Nerd's Eye View

AUGUST 8, 2023

In this episode, we talk in-depth about how Lori built her in-depth investment knowledge while working with large institutions and endowments at wirehouse firms like Shearson Lehman Brothers and Citigroup Smith Barney, how Lori approaches portfolio management with an approach of "don't fix what isn't broken" and assumes most large portfolios she manages (..)

Investing 246

Investing Investments Financial Advisor Compensation Planning 246

Calculated Risk

AUGUST 27, 2024

From December 2006, until she passed away from ovarian cancer on Nov 30, 2008, Tanta was my co-blogger. There is a lot that can be said about loan servicing, but let’s start with the basics: Servicers have two major types of servicing portfolio: loans they service for themselves and loans they service for other investors.

Medical 72

Medical Sales Accounting Portfolio 72

Trade Brains

SEPTEMBER 17, 2023

It was the first to adopt Lean Manufacturing in 2008 and subsequently introduced the Lean Changeover team. The post Top Indian Stocks Held By Goldman Sachs – Portfolio Analysis! The company exports to more than 50 countries totaling more than 3 million produced in a month. In FY23, the company’s revenue grew 24% YoY, from Rs.

Portfolio Analysis 130

Portfolio Analysis Portfolio Manufacturing Insurance 130

Nerd's Eye View

JULY 5, 2023

stock market has, on average, outperformed international equities over the last 15 years since emerging from the Great Recession of 2008, many investors argue that international diversification is a poor allocation of dollars that would otherwise be earning more in the U.S. As the U.S. The outperformance of U.S. and global investments.

Valuation 246

Valuation Economics Portfolio Investments 246

The Big Picture

DECEMBER 8, 2022

Blackstone is the world’s largest owner of commercial real estate globally with a $565 billion portfolio and $319 billion in investor capital. New York Times ). • So When Will Stocks and Bonds Un-Link? It’s a rarity for the two main asset classes, almost always negatively correlated, to perform a duet. Source: @Markzandi.

Transportation 278

Transportation Retail Portfolio Assets 278

The Big Picture

JANUARY 3, 2023

We can credit three elements for this massive outperformance: -Substantial prices resets: 57% in 2008-09 and 34% in 2020. But here is the unexpected thing about those predictions: Even if your forecast of future events is correct, the odds are against you capturing it in your portfolio. Monetary stimulus (ZIRP/QE) from 2009-2021.

Economy 328

Economy Economics Portfolio Marketing 328

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

Portfolio 145

Portfolio 145

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

Portfolio 144

Portfolio 144

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

Portfolio 143

Portfolio 143

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

SEPTEMBER 28, 2023

The company was incorporated in 2008 with the leadership of a first gen civil engineer with 47 years of experience. The post Top Indian Stocks Held By Societe Generale – Portfolio Analysis appeared first on Trade Brains. The company first started with projects in Gujarat which has now expanded to all across the nation.

Portfolio Analysis 115

Portfolio Analysis Portfolio Banking Engineering 115

Trade Brains

OCTOBER 23, 2023

Best Stocks Held By HDFC Small Cap Fund : On April 3, 2008, the HDFC Small Cap Fund was launched. The product portfolio includes rear axle shafts, spindles, and splined shafts, and rear axle shafts contributing to the majority of revenue. It is a mutual fund plan that invests in small-cap firms. Cr in FY22 to Rs. Cr in FY22 to Rs.

Portfolio Analysis 105

Portfolio Analysis Portfolio Manufacturing Engineering 105

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

The Big Picture

MAY 9, 2023

And then I moved back to London at the end of 2008, which was a really interesting pivot. At the end of 2008, we owned a lot of illiquid assets. And there was a problem with 168 of them at the end of 2008. It was the year I made partner, actually, in 2008. I did that for a couple of years. RITHOLTZ: Good timing, yes.

Assets 299

Assets Clients Investments Investing 299

The Big Picture

SEPTEMBER 23, 2023

He oversees the firm’s liquid and private credit strategies, and also serves as a portfolio manager within Oaktree’s global private debt and global credit strategies. It was a huge price decline where syndicators got stuck, very reminiscent of the 2008-09 era for banks.

Management 182

Management Medical Portfolio Management Economics 182

Brown Advisory

SEPTEMBER 21, 2022

Resilience is Core to Sustainable Portfolio Construction. While the old adage “only time will tell” generally refers to a future outcome, it is apropos of our belief that a truly sustainable portfolio must consist of businesses that have proven to be resilient under a variety of macroeconomic circumstances. Wed, 09/21/2022 - 10:50.

Portfolio 86

Portfolio Manufacturing Investments Investing 86

The Chicago Financial Planner

FEBRUARY 5, 2022

The New York Giants (an old NFL team) won in 2008 and the market tanked in what was the start of the financial crisis. What impact have the solid stock market gains of the past three years had on your portfolio? Solid, well-managed active funds can also contribute to a well-diversified portfolio. Costs matter.

Investing 184

Investing Investments Financial Planner Risk Tolerance 184

The Big Picture

OCTOBER 27, 2023

Since the Great Financial Crisis in 2008-09, the income portion of portfolios has been almost an afterthought. As the equity portion of your portfolio moderates (I suggest you lower your return expectations for equities2 to ~5-7%), much of those reduced returns are being made up in fixed income. Interested in speaking to us?

