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. Again, only 6% of households with defined contribution accounts made changes to their portfolio in 2018.

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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. Rather, I'm saying that gold marches to the beat of its own drum, which can make it a great addition to a traditional portfolio of stocks and bonds.

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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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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. Portfolio 2 also has a 10% position to U.S.

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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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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. When I first tried to navigate to the page for ISPY, I went to SPDR's website instead of ProShares which sent me down an interesting rabbit hole looking at SPDR's model portfolios.

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Portfolio Asset Allocation Marketing Marketing 75

The Big Picture

JULY 19, 2022

The transcript from this week’s, MiB: Antti Ilmanen, Co-Head, Portfolio Solutions, AQR , is below. BARRY RITHOLTZ; HOST; MASTERS IN BUSINESS: This week on the podcast, I have an extra special guest, Antti Ilmanen is AQR’s Co-head of the Portfolio Solutions Group. CO-HEAD, AQR’S PORTFOLIO SOLUTIONS GROUP: Thanks, Barry.

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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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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. 10529 EPS 4.71

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The Irrelevant Investor

FEBRUARY 25, 2019

Here's one reason why- a global portfolio (in black) outperformed "U.S. only" from 1970-2011. International portfolio. The S&P 500 destroyed international stocks since 1970, with $1 growing to $127 in the U.S. and just $56 overseas. The entire spread between $126 and $95 has occurred over the last 8 years. Green is when U.S.

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Trade Brains

MAY 3, 2023

Nexus Select Trust has a portfolio of 17 operational shopping centers throughout 14 major cities, totaling 9.8 Financial Highlights According to Nexus Select Trust’s financials, their assets have decreased from Rs.9,527.63 Has a highly stabilized portfolio with committed occupancy of 93.5%. crore in March 2020 to Rs.

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Retail Portfolio Assets Sales 52

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 Happy reading!

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Validea

JANUARY 4, 2023

We’ve been running quantitative model portfolios since 2003. In reviewing the returns for our portfolios in 2022, which were difficult for the markets and investors, things mostly played out as you may have expected as we look back with hindsight, although there are a few surprises and important lessons I think we can draw from the results.

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Brown Advisory

APRIL 1, 2016

After several years of relative calm, investors have had renewed reason to worry about protecting their portfolios. Following the turmoil of the Great Recession, many market participants were lulled into complacency by seemingly steady gains in asset prices and the extended period of low interest rates. Multiple Risks.

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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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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. The portfolio needs to still be managed in decent fashion but it is not the obvious road to ruin that thinking 10% is sustainable would be.

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Math Retirement Numbers Portfolio 74

BlueMind

DECEMBER 23, 2022

Margin Call (2011). Rather than investing in a single product, your portfolio should be diversified. 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.

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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. Furthermore, it plans to add 65 more gas retailing stations to its portfolio of 135 stations at present. .) ₹12,500 EPS ₹15.5 Stock P/E 56.1 RoCE 32% RoE 31% Promoter Holding 53.2%

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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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Trade Brains

MAY 7, 2023

AAVAS Financier Founded in Rajasthan in 2011, AAVAS Financiers Ltd. The company however found itself in trouble for asset liabilities mismatch. 50,000 crores in Assets under management in 2017 with deposits crossing Rs. The company successfully increased its gross loan assets to Rs. Over the years they have served over 2.5

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Banking Government Financial Services Assets 52

Trade Brains

SEPTEMBER 20, 2023

Hi-Green Carbon IPO Review : About the Company Hi-Green Carbon Limited was incorporated in 2011, it is a part of the Radhe Group Energy, based in Rajkot, Gujarat, which focuses on renewable energy as its core with a diversified balanced portfolio stretching from castings, consumer goods, corporate farming, packaging and herbal products.

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Manufacturing Sales Government Portfolio 59

Carson Wealth

JANUARY 22, 2024

While our view on the economy leads us to favor stocks over bonds in 2024, we believe bonds are poised to return to their traditional roles as portfolio stabilizers and sources of diversification. A diversified portfolio does not assure a profit or protect against loss in a declining market.

