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Calculated Risk
OCTOBER 31, 2022
Click on graph for larger image By vintage , for loans made in 2004 or earlier (1% of portfolio), 2.41% are seriously delinquent (down from 2.48% in August).
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Calculated Risk
DECEMBER 28, 2022
Click on graph for larger image By vintage , for loans made in 2004 or earlier (1% of portfolio), 2.15% are seriously delinquent (down from 2.34% in October).
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Book of Secrets on the Month-End Close
Are Robots Replacing You? Keeping Humans in the Loop in Automated Environments
Calculated Risk
APRIL 28, 2023
Click on graph for larger image By vintage , for loans made in 2004 or earlier (1% of portfolio), 1.93% are seriously delinquent (down from 2.04% in February).
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Calculated Risk
JANUARY 30, 2023
Click on graph for larger image By vintage , for loans made in 2004 or earlier (1% of portfolio), 2.16% are seriously delinquent (down from 2.15% in November).
355 355 
Calculated Risk
DECEMBER 1, 2022
Click on graph for larger image By vintage , for loans made in 2004 or earlier (1% of portfolio), 2.34% are seriously delinquent (down from 2.41% in September).
353 353 
Calculated Risk
AUGUST 31, 2022
Click on graph for larger image By vintage , for loans made in 2004 or earlier (1% of portfolio), 2.60% are seriously delinquent (down from 2.75% in June).
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Calculated Risk
OCTOBER 1, 2022
Click on graph for larger image By vintage , for loans made in 2004 or earlier (1% of portfolio), 2.48% are seriously delinquent (down from 2.60% in July).
246 246 
Calculated Risk
MARCH 27, 2023
Click on graph for larger image By vintage , for loans made in 2004 or earlier (1% of portfolio), 2.04% are seriously delinquent (down from 2.11% in January).
246 246 
Calculated Risk
JULY 29, 2022
Click on graph for larger image By vintage , for loans made in 2004 or earlier (1% of portfolio), 2.75% are seriously delinquent (down from 2.86% in May).
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The Big Picture
OCTOBER 7, 2022
If only the Fed didn’t do X, our portfolio would have been much better” seems to be a terrible approach to managing assets for clients. 2000s : Kept rates too low for too long following 9/11 and dotcom implosion – FOMC Rate did not get over 1% until 2004. I am not a Fed hater or part of the crew that wants to “End the Fed.”
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The Big Picture
APRIL 4, 2024
Investors should be considering capturing some of that yield in their portfolios. We’re going to discuss how these changes are likely to affect your portfolios and what you should do about it. 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.
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Calculated Risk
FEBRUARY 6, 2024
. • In the absence of any meaningful private-labeled securities market, the rise in FHA delinquencies is worth watching, as FHA and VA loans can be early indicators of broader mortgage performance trends • While low credit score lending hit a record low, by count, in 2023, 90% below the years leading up to the great financial crisis, FHA and VA products (..)
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Calculated Risk
MARCH 1, 2024
For Fannie, by vintage, for loans made in 2004 or earlier (1% of portfolio), 1.62% are seriously delinquent (down from 1.67% the previous month). For loans made in 2005 through 2008 (1% of portfolio), 2.44% are seriously delinquent (down from 2.53%).
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The Big Picture
NOVEMBER 20, 2023
My firm RWM uses Canvas for those clients who want their portfolios to reflect their values. The most popular ESG application of direct indexing software has been to remove guns and tobacco from portfolios. It reflects the desire for investors to have their portfolios reflect their personal values.
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Trade Brains
SEPTEMBER 17, 2023
Top Indian Stocks Held By Goldman Sachs : Goldman Sachs has been serving clients in India since the 1980s and established an onshore presence in Bengaluru, in 2004, Mumbai, India in December 2006 and a new office in Hyderabad opened in 2021 following a ten-year joint venture. Market Cap (Cr.) EPS (TTM) 7.83 Stock P/E (TTM) 71.00 288,341 75.5
Darrow Wealth Management
FEBRUARY 9, 2025
If you own 10,000 shares, you receive $40,000 in dividend income (before taxes) and have a portfolio currently worth $2M. You’ll receive the same $40,000 in dividend income and the value of your portfolio drops to $1.5M. Dividend paying stocks and funds can be a great addition to a portfolio.
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Nerd's Eye View
JUNE 21, 2023
Such individuals are required to submit both holdings reports (within 10 days of first being deemed an access person and at least once in each 12-month period) as well as transaction reports (within 30 days of the end of each calendar quarter) for reportable securities that they or immediate family members beneficially own.
