Nerd's Eye View

JANUARY 9, 2024

Kimberly is the Lead Financial Planner and Managing Partner of Enders Wealth Management, a hybrid advisory firm based in Sterling Heights, Michigan, that oversees $50M in assets under management for 85 client households.

Financial Advisor 246

Financial Advisor Financial Planner Clients Food 246

The Big Picture

APRIL 26, 2023

Desmond loved to ask professional portfolio managers “What percentage of stocks would you expect would be making new highs at the top day of the bull market when the Dow Jones was making its absolute high?” He noted that markets get increasingly narrow by cap size (capitalization) as longer secular bull markets approach their ends.

Portfolio Management 286

Portfolio Management Marketing Marketing Portfolio 286

The Big Picture

DECEMBER 11, 2023

And according to NRF data itself, from its annual Retail Security Survey, shrink attributed to external theft, including organized retail crime, has largely remained the same since 2015. They all have agendas, none of which include the well-being of your portfolios. for over a decade.”

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Retail Accounting Sales Numbers 353

The Big Picture

APRIL 26, 2024

He has put together an enviable track record of analyzing when risk is low or high, and how investors should be positioning their portfolios. .” We discuss how his unusual career developed, with his covering both Investment strategy AND economic analysis. She was named one of Ad Age’s 100 Most Influential Women in Advertising.

Asset Allocation 170

Asset Allocation Advertising Engineering Media 170

The Big Picture

OCTOBER 2, 2023

Hence, whatever your views are about the economy, markets, your portfolio, etc., We model the economy, we model markets, we create Monte Carlo simulations of how our portfolios will perform. you must be ready to discard them as you amass evidence that they are wrong. We become disappointed when models don’t behave the way reality does.

Investing 345

Investing Investments Economy Portfolio 345

Brown Advisory

JUNE 3, 2015

The Advisory | June 2015. Wed, 06/03/2015 - 10:14. In many clients’ portfolios we have eliminated our overweight position in U.S. equities in many client portfolios for the past four years. Fixed Income: Bonds help portfolios despite Fed policy shifts Expanding Horizons. Shifting Gears. equities and U.S.

Valuation 52

Valuation Economy Banking Economics 52

Brown Advisory

NOVEMBER 12, 2015

Strategic Advisory Letter | 2015 Year-End Planning Checklist. Thu, 11/12/2015 - 11:10. 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. Overview of 2015.

Planning 52

Planning Taxes Distribution Medical 52

Investment Writing

SEPTEMBER 5, 2023

Commentary about portfolio performance is part of every investment manager’s communications. It can consist of a single line giving portfolio returns. In this article, I review portfolio performance reports’ common components. In this article, I review portfolio performance reports’ common components.

Portfolio 52

Portfolio Clients Management Investing 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. Tool: [link].

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Investing Investments Valuation Portfolio 128

Brown Advisory

OCTOBER 4, 2021

Considering Climate within Portfolios ajackson Mon, 10/04/2021 - 11:00 An increasing number of investors are seeking to incorporate climate change in their investment calculus. For investors with a portfolio covering multiple asset classes, the tasks of excising climate risk and finding new climate-related opportunities can be daunting.

Portfolio 52

Portfolio Asset Allocation Clients Assets 52

Brown Advisory

OCTOBER 4, 2021

Considering Climate within Portfolios. For investors with a portfolio covering multiple asset classes, the tasks of excising climate risk and finding new climate-related opportunities can be daunting. CLIMATE DASHBOARD: SUSTAINABLE MODEL PORTFOLIO AS OF 6/30/21. Mon, 10/04/2021 - 11:00. A 360-Degree Climate Evaluation.

Portfolio 52

Portfolio Asset Allocation Clients Assets 52

Random Roger's Retirement Planning

DECEMBER 12, 2023

The client was in his 70's when the story starts in 2015 and he had "at least $50 million." If they'd found him a cash account paying zero interest back in 2015, they could started taking $1.5 Bitcoin was going for $250 in the middle of 2015. million/yr and lasted until 2038.

