Wealth Management

AUGUST 31, 2023

Building a portfolio involves tradeoffs and intelligently evaluating them will yield a better result than using rigid cutoffs.

Portfolio 109

Portfolio 109

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. Meaning Diversification of an investment portfolio refers to investing money into different asset classes like shares, bonds, mutual funds, etc.

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Portfolio Investing Investments Assets 69

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. 1,630,031 67.4

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Portfolio Analysis Portfolio Manufacturing Investing 130

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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Portfolio Engineering Manufacturing Investing 97

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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Portfolio Clients Financial Planning Investing 179

Random Roger's Retirement Planning

AUGUST 3, 2023

Portfolio 1 is 70% allocated to a low vol equity proxy and 30% to an alternative strategy that is intended to look like a horizontal line that tilts upward. Portfolio 2 is 100% Vanguard Balanced Index Fund (VBAIX) which is a proxy for a 60/40 portfolio and Portfolio 3 is the SPDR S&P 500 (SPY).

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Portfolio Taxes Assets Investing 56

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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Portfolio Analysis Portfolio Banking Pharmaceutical 109

Validea

SEPTEMBER 7, 2023

But this time, instead of talking about the macroeconomy as we have in his previous appearances, we discuss how he manages his personal portfolio. We also discuss whether his macro views influence his portfolio, how he looks at international diversification, his views on leaving money to children and a lot more.

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Portfolio Valuation Assets Retirement 52

Wealth Management

MAY 30, 2023

Clients rarely have well-defined ideas about what they want their portfolios to look like. That’s why they seek out advisors in the first place.

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Portfolio Clients 119

Validea

SEPTEMBER 14, 2023

In this episode of Show Us Your Portfolio, we speak with Damped Spring Advisors founder Andy Constan. We discuss how he combines a risk parity approach with alpha seeking strategies to maximize long-term returns and minimize risk.

Portfolio 52

Portfolio Assets Retirement Compliance 52

Investment Writing

SEPTEMBER 5, 2023

Commentary about portfolio performance is part of every investment manager’s communications. It can consist of a single line giving portfolio returns. In this article, I review portfolio performance reports’ common components. In this article, I review portfolio performance reports’ common components.

Portfolio 52

Portfolio Investing Investments Clients 52

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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Portfolio Portfolio Management Investing Investments 80

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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Portfolio Marketing Marketing Investing 79

SEI

SEPTEMBER 28, 2023

A portfolio check-up—and possible corrective action—is VITAL Yields may be back, but risks remain.

Portfolio 52

Portfolio 52

Advisor Perspectives

SEPTEMBER 17, 2023

I am going to start a two-part series describing what is in my personal portfolio and why. Today, I am going to do something that I've never done. Let me start by offering two caveats: This letter is in the “do as I say and not as I do” category.

Portfolio 52

Portfolio 52

Advisor Perspectives

SEPTEMBER 14, 2023

For the savvy private wealth investor, portfolio diversity is key to success. Investing in infrastructure is one option that can help you both optimize your portfolio and make a positive and meaningful impact on your local community.

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Portfolio Investing Investments 59

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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Portfolio Assets Taxes Investing 49

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.

Portfolio Analysis 69

Portfolio Analysis Portfolio Banking Financial Market 69

Discipline Funds

APRIL 19, 2023

This piece was inspired by this fantastic Josh Brown rant on CNBC about how the 60/40 stock/bond portfolio isn’t dead. The 60/40 stock/bond portfolio is the gold standard of portfolios. Give it a watch. I don’t love a standalone bond aggregate as a 40% bond slice.

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Portfolio Assets Math Marketing 105

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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Portfolio Sales Marketing Marketing 116

Abnormal Returns

AUGUST 21, 2023

Podcasts Jason Wenk and Dasarte Yarnway talk with Michael Kitces about advisor tech and practice management. altruist.com) Brendan Frazier talks with Libby Greime about creating systems and processes to scale the human-to-human connection. wiredplanning.com) Michael Kitces talks with Jim Ludwick about turning prospects into clients.

