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). So, Fannie is still working through a handful of poor performing loans from the bubble years.

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). So, Fannie is still working through a handful of poor performing loans from the bubble years.

Portfolio 141

Portfolio 141

Trade Brains

AUGUST 18, 2023

Best Vijay Kedia Portfolio Stocks: Many investors keep a close eye on stock buys and sales of ace investors for ideas and inspiration. In this article, we’ll look at the best Vijay Kedia portfolio stocks and see if they can be an interesting opportunity for us as well. Who is Vijay Kedia? He calls his investment philosophy ‘SMILE’.

Portfolio 97

Portfolio Engineering Manufacturing Sales 97

The Big Picture

FEBRUARY 25, 2023

Layton , who joined Partners Group in 2005, leads the firm’s executive team and global executive board and is also a member of the global investment committee. Today, they have 1,800 employees worldwide serving 800 institutional clients, and their wholly owned portfolio company employ 250,000 people.

Assets 37

Assets Consulting Management Investments 37

The Big Picture

FEBRUARY 14, 2023

Similarly, excess fees and overtrading are more likely to hurt our portfolios than crashes. We spend far too much worrying about Black Swans than the mundane. Instead of stressing about shark attacks, you should manage your blood pressure and cholesterol.

Investments 299

Investments Investing Management Insurance 299

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). So, Fannie is still working through a few poor performing loans from the bubble years.

Portfolio 131

Portfolio 131

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). So, Fannie is still working through a few poor performing loans from the bubble years.

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). So, Fannie is still working through a few poor performing loans from the bubble years.

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). So, Fannie is still working through a few poor performing loans from the bubble years.

Portfolio 98

Portfolio 98

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

The Big Picture

MARCH 5, 2024

So we really have to understand what we’re gonna invest in, value everything in the universe, rank order ’em, and then only can we put together portfolios. And the second, and this is very credit specific, was when you own a credit portfolio, your short volatility. 00:08:45 [Speaker Changed] Huh, interesting.

Banking 147

Banking Portfolio Assets Investing 147

The Irrelevant Investor

JULY 31, 2019

Passive investing is causing a market bubble, but not in stocks you'd expect Portfolios look alike $3.6 trillion of the S&P 500 is indexed Minivans are so 2005 The U.S. (yes) Bird is raising more money And ScootScoop is taking their products You should only own the best stocks Do global stocks outperform US treasury bills?

Valuation 52

Valuation Portfolio Investments Investing 52

Calculated Risk

AUGUST 27, 2024

Tanta worked as a mortgage banker for 20 years, and we started chatting in early 2005 about the housing bubble and the changes in lending practices. From December 2006, until she passed away from ovarian cancer on Nov 30, 2008, Tanta was my co-blogger.

Medical 72

Medical Sales Accounting Portfolio 72

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

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. So I applied and was hired as an ETF analyst in 2005. RITHOLTZ: — back then. NORTON: Right.

Portfolio 130

Portfolio Management Assets Investing 130

Trade Brains

DECEMBER 24, 2023

Operating Profit Margin (%) 35.75% Net Profit Margin (%) 23.11% Best Penny Stocks under Rs 5 #2 – Seacoast Shipping Services Founded in 2005 as a freight forwarders and shipping agents company, Seacoast Shipping Services Limited (SCSSL) has grown to become one of the largest freight forwarders in Gujarat. .) ₹ 33.48 Stock P/E (TTM) 12.9

Manufacturing 96

Manufacturing Commission Sales Portfolio 96

The Irrelevant Investor

FEBRUARY 20, 2020

I had Nick Maggiulli run some numbers for me on what a 60/40 levered portfolio would have done compared to the unlevered version. The chart below shows that the composition of the original 60/40 portfolio varies wildly. Near the stock market bottom in 2009, bonds were almost 90% of the portfolio! But there is a catch.

