Dear Mr. Market

MARCH 17, 2024

My Portfolio Guide, LLC was the first investment firm to publish a March Madness investing bracket where we share our picks and match them up against each other. For example, a #1 seeded investment could lose right out of the gate just as a #12 could potentially win it all.

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The Big Picture

OCTOBER 31, 2023

 The transcript from this week’s, MiB: Michael Carmen, Co-Head, Private Investments, Wellington Management , is below. We were originally very equity heavy back in the day, and we made a lot of investments on the fixed income side. So fixed income is now a substantial percentage of our assets.

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Brown Advisory

JULY 1, 2016

Investment Perspectives | Real Returns achen Fri, 07/01/2016 - 06:00 One of the most penetrating and recurring questions we receive from clients is, “what is a reasonable long-term expectation for U.S. over the last 100 years (1915–2014), but interestingly, they increased to 7.9% stock market returns?”

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Brown Advisory

JULY 1, 2016

Investment Perspectives | Real Returns. Endowment funds provide a useful window into this issue: Investment committees and boards of trustees with which we work recognize that the institutions they represent depend on a reasonably predictable level of cash flow to help fund their operating requirements. Fri, 07/01/2016 - 06:00.

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Trade Brains

SEPTEMBER 26, 2024

It serves the investment community’s diverse needs and provides complementary revenue sources. It was named Indian Exchange of the Year for 2014 by Futures & Options World. The exchange also received the CII EXIM Bank Excellence Prize in 2014 and 2016. Additionally, the total number of shares is 49,50,00,000.

Compliance 90

Compliance Banking Management Risk Management 90

Carson Wealth

NOVEMBER 13, 2023

And even more encouragingly, when stocks are positive heading into November, markets tend to chase year-to-date strength as investment managers add equities before the year’s close. The third quarter’s blockbuster productivity data follows a hot number from the prior quarter, when productivity rose 3.5% (annualized).

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Random Roger's Retirement Planning

JUNE 30, 2024

If they can put their previous mortgage payment, lets go with $1500/mo, into a 60/40 fund, they would end up with $415,000 including the $50,000 they started with based on June, 2014-June 2024 results for the Vanguard Balanced Index Fund (VBAIX) or they'd have $500,000 if they put 80% into stocks.

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The Big Picture

SEPTEMBER 3, 2024

They are a publicly traded investment manager, stocks symbol DHIL, that have been public since day one since 2016. They do a number of things at Diamond Hill that many other investment shops don’t. They do a number of things at Diamond Hill that many other investment shops don’t. Kind of unique.

Investing 147

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Brown Advisory

OCTOBER 28, 2019

Healthy Returns: Sustainable Investing in the Health Care Sector ajackson Mon, 10/28/2019 - 14:59 Our Large-Cap Sustainable Growth portfolio managers discuss how they have approached the health care sector as sustainable investors. Our entire portfolio is built on this philosophy. Our approach in health care is no different.

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Brown Advisory

OCTOBER 28, 2019

Healthy Returns: Sustainable Investing in the Health Care Sector. Some of the most compelling investments over the next decades, in our view, will be in companies that help solve some of society’s thorniest challenges—resource scarcity, chronic health crises, access to clean water and climate change, to name a few.

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Investments Investing Medical Portfolio 52

Trade Brains

SEPTEMBER 12, 2023

Nifty 50 first hit 10,000 on July 26, 2017, and it took more than 21 years to double that number. For many people, 20,000 is not just a number; but happiness for many. The Ripple effect saw the market fall a number of times in 2008. On September 1, 2014, the Nifty touched 8,000. Now, Nifty is on its way to 21,000 points.

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Brown Advisory

AUGUST 11, 2017

Seeing the Big Picture: Investing for Impact in Public Markets achen Fri, 08/11/2017 - 11:32 Many people and many organizations want to drive progress in society directly through their actions. Private impact investments can be excellent ways to foster change, and they let investors “see” the impact value of each dollar they are investing.

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Brown Advisory

AUGUST 11, 2017

Seeing the Big Picture: Investing for Impact in Public Markets. One way to do that is through impact investing—a term that refers to the pursuit of positive social, environmental or other change using investment capital. But for many, the issues that small, targeted investments focus on are part of a larger global concern.

