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

Advisor Perspectives

DECEMBER 2, 2023

Collateralized loan obligations, or CLOs, may be a way for advisors to enhance retail clients’ portfolios. They provide investors with access to a diverse pool of senior secured loans. While they have been primarily used by institutional clients to date, CLOs could enhance risk-adjusted returns for individual clients.

Retail 52

Retail Clients Portfolio 52

Trade Brains

SEPTEMBER 26, 2023

Extra-high voltage (EHV), medium voltage (MV), and low voltage (LV) power cables for both institutional and retail/housing segments are produced by its 5 manufacturing facilities. The post Top Indian Stocks Held By Morgan Stanley – Portfolio Analysis! appeared first on Trade Brains.

Portfolio Analysis 111

Portfolio Analysis Portfolio Pharmaceutical Manufacturing 111

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 Richer Geek

JUNE 14, 2023

APMEX is one of the largest retailers of physical gold, silver, platinum and palladium, and has sold over $15 billion in product over its 20+ year history. In this episode, we’re discussing… [1:29] Investing in gold and silver [4:05] Why is diversification important for your portfolio? [6:09] Today we have Patrick Yip.

Portfolio 52

Portfolio Retail Investment Advisor Investing 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 212

Retail Media Numbers Portfolio 212

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 182

Retail Portfolio Marketing Marketing 182

Fortune Financial

APRIL 22, 2023

Even Advance, generally accepted as the weakest of the large chains grew earnings per share at an above-market rate: Despite the low growth environment for auto parts retail, it is critical to point out that there is a somewhat unique tailwind to this category which is that the industry is generally cycle-agnostic.

Retail 52

Retail Sales Financial Advisor Economics 52

Random Roger's Retirement Planning

MAY 15, 2023

I have no idea what SYK will do going forward, I don't own the stock personally or for clients, but if you are allocating to some sort of healthcare theme in your portfolio then chances are being right or wrong won't prove out in just a few months. Put differently, that sort of attribute would add volatility to the portfolio.

Portfolio 62

Portfolio Healthcare Wealth Advisor Investment Advisor 62

Trade Brains

OCTOBER 4, 2023

Punjab & Sind Bank provides banking operations through four segments: Treasury Operations, Retail, Banking, Corporate Banking and other Banking Operations. The company operates through four segments: Treasury Operations, Retail, Banking, Corporate Banking and other Banking Operations.

Portfolio Analysis 78

Portfolio Analysis Portfolio Banking Insurance 78

Advisor Perspectives

OCTOBER 30, 2023

The accessibility concept was nothing new for Calamos – it created one of the first retail liquid alternatives funds three decades ago – and for private credit, it engaged a partner, Aksia, that has been managing private credit for institutions almost as long.

Portfolio 59

Portfolio Retail Clients Investing 59

Advisor Perspectives

DECEMBER 9, 2022

Investment portfolios belonging to retail traders suffered a $350 billion blow this year as big bets on risky stocks and former high-fliers like Tesla Inc. backfired for the mom-and-pop set.

Retail 52

Retail Portfolio Investing Investments 52

Trade Brains

OCTOBER 4, 2023

The textiles industry, which sells fabrics, clothing, and fabric retail, contributes to revenue. The post Top Stocks Held by Quant Small-Cap Fund – Portfolio Analysis appeared first on Trade Brains. It produces denim, cotton shirting, knits, bottom-weight (Khakis) fabrics, as well as jeans and shirts.

Portfolio Analysis 105

Portfolio Analysis Portfolio Electronics Engineering 105

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)

Insurance 210

Insurance Retail Portfolio Investing 210

Wealth Management

DECEMBER 19, 2022

Advisors and analysts look back on their best and worst calls, with ideas on ways retail investors should position themselves heading for the new year.

Portfolio 107

Portfolio Retail Investing Investments 107

Abnormal Returns

MAY 9, 2023

Portfolio building Should we build portfolios with investor regret in mind? (pm-research.com) pm-research.com) Why you portfolio needs more stocks to be diversified than commonly thought. mailchi.mp) Trading Another sign that portfolio manager trading, on average, is a negative.

Portfolio Management 130

Portfolio Management Retail Portfolio Management 130

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

Trade Brains

OCTOBER 9, 2023

Shareholdings and portfolio as of June 30, 2023, for the GOVERNMENT OF SINGAPORE. The residential, commercial, retail, property management, and hospitality sectors are all included in The Prestige Group’s property portfolio. The government of Singapore owns 49 stocks with a net worth of more than Rs.

