The Big Picture

NOVEMBER 27, 2024

Investors should consider this when they create a portfolio. I think about this when I see the torrent of forecasts this time of year: Price targets for the S&P, inflation forecasts, and most LOL of all, NRF Black Friday retail predictions. And, we never know when that Boulder, which disrupts everything, will come along.

Economy 200

Economy Retail Portfolio Assets 200

Abnormal Returns

NOVEMBER 2, 2022

on.ft.com) Vanguard is looking for ways to give retail investors more say over proxy voting. (ramp.beehiiv.com) Elon is moving fast and breaking stuff at Twitter. danieldrezner.substack.com) Fund management The shift from mutual funds to ETFs has accelerated in 2022. thinkadvisor.com) How stable value funds work.

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Portfolio Financial Advising Medical Retail 245

Abnormal Returns

MARCH 17, 2025

propublica.org) Economy Retail sales are decelerating. apolloacademy.com) Earlier on Abnormal Returns Adviser links: durable portfolios. (scottsumner.substack.com) What do we lose if the world turns against the U.S.? paulkrugman.substack.com) The U.S. has halted efforts to clean up Agent Orange in Vietnam.

Media 190

Media Economy Retail Management 190

Wealth Management

JUNE 26, 2024

is expanding further into private-markets investing, striking a new partnership to include the assets alongside traditional ETFs and mutual funds in model portfolios pitched to wealthy US retail clients. (Bloomberg) -- BlackRock Inc. The firm will w

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Assets Clients Marketing Marketing 252

Wealth Management

SEPTEMBER 6, 2022

Asset managers and technology firms are luring retail advisors into alts with easier access and promises of diversification and enhanced returns. Here's what advisors themselves think about broadening their client portfolios.

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Retail Portfolio Assets Clients 264

Abnormal Returns

AUGUST 13, 2024

blogs.cfainstitute.org) How VCs drive media coverage of their portfolio companies. ofdollarsanddata.com) Retail trading frenzies can have real world impacts. Venture capital There is nothing normal about the distribution of angel investment returns. papers.ssrn.com) Research How long can stocks underperform inflation?

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Distribution Retail Media Portfolio 261

Random Roger's Retirement Planning

MARCH 15, 2025

You're 81 and been taking income from your portfolio for 15 years, what matters to you more, that you can continue to take what you need from your portfolio or that four year run in your mid-50's when you beat (or lagged) the market? If you're 81 and can no longer meet your income need from your portfolio, that is what matters.

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Portfolio Medical Marketing Marketing 59

Abnormal Returns

NOVEMBER 29, 2024

ft.com) Retail How Target ($TGT) lost its shine. abnormalreturns.com) Personal finance links: a boring portfolio. (newsletter.rationalwalk.com) What happens to Microstrategy ($MSTR) if Bitcoin were classified as a security? ft.com) BlackRock ($BLK) reportedly has a deal to buy HPS Investment Partners, a private credit manager.

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Media Retail Economy Economics 157

Abnormal Returns

MARCH 5, 2024

Crypto A little Bitcoin goes a long way in a portfolio perspective. quantpedia.com) How to use factors to build a crypto portfolio. sparklinecapital.com) Options How retail traders use options. papers.ssrn.com) A video on the Black-Scholes options pricing model.

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Retail Portfolio Investments Investing 271

Abnormal Returns

JUNE 11, 2024

thinkadvisor.com) What really is the goal of portfolio diversification? institutionalinvestor.com) Retail Why retailers are pushing loyalty prorams. Diversification We are in a 'bear market for diversification.' rogersplanning.blogspot.com) Books Insights from "The Price of Time: The Real Story of Interest" by Edward Chancellor.

Financial Advising 261

Financial Advising Retail Healthcare Economy 261

Wealth Management

NOVEMBER 23, 2022

The average retail portfolio is down about 35% this year.

Retail 130

Retail Portfolio 130

Abnormal Returns

DECEMBER 12, 2023

(investmentecosystem.com) The dispersion in private equity portfolio returns is not unexpected. alphaarchitect.com) Why portfolio managers shift styles. alphaarchitect.com) The results are not great for retail option trading returns. mailchi.mp) Factors You have to squint really hard to find a small-cap effect.

Portfolio Management 260

Portfolio Management Retail Assets Portfolio 260

Validea

NOVEMBER 25, 2024

Watch on YouTube Listen on Apple Podcasts Listen on Spotify The post What the Rise of Passive Investing Means for Your Portfolio | Special Guest: Dave Nadig appeared first on Validea's Guru Investor Blog.

