Trade Brains

JANUARY 24, 2024

The Q3FY24 results displayed a positive outlook for the company with a 34% YoY increase in Total Revenue and 43% YoY in their assets under management (AUM). As of 2023, the industry boasts a staggering AUM (assets under management) of over Rs 39.4 of the Assets Under Management (AUM) originate from clients above Rs 50 Crores.

Wealth Management 59

Wealth Management Clients Distribution Assets 59

Investing Caffeine

JANUARY 3, 2023

The stock market receives most of the media glory and reporting, however the bond market is the Rodney Dangerfield of asset classes, it “gets no respect.” The bad news is last year turned out to be the 4th worst year in the stock market since World War II (1945) and also marked the worst year since 2008. 2022: -19.4%.

Economy 59

Economy Transportation CFP Investing 59

The Big Picture

AUGUST 15, 2023

So if you start with the S&P 500 or in this case stocks and bonds, you only have two asset classes, right. So the proper benchmark for those pools has to look a little bit like the underlying assets they’re investing in. If you look at the types of assets that Yale invests in, you can create a benchmark for each pool.

Management 130

Management Investing Investments Government 130

Trade Brains

MARCH 16, 2023

Financial Highlights If we look at the financials of Udayshivakumar Infra Limited we find out that their assets have grown from Rs.158.26 The company has been subject to search and seizure from the Income Tax authorities in the past. Keep reading to find out! crore in March 2020 to Rs. crore in March 2022. crores in March 2020 to Rs.

Government 52

Government Clients Engineering Management 52

Random Roger's Retirement Planning

DECEMBER 11, 2024

The way portable used to primarily be implemented was to leverage up with correlated assets and it ended up going very badly in 2008 when equities dropped 40%. The first from when I worked at Fisher Investments in 2002. If they had levered up to buy MicroStrategy (MSTR), they'd be pretty happy up 118% because MSTR is up 550% this year.

Portfolio 52

Portfolio Management Math Taxes 52

Random Roger's Retirement Planning

SEPTEMBER 18, 2024

Even before that, a story I've told many times, when I was at Fisher Investments in 2002 there were a couple of guys who talked about getting a return equal to the S&P 500 by shorting Nikkei Futures with just 2% of the portfolio and 98% in cash. I don't view BLNDX as any kind of equity proxy.

Portfolio 52

Portfolio Management Clients Investing 52

Brown Advisory

JUNE 16, 2022

Long duration assets are losing favour given higher rates act like gravity on the price of securities whose intrinsic value is based on cash flows generated further into the future. Another hidden impact comes as maintaining the current asset base becomes more expensive when the replacement cost of maintenance capex rises with inflation.

Investing 52

Investing Investments Accounting Valuation 52

Brown Advisory

MAY 10, 2018

In this article, our head of asset allocation discusses how we are managing trade risk, while still embracing global growth opportunities in our portfolios. As a result, our portfolios currently seek exposure to asset classes and holdings with less dependency on foreign trade. Tariffs: Bark or Bite?

Economy 52

Economy Portfolio Clients Sales 52

Brown Advisory

MAY 10, 2018

In this article, our head of asset allocation discusses how we are managing trade risk, while still embracing global growth opportunities in our portfolios. As a result, our portfolios currently seek exposure to asset classes and holdings with less dependency on foreign trade. Tariffs: Bark or Bite? Thu, 05/10/2018 - 11:18.

Economy 52

Economy Portfolio Clients Sales 52

Trade Brains

NOVEMBER 28, 2022

Avenue Supermarts, the holding company of the supermarket chain DMart was launched in 2002 in Powai, Mumbai. Additionally, the business boasts a high fixed-asset turnover ratio and a high inventory turnover ratio of 3.1 232 Promoter Holding 75.0% Price to Book Value 18.1 Debt to Equity 0.05 respectively making it a volume-led business.

Pharmaceutical 52

Pharmaceutical Healthcare Retail Food 52

The Big Picture

OCTOBER 19, 2022

He is the managing director of Vanguard’s Financial Advisor Services Division, where he began back in 2002. That group provides investment services, education and research to more than a thousand financial advisory firms, representing more than $3 trillion in assets. They’ll do tax planning, right? RAMPULLA: Yeah.

