The Big Picture

DECEMBER 9, 2023

 This week, we speak with investing legend Joel Tillinghast. He has been a mutual fund manager in the equity division at Fidelity Investments since the 1980s. He observes that when you make investing mistakes, “ You’ve got to be cruel to yourself so you don’t do it again.”

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The Big Picture

DECEMBER 16, 2023

This week, we speak with Michael Rockefeller , Co-Chief Investment Officer and co-founder of Woodline Partners. The firm launched in 2019 with around $2 billion in initial assets, and became one of the fastest-growing emerging funds over the past few years. They now manage $7 billion in assets.

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The Big Picture

AUGUST 23, 2024

This week, we speak with Ricky Sandler , the chief investment officer and the founder of Eminence Capital. Today, Eminence is a $7B global investment management organization. Sandler came to prominence as a savvy long/short investor and Eminence continues to successfully run several different Long/Short portfolios.

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Carson Wealth

JANUARY 13, 2025

There are a lot of opportunities to diversify portfolios so they arent as concentrated as the S&P 500. But some of those companies will become an IBM, GM, or Kodak perhaps still worthy of investment in the future, but not the dominant player it is today. million in 2023 but well in the ballpark of what we saw in 2017-2019 (2.1

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Carson Wealth

NOVEMBER 4, 2024

In 2019, monthly job growth averaged 166,000 but we saw four months with 100,000 or fewer jobs created. The 2017-2019 pace was 3.1%.) Business investment was also strong in Q3, though half of that was from aircraft spending, and that is unlikely to repeat in the next quarter or two.

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Validea

JANUARY 21, 2025

Don’t miss this conversation with one of the most influential figures in quantitative investing. Watch on YouTube Listen on Apple Podcasts Listen on Spotify The post Practical Lessons from Cliff Asness appeared first on Validea's Guru Investor Blog.

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Good Financial Cents

DECEMBER 22, 2022

You’ll be rewarded if you can invest it for the long haul. As this compound interest calculator demonstrates, investing $30,000 at a return of 8% for 20 years will leave you with $138,828. But where should you invest your $30,000? Table of Contents 16 Best Ways to Invest $30,000 in 2023. Invest in ETFs.

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Random Roger's Retirement Planning

JANUARY 14, 2024

Long time readers might know my fascination with Nassim Taleb's idea about barbelling portfolios to concentrate risk into a small slice while having the vast majority in safe assets. What I am curious to see is if we can combine this barbell idea with the 75/50 portfolio to get a market equaling (or beating) returns over longer periods.

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Random Roger's Retirement Planning

FEBRUARY 9, 2025

To be clear though, the Mystery Fund is not intended to be a single portfolio solution. If someone bought the Mystery Fund in late 2019, they wouldn't have been chasing heat even but a year later there probably would have been a ton of regret. The year by year tells a slightly different story in case it isn't apparent from the chart.

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Clever Girl Finance

SEPTEMBER 11, 2023

When you’re new to investing, it can seem like there’s a lot of information to learn. But you have to start somewhere—so you might as well start with the best investing websites right off the bat! Table of contents What makes the best investment websites the best ? 6 Best investing websites for research (and taking action!)

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Mr. Money Mustache

FEBRUARY 25, 2025

S&P returns (including dividends) since 2019, graph by the excellent portfolio visualizer website. Which makes the landlord business a lot less profitable, and we should expect exactly the same thing as stock investor: lower future profits as a percentage of our portfolio value. But what about other investing options?

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Random Roger's Retirement Planning

MARCH 18, 2025

A portfolio that goes narrower than an S&P 500 500 or total market fund probably has some exposure to low vol, dividends and the others. I took what he was saying to be expressed as follows in a portfolio. And compared to just VBAIX in Portfolio 2 The longer term result is interesting.

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Carson Wealth

DECEMBER 9, 2024

For reference, the 2019 average was 166,000. 6 million level we saw in 2018-2019. million level we saw in 2018-2019. The risk is that the Fed takes an extended pause, even as rates stay on the higher side and adversely impact cyclical areas of the economy like housing, manufacturing, and business investment.

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Carson Wealth

MARCH 3, 2025

You should never blindly invest in seasonality, but just as February was ripe for potential trouble, be open to a nice Spring bounce. Hopefully because youve been reading this then you know that even the best years have scary headlines and volatility and that volatility is the toll we pay to invest. Panic Is in the Air How do you feel?