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Calculated Risk
FEBRUARY 27, 2023
For Fannie, by vintage , for loans made in 2004 or earlier (1% of portfolio), 2.11% are seriously delinquent (down from 2.16% in December). For loans made in 2005 through 2008 (1% of portfolio), 3.40% are seriously delinquent (down from 3.49%).
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Validea
NOVEMBER 16, 2024
In Greenblatt’s back-testing from 1988 through 2004, the Magic Formula generated average annual returns of 30.8% Think of it as “buying good companies at bargain prices,” as Greenblatt himself describes it. The Track Record The results speak for themselves. compared to the S&P 500’s 12.4%.
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Validea
NOVEMBER 2, 2024
A 10-stock portfolio based on his criteria returned 79.2% The strategy showed particular strength in 2003, 2004, and 2006, with returns exceeding 30% in each of those years. The portfolio maintained a beta of roughly 1.0, The Strategy in Practice Our testing of Dreman’s approach demonstrates its effectiveness.
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Random Roger's Retirement Planning
DECEMBER 22, 2023
There's a lot of neat things about 19+ years of blogging, I started in Sept 2004, including circling back around to ideas that we started talking about a longggggg time ago. With that preamble, I started thinking about the 75/50 portfolio that I first started writing about during the Financial Crisis. ARBFX 3.7%
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Random Roger's Retirement Planning
AUGUST 17, 2023
The title tells you the author's conclusion, Why Your Portfolio Should Hold Way More Than 30 Stocks. If a portfolio starts with 40 holdings each with an equal 2.5% So while it would be rare to have one go to zero without you paying attention and taking action, I think the typical portfolio could ride out something in the 2.5-3.5%
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Trade Brains
JULY 21, 2023
Best Ashish Kacholia Portfolio Stocks : The stock market, a place of uncertainty where fortunes can be won or lost in an instant. Market participants try to gain insights from the portfolio of these ace investors portfolios and try to mirror them in the hopes of gaining massive returns. of his portfolio.
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Brown Advisory
APRIL 22, 2020
Oil & Water: Fossil Fuel Divestment in Sustainable Bond Portfolios ajackson Wed, 04/22/2020 - 13:47 To many sustainable investors, owning fossil fuels is a black-and-white issue. Should an investor looking for a fossil fuel-free portfolio consider this bond? When we look at bonds, we try to keep these multiple perspectives in mind.
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Brown Advisory
APRIL 22, 2020
Oil & Water: Fossil Fuel Divestment in Sustainable Bond Portfolios. We have learned that our clients have differing motives—some simply want the comfort of knowing their bond portfolio is “clean,” while others want to invest in bonds that are funding the transition to wind, solar and other renewable energy sources. Conclusion.
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Random Roger's Retirement Planning
APRIL 9, 2024
Mutiny Funds put out a paper on the hows and whys of using alts for The Cockroach Portfolio that they manage and that we've looked at a few times. Mutiny makes a point that I've been writing about and have embedded into my process since 2004. It is very worth reading with a couple of points really standing out to me.
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Trade Brains
OCTOBER 18, 2023
During 2004-05, he picked a number of multi-bagger stocks which gave him a return of over 1,000% in the next 10-12 years. In 1992-93, he picked ACC at Rs 300 and sold at around Rs 3,000 within a year and a half. He bought his first house in Mumbai using that money. That gave a lot of encouragement to Vijay Kedia. Vaibhav Global Ltd.
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The Big Picture
DECEMBER 19, 2023
There are about 13 different portfolio managers each focused on a different sub-sector. 00:06:36 [Speaker Changed] So in, in 2004, I joined Morgan Stanley equity research. And to the credit of the portfolio manager that I was working with Josh Fisher, we were actually up that year. And they are not the typical hedge fund.
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Trade Brains
OCTOBER 22, 2023
About The Company Incorporated in 2004, Paragon Fine and Speciality Chemicals is a company that specializes in custom synthesis and manufacturing of chemical intermediates for various industries, such as Pharma, AGRO, Cosmetics, Pigment and Dye. Its diversed portfolio and global presence gives it a competitive edge in the market.
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Validea
MARCH 31, 2023
And it’s easy for investors to learn whether or not managers have invested in their own funds; managers must disclose their investments every year, according to a 2004 SEC rule. Maintaining ownership in the funds they manage forces managers to “balance risks and rewards with a finer point because you have that skin in the game,” says John.
