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. MRL exported tires to a number of nations, including the United States, the Middle East, Pakistan, and Afghanistan. Market Cap (Cr) 47,415 EPS (Rs) 38.09

Portfolio Analysis 116

Portfolio Analysis Portfolio Healthcare Banking 116

Random Roger's Retirement Planning

OCTOBER 15, 2022

It is worth repeating that having some number in mind for portfolio size for when you retire based on some realistic work involving how much you make and how much you spend certainly makes sense but that number is no longer relevant once you retire. There are couple of different ways to go with this.

Numbers 57

Numbers Retirement Retirement Planning Portfolio 57

Random Roger's Retirement Planning

APRIL 10, 2024

There is of course the unpleasant reality that some number of people buying in will die right after the cutoff to sell getting nothing or almost nothing out of it and surrendering their investment. If you have a combined $40,000 benefit, that's like having another $1 million in your portfolio. The relevance ties into asset allocation.

Portfolio 69

Portfolio Asset Allocation Retirement Taxes 69

Truemind Capital

JANUARY 24, 2024

In order to crush inflationary expectations, the US Fed had to engineer recession by increasing the interest rates to 20%, an unimaginable number at the beginning of the 1970s decade when interest rates were close to 4-6%. Having 15-20% of your portfolio exposure in Gold is highly recommended.

Portfolio 52

Portfolio Valuation Engineering Economics 52

Random Roger's Retirement Planning

AUGUST 17, 2023

The title tells you the author's conclusion, Why Your Portfolio Should Hold Way More Than 30 Stocks. This article obviously favors more stocks but an interesting thing not said was at what number would it make sense to just flip from individual holdings to mutual funds and ETFs. Not too many I'd say. I've been lucky.

Numbers 60

Numbers Portfolio Math Portfolio Management 60

Abnormal Returns

APRIL 10, 2024

washingtonpost.com) Personal finance It's simple to put together low cost, highly diversified portfolios. etf.com) We spend money for any number of reasons including 'To honor earlier generations.' (humbledollar.com) Don't take tax advice from TikTok. That doesn't mean they are easy to hold.

Estate Planning 203

Estate Planning Retirement Planning Retirement Taxes 203

Random Roger's Retirement Planning

NOVEMBER 26, 2022

Here's CWB compared to a couple of other funds we've looked at recently as possible game over funds and Vanguard Balanced Income Fund (VBAIX) which is a proxy for a 60/40 portfolio. In terms of numbers comparing CWB, PUTW and VAMO; Same stats for the S&P 500 and VBAIX. CWB appears to have more equity beta than either PUTW and VAMO.

Portfolio 66

Portfolio Numbers Clients Management 66

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.

Retirement 98

Retirement Portfolio Investing Investments 98

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.

Portfolio 52

Portfolio Insurance Communication Portfolio Analysis 52

David Nelson

JANUARY 3, 2023

Investors need to do their own due diligence and perform a full ORM review of their portfolio and its ability to navigate the many challenges we face at the start of a new year. The number of job openings could come in below 10 million but would still be elevated in comparison to pre-pandemic levels. S&P 500 2 Years.

Risk Management 98

Risk Management Portfolio Management Valuation 98

Abnormal Returns

FEBRUARY 21, 2024

morningstar.com) People work in retirement for any number of reasons. whitecoatinvestor.com) Personal finance Stock picking is not the same thing portfolio managment. wsj.com) An increasing number of retirees feel 'trapped' in their Medicare Advantage plans. Rowe Price about non-financial considerations in retirement.

Retirement 226

Retirement Retirement Planning Portfolio Management Financial Advisor 226

The Big Picture

DECEMBER 8, 2023

That is a significant number to recall whenever people posit we either are in, or just were in, or are about to tumble into a recession. but most months, the specific number is more or less a rounding error. It was that 157.087 million people are employed full-time in the United States.1 This is not a popular opinion.

Numbers 260

Numbers Retirement Economy Accounting 260

WiserAdvisor

SEPTEMBER 8, 2022

Investing your money involves a number of strategies and instruments. 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 fact, it can be good for your portfolio.