Risk Tolerance 52

Risk Tolerance Portfolio Numbers Marketing 52

Validea

JANUARY 9, 2023

Veteran portfolio manager Bill Miller, founder of Miller Value Partners and manager of the firm’s Miller Opportunity Trust and the Miller Income funds, retired at the end of 2022, reports an article in CityWire.

Retirement 59

Retirement Management Portfolio Management Portfolio 59

Validea

JANUARY 12, 2023

And when it comes to building their portfolios, they tend to focus on that style. There are two major approaches to building multi-factor portfolios. If I want to build a 20-stock portfolio using only value and momentum, I could do that in one of two ways. By Jack Forehand, CFA, CFP® ( @practicalquant ) —. The Sleeve Approach.

Investing 59

Investing Investments Portfolio CFP 59

Trade Brains

JUNE 11, 2023

With more than 3 decades of experience in capital markets, the company offers all kinds of financial products and services such as equity, derivatives, mutual funds, insurance, and asset portfolio management services. Over the years, the company has built a trustworthy group of around one billion customers. CMP (in Rs.) EPS (in Rs.)

Banking 97

Banking Government Financial Services Insurance 97

Trade Brains

JUNE 14, 2024

Company outlook Of Yes Bank Yes Bank was established as a private sector bank in 2005 by Ashok kapur and Rana kapoor. Will it come back to its normal position in this competitive world? Let’s delve into the concept and learn more. It has its headquarters in Mumbai, Maharashtra.

Banking 105

Banking Retail Accounting Assets 105

Carson Wealth

FEBRUARY 12, 2024

over the last three quarters of 2023, which is the largest non-recessionary gain since the late 1990s and more than double the pace of productivity growth between 2005 and 2019. A diversified portfolio does not assure a profit or protect against loss in a declining market. equities in particular. What’s Next?

Marketing 97

Marketing Marketing Economy Investments 97

Trade Brains

SEPTEMBER 28, 2024

Titan’s jewellery division includes a portfolio of brands like Tanishq, Zoya, Mia by Tanishq, and CaratLane. Senco Gold’s portfolio includes more than 151,000 gold designs and 85,000 diamond jewellery designs, crafted by a team of over 100 artisans. 11,299 EPS (TTM) ₹27.49 Stock P/E (TTM) 52.88 Debt to Equity (TTM) 1.28

Retail 97

Retail Planning Government Ethics 97

The Irrelevant Investor

NOVEMBER 30, 2015

Making changes to your portfolio based on this type of study would probably not be in your best interest when taking into consideration taxes, transaction costs, and most importantly, the cost of being wrong. In 2005, stocks were up 4.5% I tend to be on the skeptical side when it comes to investing based on seasonal trends.

Portfolio Management 52

Portfolio Management Portfolio Investments Investing 52

Trade Brains

DECEMBER 10, 2023

DOMS Industries IPO Review : Doms, formerly known as Writefine Products is a relatively new brand established in 2005. DOMS Industries IPO Review – A Brief History Although the brand Doms was established only in 2005, its routes go nearly 4 decades back. Rasiklal worked in a Pencil Factory way back in the 1970s.

Manufacturing 59

Manufacturing Sales Distribution Management 59

Trade Brains

NOVEMBER 18, 2023

In 2005, the Company acquired a UK-based ER&D Company named INCAT International. Ratan Naval Tata, the Chairman Emeritus of the Tata Group. The Company was born in 1989, as Mr. Tata saw an opportunity in the evolving demand in the Product and engineering space. So, what are your thoughts on this upcoming IPO? Would you be applying for it?

Engineering 115

Engineering Assets Clients Manufacturing 115

Random Roger's Retirement Planning

OCTOBER 2, 2024

Part 1 took a look the evolution of the blog and for Part 2, I want to try to look at how portfolio process has evolved and track how I view life milestones as related to things like retirement. Starting with portfolio construction, we've always placed a emphasis on holding long term. I didn't add that fund in until two years later.