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Portfolio Estate Planning Retirement Banking 130

International College of Financial Planning

AUGUST 31, 2023

This is where diversifying your investment portfolio comes into play. Diversifying your investment portfolio is a vital strategy for managing risk, optimizing returns, and achieving your financial goals. Let’s explore the benefits of diversifying your investment portfolio and how it can help you achieve your financial goals.

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Portfolio Investing Investments Certified Financial Planner 52

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. A few of the recent investments of Dolly Khanna portfolio are in Zuari Industries Ltd, and National Oxygen.

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Portfolio Investing Investments Food 83

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.

Portfolio 52

Portfolio Investing Investments Financial Services 52

Dear Mr. Market

AUGUST 5, 2022

Not only are we sharing the importance of dividends in this article, but it’s also the official roll-out of the Top 10 Dividend Growth Portfolio strategy managed by My Portfolio Guide, LLC. The Top 10 Dividend Growth Portfolio strategy is a concentrated portfolio.

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Portfolio Valuation Investing Investments 105

Clever Girl Finance

MARCH 14, 2023

Portfolio income is the money you make from an investment account, and there are several ways to earn it. We’ll also go over the benefits of growing the income for your portfolio and how to deal with taxes from investments! What is portfolio income? Portfolio income is income earned from investment accounts.

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Portfolio Risk Tolerance Taxes Assets 85

Nerd's Eye View

JANUARY 18, 2023

And in the midst of a rough market for publicly traded debt, high-net-worth individuals (and their advisors) who might be seeking alternatives for the fixed-income portions of their portfolio may be curious about what private debt might have to offer.

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Assets Portfolio Clients Asset Allocation 171

Wealth Management

OCTOBER 11, 2022

Model portfolios are an increasingly popular way for advisors to reduce the time needed to manage individual client portfolios. This way, advisors can spend more time growing their overall practice while providing existing clients with the benefits of a professionally-managed portfolio.

Portfolio 98

Portfolio Clients Management 98

Validea

AUGUST 10, 2023

In this episode, we speak with Optimal Momentum founder and author of “Dual Momentum Investing: An Innovative Strategy for Higher Returns with Lower Risk” Gary Antonacci about the process he uses to construct his personal portfolio.

Portfolio 52

Portfolio Retirement Investing Investments 52

Wealth Management

APRIL 28, 2023

While much capital stalled earlier this year, those with liquidity and friendly relationships with their lenders can strike while the iron is hot and acquire value-add assets for their single-family portfolios.

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Portfolio Assets 116

Advisor Perspectives

AUGUST 24, 2023

In the current landscape, where bonds and stocks are experiencing positive correlation, it becomes even more important (if not critical) to incorporate additional diversification strategies to help mitigate portfolio risk and preserve portfolio balance.

Portfolio 52

Portfolio 52

Advisor Perspectives

SEPTEMBER 23, 2023

Last week we began exploring the details of my personal portfolio. This week we will finish and then move back to our discussion of various cycles.

Portfolio 64

Portfolio 64

Validea

JULY 27, 2023

In this episode we speak with ReSolve Asset Management CIO Adam Butler about how he manages his personal portfolio. We discuss how Adam builds a portfolio of uncorrelated return streams to optimize both return and risk.

Portfolio 52

Portfolio Assets Management 52

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

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Portfolio Investing Investments CFP 111

Validea

JULY 27, 2023

In this episode we speak with ReSolve Asset Management CIO Adam Butler about how he manages his personal portfolio. We discuss how Adam builds a portfolio of uncorrelated return streams to optimize both return and risk.

Portfolio 52

Portfolio Assets Management 52

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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Portfolio Wealth Advisor Investment Advisor Assets 64

A Wealth of Common Sense

AUGUST 7, 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.

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Portfolio Portfolio Management Investing Investments 67