Portfolio 147

Portfolio Government Wealth Management Clients 147

The Big Picture

DECEMBER 7, 2022

I would come out each evening and say: “ Be sure to own a globally diversified, low-cost portfolio of inexpensive ETFs; Rebalance once a year; See ya tomorrow !” January 2008). But if I did have a nightly television show, there might be a small problem. Previously : Watching From Afar (March 2, 2020). Who Do You Trust?

Financial Advice 290

Financial Advice Media Engineering Advertising 290

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

The Big Picture

JANUARY 31, 2024

To help us unpack all of this and what it means for your portfolio, let’s bring in Claudia Sahm. The global financial crisis in 2008, that was a big, fast, deep recession. Claudia Sahm : In 2001, we saw the unemployment rate rise, not as much as in 2008 or in 2020. Claudia, welcome to Bloomberg’s At The Money.

Economy 298

Economy Economics Consulting Marketing 298

Abnormal Returns

SEPTEMBER 22, 2022

wsj.com) Fund management What are the most owned private companies in mutual fund portfolios? axios.com) Mortgage rates are at their highest level since October 2008. (axios.com) It's not just you, planes are dirtier now. washingtonpost.com) LaGuardia airport is no longer a hell hole. Think Elon Musk.

Financial Advising 130

Financial Advising Media Valuation Assets 130

The Irrelevant Investor

JULY 10, 2020

If there was a way to protect your portfolio from periodic blowups like the one earlier this year, would you want it? These strategies are neither good nor bad and like everything else, it depends how you use them in concert with the rest of your portfolio, how much they cost, and what you're trying to accomplish.

Portfolio 52

Portfolio Insurance Marketing Marketing 52

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

The Chicago Financial Planner

NOVEMBER 8, 2021

At some point we are bound to see a stock market correction of some magnitude, hopefully not on the order of the 2008-09 financial crisis. This is the time to review your portfolio allocation and rebalance if needed. Manage your portfolio with an eye towards downside risk. Review and rebalance . Click To Tweet.

Retirement 130

Retirement Marketing Marketing Financial Planner 130

Abnormal Returns

MARCH 16, 2023

axios.com) Finance Why 2023 is not a replay of 2008-09. ft.com) Japan bank portfolios are full of long dated bonds. (investmenttalk.substack.com) Google Cloud is shifting its customer focus. theinformation.com) Office vacancies rates are not improving. ritholtz.com) Credit Suisse is not Silicon Valley Bank.

Government 130

Government Media Financial Advising Banking 130

The Big Picture

MARCH 13, 2024

To help us unpack all of this and what it means for your portfolio, let’s bring in Jim Bianco, Chief Strategist at Bianco Research, and His firm has been providing objective and unconventional research and commentary to portfolio managers since 1990, and it is top rated amongst institutional traders.

Numbers 288

Numbers Insurance Economy Marketing 288

Validea

NOVEMBER 4, 2022

Now, DoubleLine Capital has put out a study touting a new approach: build a portfolio that follows market momentum as it goes up and down, a strategy known as “trend following,” according to an article in Chief Investment Officer. And the index has performed well, beating other alternatives, and returning 14% during the 2008 financial crisis.

Portfolio 52

Portfolio Assets Investments Investing 52

Random Roger's Retirement Planning

SEPTEMBER 26, 2023

First on Monday's post about using return stacking to slightly increase the retirement withdrawal rate, I forgot about the WisdomTree Core Efficient Plus Fund (NTSX) which is leveraged up such that 67% in that fund equals 100% into a 60/40 portfolio like the Vanguard Balanced Income Fund (VBAIX).

Portfolio 96

Portfolio Management Retirement Taxes 96

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

JULY 3, 2024

Full transcript below. ~~~ About this week’s guest: Dr. William Bernstein is the author of numerous books, including “ The Four Pillars of Investing: Lessons for Building a Winning Portfolio.” To help us unpack all of this and what it means for your portfolio, let’s bring in Dr. William Bernstein.

Investing 162

Investing Investments Portfolio Assets 162

Fortune Financial

AUGUST 16, 2021

One topic I have not touched on in a while is portfolio construction, so I wanted to dedicate this post to the reasons why a sector-neutral portfolio makes sense, and to give investors some ideas for creating their own. The first step is to decide how many positions you want to hold in the portfolio.

Portfolio 52

Portfolio Communication Numbers Financial Advisor 52

Validea

OCTOBER 19, 2022

Coming into 2022, the 60/40 stock/bond portfolio had been a stalwart strategy for your balanced investor. Even with bear markets like 2000-2002 and 2008-2009, the portfolio had strong returns for a very long period. at the start of the year) things are looking brighter for this simple portfolio.

Investing 128

Investing Investments Valuation Portfolio 128

Nerd's Eye View

APRIL 11, 2023

In this episode, we talk in-depth about how, in the early stages of his career selling long-term care insurance, Thomas realized that so-called 'one-legger' senior couples – where one spouse is healthy but the other is not, such that if something happened to the healthy spouse, they’d both be in trouble – face unique challenges as (..)

Medical 130

Medical Financial Advisor Financial Planning Clients 130

Random Roger's Retirement Planning

APRIL 17, 2024

The idea of building an All-Weather portfolio of course has its appeal. The basic idea is to be much less volatile than the broad market or the typical 60/40 portfolio. It raises the question though of how much performance should an investor expect or be willing give up for the potential emotional comfort of an All-Weather portfolio.

Portfolio 102

Portfolio Asset Allocation Advertising Numbers 102