Random Roger's Retirement Planning

FEBRUARY 28, 2025

Based on Cambria's other multi-asset funds, ENDW will probably have fixed income duration but that's a space I will continue to avoid. There were places to make money during that run, most notably foreign stocks and equal weight S&P 500, that ETF came out in 2003 and had very good years until 2008. The results.

Portfolio 52

Portfolio Asset Allocation Taxes Assets 52

Trade Brains

JANUARY 20, 2023

The firm was worth $1billion in 2003. The foundation of the metro plans was laid in the year 2003. By then almost a decade of manipulation of the financial statements had led to the hugely overstated assets and underreported liabilities. Its profits and assets were overstated. Its financials too were perfect.

Banking 131

Banking Accounting Ethics Sales 131

The Big Picture

APRIL 4, 2024

The Fed was worried that the psyche of investors was to stay away from Riskier assets like home prices or equities. And they kept it there all the way to 2004, and the joke was in 2003 and 2004 was an emergency rate when there was no clear emergency. And by keeping that money cheap, they encouraged speculative movements in markets.

Portfolio 162

Portfolio Management Assets Banking 162

Walkner Condon Financial Advisors

FEBRUARY 6, 2024

As these tables can take a while to be published or readily available, let’s for now break the past twenty years of available market data into two 10-year periods: 2003-2012 and 2013-2022. In the more recent decade not including 2023 (2003-2012), U.S. Large Cap was the next asset class under these foreign blue chips.

Assets 59

Assets Investments Investing Marketing 59

Trade Brains

JUNE 14, 2024

Yes bank received banking licence from RBI in 2003. After hearing this, the RBI started an asset quality review on Yes bank books and they found that yes bank’s loan books include Anil Ambani’s Reliance, the Essel Group (Zee), IL&FS, Jet Airways, Cox & Kings and Vodafone which were all under stress.

Banking 105

Banking Retail Accounting Assets 105

Validea

FEBRUARY 10, 2023

Quick Links Warren Buffett Portfolio High Momentum Stocks Low Volatility / Conservative Stocks The dollar has long been a solid support for the GPIF’s returns, but with half of the fund’s portfolio in foreign assets, their value was dragged down by the falling dollar.

Government 59

Government Portfolio Assets Banking 59

Brown Advisory

JANUARY 20, 2023

When clients have assets in multiple countries, this task can become more complicated—not just in terms of long-term thinking, but also in ensuring they are compliant with all those countries’ tax codes. taxpayer must file an FBAR in any year that they have assets in financial accounts outside the U.S.

Accounting 100

Accounting Compliance Taxes Banking 100

Trade Brains

APRIL 12, 2023

RVNL) was formed in 2003 under the National Rail Vikas Yojna to expand the rail infrastructure capacity and mobilize more budgetary resources for SPV projects. The asset quality ratios demonstrated an improving trend with GNPA at 3.46% and NNPA at 1.73% respectively. .) ₹15,500 EPS ₹6.9 Stock P/E 10.7 RoCE 16.8% Promoter Holding 78.2%

Banking 97

Banking Retail Communication Assets 97

The Big Picture

DECEMBER 6, 2022

And before that, Morgan Stanley, doing technology and operations planning for the wealth and asset management group. What percentage of the assets are in ETFs relative to mutual funds? So fast forward to where we are today, we have over $40 billion in assets under management. BERRUGA: You know, great question. BERRUGA: Exactly.

Clients 162

Clients Investments Investing Management 162

Trade Brains

MAY 16, 2024

They strengthened the balance sheet by restructuring the debt through Asset Reconstruction Companies. JBIL got listed in stock exchanges in December 2003. It was the promoters who took the right steps to bounce back and correct the things that went wrong. Even they pledged their shares to arrange for funds from private parties.

Manufacturing 105

Manufacturing Planning Transportation Economics 105

Trade Brains

FEBRUARY 9, 2024

Its roots trace back to two separate journeys: Vodafone India, a global telecom giant that entered the Indian market in 2003, and Idea Cellular, a domestic powerhouse established in 1995. The DoT asserts that AGR should encompass interest income, dividends, profits from asset sales, insurance claims, and forex gains. lakh crore.

Marketing 111

Marketing Marketing Government Assets 111

The Big Picture

NOVEMBER 15, 2022

I mean, there were some advisor pickup, but you had to be kind of on the front edge of finance, or a quant, or running your own models, which in 2003, was not that common. You can go get some turnkey asset management program. So we’ve sort of cornered the market on this dialogue between asset managers and financial advisors.

