Indigo Marketing Agency

MARCH 20, 2025

A notable example is 2003, when the S&P 500 reversed an 8.6% Right now, your clients dont just need portfolio management; they need perspective. We create custom, client-facing content that reflects the advisors voice and expertise, allowing advisors to focus on managing portfolios and client relationships instead of writing.

Financial Advisor 69

Financial Advisor Communication Marketing Marketing 69

Validea

MARCH 7, 2025

Small Cap Growth Models Risk and Return Stats Since 2003, the ten stock, tax efficient portfolio has delivered a 13.5% The next date for the portfolio rebalance / review is March 28th, 2025. Click here if you’d like full and complete access to the portfolio. annual return (477% cumulative).

Portfolio 52

Portfolio Sales Investing Investments 52

Random Roger's Retirement Planning

FEBRUARY 28, 2025

If you have a taxable portfolio of at least $1 million where selling or rebalancing would hit very hard tax-wise, you can exchange your portfolio for shares in a 351 ETF. We build portfolios here all the time with similar return profiles but with less volatility. 351's are kind of like 1031 exchanges in real estate.

Portfolio 52

Portfolio Asset Allocation Taxes Assets 52

Validea

MARCH 13, 2025

Since its inception on Validea in 2003, the models 10-stock, annually rebalanced portfolio has returned 825% , outperforming the S&P 500 by 361.8%. This portfolio is set to be rebalanced in June 2025, so you can follow the portfolio by accessing Validea today.

Valuation 52

Valuation Investing Investments Portfolio 52

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.

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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?

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Insurance Math Economics Economy 130

Carson Wealth

MARCH 10, 2025

to 80.5%, but thats still higher than anything we saw over the last two expansion cycles (2003 2007 and 2009 2019). A diversified portfolio does not assure a profit or protect against loss in a declining market. Other data show that layoffs remain low, but its getting a little harder to find a job.

Marketing 73

Marketing Marketing Economy Government 73

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.

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Government Portfolio Assets Banking 59

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.

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Manufacturing Planning Transportation Economics 105

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 Investing Investments Marketing 59

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 99

Investing Investments Portfolio Marketing 99

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 142

Marketing Marketing Economy Numbers 142

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

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

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

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 Marketing 173

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?

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Clients Investing Investments Management 162

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

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.

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Marketing Marketing Government Assets 111

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

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

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

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

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

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 Investing 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 Investing 52

Brown Advisory

SEPTEMBER 22, 2017

Hundreds of academic studies and thousands of media commentaries have taken different angles on this issue, with the conversation centered on one key question: Does the incorporation of ESG factors in portfolios help, hurt, or do nothing to returns? Can we also generate predictable utility from managing portfolios around an "ESG factor?"

Portfolio 52

Portfolio Investing Investments Management 52

Brown Advisory

SEPTEMBER 22, 2017

Hundreds of academic studies and thousands of media commentaries have taken different angles on this issue, with the conversation centered on one key question: Does the incorporation of ESG factors in portfolios help, hurt, or do nothing to returns? Can we also generate predictable utility from managing portfolios around an "ESG factor?"

Portfolio 52

Portfolio Investing Investments 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

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

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”.

Investing 52

Investing Investments Clients Portfolio 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.

Investing 52

Investing Investments Clients Portfolio 52

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

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.

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Risk Tolerance Taxes Compliance Retirement 58

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.

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Taxes Distribution Investing Investments 40

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.

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Retail Accounting Sales Marketing 64