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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Wealth Management

DECEMBER 5, 2023

Commonwealth's PPS Select Compass is intended to provide advisors with more control and flexibility in portfolio construction.

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Portfolio 117

Wealth Management

DECEMBER 21, 2023

Education about gold investments is key to ensuring clients have a well-balanced portfolio that can withstand economic fluctuations.

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Portfolio Clients Education Economics 113

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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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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Wealth Management

APRIL 7, 2024

Custom indexing helps advisors optimize client portfolios.

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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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Portfolio Clients Financial Planning Communication 201

Integrity Financial Planning

OCTOBER 9, 2023

An investment portfolio focused on income generation has unique qualities, goals, and risks. [1] Instead of focusing on developing a portfolio specifically around cash returns, a total return portfolio is optimized for generating growth by considering all forms of wealth generation, namely, equity growth. [1]

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Wealth Management

SEPTEMBER 21, 2023

That gives the firm’s RIA custody clients free access to performance reporting, fee billing, portfolio rebalancing, a client portal and portfolio accounting software.

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Accounting Portfolio Clients 117

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

Wealth Management

NOVEMBER 28, 2023

Envestnet's Brooks Friederich is leading the firm's model-portfolio division with 2,000 customized products from some 150 asset managers.

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Portfolio Assets Management 108

Wealth Management

AUGUST 31, 2023

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

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Portfolio 106

Validea

JANUARY 25, 2024

In our latest episode of Show Us Your Portfolio, we are joined by Fairlead Strategies founder Katie Stockton. We discuss how Katie thinks about managing her personal portfolio and the investing process.

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Portfolio Asset Allocation Financial Advisor Assets 52

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 72

Trade Brains

NOVEMBER 11, 2023

Its domestic broadcast portfolio includes over 48 channels. The Company’s 41-channel international broadcast portfolio is available in over 170 countries. The post Top Indian Stocks Held By Vanguard Group – Portfolio Analysis appeared first on Trade Brains. ZEE5 is its over-the-top (OTT) platform.

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Portfolio Analysis Portfolio Manufacturing Distribution 105

Validea

FEBRUARY 29, 2024

In this episode of Show Us Your Portfolio, we speak with Unlimited Funds founder Bob Elliott. We discuss the unique multi strategy approach he uses to manage his personal portfolio. Audio Platforms Watch on YouTube The post Show Us Your Portfolio: Bob Elliott 🔍 appeared first on Validea's Guru Investor Blog.

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Portfolio Management Investing Investments 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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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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Portfolio Marketing Marketing 120

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 Sales 97

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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Random Roger's Retirement Planning

FEBRUARY 17, 2024

From the AQR site , QSPIX "aims to deliver attractive risk adjusted returns with low correlation to traditional stock/bond portfolios by investing in a broad and diversified range of alternative risk premia." So a core holding, I think that conceptually it could be risk parity meets the Permanent Portfolio?

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A Wealth of Common Sense

NOVEMBER 26, 2023

Sure, plenty of investors consider their risk profile and time horizon when building a portfolio. One would balance a range of expectations for the various asset classes and match those possibilities with their goals and objectives. But we live in an irrational world — one in which experienc.

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Portfolio Asset Allocation Assets Marketing 85

Wealth Management

FEBRUARY 14, 2024

Model portfolios continue to grow more popular among financial advisors.

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Portfolio Financial Advisor 109

Wealth Management

JANUARY 8, 2024

Modern Portfolio Theory is out of date thanks to mainstream access to alternative investments.

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Portfolio Investing Investments 110

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

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Portfolio Food Engineering Investing 83

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. The post Top Indian Stocks Held By JP Morgan – Portfolio Analysis! Particulars Amount Particulars Amount CMP (Rs) 634.9 Market Cap (Cr) 47,415 EPS (Rs) 38.09

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Portfolio Analysis Portfolio Healthcare Banking 116

Validea

JANUARY 18, 2024

In this episode, we speak with DBi founder Andrew Beer about his approach to managing his personal portfolio. We discuss how Andrew looks at his portfolio in the context of his life goals, his views on stocks and bonds, how he incorporates managed futures into his portfolio, his views on homeownership and charitable giving and a lot more.

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Portfolio Management Financial Planner Education 52

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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Portfolio Clients Marketing Marketing 109

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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Portfolio Investing Investments Marketing 81

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.

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Portfolio Clients Management 98

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 Insurance 130

Validea

OCTOBER 6, 2023

In this episode we speak with Chesapeake Capital founder Jerry Parker about how he manages his personal portfolio. We discuss Jerry’s trend following based approach and how he uses it to construct a portfolio that balances risk and return.

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Portfolio Management 52

Alpha Architect

JANUARY 19, 2024

Antonello Cirulli and Patrick Walker, authors of the December 2023 study “Outperforming Equal Weighting,” examined whether equally weighted portfolios could be enhanced by avoiding negative exposure to some of the most prominent factor anomalies documented in asset pricing literature.

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Portfolio Assets Investing Investments 93

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. Best Anil Kumar Goel Portfolio Stocks #5 – Uttam Sugar Mills Ltd.

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Portfolio Investing Investments Manufacturing 59

Wealth Management

JANUARY 23, 2024

Balanced portfolio construction will likely prove fruitful in 2024.

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Portfolio 112

Random Roger's Retirement Planning

DECEMBER 26, 2023

Where I talk about portfolios that are simplicity hedged with a little complexity, while the simplicity is usually cheap, hopefully the complexity, although probably expensive in nominal terms, is also cheap versus the benefit delivered to the portfolio. Having almost half the portfolio in funds that cost 1.5-2%

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