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The Irrelevant Investor
DECEMBER 31, 2017
By Scott Galloway Google revenue between 2004 and 2016 has increased from $3.2 By Tony Isola There are no serious professionals who change their portfolio allocations based on magazine cover indicators. Articles Twitter, Snap, Buzzfeed, and Pinterest are acquired. billion to $89.5 billion to $12.9
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Random Roger's Retirement Planning
JULY 18, 2022
Making changes to client portfolios' overall volatility through the duration of a stock market cycle predates when I started blogging in 2004. Certain funds and stocks when added to a portfolio can either increase or decrease volatility, here's a good example with ARKK. The ways in which I do that have evolved over that time.
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The Big Picture
OCTOBER 24, 2022
She has a fascinating career, starting a PLS working away up as an analyst and eventually, head of outcome-based strategies for Morningstar, eventually rising from that position and portfolio manager to Chief Investment Officer. Let me give you some background on Morningstar Managed Portfolios. I saw how personal money is.
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The Irrelevant Investor
APRIL 6, 2021
Gordon wasn't particularly impressed, saying: The main benefits of digitalization for productivity growth have already occurred during the temporary productivity growth revival of 1996-2004. It's been more than 5 years since this book came out, and Gordon is changing his tune. a year over the next 25 years.
Trade Brains
OCTOBER 8, 2023
The Bank was founded by Rana Kapoor and Late Ashok Kapur back in 2004. Vikas Ecotech is expanding its business and product portfolio and has added many consumer products to its portfolio such as Steel Pipe Fittings, and MDPE Pipes specialized in transporting Gas. Particulars Amount Particulars Amount CMP 32.11 Market Cap (Cr.)
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Trade Brains
SEPTEMBER 22, 2023
This is similar to what happened in 2004 (the then NDA government lost) when the election results surprised the market, and the Sensex fell by 17% in just one trading session. A weak coalition will mean that it’s hard to predict how the economy will grow. How Markets Performed During Past Elections?
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Trade Brains
NOVEMBER 13, 2023
But even before that, Decathlon made its entry in India in 1999 with an official opening of production in India, and in 2004, footwear and heavy stitching exports began. However, it wasn’t until 2013 that it got the green light for single-brand retailing and switched its business model from wholesale to retail.
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Trade Brains
NOVEMBER 18, 2023
Their last offer being from Tata Consultancy Services in 2004. Tata Technologies IPO Review: The Tata Group is finally coming out with an IPO after 19 Long Years. Tata Technologies Limited will open for subscription on November 22, 2023, and close on November 24, 2023. So, what are your thoughts on this upcoming IPO?
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Carson Wealth
JANUARY 8, 2024
2023 Stock Gains Suggest a Solid (But Not Spectacular) 2024 The S&P 500 finally fell last week after nine consecutive weeks of gains, the longest weekly winning streak since 2004. A diversified portfolio does not assure a profit or protect against loss in a declining market.
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The Irrelevant Investor
JUNE 15, 2019
Inside a retirement account, I can't think of a good reason why 9% of your portfolio should be earning next to nothing. People under 25 had just 55% of their portfolio in stocks in 2004, and 88% of their portfolio in stocks today. Concentrated positions in company stock has fallen dramatically over the last decade.
Validea
APRIL 8, 2024
He back tested the strategy from 1988 to 2004 and found that a portfolio of the top 30 magic formula stocks, rebalanced annually, would have returned 30.8% MO) : Altria is one of the world’s largest tobacco companies, with a diverse portfolio of brands including Marlboro cigarettes and Ste. Altria Group, Inc. (MO)
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Random Roger's Retirement Planning
OCTOBER 25, 2022
GLD started trading on November 18th, 2004. Where a small slice was permanently allocated to gold to reduce the portfolio's correlation to the market, gold is being replaced with a small slice to managed futures for the same purpose. A friend that has been by my side for 17 or 18 years, helping out more often than not.
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Trade Brains
JUNE 7, 2024
Retail investors now have access to a wide range of investment options, including equities, mutual funds, and derivative products, enabling them to build diversified portfolios. In 2004, Angel one expanded its offering by opening a commodity broking division. The company is headquartered in Mumbai, India.
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Random Roger's Retirement Planning
APRIL 8, 2023
One of the partners of the firm where I have been since 2004 was found to have done illegal trading and he was immediately terminated. My blogging evolved a lot over the last 12 months into a lot more of what I would call portfolio theory with the capital efficiency and return stacking stuff. Thankfully a few weeks later they did.
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