Trade Brains

SEPTEMBER 28, 2023

In India, while the economy was growing fast, youth unemployment increased significantly between 2011–12 and 2021–22—nearly doubling. They need to educate, train, and prepare the youth to turn this youth population into a source of capital to become valuable assets for the country. But something is wrong here!

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Education Economy Numbers Portfolio 111

Validea

OCTOBER 19, 2022

But investors may still want to consider layering in various other asset classes to help protect from this unexpected risk in the future. Take Apple as an example, in late 2011/early 2012, the stock traded at a P/E of 10. With future stock returns higher than they were at the start of the year and the U.S Source: [link]. Tool: [link].

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Investing Investments Valuation Portfolio 128

Brown Advisory

OCTOBER 28, 2016

Asset Allocation: Caution Toward High Dividend Yielding Stocks achen Fri, 10/28/2016 - 11:25 Why Have High Dividend Yielding Sectors Done Well This Year? According to Morningstar, overall assets in dividend-focused ETFs and mutual funds have ballooned to $672.6 billion in assets they held in 2011. Reach for yield.

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Brown Advisory

OCTOBER 28, 2016

Asset Allocation: Caution Toward High Dividend Yielding Stocks. According to Morningstar, overall assets in dividend-focused ETFs and mutual funds have ballooned to $672.6 billion in assets they held in 2011. Fri, 10/28/2016 - 11:25. Why Have High Dividend Yielding Sectors Done Well This Year? Reach for yield. economy.

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Random Roger's Retirement Planning

NOVEMBER 21, 2024

There's no fact sheet yet and while the holdings are available, the asset allocation is vague without calculating the spreadsheet yourself which I did (hopefully correctly). The backtest runs from the start of 2011 to the end of 2020. Offering diversified exposure to U.S. Treasuries, real estate, gold, and agricultural commodities."

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The Irrelevant Investor

OCTOBER 17, 2019

trillion in financial assets as of December 2018. of average household assets DC-only households were least likely to trade, with only 6% trading, while 4 in 10 households holding both IRA and taxable accounts traded. The only time that over 2% of DC assets were traded was back in 2011 when the U.S. debt was downgraded.

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Random Roger's Retirement Planning

FEBRUARY 9, 2023

Anytime I talk about letting markets work for you over the long term and the role that an adequate savings rate plays in financial success, I will usually caveat that with assuming a proper asset allocation. Gold was mostly in a downtrend from mid-2011 to early 2016.

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Asset Allocation Portfolio Assets Numbers 75

The Irrelevant Investor

AUGUST 7, 2020

Gold is a fickle asset. They wrote: The supply and demand for gold affects its price and its price affects supply and demand Gold just surpassed its 2011 nominal high, but assets in the two biggest ETFs are 36% higher than they were at the previous peak.

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Trade Brains

NOVEMBER 30, 2023

Lakh Cr worth of Assets Under Management (AUM), which grew by 29% from the previous year. Assets Under Management (AUM) ₹2,47,379.00 Lakh Cr worth of Assets under Management (AUM), which grew by 36% from Rs. Chola’s Vehicle Finance business is its largest segment with assets worth Rs. The Company currently has about Rs.

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The Irrelevant Investor

SEPTEMBER 4, 2018

It has been 2,555 days since gold peaked in September 2011. Gold did fantastically well coming out of the GFC, but like most other assets, it got hit hard in the teeth of the crisis. Everybody wants an asset that is negatively correlated to stocks when stocks enter a bear market, and doesn't get killed when stocks do fine.

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Portfolio Portfolio Management Assets Management 52

The Irrelevant Investor

FEBRUARY 21, 2021

From the launch in late 2011 up through February of last year, money poured in, passing $40 billion. It was one of the top 20 ETFs by assets. below its highs, but assets are nearly 30% below where they were a year ago.Because the last thing investors want in a rip-roaring bull market is low volatility. The story was a good one.

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The Irrelevant Investor

JUNE 13, 2017

This fierce competition amongst asset management companies is driving down expense ratios, but investor's are potentially paying higher costs. Large Cap ETFs with over $500 million in assets, which means there will always be something in that category doing better than what you've selected. There are 50 U.S.