Portfolio Analysis 59

Portfolio Analysis Government Portfolio Healthcare 59

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 217

Media Financial Advising Economy Retail 217

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 211

Financial Advising Retail Economy Media 211

Trade Brains

JULY 21, 2023

Best Ashish Kacholia Portfolio Stocks : The stock market, a place of uncertainty where fortunes can be won or lost in an instant. Market participants try to gain insights from the portfolio of these ace investors portfolios and try to mirror them in the hopes of gaining massive returns. of his portfolio.

Portfolio 52

Portfolio Pharmaceutical Manufacturing Media 52

The Reformed Broker

SEPTEMBER 6, 2022

Worst Year Ever – The 60/40 portfolio is on pace for its worst year since 1936. ?Retail Retail Traders – “Retail Tradi. On this week’s episode, Josh and Michael discuss the biggest topics in investing and finance, including: ?Sources

Retail 130

Retail Portfolio Investing Investments 130

Wealth Management

NOVEMBER 23, 2022

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

Retail 52

Retail Portfolio 52

The Big Picture

FEBRUARY 2, 2024

He manages the focused quality fund and its new Quality ETF, and is the portfolio manager for quality strategies. Hancock is also portfolio manager for GMO’s Quality Strategies, including the Quality Fund MF ( GQETX ); that fund manages >8$ billion dollars and over the past 20 years, has returned 13.6%

Portfolio Management 154

Portfolio Management Engineering Distribution Retail 154

Abnormal Returns

JUNE 27, 2023

mrzepczynski.blogspot.com) Diversifiers Preferred stock funds are not great portfolio diversifiers. capitalallocators.com) Among retail investor price-tracking alerts generate more trades and worse performance. (wealthmanagement.com) Why anomalies are weakening over time. alphaarchitect.com) Who actually takes advantage of factors?

Valuation 130

Valuation Retail Retirement Portfolio 130

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 203

Financial Advising Valuation Retail Media 203

Abnormal Returns

AUGUST 30, 2022

alphaarchitect.com) Why ESG ratings are no way to run a portfolio. alphaarchitect.com) Retail stock execution costs vary across brokers. ESG Historically good companies to work for have been good investments. advisorperspectives.com) How financial markets respond to climate risks. capitalspectator.com) How you define 'value' matters.

Retail 130

Retail Financial Market Portfolio Management 130

Abnormal Returns

OCTOBER 16, 2022

alphaarchitect.com) The all-weather portfolio has not fared well in 2022. awealthofcommonsense.com) More signs that retail investors are abandoning crypto. Top clicks this week How millionaires invest. blog.validea.com) Jason Zweig, "Try to watch a tree growing, and you see nothing; yet it is growing all the same.

Retail 162

Retail Economy Portfolio Investing 162

The Big Picture

DECEMBER 23, 2023

His Monthly Chart Portfolio of Global Markets and Market Analysis Commentary are both widely read among professional traders. He also explains how advisors and brokers at Merrill use his work, and how he has learned about sentiment and retail investors from Merrill’s vast sales force.

Retail 193

Retail Financial Market Banking Sales 193

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 204

Investing Investments Startup Advertising 204

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 181

Financial Advising Retail Media Portfolio 181

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 202

Financial Advising Retail Media Economy 202

The Big Picture

JANUARY 26, 2024

He is the portfolio manager for the Quality Fund ( GQETX ). He oversees an exchange-traded fund US Quality Equity ETF ( QLTY ) — the first retail product from GMO since its launch in 1977.

Wealth Management 164

Wealth Management Portfolio Management Media Retail 164

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 216

Financial Advising Insurance Economy Retail 216

Advisor Perspectives

FEBRUARY 29, 2024

After a decade in the wilderness, value investing roared back to life in 2022, led by long-forsaken sectors such as energy, industrials and even certain retailers. Many portfolios had either intentionally or unintentionally migrated heavily towards “growth at any price” exposures and were caught wrong-footed that year.

Investing 52

Investing Investments Retail Portfolio 52

The Big Picture

NOVEMBER 1, 2023

Retailers say theft is exploding, and some data from retailers along with numerous videos of violent store robberies and looting seem to support the claim. He manages a diversified portfolio of late-stage growth equity in technology, consumer, health care, and financial services sectors. trillion in client assets.

Retail 130

Retail Economy Engineering Financial Services 130

Trade Brains

OCTOBER 17, 2023

On Door Concepts IPO – Industry Overview India, the world’s fifth-largest retail destination, is an attractive market for international retailers due to its large middle class and untapped retail potential. The Government of India has implemented several initiatives to boost the retail sector.

Retail 104

Retail Food Taxes Portfolio 104