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Marketing Marketing Economy Portfolio 97

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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Economy Nonprofit Wealth Management Food 52

Good Financial Cents

JULY 6, 2023

How about the teenager who made millions on Bitcoin after investing what he had at the time ($1,000) in 2011? Build your portfolio alongside over a million other community members. You can also even choose among professionally curated portfolios that might work better or worse based on your goals and risk preferences.

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Brown Advisory

AUGUST 7, 2018

Some sustainable investors want to make a positive impact on the world,others want to align their portfolio with a specific mission or set of values, and still others simply want to screen out businesses and behaviors from the portfolio that they find objectionable. “Sustainable investing” means different things to different people.

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Brown Advisory

AUGUST 7, 2018

Some sustainable investors want to make a positive impact on the world,others want to align their portfolio with a specific mission or set of values, and still others simply want to screen out businesses and behaviors from the portfolio that they find objectionable. “Sustainable investing” means different things to different people.

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Brown Advisory

NOVEMBER 12, 2015

As 2015 comes to a close, we remind our clients and friends of how important it is take time to review new tax rules, consider tax-saving opportunities and review investment and asset-protection plans before year’s end. Re-examine asset location.

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Truemind Capital

SEPTEMBER 13, 2021

For those who are uninitiated, the below chart represents the cycle of greed and fear in any asset class with varying degrees of emotions. Not just equity, a huge participation of retail can be witnessed in speculative assets like futures & options, and cryptocurrencies to name a few. The sentiment cycles are permanent.

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Carson Wealth

AUGUST 7, 2023

The first came in August 2011 from S&P Global Ratings after a government standoff over the debt ceiling. Treasuries are widely considered the safest asset in the world. The first downgrade in 2011 did little to change that, and we don’t expect the second downgrade to either. Rating agency Fitch downgraded the U.S.

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Marketing Marketing Government Economy 52

The Big Picture

AUGUST 15, 2023

So if you start with the S&P 500 or in this case stocks and bonds, you only have two asset classes, right. So the proper benchmark for those pools has to look a little bit like the underlying assets they’re investing in. That’s a really easy portfolio to create. RITHOLTZ: Fair enough. RITHOLTZ: Right.

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Trade Brains

FEBRUARY 11, 2024

Today, it boasts a diverse portfolio encompassing power generation, transmission, and distribution. The company entered into the power sector in 2011-12, by taking over Mahendra Electricals renaming it Torrent Cables Limited, now me­r­ged with Torrent Power Limited. Gas-fired plants allow rapid startup supporting flexible operation.

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Distribution Government Portfolio License 45

Brown Advisory

NOVEMBER 28, 2017

This is obviously relevant when we consider our clients’ overall exposure to risk assets, and it is also important for our equity research analysts and portfolio managers as they think about the prospects of the individual stocks in their portfolios. This data makes sense intuitively.

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Economy Clients Economics Management 52

Brown Advisory

NOVEMBER 28, 2017

This is obviously relevant when we consider our clients’ overall exposure to risk assets, and it is also important for our equity research analysts and portfolio managers as they think about the prospects of the individual stocks in their portfolios. This data makes sense intuitively.

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Economy Clients Economics Management 52

ClearMoney

DECEMBER 5, 2021

Gomes and Michaelides (2008) suggest the greater supply of riskless assets, such as government debt securities, could lead to households investing less of their net worth in risky assets, lowering their consumption volatility and, in turn, the equity premium. Reuters (2011). General government debt from OECD (2021). 1: 415–448.

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Trade Brains

SEPTEMBER 14, 2023

Founded in 2011. crore with a net interest margin (NIM) of 8% and return on assets (RoA) of 3.16% respectively. Its portfolio of services to MFs, AIFs, and insurance companies includes API, E-mandate and UPI autopay, FIP integration, integration, AI-focused data analytics, onboarding, fund accounting and operations, and more.

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