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Getting Your Financial Ducks In A Row

OCTOBER 17, 2022

Two primary goals of the IRA were to provide a tax-advantaged retirement plan to employees of businesses that were unable to provide a pension plan; in addition, to provide a vehicle for preserving tax-deferred status of qualified plan assets at employment termination (rollovers). trillion in assets, while traditional IRA are owned by 36.6

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Retirement Distribution Taxes Retirement Planning 90

Random Roger's Retirement Planning

OCTOBER 25, 2022

I did have a fairly lucky, partial sale in 2011. I sold RYMFX in Q3 2011. 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. Either way, I've been holding it for 17 or 18 years. We'd been in Yellowstone National Park.

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Management Sales Accounting Portfolio 74

Carson Wealth

AUGUST 12, 2024

We will keep things very simple here, but the Bank of Japan (BOJ) surprised markets with a rate hike which lead to a big move in the yen, which in turn unwound the yen “carry trade,” causing many risk assets to sell off heavily. In 2011 there was the US debt downgrade, and in 2015 China’s surprise devaluation of its currency.

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Marketing Marketing Numbers Economy 95

Validea

OCTOBER 5, 2022

12/30/2011 1.5% 12/30/2011 23.8% And with intangible assets rising in the economy, standard earnings calculations are becoming less and less accurate. As you can see in the chart below, if we look at just large-cap stocks, there is still an increase, but it is much less pronounced. 12/29/2006 1.2% 12/31/2007 1.0%

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CFP Valuation Economy Assets 59

Trade Brains

AUGUST 6, 2023

The company is an outcome of a demerger scheme that came into effect in April 2011. The entire world is heading towards “Green Power” solutions that are eco-friendly, cost-effective, and integrated through the digitization of power assets. Moreover, the asset turnover ratio of the company has increased from 3.2

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Trade Brains

OCTOBER 13, 2023

The Company has also set up an Alternative Asset Management via a 100% owned subsidiary and wealth management firm named Nuvama Wealth Management. This JV was established in 2011 and continues to run smoothly even today. This JV was established in 2011 and continues to run smoothly even today. 6819 Cr in FY22 to Rs.

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Banking Financial Services License Retail 105

Brown Advisory

DECEMBER 2, 2015

We are recommending that clients consider high-yield bonds and other asset classes that can offer the prospect of solid gains that diverge from the path of traditional stocks and bonds. Investor concerns about slowing growth have sprung up here and there since 2011 but had yet to set back equities until this year. 31, 2009, until Nov.

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The Irrelevant Investor

MARCH 10, 2020

Stocks have come down at a record speed over the last few weeks, making people wonder if the decline in asset prices are foreshadowing a decline in the overall economy. We saw this in 1962, 1966, 1987, 1998, 2011, and 2018. You can see below how stocks are like the dog and the economy is like its owner.

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The Irrelevant Investor

JUNE 22, 2022

There's a reason why index funds have more than $10 trillion in assets. Netflix and the Nasdaq have the same total return going back to 2011. Picking stocks that outperform the market is very difficult. Right now, the Nasdaq-100 is -30%, which is its most painful drawdown of the last decade.

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Walkner Condon Financial Advisors

FEBRUARY 6, 2024

Large Cap Stocks were the best performing asset class of all nine categories three times and finished second twice. Large Cap was the next asset class under these foreign blue chips. stocks and Emerging Markets stocks: 2008 and 2011. Large caps gained and both international stock asset classes lost ground.

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Trade Brains

JANUARY 20, 2023

By then almost a decade of manipulation of the financial statements had led to the hugely overstated assets and underreported liabilities. On 4th November 2011, bail was granted to Raju and two others accused. Its profits and assets were overstated. The gap was simply too big to fill! Several companies bid on April 13, 2009.

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Banking Accounting Ethics Sales 131

Darrow Wealth Management

NOVEMBER 5, 2024

At any time before and right after issuance, the company’s aggregate gross assets were less than or equal to $50 million ¹. Generally, gross assets mean cash and adjusted tax basis in property held by the issuing corporation. At least 80% of the company’s assets must be used in qualified trades or businesses.

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Taxes Wealth Management Tax Planning Assets 62

The Irrelevant Investor

FEBRUARY 25, 2019

only" from 1970-2011. Growth of $1, however, is probably the least relevant metric in the entire performance universe. Here's one reason why- a global portfolio (in black) outperformed "U.S. The entire spread between $126 and $95 has occurred over the last 8 years.

