Compound (formally known as Portfolio Rescue) with Ben and Duncan at 1:30pm ET! Tune in as we discuss loan prepayments, bear market exhaustion, spending v saving, and more! The post Is the Bear Market Over? Submit your questions to askthecompoundshow@gmail.com for a chance to be featured!

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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

NOVEMBER 11, 2023

Market Cap (Cr) 45 EPS (TTM) 1.32 Zee Entertainment Enterprises Particulars Amount Particulars Amount CMP (Rs) 262 Market Cap (Cr) 24,954 EPS (TTM) 1.17 Its domestic broadcast portfolio includes over 48 channels. The Company’s 41-channel international broadcast portfolio is available in over 170 countries.

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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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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. He got into the stock market at the early age of 19.

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A Wealth of Common Sense

NOVEMBER 9, 2023

Last year was one of the worst years ever for a 60/40 portfolio of U.S. These are the 10 worst calendar year returns for a portfolio comprising the S&P 500 and 10 year Treasuries going back to 1928: By my calculations, 2022 was the third worst year for. stocks and bonds.

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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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Random Roger's Retirement Planning

NOVEMBER 21, 2023

First up was a webinar about model portfolios at ETF.com. Outsourcing the work related to actually being an advisor would not feel right to me and I enjoy what I get to do including portfolio construction. I think that when investors hear about model portfolios they sort of think in terms of set and forget.

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Portfolio Asset Allocation Math Compliance 73

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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Portfolio Economy Financial Guidance Financial Planning 97

The Big Picture

FEBRUARY 14, 2024

 At the Money: Is War Good for Markets? February 14, 2024) What does history tell us about how war impacts the stock market? Can these patterns inform us of future bull market behavior? A 500% move in the stock market. Explain your dad’s thinking about how war plus inflation equals a stock bull market.

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Marketing Marketing Government Numbers 306

Wealth Management

FEBRUARY 7, 2024

The adaption of model portfolios hasn’t become as widespread as the industry expected when they came on the market.

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Wealth Management

DECEMBER 20, 2023

Maybe it’s because many have already mourned the departure of his greatest legacy: the 60/40 portfolio. A great man died recently, but this did not make headlines. In fact, it barely even made the news.

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Random Roger's Retirement Planning

FEBRUARY 17, 2024

The tail risk strategy focuses on regularly buying puts as crash protection, possibly bear market protection depending on how a bear market rolls out. Maybe it will prove me wrong in the next adverse market event. So a core holding, I think that conceptually it could be risk parity meets the Permanent Portfolio?

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Portfolio Management Taxes Investing 73

Trade Brains

SEPTEMBER 22, 2023

The commercial banking industry encompasses middle market banking, business credit, equipment finance, and commercial term lending. Particulars Amount Particulars Amount CMP (Rs) 1,418 Market Cap (Cr) 7,270 EPS (Rs) 27.9 Market Cap (Cr) 47,415 EPS (Rs) 38.09 Market Cap (Cr) 178 EPS (Rs) 8.57 Stock P/E (%) 55.16

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Portfolio Analysis Portfolio Healthcare Banking 116

Trade Brains

SEPTEMBER 17, 2023

Here are the 5 Indian stocks in which Goldman Sachs has highest holdings: Top Indian Stocks Held By Goldman Sachs Top Indian Stocks Held By Goldman Sachs #1 – Gokaldas Exports Particulars Amount Particulars Amount CMP 780 Market Cap (Cr.) Market Cap (Cr.) Market Cap (Cr.) Market Cap (Cr.) Market Cap (Cr.)

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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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Portfolio Risk Tolerance Valuation Investing 105

Abnormal Returns

AUGUST 8, 2023

papers.ssrn.com) Global Why global equity market correlations are on the rise. morningstar.com) Behavior Another indication that political polarization is showing up in investor portfolios. (wsj.com) Why do investors vote against corporate directors?

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Marketing Marketing Medical Economics 228

Abnormal Returns

NOVEMBER 2, 2022

alephblog.com) Housing Higher land prices are holding back the housing market. abnormalreturns.com) Why rough edges remain in financial markets: people. (on.ft.com) Vanguard is looking for ways to give retail investors more say over proxy voting. thinkadvisor.com) How stable value funds work.

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Portfolio Financial Advising Medical Retail 197

Nerd's Eye View

JANUARY 18, 2023

Many investors are familiar with private equity as an alternative asset class, which is popular with certain high-net-worth and institutional investors as a vehicle for diversification and a source of potentially higher risk-adjusted returns than what is available on the public market.

