Wealth Management

MARCH 7, 2023

Realty Income agreed to buy a portfolio of more than 400 convenience stores across the U.S. in a sale-leaseback transaction, reports Commercial Property Executive. Real Insights forecasts some challenges for commercial real estate investors in 2023. These are among today’s must reads from around the commercial real estate industry.

Sales 279

Sales Portfolio 279

Wealth Management

AUGUST 1, 2022

Sales of individual assets were up in the first half of the year, according to MSCI Real Assets. But portfolio transactions are becoming less common.

Assets 259

Assets Investing Investments Sales 259

Abnormal Returns

NOVEMBER 29, 2024

wsj.com) Black Friday sales are now more annoying than ever. abnormalreturns.com) Personal finance links: a boring portfolio. (ft.com) BlackRock ($BLK) reportedly has a deal to buy HPS Investment Partners, a private credit manager. ft.com) Retail How Target ($TGT) lost its shine. abnormalreturns.com) You can now follow us on Bluesky.

Media 157

Media Retail Economy Economics 157

Abnormal Returns

APRIL 22, 2025

priceactionlab.com) How portfolio diversification has worked in 2025. wired.com) Secondary sales are now a part of every VC's playbook. sherwood.news) Real estate Burned lots are up for sale in Pacific Palisades. (sherwood.news) Why the move in gold matters. morningstar.com) Bonds Treasury bonds have never been risk free.

Startup 157

Startup Sales Media Economy 157

Abnormal Returns

AUGUST 20, 2024

Insiders Corporate insiders are playing games with how they are reporting their stock sales. mrzepczynski.blogspot.com) Why not build portfolios with semi-volatility in mind? bloomberg.com) How corporate insiders get away with insider trading while following the rules. papers.ssrn.com) Options trading involves a lot of slippage.

Sales 271

Sales Portfolio Investments Investing 271

Nerd's Eye View

NOVEMBER 28, 2022

From advisors who earn commissions from the sales of financial products to fee-only investment advisors who charge based on client assets under management, the value advisors provide to their clients has often been centered on investment management.

Fee Only 246

Fee Only Portfolio Clients Planning 246

Abnormal Returns

DECEMBER 6, 2022

(papers.ssrn.com) Research A lot of anomalies disappear once you account for the costs of short sales. papers.ssrn.com) How bad weather affects portfolio manager activity. papers.ssrn.com) Why single-factor strategies are tough to maintain. mrzepczynski.blogspot.com) How to measure, and use, 'tail betas.'

Startup 246

Startup Portfolio Management Retirement Accounting 246

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. crore on sales of Rs 922.97

Portfolio 109

Portfolio Electronics Manufacturing Engineering 109

The Big Picture

APRIL 17, 2025

All costs impact your returns, but high or excessive fees have an enormous impact as they compound or, more accurately, lessen your portfolios compounding over time. Every sale was a source of regret, as stocks kept going up, up, up. The Latin phrase Res ipsa loquitur comes to mind: The thing speaks for itself.

Investing 267

Investing Investments Accounting Startup 267

Darrow Wealth Management

JANUARY 13, 2025

How to buy a house while selling yours Using home equity from your current house or the one you’re buying 401(k) loan Cash-out refinance to pull equity from your current property Get a gift from family Make a smaller down payment Sale-leaseback contingency on your old home Securities-backed line of credit to tap your investments 1.

Taxes 105

Taxes Sales Portfolio Accounting 105

Random Roger's Retirement Planning

DECEMBER 23, 2024

Today, Meb Tweeted out a reference to the Atlas Lifted report from Robeco which references a similar idea, the Global Market Portfolio which is allocated as follows. I built out the following to replicate the Robeco allocation, GAA by Meb and then a portfolio consistent with yesterday's post about setting without completely forgetting.

Sales 52

Sales Asset Allocation Portfolio Assets 52

Abnormal Returns

DECEMBER 23, 2024

(thinkadvisor.com) Advisers Why model portfolio performance is often disappointing. riaintel.com) Annuity sales are booming. roberthuebscher.substack.com) The CFP Board is thinking about boosting continuing education requirements. financial-planning.com) How to reduce bias in your hiring process.

Financial Advising 144

Financial Advising CFP Compliance Retirement 144

Abnormal Returns

JANUARY 20, 2023

wsj.com) Don't let your portfolio be driven by strategist forecasts. ft.com) Economy Existing home sales plunged in December. 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.

Investing 246

Investing Investments Startup Financial Advising 246

Trade Brains

SEPTEMBER 17, 2023

Today, Goldman employs 9000+ Indians and serves leading corporate and institutional clients through corporate finance advisory, equity sales and trading, and fixed-income securities businesses, as well as providing macro-economic and investment research. The post Top Indian Stocks Held By Goldman Sachs – Portfolio Analysis!

