Truemind Capital

OCTOBER 18, 2024

That’s exactly what we’ve seen in India’s financial markets in the quarter ending September 2024. Here is what’s happening currently- Stock markets are rising Bond Prices are increasing / Bond Yields are falling Gold is trending upwards Real Estate Prices are inching upwards ALL KEY ASSET PRICES ARE GOING NORTHWARDS!

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Financial Market Marketing Marketing Asset Allocation 52

Truemind Capital

JANUARY 16, 2024

We maintain our underweight position to equity (check the 3rd page for asset allocation) due to an unfavorable risk-reward ratio. We continue to hold positions in large-cap value stocks and maintain no allocation to mid & small-cap funds. You can write to us at connect@truemindcapital.com or call us at 9999505324.

Financial Market 52

Financial Market Marketing Marketing Asset Allocation 52

Random Roger's Retirement Planning

NOVEMBER 21, 2024

From the fund page : the goal is seeking stable returns across a variety of economic and financial market conditions, consistent with the preservation of capital. Plenty of other managed futures funds came onto the scene in 2013 and 2014 but I think RYMFX is the only one to test what was a terrible time for managed futures.

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Asset Allocation Management Portfolio Taxes 52

The Irrelevant Investor

JULY 19, 2016

These are two of my favorite quotes From The Intelligent Asset Allocator : Asset allocation is the only factor affecting your investments that you can actually influence. Ferri was an early champion of indexing and asset allocation for financial advisors. He taught me that asset allocation matters.

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Investing Investments Asset Allocation Assets 52

Investing Caffeine

MAY 2, 2022

As you can see from the chart below, there have been no shortage of issues and events to worry about over the last 15 years (2007 – 2022): 2008-2009: Financial Crisis 2010: Flash Crash (electronic trading collapse) 2011: Debt Ceiling – Eurozone Collapse 2012: Greek Debt Crisis – Arab Spring (anti-government protests) 2012: Presidential Elections (..)

Electronics 59

Electronics Economy CFP Government 59

WiserAdvisor

JANUARY 23, 2024

For instance, events like a market downturn in June 2013 allowed some services to capture losses promptly, providing tax savings for clients. It is crucial to note that tax-loss harvesting is not about avoiding certain asset classes that are not doing well.

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Financial Advisor Risk Tolerance Communication Taxes 40

The Big Picture

MARCH 26, 2024

I mean, he was essentially market timer, for a lack of a a better word. He wasn’t tactical asset allocator. 00:11:43 [Speaker Changed] And one of the more rare successful market times 00:11:47 [Speaker Changed] Unbelievably successful. So my firm launched in 2013 with very little money. TD was our custodian.

Marketing 147

Marketing Marketing Investing Investments 147