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Trade Brains

SEPTEMBER 26, 2023

The Company employs over 10,000 Indians across its locations and operates a leading institutional securities platform in India that provides a full range of investment banking, capital markets, equities, fixed income, commodities, and derivative products, as well as research. Particulars Amount Particulars Amount CMP 1,423 Market Cap (Cr.)

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Portfolio Analysis Portfolio Pharmaceutical Manufacturing 111

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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Portfolio Budgeting Assets Investing 55

Trade Brains

SEPTEMBER 28, 2023

Market Cap (Cr.) Particulars Amount Particulars Amount CMP 781 Market Cap (Cr.) Operating Profit Margin 7.08% Net Profit Margin 2.52% Ashok Leyland partnership caters to the market for commercial vehicles. Particulars Amount Particulars Amount CMP 94 Market Cap (Cr.) Market Cap (Cr.) EPS (TTM) 11.66 EPS (TTM) 20.97

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Portfolio Analysis Portfolio Banking Engineering 115

Financial Symmetry

APRIL 30, 2024

Below is a video of our first quarter 2024 Market Update. In it, we cover the following: Market updates over the last 1, 5, and 10 years Strong returns for US stocks Should you make changes to your portfolio in … Continued The post Market Update Q1 2024 appeared first on Financial Symmetry, Inc.

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Dear Mr. Market

OCTOBER 11, 2022

Dear Mr. Market: Simple allocation ? In a year where the stock market has provided zero safe places to hide…you may have changed, the markets certainly have, but one thing has not; the Permanent Portfolio. We won’t rehash the obvious news that stocks are in the midst of a bear market.

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Alpha Architect

JUNE 23, 2023

The “Intangible Value Factor” (IHML) can play an additive role in factor portfolios alongside the established market, size, value, quality, and momentum factors. This Six-Factor Model avoids the problematic “anti-innovation” bias of traditional factor portfolios and can be easily implemented using ETFs.

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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. Market Cap (Cr.) ₹ 1,628.49 Market Cap (Cr.) ₹ 981.87

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Wealth Management

OCTOBER 17, 2023

When markets are performing poorly, clients’ portfolio values can decline, giving clients the sense that they aren’t making progress toward goals and those goals seem harder to achieve.

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Wealth Management

SEPTEMBER 5, 2023

Opportunistic investors have snapped up loan portfolios in some of the first moves attempting to capitalize on distressed real estate.

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Abnormal Returns

AUGUST 21, 2023

investmentnews.com) Investors keep lining up to buy stakes in a crowded RIA market. (investmentnews.com) The biz Goldman Sachs ($GS) is expected to sell the former United Capital business. riabiz.com) Banks want to become advisers. Advisers want to become banks.

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Random Roger's Retirement Planning

DECEMBER 26, 2023

The important takeaway is that liquidity providers know when funds need to come to market to sell calls. Market makers can have a very good idea of how many calls QYLD needs to sell when they are rolling over their position and can trade such that volatility compresses, potentially pushing the price of the calls to be sold.

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Portfolio Accounting Retirement Marketing 61

Trade Brains

OCTOBER 23, 2023

Market Cap (Cr) 4,651.91 Particulars Amount Particulars Amount CMP (Rs) 261 Market Cap (Cr) 2,608.67 The product portfolio includes rear axle shafts, spindles, and splined shafts, and rear axle shafts contributing to the majority of revenue. Market Cap (Cr) 1,971 EPS (TTM) 31.75 Market Cap (Cr) 9,563.78 ROE (%) 16.17

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Portfolio Analysis Portfolio Manufacturing Engineering 105

Trade Brains

JANUARY 28, 2023

Before we take a look at Dolly Khanna Portfolio let’s have a view into who she is. Her stock portfolio is managed by her husband Rajiv Khanna , who is a graduate of IIT Chennai in chemical engineering. From the mid-1990s, Dolly Khanna and her husband Rajiv Khanna started investing in the Indian stock market. Cr KCP Ltd.

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The Irrelevant Investor

AUGUST 6, 2023

Today’s Talk Your Book is brought to you by AKRE Capital Management: We had John Neff, Partner and Portfolio Manager of AKRE Capital Management on to discuss their best-ideas Focus Fund. The post Talk Your Book: Compounding with Concentrated Portfolios appeared first on The Irrelevant Investor.

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