Risk Management 52

Risk Management Portfolio Management Asset Allocation 52

Nerd's Eye View

MARCH 22, 2024

Also in industry news this week: A recent survey suggests that advisors who best understand their prospects' and clients' unique needs and communicate their value and fees clearly could be best positioned to win and retain clients Why a dearth of advisor talent could spur additional M&A activity and 'poaching', and what firms can do to attract (..)

Financial Planner 224

Financial Planner Communication Electronics Retirement 224

Abnormal Returns

NOVEMBER 7, 2023

simplify.us) How to make risk parity portfolio perform better. caia.org) How the number of funds a manger handles affects performance. (papers.ssrn.com) Anomalies don't tell us much about aggregate market returns. papers.ssrn.com) How equity market neutral investing works. papers.ssrn.com)

Retail 229

Retail Media Numbers Portfolio 229

Nerd's Eye View

FEBRUARY 23, 2024

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that while both the total number of RIAs and advisor headcount have seen significant gains in recent years, client assets remain concentrated among the largest firms, according to data from Cerulli Associates, with the 7% of RIAs (..)

Financial Planner 204

Financial Planner Certification CFP Financial Advice 204

Abnormal Returns

MARCH 20, 2024

Strategy Ten things to know about building a diversified portfolio. morningstar.com) Real assets can be a portfolio drag during periods of quiescent inflation. amycastor.com) Companies It's hard to wrap your head around the numbers with Nvidia's ($NVDA) new chips. spyglass.org) This is Apple's ($AAPL) brand promise.

Financial Advising 188

Financial Advising Startup Valuation Economy 188

Good Financial Cents

FEBRUARY 16, 2023

Most people have an investment portfolio that consists of stocks, bonds and maybe real estate. In this article, we will specifically look at diversifying your portfolio through investments in artwork. Now that you have a better understanding of artwork investing as a whole, let’s discuss adding art to your investment portfolio.

Portfolio 83

Portfolio Investing Investments Assets 83

Nerd's Eye View

NOVEMBER 28, 2022

Combined with growing advisor (and consumer) interest in comprehensive financial planning services, the number of ways advisors can add value for their clients has expanded greatly.

Fee Only 209

Fee Only Portfolio Clients Advertising 209

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.

Portfolio 86

Portfolio Manufacturing Investing Investments 86

Advisor Perspectives

JANUARY 30, 2024

This naïve formulation, DoubleLine Portfolio Manager Ken Shinoda argues, overlooks the interplay of home prices and mortgage costs with housing supply and demand dynamics. Conventional thinking holds that higher interest rates mean lower home prices – or the corollary, lower rates mean higher prices.

Numbers 40

Numbers Portfolio Management Marketing Marketing 40

Advisor Perspectives

NOVEMBER 6, 2023

Advisors face a number of challenges in current markets, given risks and stock and bond correlations. They must grapple with how to invest smartly as well as keeping their clients invested in the traditional 60/40 portfolio.

Portfolio 52

Portfolio Numbers Clients Investing 52

Nerd's Eye View

DECEMBER 8, 2023

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that a new study from research firm Cerulli has found that investors' willingness to pay for financial advice has risen over the last 15 years, with more investors reporting using a financial advisor (and a decreasing share considering (..)

Financial Planner 193

Financial Planner Numbers Clients Wealth Management 193

Nerd's Eye View

JANUARY 29, 2024

One possible way to do this is to use the time savings of technology to serve a higher number of clients. However, another approach advisors can take is to use their technology to do more – and better – work for the same number of clients while earning higher fees for the higher-value services they provide.

Clients 207

Clients Planning Numbers Financial Advisor 207

Nerd's Eye View

MARCH 4, 2024

This month's edition kicks off with the news that advisor lead generation platform Datalign Advisory reached nearly $15B in referred client assets (and almost $3B in actually-converted assets) in just its 2nd year of business, as advisor demand for paid leads continues to rise (especially with Datalign's flat-fee one-advisor-per-lead model)… (..)

Startup 194

Startup Wealth Management Clients Portfolio 194

Nerd's Eye View

NOVEMBER 10, 2023

The report also flagged that profit margins for RIAs remained relatively steady over the past several years (despite strong market performance over the period), with the trend of firms offering increasingly comprehensive service while also discounting fees cited as a potential cause.