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Brown Advisory

SEPTEMBER 6, 2022

Global Leaders Investment Letter: August 2022 mhannan Tue, 09/06/2022 - 10:48 Just want the PDF? Capital cycles appear when product shortages and subsequent high prices and rising return on invested capital (RoIC) are met by capital flowing into an industry to satiate the new demand. The key to this is analysis of the supply-side.

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The Big Picture

DECEMBER 6, 2022

BARRY RITHOLTZ, HOST, MASTERS IN BUSINESS: This week on the podcast I have an extra special guest, Luis Berruga has a fascinating career as both a tech wizard and investment banker before becoming CEO of Global X ETFs. RITHOLTZ: So you joined Global X in 2014. I found the conversation fascinating, and I think you will also.

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Trade Brains

DECEMBER 13, 2023

lakh applicants investing around Rs. Well, today, instead of buying their products, we invest in their IPOs. So, an IPO basically turns a privately held company into a public company, opening up investment opportunities for the general public and earning returns on that investment. What do the numbers tell about IPOs?

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Numbers Retail Startup Investing 64

Validea

MARCH 27, 2023

GM is one of the world’s largest auto makers and since 2014 it’s been run by Mary Barra, the first female to head up one of the Big Three auto manufacturers in the U.S. When founder Larry Ellison stepped down as CEO in 2014, Safra Catz stepped back in. Though the stock fell 6.3% Lock In Your Discount Today Advanced Micro Devices.

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Retail Sales Manufacturing Numbers 59

Brown Advisory

SEPTEMBER 13, 2023

Our amphitheaters are doing great, substantially up in number of fans attending per show, and the high-end stadiums are doing very well. It’s their number one big ticket purchase priority and they desire premium experiences.” Past performance is not a guarantee of future performance and you may not get back the amount invested.

Economy 98

Economy Clients Economics Investments 98

The Irrelevant Investor

NOVEMBER 11, 2018

Articles In hindsight, we can see that the value in 2014 $AAPL was real while the value in 2014 $IBM was fake. Investment finance math is sales math. By Richard Wiggins & Michael Edesess Unlike social security, many pensions suffer reverse compounding of purchasing power over time. By Morgan Housel The majority of U.S.

Math 52

Math Economics Economy Numbers 52

Trade Brains

SEPTEMBER 20, 2022

Top Stocks Under Rs 10 : A few decades ago, very few people would invest in the stock market. Demat accounts weren’t in existence and they would lose track of their investments. They are risky because of their lack of liquidity, a smaller number of shareholders, large bid-ask spreads, and limited disclosure of information.

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Certification Manufacturing Investing Investments 98

The Irrelevant Investor

JULY 19, 2016

Everybody who ever invested a dime in the market had a mentor. Here are two brilliant quotes from The Little Book of Common Sense Investing : Don't look for the needle in the haystack. The stock market is a giant distraction to the business of investing. Just buy the haystack!

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Investments Investing Asset Allocation Assets 52

Brown Advisory

JANUARY 20, 2023

Don't get an "F" on FBAR ajackson Fri, 01/20/2023 - 13:43 We work with many clients to develop smart, flexible tax strategies; such strategies are essential to align their tax, investment and wealth preservation plans. Past performance is not a guarantee of future performance, and you may not get back the amount invested.

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Accounting Compliance Taxes Banking 100

ClearMoney

DECEMBER 14, 2021

Systematic, or factor-based, investing has become quite common in equities. The many parallels between Dimensional’s equity and fixed income approaches provide an opportunity to demystify systematic bond investing through the familiar lens of our approach in equities. The following is provided by Dimensional Fund Advisors.

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Investments Investing Commission Distribution 52

Brown Advisory

MARCH 14, 2023

In equity investing, on the surface we tend to shun the idea of timing markets (in the “too hard” bucket), and applaud the concept of time in the market due to the beauty of compounding. Still, even if the numbers aren’t moving, the sentiment is somewhat less favorable today than it was in November. Source: FactSet. As of 12/31/2022.

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Clients Investing Investments Sales 97

The Irrelevant Investor

FEBRUARY 27, 2021

In 2014, Buffett looked back on that and said, "As a financial disaster, this one deserves a spot in the Guinness Book of World Records." This might be the Cal Ripken streak of investing. And yet, even with numbers like this, he sure had a few setbacks along the way. Today we found out that Buffett one-upped himself.