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Portfolio Numbers Asset Allocation Marketing 52

The Irrelevant Investor

FEBRUARY 25, 2021

At least in risk assets. Since 2011, the S&P 500 has gained nearly 300%. The past decade has been one of endless prosperity. The return on certain individual securities makes the overall stock market look like a savings account. Over the same time, Apple and Amazon have gained more than one thousand percent.

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Trade Brains

OCTOBER 2, 2023

SImilary, it reported a net profit of ₹1100 crores after its losses in the previous financial years For FY23, the company reported an NNPA of 0.04%, which indicates that only a small fraction of the bank’s loans or assets are non-performing. Coming to the return ratios, the bank reported an ROE and ROA of 27.43% and 3.30% respectively.

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BlueMind

DECEMBER 23, 2022

Margin Call (2011). Moreover, be aware of assets sold at a heavily discounted price (also known as a fire sale.) Greed leads him to rip millions off wealthy clientele while living a life of luxury. However, eventually, this leads him to be noticed by the FBI which starts closing in on his antics.

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The Irrelevant Investor

FEBRUARY 15, 2017

From May to October, 2011, the S&P 500 fell 21.6%. It's there so that I never interfere with the rest of my invested assets, which I'm hoping will compound (at whatever rate the market will allow) for the rest of my life. Rather, I'm talking about the idea that this bull has been running for eight straight years.

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Marketing Marketing Transportation Numbers 52

Validea

MAY 5, 2023

Singer has never had much confidence in financial regulators; in 2011 he told The Journal that the Dodd-Frank law allowed the government too much leeway in determining and handling risks in the financial system, something that he sees rearing its head once again in the banking collapses in March. But for long-term prosperity in the U.S.

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Economics Government Banking Economy 52

Trade Brains

FEBRUARY 26, 2023

Net Profit Margin 18% Operating Profit Margin 24% Founded in 2011 by Ashok Soota, Happiest Minds is an IT solutions & services company. It is one of the most preferred stocks in the assets management industry with various mutual funds holding a substantial investment in the company. .) ₹12,500 EPS ₹15.5 Stock P/E 56.1

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Trade Brains

MAY 3, 2023

Company Having a diverse tenant mix in industries such as fashion & accessories, hypermarket, entertainment, and food and drinks which accounted for 30% of India’s total discretionary retail spending in FY20 and had a population CAGR that was 226 basis points higher than the national average from 2011 to 2021. crore in March 2022.

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Random Roger's Retirement Planning

DECEMBER 1, 2023

Back to Israelov's quote, they can be a way to add volatility as an asset class, in this case through something that sells that asset class, that sells volatility. Saying covered call funds are hormetic might be a stretch but you get the idea. They also do usually add quite a bit of yield.

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Math Retirement Numbers Portfolio 74

Discipline Funds

APRIL 29, 2024

Back in 2011-2015 the Yen/USD jumped from 75 to 120. This view covers the incredibly complex and traumatic events that unfolded over the 50 year period since the infamous asset price bubble. If inflation is indeed on the verge of remaining higher or moving higher then the situation here is more concerning.

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Government Banking Economy Economics 62

Random Roger's Retirement Planning

DECEMBER 21, 2023

If there is another flash crash like 2011 or 2015, there was a lot of ground gained back before markets closed on those days. I was curious of course so I looked at the 60/40 blend under Strategic Asset Allocation. 0dte's would have also recovered and expired if they had existed back then.

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The Irrelevant Investor

MAY 4, 2022

With Powell's comments that a 75 basis point rate hike was not in their plans, risk assets shot up. The GFC didn't regain its highs until 2013, but experienced corrections in 2010 and 2011 The post It Gets Harder from Here appeared first on The Irrelevant Investor. Despite such claims, it's continued to defy the grim reaper.

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Portfolio Assets Marketing Marketing 52

Darrow Wealth Management

APRIL 20, 2022

Significant fiscal stimulus, wage growth, asset appreciation, and easy money policy from the Federal Reserve boosted consumers’ savings rates and dependency on credit to make purchases. In March, US consumer confidence dipped to levels not seen since 2011. Households are in good financial shape to keep spending.

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