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Portfolio Investing Investments Retail 52

Random Roger's Retirement Planning

FEBRUARY 11, 2025

Morningstar did a quick writeup on model portfolios. The article wasn't too insightful but there was an example of a model portfolio and then an example of how to customize that same model. All I tried to do was simplify the portfolio, not do anything to improve it. Should a model portfolio have any sort of differentiation?

Portfolio 52

Portfolio Retail Taxes Clients 52

Abnormal Returns

NOVEMBER 7, 2023

Retail Does social media use increase stock market participation? simplify.us) How to make risk parity portfolio perform better. papers.ssrn.com) Why do individual investors converge on the same stocks? papers.ssrn.com) Companies What is organizational capital and how does it affect returns? papers.ssrn.com)

Retail 260

Retail Media Numbers Portfolio 260

Abnormal Returns

JULY 23, 2024

blockworks.co) What happens when you at Ethererum to a 60/40 portfolio. theblock.co) The Grayscale Ethereum Mini Trust ($ETH) is designed for the retail crowd. (theblock.co) The players in the spot Ethereum space look familiar. morningstar.com) Not surprisingly spot Ethereum ETFs are trading like crazy.

Financial Advising 274

Financial Advising Retail Media Economy 274

Abnormal Returns

JULY 30, 2023

And when cash is yielding a high real return I think you can argue that cash is the ultimate portfolio insurance." disciplinefunds.com) How Schwab ($SCHW) plans to profit from integrating TD Ameritrade retail customers. riabiz.com)

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Insurance Retail Portfolio Investments 246

Trade Brains

NOVEMBER 6, 2024

These companies manage profitable real estate portfolios across various sectors. Nexus Select Trust Currently trading at ₹142.25, Nexus Select Trust stands out in the retail sector. Portfolio Diversification: Through REITs, investors gain exposure to various property types. What are REITs? Top REITs for Small Investors 1.

Investing 98

Investing Investments Distribution Portfolio 98

Abnormal Returns

MAY 9, 2023

Strategy The 60/40 portfolio is flawed, but you need an alternative. news.crunchbase.com) Retailing Suburban retail locations are seeing a bump from hybrid work schedules. morningstar.com) Investors don't need to make snap judgments. behaviouralinvestment.com) Finance Inside Vanguard's bond indexing money machine.

Financial Advising 246

Financial Advising Retail Economy Media 246

Abnormal Returns

DECEMBER 11, 2023

ft.com) Triple-levered anything can wreck your portfolio. ft.com) Financial media The financial media lapped up stories of "organized retail crime." (marginalrevolution.com) Finance The mostly highly-rated sell-side analysts work hard. semafor.com) CNBC has given its onscreen ticker a makeover.

Media 271

Media Financial Advising Retail Economy 271

Trade Brains

NOVEMBER 23, 2023

Best RK Damani Portfolio Stocks: Investing in the stock market can be a daunting task, given the sheer number of stocks available to choose from. To simplify things, many investors follow the portfolio of successful investors such as RK Damani, who has amassed a fortune through stock investments. Who is RK Damani? Stock P/E 106.27

Portfolio Analysis 99

Portfolio Analysis Portfolio Sales Accounting 99

Abnormal Returns

JANUARY 20, 2023

wsj.com) Don't let your portfolio be driven by strategist forecasts. bonddad.blogspot.com) Why falling retail sales aren't all bad. Markets What a 'breakaway momentum thrust' means for investors. ritholtz.com) India's stock market held up well in 2022. variety.com) Ad-supported streaming tiers have been slow to take off.

Investing 246

Investing Investments Startup Financial Advising 246

Abnormal Returns

MARCH 3, 2023

Markets Retail investors can't quit Tesla ($TSLA) stock. ft.com) Strategy When does it make sense to take on duration in your bond portfolio? wsj.com) Softbank is planning to IPO chip maker Arm Holdings in New York. cnbc.com) Short-dated options are distorting market data.

Financial Advising 243

Financial Advising Retail Media Sales 243

Wealth Management

APRIL 15, 2025

Blackstone, Vanguard and Wellington Management announced a partnership to build multiasset portfolios with public and private assets. Charles Schwab announced that Schwab Alternative Investments Select, for retail clients with more than $5 million in household assets.

Investing 165

Investing Investments Financial Advisor Retail 165

Abnormal Returns

AUGUST 22, 2023

morningstar.com) Retail investors love trading Nvidia ($NVDA) options. abnormalreturns.com) Adviser links: reducing portfolio volatility. (thediff.co) Why there's never a shortage of pundits willing to make a big market call. wsj.com) Finance A look at recent Blackstone ($BX) fund performance.