Portfolio Analysis 130

Portfolio Analysis Portfolio Manufacturing Insurance 130

Abnormal Returns

AUGUST 7, 2024

Home sales happen. crr.bc.edu) Personal finance Want to wreck your portfolio? (ritholtz.com) Dan Haylett talks true wealth with author Ken Honda. youtube.com) Housing What you need to know when downsizing. wsj.com) Life happens. People need to move. axios.com) Insurance What you need to know about auto insurance coverage. Add leverage.

Insurance Coverage 271

Insurance Coverage Retirement Insurance Sales 271

The Big Picture

MAY 21, 2025

They are among the top-tier retailers and the fastest to reach a billion dollars in annual sales. They achieved the highest sales per square foot in 2012 among all retailers. The Apple Store was clearly one of those game-changers: By 2020, Apple had opened over 500 stores in 25 countries. billion per month.

Retail 207

Retail Media Electronics Investments 207

Calculated Risk

MARCH 11, 2025

trillion) Agency MBS portfolio with an estimate weighted average life of 8 - 9 years to just slowly roll off adds even more to this private-sector maturity transformation. And by letting its still sizable ($2.2

Assets 165

Assets Portfolio Accounting Marketing 165

Trade Brains

SEPTEMBER 22, 2023

The Company’s primary sources of income include the sales of seeds, agrochemicals, and other products. Fungicides, herbicides, insecticides, plant growth regulators, rodenticides, and speciality crop chemicals are all included in the company’s crop protection portfolio. sells its products to the agriculture sector.

Portfolio Analysis 116

Portfolio Analysis Portfolio Healthcare Banking 116

Nerd's Eye View

AUGUST 8, 2023

In this episode, we talk in-depth about how Lori built her in-depth investment knowledge while working with large institutions and endowments at wirehouse firms like Shearson Lehman Brothers and Citigroup Smith Barney, how Lori approaches portfolio management with an approach of "don't fix what isn't broken" and assumes most large portfolios she manages (..)

Investing 246

Investing Investments Compensation Planning Financial Advisor 246

Abnormal Returns

FEBRUARY 12, 2024

kindnessfp.com) DPL Financial Partners saw a big boost in annuity sales in 2023. kitces.com) How direct indexing can be used in bond portfolios. (investmentnews.com) Lifetime income Americans need more help managing retirement income. thinkadvisor.com) Five steps to create a paycheck in retirement. thinkadvisor.com)

Wealth Management 257

Wealth Management Retirement Communication Financial Planning 257

Trade Brains

JUNE 12, 2025

Foreign Portfolio Investor (FPI), WTCNAM Common Trust Funds Trust Emerging Markets Opportunities Portfolio, purchased a total of around 3.48 As per the latest bulk deal, Foreign Portfolio Investor (FPI), India Capital Fund Limited, offloaded around 8.57 Shankara Building Products Limited With a market cap of Rs. 971 on Friday.

Portfolio 94

Portfolio Investment Advisor Retail Investments 94

Abnormal Returns

FEBRUARY 27, 2023

Podcasts Christine Benz and Jeff Ptak talk with Derek Tharp about retirement-spending strategies, sequence risk, and portfolio construction. investmentnews.com) Are wash-sale rules out of date? morningstar.com) Daniel Crosby talks with Rachel J. Robasciotti is the Founder and CEO of Adasina Social Capital. thinkadvisor.com)

Wealth Management 246

Wealth Management Clients Media Retirement 246

The Big Picture

DECEMBER 11, 2023

I tracked the annual retail sales forecast as a twofold exercise: Avoid forecasts, as they are mostly wrong, and tend to lose investors’ money. That would mean retail gangs steal nearly 25% of total sales in San Francisco and Oakland combined, which amounted to around $15.5 Rachel Michelin, president of the California Retailers Assn.,

Retail 353

Retail Accounting Sales Numbers 353

Abnormal Returns

APRIL 20, 2023

60/40 portfolio What is the motivation of people telling you the 60/40 portfolio doesn't work? thebasispoint.com) There are two real estate agents for every home sale. cnbc.com) Cullen Roche, "We don’t know how risky the 60% slice of stocks is in the coming years. bloomberg.com) If mortgage rates fall, housing demand will surge.

Financial Advising 246

Financial Advising Startup Media Portfolio 246

Abnormal Returns

MARCH 3, 2023

ft.com) Strategy When does it make sense to take on duration in your bond portfolio? home-sale price declined 0.6% (wsj.com) Softbank is planning to IPO chip maker Arm Holdings in New York. cnbc.com) Short-dated options are distorting market data. awealthofcommonsense.com) Index funds have two major advantages. shareholder letter.

Financial Advising 243

Financial Advising Retail Media Sales 243

Abnormal Returns

SEPTEMBER 26, 2023

morningstar.com) Achieving these three portfolio goals simultaneously is tough. calculatedriskblog.com) The bifurcation between new and existing home sales continues. (integratinginvestor.com) Will music royalties turn out to be a worthy investment? wired.com) Asset allocation How various asset classes performed during a recession.