Portfolio 52

Portfolio Clients Retirement Portfolio Management 52

Trade Brains

OCTOBER 13, 2023

GMR later ventured into Airports in the year 2005. The merger was a win-win for both parties as IDFC Bank was then looking to reduce exposure to its wholesale portfolio. Particulars Amount Particulars Amount CMP 69.8 Market Cap (Cr.) Stock P/E (TTM) 16.91 Price to Book Value 0.92 Rao in 1978, who set up a small jute mill. 10529 EPS 4.71

Banking 105

Banking Financial Services License Retail 105

Carson Wealth

JANUARY 29, 2024

average between 2005 and 2019 and closer to the late 1990s. A diversified portfolio does not assure a profit or protect against loss in a declining market. In addition, productivity is likely to have grown 2-2.5% in the fourth quarter of 2023, which means productivity growth would have been close to 3% in 2023. That’s well above the 1.5%

Marketing 97

Marketing Marketing Economy Government 97

Trade Brains

NOVEMBER 23, 2022

Founded in 2005 as a freight forwarders and shipping agents company, Seacoast Shipping Services Limited (SCSSL) has grown to become one of the largest freight forwarders in Gujarat. Its product portfolio covers all aluminum alloy conductors, steel-reinforced aluminum conductors, and armored & unarmoured cables. Book Value ?1.62

Manufacturing 92

Manufacturing Financial Services Media Electronics 92

Trade Brains

JANUARY 22, 2024

In 2005, the Company acquired a UK-based ER&D Company named INCAT International. Ratan Naval Tata , the Chairman Emeritus of the Tata Group. The Company was born in 1989, as Mr. Tata saw an opportunity in the evolving demand in the Product and engineering space. So, which ER&D Company are you more interested in?

Planning 119

Planning Engineering Manufacturing Clients 119

Validea

APRIL 25, 2024

In his 2005 research paper titled “Separating Winners from Losers among Low Book-to-Market Stocks using Financial Statement Analysis,” accounting professor Partha Mohanram laid out a strategy for finding promising growth stocks trading at attractive valuations.

Advertising 52

Advertising Investing Investments Manufacturing 52

Tucker Advisors

NOVEMBER 3, 2021

That tops the inflation fears that surged in 2008, just before the financial crisis, and a previous peak in early 2005, when the housing market was out of control.” . Let’s look at a few of the more common options people choose for their portfolios. . to 2016, a 60/40 stocks and bonds portfolio returned 7.6%, on average.

Retirement 52

Retirement Portfolio Retirement Planning Financial Advisor 52

Random Roger's Retirement Planning

OCTOBER 25, 2022

I thought I first bought it a day or two after it started trading but in researching old blog posts for this one, it is possible I actually bought it in November, 2005. GLD started trading on November 18th, 2004. Either way, I've been holding it for 17 or 18 years. I did have a fairly lucky, partial sale in 2011.

Management 74

Management Sales Accounting Portfolio 74

Carson Wealth

MAY 6, 2024

annual pace between 2005 and 2019. A diversified portfolio does not assure a profit or protect against loss in a declining market. Over the last year, productivity grew 2.9%. That is well above the 1.1% annualized pace between the first quarter of 2020 and the first quarter of 2023, or the 1.5%

Marketing 97

Marketing Marketing Economy Numbers 97

Brown Advisory

NOVEMBER 29, 2016

The budget gap for nonprofits has widened because of a slump in their three sources of funds—donations, grants and portfolio returns. Yet the hardest funding challenge for many nonprofits is achieving sufficient portfolio returns. Consider changes to portfolio construction. Charitable giving to foundations in 2015 shrank 3.8%

Nonprofit 52

Nonprofit Asset Allocation Portfolio Budgeting 52

Trade Brains

FEBRUARY 26, 2024

TEECL) was founded in West Bengal in 2005. The portfolio comprises the successful execution of over 400 projects in India and overseas, with a team of 400 experienced professionals in different verticals. Techno Electric & Engineering Company Ltd. How about you let us know in the comments below?

Engineering 59

Engineering Insurance Manufacturing Investments 59