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. During the 2003-2012 period, U.S. Large Cap, Developed ex-U.S.

Assets 59

Assets Investments Investing Marketing 59

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

The Big Picture

AUGUST 29, 2023

My Two-for-Tuesday morning train WFH reads: • Stock Pickers Never Had a Chance Against Hard Math of the Market : In years like this one, when just a few big companies outperform, it’s hard to assemble a winning portfolio. 2000-2003 Dotcom implosion 6. Businessweek ) but see With cash earning 5%, why risk money on the stock market?

Insurance 130

Insurance Math Economics Economy 130

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. Guru Model Portfolios. ETF Model Portfolios.

Portfolio 52

Portfolio Risk Management Assets Asset Allocation 52

Random Roger's Retirement Planning

DECEMBER 3, 2023

Some historical examples include June/July 2003, the Taper Tantrum in 2013 and of course now we can add 2022 to this list. There are enough incidences here though that anyone buying these should expect that they are adding a lot of volatility to their portfolios. I would avoid going heavy into these though.

Portfolio 75

Portfolio Accounting Numbers Management 75

Trade Brains

MAY 16, 2024

JBIL got listed in stock exchanges in December 2003. With a diverse product portfolio, strategic geographical presence, and focus on self-reliance through captive power generation, they are well equipped to capitalize on India’s booming infrastructure development. JBIL exports its products to more than 40 countries.

Manufacturing 105

Manufacturing Planning Transportation Economics 105

Random Roger's Retirement Planning

JANUARY 28, 2024

There was some sort of spike in interest rates in June/July 2003 that wrecked the space. According to Portfoliovisualizer, the "portfolio income" was 3.32% for ROBNX and over 15% for MDCEX. Before ETFs, CEFs offered a lot of exposures that were otherwise difficult to access and frequently the yield is high because they use leverage.

Taxes 40

Taxes Distribution Investments Investing 40

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. This is especially true for people who treat the stock market like a short-term instrument when it is much more like a multi-decade instrument.

Investing 71

Investing Investments Portfolio Marketing 71

Carson Wealth

MARCH 27, 2023

Think back to March 2003, March 2009, and March 2020. In 2003, the war in Iraq started after a three-year bear market; the global financial crisis was underway in 2009 and stocks dropped by half; and in 2020 the world shut down due to COVID-19. Why is this a good thing?

Marketing 52

Marketing Marketing Banking Economics 52

Trade Brains

SEPTEMBER 28, 2023

In 2003, Social Activist Anna Hazare filed a Public Interest Litigation (PIL) with the Bombay High Court, alleging the then Commissioner of Mumbai Police R.S. As per a report by The Financial Times published in 2003, at least 12 cases were filed against Telgi in Maharashtra alone, relating to these stamps.

Government 59

Government Taxes Numbers License 59

The Big Picture

MAY 9, 2023

And then in about 2003, we set up a group called the European Special Situations Group, which was a multi-asset class proprietary investing business. But what was interesting about that was the quick need to both separate the portfolio between the old stuff and the new stuff, because there were a lot of new investment opportunities.

Assets 299

Assets Clients Investments Investing 299

Trade Brains

JUNE 14, 2024

Yes bank received banking licence from RBI in 2003. Yes bank started its journey in 1999, with three successful bankers joining hand to form an NBFC (Non banking financial corporation). They include Ashok kapur, Harkirat singh and Rana kapoor. Will Yes bank continue to grow like the past year, or will it struggle again?

Banking 105

Banking Retail Accounting Assets 105

Carson Wealth

JUNE 10, 2024

Even more impressive is the past four times this happened (1997, 2003, 2009, and 2020) all saw at least double-digit returns. A diversified portfolio does not assure a profit or protect against loss in a declining market. June, which is historically not a good month, gained eight out of 10 times for a very solid 1.0%

Marketing 143

Marketing Marketing Economy Numbers 143

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 so far established an expansive footprint, extending to 24 locations and 30 operational project implementation units (PIUs). Share your thoughts in the comments section below.