Asset Allocation 274

Asset Allocation Financial Advising Assets Media 274

Trade Brains

SEPTEMBER 28, 2023

Landmark Cars offers after-sales service, pre-sales consultant, roadside assistance, insurance, and easy financing options. The post Top Indian Stocks Held By Societe Generale – Portfolio Analysis appeared first on Trade Brains.

Portfolio Analysis 115

Portfolio Analysis Portfolio Banking Engineering 115

Abnormal Returns

MAY 8, 2023

riabiz.com) First Republic First Republic saw a wave of adviser departures prior to the sale to JP Morgan Chase ($JPM). sciencedaily.com) How tax-adjusting a portfolio works in practice. (standarddeviationspod.com) Frazer Rice talks with Brent Nelson about his experience with the Wealth and Law podcast.

Wealth Management 246

Wealth Management Estate Planning Taxes Valuation 246

Trade Brains

SEPTEMBER 26, 2023

Top Indian Stocks Held By Morgan Stanley #4 -Aarti Pharmalabs Aarti Pharmalabs Limited primarily engages in the manufacture and sale of active pharmaceutical ingredients (APIs) and pharmaceutical intermediates in India and internationally. The post Top Indian Stocks Held By Morgan Stanley – Portfolio Analysis!

Portfolio Analysis 111

Portfolio Analysis Portfolio Pharmaceutical Manufacturing 111

Nerd's Eye View

DECEMBER 2, 2024

This month's edition kicks off with the news that the retail brokerage platform Robinhood is acquiring RIA custodian TradePMR, which appears to be less about Robinhood wanting to compete with the likes of Schwab and Fidelity in the custodial space and more about keeping the assets of its wealthier customers "on-platform" by giving them referrals to (..)

Clients 130

Clients Portfolio Management Numbers Financial Advisor 130

Darrow Wealth Management

OCTOBER 28, 2024

Deciding how to allocate and invest the proceeds after the sale of your company is a big decision that requires careful planning. As you weigh what to do with money from the sale of a business, consider these key points. If you’re expecting a large cash windfall from a business sale, here’s how to consider what to do next.

Sales 105

Sales Taxes Estate Planning Planning 105

Abnormal Returns

JUNE 18, 2023

humbledollar.com) Can you make your portfolio too simple? newsletter.abnormalreturns.com) Mixed media The music industry is being upended by huge catalogue sales. (rationalwalk.com) On the danger of getting addicted to 'dry powder.' fortunesandfrictions.com) Just about everything works against good investor behavior. insidehook.com)

Financial Advising 246

Financial Advising Media Government Economy 246

Abnormal Returns

AUGUST 3, 2023

etf.com) Portfolio managers won't outperform if they get it wrong about the biggest seven stocks. epsilontheory.com) Economy Heavy truck sales are at a record high in the U.S. (advisorperspectives.com) Managed futures are struggling to keep up YTD. capitalallocators.com) Strategy Market regimes change, whether you like it or not.

Financial Advising 244

Financial Advising Economy Portfolio Management Media 244

Darrow Wealth Management

MARCH 13, 2025

A diversified portfolio is the cornerstone of a risk-adjusted investment strategy. Outright Sales: Selling stock through market or limit orders. Diversifying Around It: Balancing the portfolio by investing in assets that offset the concentrated position’s risk. On a weighted average, your portfolio would be 42% technology.

Management 83

Management Taxes Estate Planning Asset Allocation 83

The Chicago Financial Planner

FEBRUARY 2, 2024

Fee-only advisors receive no compensation from the sale of investment or insurance products. Likewise if the advisor’s typical client has a minimum of $1 million to invest and your portfolio is more modest, this advisor might not be a good fit for you. What can you do for me?

Financial Advisor 249

Financial Advisor Financial Planner Fee Only Clients 249

The Big Picture

JUNE 19, 2023

Washington Post ) • Are You Making These 5 Common Portfolio Mistakes? Problem spots in real-world portfolios—and how to fix them. Problem spots in real-world portfolios—and how to fix them. But where you live makes a huge difference, according to an analysis of home value data from Black Knight.

Portfolio 264

Portfolio Economics Sales Marketing 264

The Big Picture

DECEMBER 11, 2023

My back-to-work morning train WFH reads: • The Cybertruck Must Be Huge—or It Will Dig Tesla’s Grave : If Musk fulfils just 15 percent of Cybertruck preorders, it would equal the annual US truck sales of Toyota. Bloomberg ) • What Is the Future of the 60/40 Portfolio? If the polarizing EV flops, Tesla could be in big trouble.

Taxes 246

Taxes Portfolio Financial Advisor Sales 246