Portfolio 75

Portfolio Clients Accounting Financial Advisor 75

Fortune Financial

AUGUST 7, 2023

Are Alternative Investments the Key to Diversifying Your Portfolio? If you prefer a more indirect approach, Real Estate Investment Trusts (REITs) allow you to invest in a portfolio of properties without the hassle of direct ownership. between 2015 and the end of 2021. trillion in 2015 to$13.32

Portfolio 52

Portfolio Investing Investments Risk Tolerance 52

Fortune Financial

AUGUST 7, 2023

Are Alternative Investments the Key to Diversifying Your Portfolio? If you prefer a more indirect approach, Real Estate Investment Trusts (REITs) allow you to invest in a portfolio of properties without the hassle of direct ownership. between 2015 and the end of 2021. trillion in 2015 to$13.32

Portfolio 52

Portfolio Investing Investments Risk Tolerance 52

Random Roger's Retirement Planning

OCTOBER 10, 2023

There was some interesting reading today looking at various portfolio construction and strategy issues. lagged far behind the Vanguard Balanced Index Fund (VBAIX) which is a proxy for a 60/40 portfolio. lagged far behind the Vanguard Balanced Index Fund (VBAIX) which is a proxy for a 60/40 portfolio. For the year, that 1.8%

Portfolio 98

Portfolio Assets Management Marketing 98

Random Roger's Retirement Planning

FEBRUARY 29, 2024

Cullen Roche looked at the 60/40 portfolio concept through an interesting lens. The importance comes in understanding diversification and the importance of long term thinking in the equity portion of your portfolio. The main takeaways are that one, 60/40 is not dead and that two, different assets have different durations.

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Retirement Assets Portfolio Financial Planning 98

Random Roger's Retirement Planning

AUGUST 5, 2023

Turns out there's a mutual fund version with symbol HCMDX with a track record back to 2015. Portfolio 1 outperformed in 6 of the 9 years studied with slightly less volatility. Portfolio 1 outperformed in 6 of the 9 years studied with slightly less volatility. compared to 7.35, had a standard deviation of 8.07 versus 10.32

Portfolio 93

Portfolio Clients Taxes Numbers 93

Random Roger's Retirement Planning

JULY 30, 2022

The first thing I did was plug in the following portfolio and compare it to 100% SPDR S&P 500 (SPY) and 100% Vanguard Balanced Index (VBAIX) which is a proxy for a 60/40 portfolio. Portfolio 1, my concoction, grew from $100,000 to $431,418. The lag in 2015 was a matter of basis points. SSO is 2X the S&P 500.

Portfolio 75

Portfolio Accounting Clients Marketing 75

Good Financial Cents

DECEMBER 12, 2022

M1 Finance is a personal finance company that offers a variety of financial services, including investment management, portfolio analysis, and stock trading. The company is headquartered in Chicago, Illinois, and was founded in 2015. M1 Finance was founded in 2015 and is headquartered in Chicago, Illinois. Is M1 Finance Free?

Investing 83

Investing Investments Portfolio Analysis Insurance 83

Brown Advisory

APRIL 21, 2023

But we never forget that we manage diversified portfolios, and those portfolios are indeed affected by macro factors; inflation, interest rates, bank liquidity and other issues facing the economy will of course influence the prospects of the companies we hold in our strategies.

Portfolio Management 98

Portfolio Management Portfolio Banking Management 98

Trade Brains

OCTOBER 19, 2023

The first phase of this massive project, costing around ₹7,600 crore, began in 2015 and is expected to be finished by May 2024. The Vizhinjam port is at the southernmost tip of India and will help us compete with China in international maritime trade. What does Trans-shipment Port Mean? It’s a win for India and Adani Ports!

Manufacturing 105

Manufacturing Portfolio Planning Marketing 105

Random Roger's Retirement Planning

FEBRUARY 12, 2025

The idea is that you get the full beta (stocks and bonds) return with just a portion of the portfolio often with futures or some other form of leverage, leaving dollars left over to add alternatives all in pursuit of better nominal returns or better risk adjusted returns. The fourth portfolio more closely aligns with what we do here.

Portfolio 52

Portfolio Retail Assets Clients 52

Truemind Capital

APRIL 19, 2024

Consequently, the portfolio allocation should reflect these probabilities depending on the risk profiles. Therefore, we maintain our underweight position to equity (check the Model Portfolio Current asset allocation below). One can consider debt portfolios with floating rate instruments for long-term allocation.

Financial Market 98

Financial Market Asset Allocation Marketing Marketing 98

Trade Brains

DECEMBER 1, 2023

According to a 2015 preliminary survey conducted by the Slum Rehabilitation Authority (SRA), only nine private land owners and trusts own about 19.4%, or nearly 1/5th, of Greater Mumbai. The city holds countless secrets close to its heart, and one among them is the identities of those who own lands in Mumbai. It’s a 6,600-acre ‘realty’ check!

Government 105

Government Sales Portfolio Investments 105

Random Roger's Retirement Planning

JULY 2, 2024

I made the following table with the help of portfolio visualizer. From 2015 forward, the S&P 500 was up 20% or more four times. And for MTUM Since it listed in 2015, SPMO has compounded at 16.48% versus 13.36 My take on factor investing is that I have long been intrigued but it feels like a puzzle I've been unable to solve.