Commission 59

Commission Government Budgeting Transportation 59

Trade Brains

DECEMBER 31, 2023

It is a small finance bank whose product portfolio includes small business loans, vehicle finance, microfinance, housing finance, MSE Finance and NBFC financing. Yes Bank Ltd Incorporated in 2003, Yes Bank Limited is the 6th largest private sector bank in India.

Banking 64

Banking Distribution License Retail 64

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. Vodafone Idea Business Overview Vodafone Idea (Vi) boasts a history as rich and dynamic as the country itself.

Marketing 111

Marketing Marketing Government Assets 111

Good Financial Cents

AUGUST 12, 2023

EXPERT TIP: Consider starting small and gradually building your passive income portfolio. Whether it’s maintaining a rental property, adjusting an investment portfolio, or updating a mobile app, these tasks, though generally minor, are essential.

Risk Tolerance 58

Risk Tolerance Taxes Compliance Retirement 58

Trade Brains

JULY 24, 2023

The company has been in operation since 2003 and provides various services including equity funds, debt funds, liquid funds & overnight funds, hybrid funds, Exchange-traded funds, and solution-based funds. Stock P/E 24.6 ROCE 17.3% ROE 13% Face Value ₹ 10 Book Value ₹ 264 Promoter Holding 0% Price to Book Value 3.14

Medicine 52

Medicine Sales Management Assets 52

The Big Picture

AUGUST 20, 2024

And finally, I think it was 2003 or four, I ran into Mitch on the street on, actually on 57th, just around the corner from where we are right now. Initially I joined to help them manage their equity portfolio. 00:15:57 [Speaker Changed] Portfolio was 00:15:58 [Speaker Changed] The portfolio insurance components, right?

Assets 173

Assets Management Portfolio Taxes 173

Trade Brains

NOVEMBER 1, 2023

which was formally established in 2003 and is now a premier, diversified provider of Indian electronic manufacturing services. Net margins during the period contracted 10 bps. PG Electroplast The PG Group’s flagship business is PG Electroplast Limited (PGEL).

Government 104

Government Manufacturing Engineering Electronics 104

Carson Wealth

MARCH 20, 2023

March hit major lows in 2003, 2009, and 2020, amidst negative headlines and sentiment. A diversified portfolio does not assure a profit or protect against loss in a declining market. March is well-known for major market lows and volatility. In fact, over the past 20 years stocks have bottomed in March, as the chart below shows.

Banking 52

Banking Marketing Marketing Compliance 52

The Irrelevant Investor

MARCH 6, 2017

Adam Smith once said “Show me a portfolio, I’ll tell you the generation.” From 2003 to 2013 Fidelity had just one ETF. It's safe to say if he peeked inside a brokerage account today, he wouldn't recognize which generation he was in. BlackRock, State Street, and Vanguard have $2 trillion combined in ETFs.

Accounting 52

Accounting Portfolio Investing Investments 52

Brown Advisory

JUNE 1, 2023

This is achieved by investing in a concentrated portfolio of companies that, according to our analysis, generate durable levels of free cash flow, exhibit capital discipline and have attractive valuations. We do not take an exclusionary approach at Brown Advisory andinstead build portfolios from the bottom up. Source: FactSet.

Portfolio 52

Portfolio Valuation Investments Investing 52

Trade Brains

FEBRUARY 12, 2024

The Company has been a pioneer in the field, creating a portfolio of over 470 Products, all derived from Natural Plant-based oils. Operating Profit Margin (%) 44.00% Net Profit Margin (%) 26.55% Best Small Cap Chemical Stocks #3 – Clean Science & Technology Clean Science is a chemical manufacturing Company established in 2003.

Manufacturing 59

Manufacturing Pharmaceutical Marketing Marketing 59

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

OCTOBER 3, 2022

The company houses well-known brands such as Fortune, Kohinoor, Fryola, and Wilpuff as part of its portfolio. . For instance, from 2003 to 2013 AWL acquired 11 edible oil units. It has a workforce of 5,500 employees and a large network of more than 7,300 distributors serving 113 million households in the nation through 1.6

Food 98

Food Manufacturing Retail Planning 98

Trade Brains

JANUARY 16, 2024

The Company initially began operations as an Original Equipment Manufacturer (OEM) back in 2003. The Company supplies its air conditioners to big names like Blue Star, Daikin, Carrier Midea, and Voltas. Eventually, the Company turned around its strategy to become an Original Design Manufacturer (ODM).