Financial Advising 246

Financial Advising Valuation Retail Media 246

The Big Picture

DECEMBER 11, 2024

And on today’s edition of at the money, we’re going to discuss how Wall Street has been using personal health to gain a competitive advantage to help us understand all of this and its implications for your portfolio. How does that show up in our portfolios? Not only does that show up in our portfolios.

Food 147

Food Portfolio Management Marketing 147

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

Portfolio Analysis 116

Portfolio Analysis Portfolio Healthcare Banking 116

Abnormal Returns

AUGUST 1, 2023

ofdollarsanddata.com) What you leave out of your portfolio can be as important as what you put in. ft.com) Retail Suburban malls are now selling for pennies on the dollar. (herbgreenberg.substack.com) Strategy 90 notable investment quotes including “In bear markets, stocks return to their rightful owners.”

Financial Advising 246

Financial Advising Retail Media Economy 246

Nerd's Eye View

OCTOBER 5, 2022

Both retail-focused robo-advisors and advisor-focused TAMPs have begun to offer automated tax-loss harvesting, which – by systematically checking for losses to harvest, typically on a daily basis – purports to increase investors’ after-tax returns by 1% or more.

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Taxes Tax Planning Portfolio Management Advertising 246

Trade Brains

SEPTEMBER 17, 2023

The company employs 4000+ personnel across 8 states and is also the 1st Listed multi-brand, multi-location Indian Auto Retailer In FY23, the company’s revenue grew 14% YoY, from Rs. The post Top Indian Stocks Held By Goldman Sachs – Portfolio Analysis! Ashok Leyland partnership caters to the market for commercial vehicles.

Portfolio Analysis 130

Portfolio Analysis Portfolio Manufacturing Insurance 130

The Big Picture

NOVEMBER 26, 2024

And find the entire musical playlist of At the Money on Spotify Responsible Crypto Investing Matt Hougan How should retail investors responsibly think about crypto? I’m Barry Ritholtz, and on today’s edition of At the Money , we’re going to discuss how retail investors can responsibly invest in crypto.

Investing 147

Investing Investments Assets Retail 147

The Big Picture

DECEMBER 4, 2024

But suddenly they find themselves sitting on an uncomfortably large percentage of their portfolio in a single name. To help us unpack all of this and what it means for your portfolio Let’s bring in Meb Faber He’s the founder and chief investment officer of Cambria. Perhaps they have some founder stock from a startup.

Taxes 130

Taxes Portfolio Accounting Management 130

Abnormal Returns

DECEMBER 17, 2023

marginalrevolution.com) There's a good chance you need to rebalance your portfolio. artofmanliness.com) 75 facts from 2023 including '17% of the world’s gold is held by Indian retail consumers.' Top clicks this week What's behind the resurgence in crypto prices? mastersinvest.com) Why do people still try to forecast a year ahead?

Retail 176

Retail Portfolio Marketing Marketing 176

Abnormal Returns

JULY 23, 2023

And when cash is yielding a high real return I think you can argue that cash is the ultimate portfolio insurance." ft.com) How Schwab ($SCHW) plans to profit from integrating TD Ameritrade retail customers. disciplinefunds.com) An excerpt from William Bernstein's new book "The Four Pillars of Investing."

Financial Advising 246

Financial Advising Insurance Economy Retail 246

Random Roger's Retirement Planning

MARCH 26, 2024

Let's continue the conversation about all-weather generically and then the Cockroach Portfolio. First a comparison of the Permanent Portfolio Mutual Fund (PRPFX) versus a 60/40 portfolio comprised of two Vanguard mutual funds. Putting 20% in VIXM pretty much doomed that version of the portfolio.

Portfolio 93

Portfolio Management Banking Financial Planning 93

Trade Brains

SEPTEMBER 28, 2023

The company employs 4000+ personnel across 8 states and is also the 1st Listed multi-brand, multi-location Indian Auto Retailer In FY23, the company’s revenue grew 14% YoY, from Rs. The post Top Indian Stocks Held By Societe Generale – Portfolio Analysis appeared first on Trade Brains. EPS (TTM) 20.97 Stock P/E (TTM) 38.20

Portfolio Analysis 115

Portfolio Analysis Portfolio Banking Engineering 115

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. It has 4000+ channel partners and 1,50,000+ Retailers. The post Top Indian Stocks Held By Vanguard Group – Portfolio Analysis appeared first on Trade Brains.

Portfolio Analysis 105

Portfolio Analysis Portfolio Manufacturing Distribution 105