Management 278

Management Assets Portfolio Investments 278

Random Roger's Retirement Planning

MARCH 26, 2024

Going from 2003, forward which strips out the internet bubble and recovery, PRPFX still lagged by 60 basis points annually and surprisingly, had a higher standard deviation. I think 20% into volatility, 20% into managed futures and then 16% into gold is way too much into assets that you don't expect to look like the stock market.

Portfolio 93

Portfolio Management Banking Financial Planning 93

Trade Brains

FEBRUARY 22, 2024

The higher the asset quality of banks, the better the state of the economy. Yes Bank Company Overview Rana Kapoor founded the company in 2003 in Mumbai, India. Both banks’ NPAs are improving, which reflects better asset quality. Yes Bank vs IDFC Bank : Banks are the economic engine.

Banking 104

Banking Planning Accounting Retail 104

Discipline Funds

JUNE 21, 2024

Even multi-asset strategies like a 60/40 portfolio end up being the equivalent of a 10+ year instrument yet we tend to judge all these portfolios based on annual or short-term performance. If you don’t understand the time horizon within which your investment strategy operates then you are creating unnecessary behavioral risks.

Investments 98

Investments Investing Portfolio Marketing 98

The Irrelevant Investor

JANUARY 3, 2018

In 2003, it only got down to a low of 20.75, after peaking at 47 in March 2000. Asset allocation- never the best, never the worst, usually good enough. But this year I went through all of them and picked out my favorite slides, for your viewing pleasure. It's pretty wild that the CAPE has averaged 26.4 This is a scary chart.

Asset Allocation 52

Asset Allocation Education Assets Marketing 52

The Irrelevant Investor

JULY 16, 2019

Of more than 3,000 studies published from 2003 through 2017 in JAMA and the Lancet.more than one of 10 amounted to a “medical reversal”: a conclusion opposite of what had been conventional wisdom among doctors. The truth is closer to what my friend Morgan Housel once said: "A house is a large liability masquerading as a safe asset.'

Medicine 52

Medicine Medical Retirement Investments 52

Bell Investment Advisors

NOVEMBER 6, 2023

While higher rates suppress asset prices, they also tend to reward us with higher future returns. In the summer of 2003, an index of long-term U.S. There is a silver lining to this. Since prices were reduced but the underlying cash flows haven’t changed, the return on investment going forward should be higher. Take an example.

Economy 52

Economy Economics Numbers Investment Advisor 52

Trade Brains

OCTOBER 3, 2022

For instance, from 2003 to 2013 AWL acquired 11 edible oil units. The asset turnover ratio of the company for FY22 stood at 11 times. It has nurtured its ‘Fortune’ brand of cooking oil very well resulting in strong brand equity and cross-selling benefits of other packaged goods. . A casual observer may reject Adani Wilmar Ltd.

Food 98

Food Manufacturing Retail Planning 98

Validea

JANUARY 4, 2023

We’ve been running quantitative model portfolios since 2003. While many of our models were launched after that, our initial set of guru models actually went live in July of 2003, so this year we’ll hit the 20-year mark in terms of running systematic investment strategies. By Justin Carbonneau ( @jjcarbonneau ) —.

Portfolio 52

Portfolio Risk Management Assets Management 52

Random Roger's Retirement Planning

DECEMBER 3, 2023

The basic mechanics of CEFs is they are exchange traded but unlike ETFs which create or redeem shares based on money coming and going, CEFs have a fixed number of shares so open market buying and selling can cause the market price of the fund to deviate widely from the net asset value (NAV), the actual value of the holdings.

Portfolio 75

Portfolio Accounting Numbers Management 75

James Hendries

NOVEMBER 15, 2022

One equity market debate discussed frequently in the LPL Research Strategic & Tactical Asset Allocation Committee (STAAC) is the growth vs. value style reversal experienced the past 12 months. Since then, value has outperformed growth for the longest sustained period since 2003–2007. large cap S&P 500 Index.

Marketing 52

Marketing Marketing Asset Allocation Valuation 52

Trade Brains

JULY 15, 2022

Kapoor, with his brother-in-law Ashok Kapur and others, set up Yes Bank in 2003, holding 26 percent in the bank. 8) UTI Asset Management Company Ltd. UTI AMC Stock is a midcap stock in the Asset Management and finance sector in India with a market cap of Rs 8,778 Cr. 3) ICICI Bank.

Insurance 52

Insurance Banking Engineering Government 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 173

Assets Management Marketing Marketing 173

Trade Brains

DECEMBER 31, 2023

The company also offers third-party products from various asset management and insurance companies. For FY23, the company reported an NNPA of 1.14%, which indicates a small fraction of the bank’s loans or assets are non-performing. Coming to the return ratios, the bank reported an ROE and ROA of 12.55% and 1.89% respectively.