Financial Planner 162

Financial Planner Commission Numbers Portfolio 162

Random Roger's Retirement Planning

AUGUST 5, 2022

In the last few blog posts we've looked at portfolios that seek to replace bonds with alts in such a way to reduce portfolio volatility the way bonds used to. In a couple of instances we've created portfolios that outperformed Vanguard Balanced Index (VBAIX) a proxy for a 60/40 portfolio and did so with a lower standard deviation.

Portfolio 50

Portfolio Numbers Marketing Marketing 50

Nerd's Eye View

APRIL 5, 2024

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that customer arbitration claims related to the SEC's Regulation Best Interest (Reg BI) nearly doubled between 2022 and 2023, suggesting that greater awareness among investors of the increased standards for broker-dealers and their (..)

Financial Planner 240

Financial Planner Fee Only Clients Investing 240

The Big Picture

APRIL 8, 2023

He tells his classes “ What makes for a good valuation is you’re either a disciplined storyteller or an imaginative number cruncher.” ” Damodaran wants the verbal half of the class to use the numbers intelligently, while the more mathematically inclined need to put those numbers into a narrative that is understandable.

Valuation 297

Valuation Insurance Numbers Portfolio Management 297

Abnormal Returns

NOVEMBER 15, 2023

ofdollarsanddata.com) Contrary to Dave Ramsey's advice you shouldn't withdraw 8% of your portfolio a year. rationalwalk.com) Another example of how we are bad with numbers. (choosefi.com) Withdrawal rates The higher the withdrawal rate, the great the sequence-of-returns risk. morningstar.com) On the dangers of taking on student debt.

Retirement 260

Retirement Numbers Portfolio 260

The Big Picture

MARCH 13, 2024

To help us unpack all of this and what it means for your portfolio, let’s bring in Jim Bianco, Chief Strategist at Bianco Research, and His firm has been providing objective and unconventional research and commentary to portfolio managers since 1990, and it is top rated amongst institutional traders. It’s a state program.

Numbers 280

Numbers Insurance Economy Marketing 280

Abnormal Returns

DECEMBER 11, 2023

nytimes.com) Zeke Faux's "Number Go Up" isn't really a book about crypto. ft.com) Triple-levered anything can wreck your portfolio. (wsj.com) Crypto Coinbase ($COIN) is the 'last man standing' in the crypto space. marginalrevolution.com) Finance The mostly highly-rated sell-side analysts work hard.

Media 234

Media Financial Advising Retail Economy 234

Abnormal Returns

DECEMBER 28, 2022

awealthofcommonsense.com) Three ways to simplify your portfolio in 2023. thisisthetop.substack.com) 'What's-my-number-itis' talk can be addictive. Personal finance Nobody knows what is going to happen in the stock market next year. flowfp.com) The more you know about money, the less you need to think about it.

Taxes 215

Taxes Numbers Portfolio Marketing 215

Abnormal Returns

MAY 8, 2023

sciencedaily.com) How tax-adjusting a portfolio works in practice. thinkadvisor.com) A number of tax provisions will sunset in 2026 including the lifetime exclusion amount. thinkadvisor.com) A number of tax provisions will sunset in 2026 including the lifetime exclusion amount. investmentnews.com)

Wealth Management 225

Wealth Management Estate Planning Taxes Valuation 225

Fortune Financial

AUGUST 16, 2021

One topic I have not touched on in a while is portfolio construction, so I wanted to dedicate this post to the reasons why a sector-neutral portfolio makes sense, and to give investors some ideas for creating their own. The first step is to decide how many positions you want to hold in the portfolio.

Portfolio 52

Portfolio Communication Numbers Financial Advisor 52

Advisor Perspectives

JULY 15, 2023

Investors have more investment options than ever before, thanks to the number and variety of exchange-traded funds available to everyone. Think of an investment strategy, and it’s probably available in an ETF.

Portfolio 52

Portfolio Numbers Investing Investments 52

Advisor Perspectives

FEBRUARY 1, 2024

Income investors have an overwhelming number of investment options today. The menu ranges from traditional fixed income to equity investments like REITs to innovative covered call ETFs to more exotic vehicles.

Portfolio 52

Portfolio Numbers Investing Investments 52