Numbers 52

Numbers Investments Investing Marketing 52

Random Roger's Retirement Planning

APRIL 9, 2024

It is fun history to look at but I can't get to the point of applying lessons from the banking crisis of 1878 to investing today. Looking back, 2014 is the only year (available to backtest) where equities and managed futures were up similar amounts. There are expectations embedded in these numbers.

Management 98

Management Retirement Planning Portfolio Retirement 98

Carson Wealth

JULY 8, 2024

These numbers can and will be revised, and so it helps to look at the 3-month average. That number has been trending down since earlier this year, but it’s at a healthy 177,000 right now, above the 166,000 average pace in 2019. and matches what we saw all the way back in 2014. That’s below the 2019 average of 3.9%

Marketing 97

Marketing Marketing Economy Numbers 97

Brown Advisory

JUNE 21, 2017

Investment Perspectives - The Great Debate achen Wed, 06/21/2017 - 12:35 Aside from some current political and economic topics that dominate the financial media, the most widely debated investment issue today involves the merits of passive investing, or indexing. equity funds in 2016 alone.

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Investments Investing Portfolio Management 52

Brown Advisory

JUNE 21, 2017

Investment Perspectives - The Great Debate. Aside from some current political and economic topics that dominate the financial media, the most widely debated investment issue today involves the merits of passive investing, or indexing. Wed, 06/21/2017 - 12:35. Assuring "Average".

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Investments Investing Portfolio Management 52

Random Roger's Retirement Planning

SEPTEMBER 30, 2024

I wrote a couple of posts that weren't work related, pretty much ran out of things to talk about, so I started writing about markets and investing. The way that number went up though, I don't know if it was a real number or not. The first one was writing for TheStreet.com from 2005 to early 2014.

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Numbers Taxes Investing Investments 81

Brown Advisory

MARCH 9, 2018

We discuss our strategies for investing in this dynamic and evolving arena. Our holy grail is the investment that offers our clients clear additional benefits without additional risk. Such investments are not easy to find. We think that green bonds are a “no-brainer” for clients focused on sustainable investing.

Portfolio 52

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Brown Advisory

MARCH 9, 2018

Income and Impact: Adding Green Bonds to Investment Portfolios. Record issuance, growing demand for capital to fund green projects and returns in line with other bonds of similar profiles: Green bonds can be a great opportunity for clients interested in sustainable investing—if they are incorporated with clear allocation goals in mind.

Portfolio 52

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Brown Advisory

APRIL 1, 2015

Investment Perspectives | Bubbles II. In Engines That Move Markets, a 2002 book about the cycles of technology investing, Alasdair Nairn defines “bubbles” as periods when investors appear to suspend rational valuation, much as they had during the dotcom craze shortly before the book was published. Wed, 04/01/2015 - 16:48.

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Investments Investing Valuation Assets 52

Brown Advisory

OCTOBER 31, 2022

Escalating Uncertainty is Laying Bare the Dangers of Passive Equity Investing mhannan Mon, 10/31/2022 - 12:48 With history's longest bull market now in the rearview, passive investors are left highly exposed to an over-concentrated stock market that is on a collision course with a highly complex backdrop.

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Random Roger's Retirement Planning

JULY 31, 2023

You should know what it is, understand where the numbers come from, balance out delaying or taking it early but the amount you get is what you get. QLACs came about in 2014. The Journal works through some numbers. A commenter called a provider and got a lower payout number. Your Social Security amount is what it is.

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Retirement Insurance Accounting License 73

The Irrelevant Investor

JULY 30, 2017

By Eliot Brown Something new and powerful is happening in the investment world to divorce political risk and volatility from market risk and volatility. By Sean McLaughlin In 2000, the average endowment portfolio was 23% in alternative assets; in 2014, the corresponding number was 51%.

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Brown Advisory

OCTOBER 1, 2015

Investment Perspectives | China's Shock. But at slightly over 1% in 2014, bank non-performing loan exposure is low—about half the level of U.S. As Chinese GDP growth has slowed and debt has mounted, an increasing number of observers have wondered if the government can successfully navigate the transition to a more consumer-led economy.

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