Banking 64

Banking Distribution License Retail 64

Trade Brains

FEBRUARY 13, 2024

Company Overview Rail Vikas Nigam Limited (RVNL) was incorporated in January 2003 as a pivotal arm for executing railway projects. The company has adopted an asset-light model and also follows a turnkey approach. The superior Return on Equity (ROE) and Return on Capital Employed (ROCE) are apparent due to their asset-light approach.

Commission 59

Commission Government Budgeting Transportation 59

Brown Advisory

JUNE 21, 2017

Generally, index fund fees are low because management costs are minimal (investment judgment is not required to track an index) and administrative expenses are typically spread over a large asset base. are there better or worse moments in time to enact an indexing strategy) and choice of asset class (i.e.,

Investments 52

Investments Investing Portfolio Management 52

Brown Advisory

JUNE 21, 2017

Generally, index fund fees are low because management costs are minimal (investment judgment is not required to track an index) and administrative expenses are typically spread over a large asset base. are there better or worse moments in time to enact an indexing strategy) and choice of asset class (i.e., Less Efficient Asset Classes.

Investments 52

Investments Investing Portfolio Management 52

Trade Brains

JULY 24, 2023

Best Dividend Stocks Under Rs 1000 #1 – UTI Asset Management Company UTI Asset Management Company Ltd. UTI AMC) is an Indian asset management company engaged in the business of raising funds for and rendering investment management services to schemes of UTI Mutual Fund. Great Eastern Shipping Company ₹ 10,945 ₹ 776 3.76

Medicine 52

Medicine Sales Management Assets 52

Trade Brains

SEPTEMBER 21, 2023

Manoj Vaibhav Gems ‘N’ Jewellers IPO Review – About The Company Manoj Vaibhav Gems ‘N’ Jewellers Limited, also known as Vaibhav Jewellers, is a South Indian regional jewellery brand incorporated in 2003. It is a leading regional jewellery brand led by a first-generation woman entrepreneur in South India.

Retail 64

Retail Accounting Sales Marketing 64

Trade Brains

JULY 12, 2023

The government holds a majority 78.20% promoter stake in the company established 20 years back in 2003. Thus, with management fees from project construction and no leverage, it is an asset-light company. Since RVNL is an asset-light company with no obligations to service its own debt, we’ll only study its RoE. .) 25,218 EPS ₹6.8

Planning 52

Planning Government Assets Accounting 52

Brown Advisory

JANUARY 20, 2023

When clients have assets in multiple countries, this task can become more complicated—not just in terms of long-term thinking, but also in ensuring they are compliant with all those countries’ tax codes. taxpayer must file an FBAR in any year that they have assets in financial accounts outside the U.S.

Accounting 52

Accounting Compliance Taxes Banking 52

Trade Brains

JUNE 2, 2023

And private banks provide personal services to manage financial assets with a holistic approach and offer a personalized solution for investments. The Private banking sector assets were $925.05 Gross Non-performing asset (GNPA): It is the total value of all unpaid loans that are classified as non-performing loans.

Banking 52

Banking Financial Services Retail Assets 52

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. And so, Crispin and I were having lunch in late 2003. Jeremy called and said, “Would you like to join the asset allocation team?” So — CHANCELLOR: Well, yes. CHANCELLOR: Yes and no.

Banking 147

Banking Valuation Economy Investments 147

Trade Brains

JULY 12, 2022

Its asset-light nature, scalability, and replicability are the main factors behind Aptech choosing this model. Founded in 2003, Zee Learn provides services through its brand Mount Litera Zee Schools. The revenue from this segment comes under the enterprise business/corporate. The company currently has an MCap of Rs. 1038 crores.

Education 52

Education B2C Retail Manufacturing 52

Carson Wealth

JULY 5, 2022

I remember doing an interview with CNN Money and I actually had a picture from 2003 of my budget,” Ogden explained. . He knew he wanted to have some assets, so at the end of his rookie year he bought himself a home. . “I At that time, he was bringing in – after taxes – about $40,000 a month. His bills totaled only $3,000 a month.

Financial Planning 52

Financial Planning Planning Strategic Planning Accounting 52

The Big Picture

NOVEMBER 22, 2022

And so they stood up a firm called AltFinance, whose main purpose was to help alternative asset managers tap into that rich pool of potential hires. RITHOLTZ: So generally speaking, alternative assets, that’s a tough gig to get into regardless of where you go to school. I also saw that they had some really unique assets.

Recruitment 147

Recruitment Engineering Banking Investments 147