Abnormal Returns

OCTOBER 25, 2023

Strategy A big regime shift has happened in the economy and financial markets. ritholtz.com) Rapid company growth comes with its own risks. onveston.substack.com) Not all share buybacks are created equal. investmenttalk.co) Finance Poor recent performance has put the IPO market back on ice.

Portfolio 253

Portfolio Financial Advising Economy Media 253

Nerd's Eye View

JULY 3, 2024

As a result, advicers have more options than ever to add value for their clients by tailoring investment portfolios that are specific to their unique needs, goals, and risk tolerance. As a result, this macroeconomic and market uncertainty has ostensibly driven a preference for overweighting higher-quality companies in investment portfolios.

Portfolio 166

Portfolio Clients Risk Tolerance Economics 166

Wealth Management

MAY 6, 2024

iCapital Multi-Asset Portfolio will give financial advisors access to funds focusing on private equity, private credit and real asset strategies.

Portfolio 112

Portfolio Financial Advisor Assets 112

The Big Picture

APRIL 4, 2024

Investors should be considering capturing some of that yield in their portfolios. We’re going to discuss how these changes are likely to affect your portfolios and what you should do about it. My stock portfolio is recovering. In this new interest rate regime, TINA is no more. amongst institutional traders.

Portfolio 162

Portfolio Management Assets Economy 162

Wealth Management

JUNE 5, 2024

BlackRock, Fidelity Investments, Franklin Templeton and State Street will collaborate with the technology provider more than ever before to personalize creation of investment portfolios.

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Portfolio Assets Management Investing 118

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.

Portfolio Management 110

Portfolio Management Portfolio Management Clients 110

Random Roger's Retirement Planning

JUNE 14, 2024

With so much allocated to T-bills, it makes sense that the standard deviations of the barbell portfolios is so much lower. The better takeaway is more along the lines of how risk is managed, maybe allocating a little to asymmetry to maybe dial down the volatility elsewhere in the portfolio or using alternatives to manage volatility and risk.

Portfolio Management 98

Portfolio Management Portfolio Management Taxes 98

Wealth Management

DECEMBER 5, 2023

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

Portfolio 115

Portfolio 115

Wealth Management

DECEMBER 21, 2023

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

Portfolio 109

Portfolio Clients Education Economics 109

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%

Portfolio 109

Portfolio Electronics Manufacturing Engineering 109

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.

Portfolio 125

Portfolio Media Asset Allocation Assets 125

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.

Portfolio 199

Portfolio Clients Financial Planning Communication 199

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.

Portfolio 72

Portfolio Budgeting Assets Investing 72

Truemind Capital

JUNE 21, 2024

Lessons to learn to get better value from your wealth manager We onboarded a client with a portfolio of around INR 50 Crores, earlier managed by a big & reputed wealth management company. The portfolio was constructed for retirement purposes with 12 years of investment horizon. What’s wrong with this portfolio?

Wealth Management 69

Wealth Management Management Portfolio Commission 69

Wealth Management

APRIL 30, 2024

Advisors Asset Management's Cliff Corso shares his thoughts on creating an investment portfolio to withstand sticky inflation and uncertain monetary policies.

Portfolio 108

Portfolio Investing Investments Assets 108

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]

Retirement 98

Retirement Portfolio Investing Investments 98

Random Roger's Retirement Planning

JULY 4, 2024

Yesterday, we talked about Ray Dalio's investing utopia of blending together 15-20 uncorrelated return streams in pursuit of a beefed up version of his more commonly known All-Weather portfolio. All of the funds look to offer an enhancement on a balanced portfolio or otherwise be a core portfolio holding. for 60/40.

Portfolio 52

Portfolio Retirement Taxes Investing 52

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.

Accounting 116

Accounting Portfolio Clients 116

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.

Portfolio 75

Portfolio Asset Allocation Math Management 75

Wealth Management

AUGUST 31, 2023

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

Portfolio 99

Portfolio 99

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.

Portfolio 97

Portfolio Economy Financial Guidance Financial Planning 97

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.

Portfolio 115

Portfolio Clients 115

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.

Portfolio 104

Portfolio Assets Management 104

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.

Portfolio Analysis 105

Portfolio Analysis Portfolio Manufacturing Distribution 105

Advisor Perspectives

MAY 2, 2024

One of the main advantages of constructing a portfolio of individual bonds is that it can be customized to meet the precise needs, wants, and objectives of the investor

Portfolio 52

Portfolio 52

Wealth Management

MAY 15, 2024

Often the most accessible investment choices deliver the best returns, according to portfolio managers.

Portfolio 115

Portfolio Management Portfolio Management Investing 115

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’.

Portfolio 97

Portfolio Engineering Manufacturing Sales 97

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.

Portfolio 89

Portfolio Asset Allocation Assets Marketing 89

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?

Portfolio 81

Portfolio Management Taxes Investing 81

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%

Portfolio 74

Portfolio Accounting Retirement Marketing 74

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.

Portfolio 105

Portfolio Risk Tolerance Valuation Investing 105

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.

Portfolio 52

Portfolio Asset Allocation Financial Advisor Assets 52

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.

Portfolio 84

Portfolio Marketing Marketing Investing 84

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.

Portfolio 83

Portfolio Food Engineering Investing 83

Wealth Management

APRIL 7, 2024

Custom indexing helps advisors optimize client portfolios.

Portfolio 90

Portfolio Clients 90

The Irrelevant Investor

APRIL 28, 2024

The post Talk Your Book: Hedging Your Portfolio with Options appeared first on The Irrelevant Investor. 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.

Portfolio 73

Portfolio Investing Investments Marketing 73

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.

Portfolio 106

Portfolio Assets Investing Investments 106