The Big Picture

MARCH 13, 2024

To help us unpack all of this and what it means for your portfolio, let’s bring in Jim Bianco, Chief Strategist at Bianco Research, and His firm has been providing objective and unconventional research and commentary to portfolio managers since 1990, and it is top rated amongst institutional traders.

Numbers 288

Numbers Insurance Economy Marketing 288

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 173

Asset Allocation Advertising Engineering Media 173

The Big Picture

DECEMBER 11, 2023

billion in 2019, according to the state agency that tracks sales tax. They all have agendas, none of which include the well-being of your portfolios. Rachel Michelin, president of the California Retailers Assn., told the San Jose Mercury News that in San Francisco and Oakland alone, businesses lose $3.6 Can that be right?

Retail 353

Retail Accounting Sales Numbers 353

Carson Wealth

JANUARY 13, 2025

There are a lot of opportunities to diversify portfolios so they arent as concentrated as the S&P 500. Thats running at a solid 170,000 per month, versus an average of 166,000 in 2019. million in 2023 but well in the ballpark of what we saw in 2017-2019 (2.1 in 2018-2019. in 2018-2019). Thats up from 3.7%

Marketing 68

Marketing Marketing Economy Compliance 68

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.

Portfolio 72

Portfolio Budgeting Assets Investments 72

The Big Picture

AUGUST 23, 2024

Sandler came to prominence as a savvy long/short investor and Eminence continues to successfully run several different Long/Short portfolios. Be sure to check out our Masters in Business next week with Heather Brilliant , CEO since 2019 of publicly traded Diamond Hill (DHIL). Previously, she was CEO at First State Investments.

Assets 173

Assets Management Investing Investments 173

The Big Picture

DECEMBER 9, 2023

Launched in 2019 with around $2 billion in initial assets, it was one of the fastest-growing emerging funds over the past few years. ” Previously, he worked as a Portfolio Manager at Citadel Global Equities and as an Analyst at Millennium Management.

Management 195

Management Portfolio Management Investing Investments 195

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%.) Keep in mind that the Fed was easing rates even in 2019, amidst a solid job market. A diversified portfolio does not assure a profit or protect against loss in a declining market.

Marketing 95

Marketing Marketing Economy Numbers 95

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.

Portfolio 52

Portfolio Investment Planning Taxes Planning 52

The Chicago Financial Planner

FEBRUARY 5, 2022

New England won the 2019 game and it was also an up year for the markets. What impact have the solid stock market gains of the past three years had on your portfolio? Solid, well-managed active funds can also contribute to a well-diversified portfolio. View all accounts as part of a total portfolio. Costs matter.

Investing 184

Investing Investments Financial Planner Risk Tolerance 184

Validea

JANUARY 21, 2025

They explore several key topics from their conversation, including: Cliff’s humorous take on morning routines and why correlation doesn’t equal causation when it comes to success habits The “Less Efficient Market Hypothesis” and why Cliff believes markets may be becoming less efficient over time, particularly evident in the (..)

Investing 52

Investing Investments Portfolio Marketing 52

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.

Marketing 52

Marketing Marketing Math Portfolio 52

Trade Brains

JANUARY 17, 2024

The company’s portfolio includes complexes and drugs in the respiratory, anti-retroviral, urology, cardiology, anti-infective, CNS, and other key therapeutic fields. Sun Pharma’s portfolio includes innovative specialty medicines, branded generics, pure generics, and APIs. 2019-20 ₹ 17,131.99 ₹ 32,837.50 ₹ 1,499.52 ₹ 4,186.79

Pharmaceutical 111

Pharmaceutical Planning Medicine Manufacturing 111

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. 2019 16062.46 The company markets its products under its two global brands, Apollo and Vredestein.

Planning 105

Planning Manufacturing Portfolio Government 105

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. A diversified portfolio does not assure a profit or protect against loss in a declining market. It was strong even in 2022 and 2023, which was another clue that a recession wasnt imminent. Hires fell to 5.3

Marketing 62

Marketing Marketing Economy Manufacturing 62

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. Now back to the stock market.

Marketing 66

Marketing Marketing Sales Portfolio 66

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

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%.

Marketing 142

Marketing Marketing Economy Numbers 142

Trade Brains

JANUARY 29, 2024

2019-20 ₹ 2,972.85 ₹ 2,644.66 2019-20 ₹ -2,691.84 ₹ 1,566.76 2019-20 -1.19 2019-20 -0.3 SJVN SJVN intends to diversify its portfolio by undertaking various projects as part of the government’s 24/7 electricity initiative. Suzlon SJVN 2022-23 ₹ 5,970.53 ₹ 2,938.35 2018-19 ₹ 5,024.69 ₹ 2,654.05 2021-22 -1.79

Planning 111

Planning Government Accounting Transportation 111

Carson Wealth

MARCH 10, 2025

to be exact) over the last two years, after adjusting for inflationfaster than the 2010-2019 pace of 2.4%. to 80.5%, but thats still higher than anything we saw over the last two expansion cycles (2003 2007 and 2009 2019). A diversified portfolio does not assure a profit or protect against loss in a declining market.