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Validea

MAY 10, 2023

By Justin Carbonneau ( @jjcarbonneau ) — At the Berkshire Hathaway annual meeting over the weekend, an attendee asked Warren Buffett for his advice on achieving success in life and investing. If we, as investors, were asked to write our own investing obituary, what would it say? This would be an important first part of our obit.

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The Big Picture

DECEMBER 19, 2023

2019, he came out of the gate having previously worked at Citadel, raising about $2 billion in the new fund. There are about 13 different portfolio managers each focused on a different sub-sector. I got an internship at a investment fund in Baltimore, and this was 2002 at the time. And they are not the typical hedge fund.

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Trade Brains

FEBRUARY 8, 2024

The product portfolio of the company includes the entire range of passenger cars, SUVs, MUVs, light trucks, truck-buses, two-wheelers, agriculture, industrial, speciality, bicycle and off-the-road tyres, and retreading material and tyres. In the previous three years, the industry has invested Rs. 2019 16062.46 75,000 crore.

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Trade Brains

MAY 17, 2024

Fundamental Analysis Of Cholamandalam Investment & Finance Company: The Murugappa Group is one of India’s leading business conglomerates. It has a very diversified portfolio of vehicle loans with 27% of the loans being disbursed to used vehicles followed by light commercial Vehicles. 66,938 Cr or 63% of the NBFC’s total Assets.

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Random Roger's Retirement Planning

FEBRUARY 25, 2023

I saw a blog post about building a portfolio anchored around a minimum volatility fund. I built the following portfolio on Portfoliovisualizer; Here are the results; Portfolio 1 may or may not be optimal but it is at a minimum, valid. Portfolio 1 outperformed in 8 years and lagged in 3 full years and is lagging to start 2023.

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Random Roger's Retirement Planning

MARCH 30, 2025

MCW also did great in 2021, 2020 and 2019. A portfolio with an enormous weighting to one or two broad based factors is not really what I do but it clearly can work but just like any other strategy you can find, it won't always be optimal. Speaking of AI, Grok seems to like the portfolio. Occasionally of course, MCW gets pasted.

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Carson Wealth

JUNE 10, 2024

In 2019, average monthly job growth was 166,000. That’s only slightly below the high from last summer, and above anything we saw between 2001 and 2019 (when it peaked at 80.4%). As a percent of the labor force, this measure is now at 2.6% — matching its level in February 2020 and a tick below the 2019 average of 2.7%.

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Trade Brains

JANUARY 29, 2024

By 2030, the ambitious target of 450 GW will provide investment opportunities worth $221 billion. 2019-20 ₹ 2,972.85 ₹ 2,644.66 2019-20 ₹ -2,691.84 ₹ 1,566.76 2019-20 -1.19 2019-20 -0.3 Suzlon Energy vs SJVN – Financials Revenue and Net Profit Suzlon and SJVN’s revenues in FY23 were Rs. crores and Rs.

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Trade Brains

SEPTEMBER 1, 2023

Some successful investors, such as Vijay Kedia and Dolly Khanna, have chosen to keep their investment in a particular stock in this industry. The table below shows the net profit of Talbros Automotive Components for 5 financial years: Financial Year Net Profit (in Crores) 2019 ₹ 16.88 2020 ₹ 385.29 2021 ₹ 444.2 2022 ₹ 577.24

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Trade Brains

NOVEMBER 17, 2023

The Indian Government has also allowed FDI to energy & distribution of 100% to further bolster investments. 2019-20 5.68 -3.18 These opportunities are lucrative and have the potential to reach 1,000+ Gigawatts (GW) from the current 160 gigawatts. cr in FY23 as against 161.49 cr in FY22 with an increase of 117.3% Net Profit (Cr.)

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Carson Wealth

OCTOBER 23, 2023

after adjusting for inflation, matching the average annual pace between 2010 and 2019. Compare that to the 2018-2019 pace of 1.7% The last two months have exceeded the monthly average of $6 billion from 2019. All indices are unmanaged and may not be invested into directly. Through June 2023, the economy grew 2.4%

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The Big Picture

OCTOBER 30, 2023

Meanwhile, investors are pulling back from climate-focused investment products. ( But now she has re-recorded it as the latest part of an ongoing campaign to regain control of her work, after an investment company bought her master tapes in 2019. ( Why it can’t get much worse. Barron’s ) • Is E.S.G.