Manufacturing 59

Manufacturing Valuation Electronics Investing 59

Brown Advisory

MAY 12, 2020

Reflections for Five Years of Global Leaders ajackson Tue, 05/12/2020 - 09:38 The Global Leaders strategy is focused on delivering long-term performance by building a concentrated portfolio of market-leading companies from across the globe. But if the goal is grow the value of a portfolio, slugging percentage is what matters”.

Clients 52

Clients Portfolio Investments Investing 52

Brown Advisory

MAY 12, 2020

The Global Leaders strategy is focused on delivering long-term performance by building a concentrated portfolio of market-leading companies from across the globe. According to a decade-long study by McKinsey & Company, companies that produce a ROIC in excess of 25% in 2003 still produced a ROIC in excess of 25% a decade later.

Clients 52

Clients Portfolio Investments Investing 52

Carson Wealth

AUGUST 14, 2023

In addition, credit card debt as a percentage of disposable income is 21%, which is still lower than it was at the end of 2019, when it was 22%, and well beneath the 2003-2019 average of 26%. A diversified portfolio does not assure a profit or protect against loss in a declining market.

Marketing 52

Marketing Marketing Food Compliance 52

The Big Picture

DECEMBER 6, 2022

And my answer was, “Hey, not everybody wants to buy a passive index around the satellite of a core portfolio or even just, hey, I have an idea, I think this is going to change the world.” And I always use the exact same example, how will you invest in Google in 1998, or in Facebook in 2003? Is that the clients you’re aiming for?

Clients 162

Clients Investing Investments Management 162

Brown Advisory

JUNE 21, 2017

Instead, they’ve turned to indexing their portfolios to the S&P 500 ® Index or some other relevant benchmark, thereby accepting “average” performance rather than trying for something better. Portfolios with greater active share could be said to reflect more independent thinking on the part of the managers.

Investing 52

Investing Investments Portfolio Management 52

Brown Advisory

JUNE 21, 2017

Instead, they’ve turned to indexing their portfolios to the S&P 500 ® Index or some other relevant benchmark, thereby accepting “average” performance rather than trying for something better. Portfolios with greater active share could be said to reflect more independent thinking on the part of the managers. Manager Characteristics.

Investing 52

Investing Investments Portfolio Management 52

Trade Brains

FEBRUARY 22, 2024

Yes Bank Company Overview Rana Kapoor founded the company in 2003 in Mumbai, India. Banks facilitate the flow of money in markets following monetary policy, which determines the economy’s growth and decline. In this article, we will compare Yes Bank vs IDFC First Bank in the banking sector.

Banking 104

Banking Planning Accounting Retail 104

Brown Advisory

AUGUST 25, 2017

Companies generating ROIC of 25%+ in 2003 sustained that level a decade later 83 percent of the time. As seen below, companies generating high ROIC in 2003 were still still generating high ROIC in2013 in 83% of instances." 25%) companies typically stay high-ROIC companies and do not have their excess economicscompeted away.

Management 52

Management Valuation Financial Services Investments 52

Brown Advisory

AUGUST 25, 2017

Companies generating ROIC of 25%+ in 2003 sustained that level a decade later 83 percent of the time. As seen below, companies generating high ROIC in 2003 were still still generating high ROIC in2013 in 83% of instances." 25%) companies typically stay high-ROIC companies and do not have their excess economicscompeted away.

Management 52

Management Valuation Financial Services Investments 52

Trade Brains

JUNE 2, 2023

The small and mid-cap stocks are less risky which makes them a more conservative portfolio investment. In February 2003, Kotak Mahindra Finance received a banking license from the Reserve Bank of India. In Closing Investing in large-cap private banks gives consistent profits, regular dividend payments, and portfolio stability.

Banking 52

Banking Financial Services Retail Assets 52