Portfolio 59

Portfolio Investments Investing Taxes 59

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.

Portfolio 75

Portfolio Asset Allocation Marketing Marketing 75

Darrow Wealth Management

MARCH 3, 2025

Bond Basics: How Bonds Work and Reasons to Add Bonds to Your Portfolio Stock vs bond historical returns by calendar year Investors dont hold bonds to outperform stocks over the long run. The chart below shows how cumulative US stocks versus bond returns can impact a portfolio over time. Thats not their job. Morgan Asset Management.

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Risk Tolerance Asset Allocation Assets Portfolio 56

The Big Picture

OCTOBER 24, 2022

She has a fascinating career, starting a PLS working away up as an analyst and eventually, head of outcome-based strategies for Morningstar, eventually rising from that position and portfolio manager to Chief Investment Officer. Let me give you some background on Morningstar Managed Portfolios. I saw how personal money is.

Portfolio 130

Portfolio Management Assets Investing 130

Validea

JANUARY 19, 2023

in 2022, recouping losses that have plagued the fund since 2015, reports an article in Bloomberg. in 2015 and 34.3% Greenlight Capital rose 36.6% The $2 billion fund lost 20.4% in 2018, but ended last year with a 3.5% gain, according to an anonymous source who is familiar with the fund.

Media 52

Media Sales Portfolio Investments 52

Brown Advisory

SEPTEMBER 22, 2017

Hundreds of academic studies and thousands of media commentaries have taken different angles on this issue, with the conversation centered on one key question: Does the incorporation of ESG factors in portfolios help, hurt, or do nothing to returns? Can we also generate predictable utility from managing portfolios around an "ESG factor?"

Portfolio 52

Portfolio Investing Investments Management 52

Brown Advisory

SEPTEMBER 22, 2017

Hundreds of academic studies and thousands of media commentaries have taken different angles on this issue, with the conversation centered on one key question: Does the incorporation of ESG factors in portfolios help, hurt, or do nothing to returns? Can we also generate predictable utility from managing portfolios around an "ESG factor?"

Portfolio 52

Portfolio Investing Investments Management 52

Brown Advisory

NOVEMBER 29, 2016

The budget gap for nonprofits has widened because of a slump in their three sources of funds—donations, grants and portfolio returns. Charitable giving to foundations in 2015 shrank 3.8% Yet the hardest funding challenge for many nonprofits is achieving sufficient portfolio returns. Consider changes to portfolio construction.

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Nonprofit Asset Allocation Portfolio Budgeting 52

Random Roger's Retirement Planning

JUNE 6, 2024

The fund builds a diverse portfolio of stocks and fixed income and layers long and short volatility in there to seek its objective. In the backtest it was down 3.65% in 2015, that worst year was 2018 and in 2022 it was only down 2.72%. I am surprised how closely it tracks to VBAIX.

Asset Allocation 92

Asset Allocation Retail Clients Taxes 92

Validea

AUGUST 29, 2024

in 2015 to $5.41 in 2015 to $5.97 in 2015 to $13.69 in 2015 to $12.20 in 2015 to $10.52 Five Below Inc (FIVE) Five Below is a rapidly growing discount retailer targeting teens and pre-teens with products priced at $5 or less. Why it passes the Buffett model: Consistent earnings growth: EPS has grown from $0.88

Valuation 52

Valuation Assets Banking Retail 52

Trade Brains

SEPTEMBER 22, 2024

LICHF’s product portfolio includes plot loans, home loans, home improvement, construction and extension loans, loans against property and refinance home loans, among others. They have been registered with the NHB from 2015. Most of their portfolio consists of salaried customers with low risk.

Assets 96

Assets Portfolio Retail Planning 96

Random Roger's Retirement Planning

JUNE 22, 2024

XME fell 50% in 2015 and then made it all back with a 106% gain in 2016. That sort of volatility with a low-ish correlation has a place in a diversified portfolio but I think 25% is well past the point of diminished returns. I really am surprised this doesn't create an easily observed differentiated return stream.

Portfolio 98

Portfolio Distribution Marketing Marketing 98

Trade Brains

NOVEMBER 8, 2022

Over the years, the NBFCs have grown their MSME portfolio at a faster rate than the overall MSME portfolio at a systemic level. The total credit offered by NBFCs to MSMEs has been estimated to increase from 14% to 20% from the fiscal year 2015 to the fiscal year 2021. Strengths of the Company. The company has more than ?

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Management Risk Management Sales Portfolio 98