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).

Portfolio 142

Portfolio 142

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).

Portfolio 141

Portfolio 141

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.

Ethics 244

Ethics Fiduciary Duty Compliance Clients 244

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).

Portfolio 131

Portfolio 131

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%

Portfolio 74

Portfolio Asset Allocation Accounting Management 74

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).

Portfolio 98

Portfolio 98

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).

Portfolio 98

Portfolio 98

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).

Portfolio 98

Portfolio 98

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 (..)

Marketing 93

Marketing Marketing Banking Accounting 93

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%).

Portfolio 78

Portfolio 78

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%

Numbers 75

Numbers Portfolio Math Portfolio Management 75

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.

Portfolio 52

Portfolio Pharmaceutical Manufacturing Media 52

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.

Portfolio 52

Portfolio Clients Investments Investing 52

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.

Portfolio 52

Portfolio Clients Investments Investing 52

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.

Management 98

Management Retirement Planning Portfolio Retirement 98

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.

Investments 105

Investments Investing Management Portfolio 105

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.

Healthcare 162

Healthcare Portfolio Management Investing 162

Brown Advisory

MAY 31, 2017

EUROPEAN RE-ENTRY: Why We Are Shifting Portfolios Toward European Stocks achen Thu, 06/01/2017 - 02:47 Asset allocation—at least for us—is an exercise in nuance. We move slowly and carefully when it comes to shifting our portfolios away from one asset class or region and toward another. stocks since the middle of 2004.

Portfolio 52

Portfolio Asset Allocation Valuation Economics 52

Brown Advisory

MAY 31, 2017

EUROPEAN RE-ENTRY: Why We Are Shifting Portfolios Toward European Stocks. We move slowly and carefully when it comes to shifting our portfolios away from one asset class or region and toward another. We maintain a model portfolio internally to track the results of our asset allocation stances. stocks since the middle of 2004.

Portfolio 52

Portfolio Asset Allocation Valuation Economics 52

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.

Manufacturing 105

Manufacturing Pharmaceutical License Portfolio 105

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%.

Investing 52

Investing Investments Portfolio Media 52

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%).

Portfolio 52

Portfolio 52

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.

Management 59

Management Investing Investments Portfolio Management 59

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

Advertising 52

Advertising Financial Advisor Portfolio 52

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.

Investing 52

Investing Investments Valuation Portfolio 52

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.

Assets 74

Assets Portfolio Clients Financial Planning 74

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.

Portfolio 130

Portfolio Management Assets Investing 130

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.

Financial Planning 52

Financial Planning Economics Portfolio Investments 52

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.)

Banking 105

Banking Manufacturing Pharmaceutical Portfolio 105

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?

Marketing 69

Marketing Marketing Government Economics 69

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.

Marketing 96

Marketing Marketing Economy Numbers 96

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.

Retail 59

Retail Transportation Sales Manufacturing 59

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?

Engineering 115

Engineering Assets Clients Manufacturing 115

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.

Asset Allocation 52

Asset Allocation Retirement Accounting Distribution 52

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)

Valuation 52

Valuation Retail Investments Investing 52

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.

Management 74

Management Sales Accounting Portfolio 74

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.

Retail 59

Retail Wealth Management Education Investments 59