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Trade Brains

FEBRUARY 14, 2024

Industry Analysis The Indian rail freight industry is experiencing growth and improvements, with ambitious plans and increased investment by the government and schemes such as Gati Shakti, which aim at enhancing capacity, efficiency, and sustainability. 2019-20 ₹ 1,766.32 ₹ 125.74 2019-20 ₹ - 36.14 -₹ 0.13 2019-20 0.36 -0.48

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Carson Wealth

FEBRUARY 12, 2024

What a ride it has been, but investors were once again rewarded for sticking to their investment plans. Productivity gains help create a virtuous cycle in which real wages grow without adding pressure to inflation, helping to keep interest rates low, which in turn spurs further investment. So, what now?

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Trade Brains

MAY 29, 2023

In 2019, the company renamed itself to what we know today – Bajaj Consumer Care. In CR) FY 2019 918 30.9% Return Ratios Financial Year ROE ROCE FY 2019 47.41 Debt & Interest Coverage Ratio Financial Year D/E Ratio Interest Coverage Ratio FY 2019 0.05 Happy Investing! 221 FY 2020 852 26.8% FY 2020 28.28

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Walkner Condon Financial Advisors

OCTOBER 4, 2022

The investment markets tend to run in similar cyclical patterns. Investment markets peak, then fall, eventually bottoming out before rising again. It is harder to have a solid perspective when the investment markets fall and show no indication of recovery. Leaf colors will change and eventually drop. ABOUT THE AUTHOR.

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Financial Symmetry

FEBRUARY 20, 2025

3 So, as investors, what can we do about it within our portfolios? 1 Says About the Stock Market, Wall Street Journal , January 11, 2019; Elroy Dimson, Paul Marsh, and Mike Staunton, Triumph of the Optimists: 101 Years of Global Investment Returns (Princeton, NJ: Princeton University Press, 2002): 28-32. August 2023.

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Trade Brains

FEBRUARY 22, 2024

The company also provides investment banking services, including mergers and acquisitions, divestitures, private equity syndication, and IPO advisory services. Yes Bank invested in DHFL bonds despite concerns raised by the bank’s Treasury Department. To stabilise the bank, a consortium led by SBI invested Rs.

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Banking Planning Accounting Retail 104

Trade Brains

AUGUST 12, 2023

Overall, the solar power generation industry in India is expected to benefit from rising demand for energy, gradual change in climate, government initiatives, high foreign investment inflow, and more. Thus we can say that solar power developer is well-placed in a rapidly growing market. Fiscal Year Operating Margin Net Profit Margin 2023 29.4

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Trade Brains

JUNE 30, 2023

Fortune, Kohinoor, Fryola, and Wilpuff are among the well-known brands in the company’s portfolio. After the company became insolvent in 2019, it was acquired by Baba Ramdev-led Patanjali Ayurved and was rebranded as Patanjali Foods. Fiscal Year Adani Wilmar Patanjali Foods 2019 28,919.68 2020 29,766.98 2021 37,195.65

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Carson Wealth

SEPTEMBER 30, 2024

From the end of 2019 through 2024 Q2, real GDP growth was revised up from 9.4% over the entire 2010-2019 era, and even over the relatively stronger 2017-2019 period, it grew only 2.8%. That’s lower than the 2019 average of 7.3%, but not that much lower. annualized pace from 2005-2019). points: Germany grew just 0.3%

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Carson Wealth

MAY 6, 2024

It’s clear how inflation broadened out in June 2022 relative to December 2019. The picture for March 2024 looks closer to what it did in December 2019, rather than June 2022. As the chart shows: In December 2019, just 10% of categories had inflation rates above 4% year over year. annual pace between 2005 and 2019.

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Trade Brains

AUGUST 17, 2023

In this article, we’ll perform a fundamental analysis of Elecon Engineering Company and attempt to know if it can be a good investment pick. Its top line and bottom line remained volatile during the FY 2019 to FY 2021 period with the last two fiscals exhibiting strong growth. What is your investment horizon for such stocks?

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