Financial Advisor 287

Financial Advisor Clients Taxes Investing 287

The Big Picture

MARCH 27, 2023

She is an author and former hedge fund trader, specializing in distressed assets. MIELLE: Well, I mean, it was a fairly new asset class. I think, you know, it’s not until probably Farallon came into existence, that it became a real asset class in itself, that stressed and distressed was a category that was thought as investable.

Assets 286

Assets Investing Investments Management 286

The Big Picture

JANUARY 21, 2025

And suddenly you could buy index funds that cover all of the major asset classes. I did it in 2000, 2002. So we are talking about things in what I consider personal finance, home ownership, social security, tax management, estate planning and so on. So what do you discuss with your wife and kids about taxes?

Investing 148

Investing Investments Management Retirement 148

Brown Advisory

SEPTEMBER 12, 2016

Proposed Tax Law Changes Prompt Estate Planning Review achen Mon, 09/12/2016 - 06:00 A plan to maximize a family’s financial legacy usually saves the most tax by leveraging the longterm compounding of investments outside of the taxable estate. These entities provide centralized control and management of a pool of family assets.

Estate Planning 52

Estate Planning Taxes Planning Clients 52

Brown Advisory

SEPTEMBER 12, 2016

Proposed Tax Law Changes Prompt Estate Planning Review. A plan to maximize a family’s financial legacy usually saves the most tax by leveraging the longterm compounding of investments outside of the taxable estate. We undertook productive planning in 2012 when it appeared that gift and estate tax exemptions were about to shrink.

Estate Planning 52

Estate Planning Taxes Planning Clients 52

The Big Picture

AUGUST 29, 2022

And so, I was doing that in 2000, 2002, 2003, 2004. And honestly, I — I just really was like a one-man army for a little while, but then the asset started come in. Ninetry-seven, 98 percent of Vanguard’s assets came after Jack Bogle stepped down as CEO. RITHOLTZ: … successful indexing, not attracting assets.

Assets 174

Assets Management Marketing Marketing 174

The Big Picture

NOVEMBER 8, 2022

No, I — the first thing I spoke at was a Goldman Sachs Asset Management conference, strange enough in a place called Carefree, Arizona. Jeremy called and said, “Would you like to join the asset allocation team?” So he wanted a sort of non-quanty view input into the asset allocation process. CHANCELLOR: Filled with quants.

Banking 148

Banking Valuation Economy Investing 148

The Big Picture

OCTOBER 15, 2024

And so, so, so what happened was, you remember like in late 2002, you had like five, 6% interest rates and, and, and it rates started to fall. And you know, originally my friends and I, we were wondering why California was taxing us so much and where they were spending the money. And so people started refinancing their homes.

Government 148

Government Electronics Engineering Management 148

The Big Picture

APRIL 11, 2023

RITHOLTZ: So that’s really interesting because what I wrote down was tax efficiency is one of the drivers. DAMODARAN: If I can throw this out to my class, and the first thing they come up with is it more tax-efficient to do buybacks than dividends? DAMODARAN: Capital gains then were taxed with 28 percent. DAMODARAN: Right.

Valuation 299

Valuation Education Numbers Government 299

Random Roger's Retirement Planning

JANUARY 1, 2025

Keeping the same 25% in risk assets but going with ProShares Ultra S&P 500 (SSO) equates to 50% in equities plus then 75% in T-bills or The Vanguard Total Bond Fund (VBTLX). They are not intended to constitute legal, tax, securities or investment advice or a recommended course of action in any given situation.

Retirement 52

Retirement Portfolio Clients Assets 52

Random Roger's Retirement Planning

APRIL 18, 2025

Leveraging equity beta with more stock exposure was a mistake to learn from, leveraging into uncorrelated assets makes more sense, it should be safer. First, it was up in 2000, 2001 and 2002 while the S&P 500 was in the process of cutting half. It was only down 8% in 2008 when the S&P 500 was down almost 40%.

Management 52

Management Portfolio Math Retail 52

The Big Picture

MAY 21, 2024

I graduated Columbia 2002, and I’m the only person I know who stayed in the same job for the last 23 00:08:35 [Speaker Changed] Years. The one, the one he said this morning is this guy who’s 20 something and he says, so I figured out how I never have to pay taxes again. It’s all tax free.

Numbers 148

Numbers Management Banking Marketing 148