Marketing 73

Marketing Marketing Economy Government 73

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

Food 105

Food Planning Manufacturing Retail 105

Random Roger's Retirement Planning

AUGUST 7, 2022

A couple of months ago we looked at The Cockroach Portfolio , a sort of all-weather portfolio that seems like it could be an attempt to update and evolve the Permanent Portfolio which allocates an equal 25% to stocks, long bonds, gold and cash. That will be Portfolio 2 and 100% VBAIX will still be Portfolio 3.

Portfolio 91

Portfolio Management Clients Marketing 91

Trade Brains

OCTOBER 20, 2023

From 2016 to 2019, the Indian pharmaceutical sector increased at a compound annual growth rate (CAGR) of 6.6%. The company has plans to spend over 8% on research and development in FY24 with its major expenses incurred towards innovative portfolio. From 2020 to 2030, it is expected to grow at a CAGR of 12.3%. during FY22. 2022 nil 26.3

Pharmaceutical 105

Pharmaceutical Healthcare Medicine Manufacturing 105

Trade Brains

SEPTEMBER 1, 2023

The following image depicts the customer base of Talbros Automotive across different OEM segments: Revenue Segment The Company, along with its joint venture companies, offers a diverse product portfolio that includes Gaskets, Heat Shields, Forgings, Chassis Systems, Suspension Systems, Anti-vibration Components, and Hoses. 2020 ₹ 385.29

Planning 105

Planning Manufacturing Accounting Portfolio 105

Trade Brains

NOVEMBER 17, 2023

2019-20 5.68 -3.18 Financial Year OPM NPM 2022-23 23.86% 15.77% 2021-22 14.55% 5.50% 2020-21 53.85% -18.26% 2019-20 6.69% -55.99% 2018-19 45% -27.13% Average (5 Years) 28.79% -16% Return Ratios The company growth in RoE was 96.9% However, with an exponential growth in Net profits, CAGR growth cannot be compared. Net Profit (Cr.)

Government 115

Government Engineering Distribution Planning 115

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. A diversified portfolio does not assure a profit or protect against loss in a declining market.

Marketing 143

Marketing Marketing Economy Retail 143

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 0.05 221 FY 2020 852 26.8% 184 FY 2021 921 29.4% FY 2020 28.28

Healthcare 119

Healthcare Manufacturing Sales License 119

Random Roger's Retirement Planning

JANUARY 10, 2024

When we talk about expat living, I always say to not sell your house, to rent it out and live off the rental cash flow, allowing Social Security and the portfolio to grow. Options trading, mostly covered calls, is one we've talked about a lot lately, expecting it to keep up in years like 2023, 2021 or 2019 is simply the wrong expectation.

Retirement Planning 98

Retirement Planning Portfolio Retirement Planning 98

Trade Brains

SEPTEMBER 22, 2023

Fiscal Year Net Interest Income Net Profit / Loss 2023 2698 1100 2022 1774 -415 2021 1729 8 2020 1634 350 2019 1107 199 5 Year CAGR 24.95% 53.29% Deposits & Advances Deposits of the Bank have been growing by 36.39% on a 5-year CAGR basis. However, the Company was able to turn a profit along with reporting low NPAs. in FY22 to Rs.

Banking 126

Banking Assets Accounting License 126

Trade Brains

FEBRUARY 14, 2024

2019-20 ₹ 1,766.32 ₹ 125.74 2019-20 ₹ - 36.14 -₹ 0.13 Particulars/ Financial Year RoCE (%) Titagarh Railsystems Jupiter Wagons 2022-23 16.82% 23.88% 2021-22 8.87% 11.74% 2020-21 4.27% 11.24% 2019-20 1.87% 2.36% 2018-19 1.08% 1.06% Debt Analysis Titagarh and Jupiter’s debt-to-equity ratios in FY23 were 0.71 2019-20 0.36 -0.48

Planning 105

Planning Manufacturing Transportation License 105

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. And to the credit of the portfolio manager that I was working with Josh Fisher, we were actually up that year.

Healthcare 162

Healthcare Portfolio Management Investments 162

Trade Brains

SEPTEMBER 7, 2023

Its product portfolio includes ordinary as well as premium AC buses. Particulars / Fiscal Year 2019 2020 2021 2022 2023 Olectra Greentech - Operating Profit Margin - 8.918 2.513 7.172 14.265 10.8 Particulars / Fiscal Year 2019 2020 2021 2022 2023 Olectra Greentech - RoE - 3.74 JBM Auto - Net Profit Margin 4.36 JBM Auto - RoE 18.1

Manufacturing 116

Manufacturing Investing Investments Transportation 116

Trade Brains

OCTOBER 25, 2023

Fiscal Year Force Motors Olectra Greentech 2019 3734.07 Fiscal Year Force Motors Olectra Greentech 2019 143.42 -15.81 Fiscal Year Force Motors Olectra Greentech 2019 7.6% -8.91% 2020 8.7% Fiscal Year Force Motors Olectra Greentech 2019 7.6% -3.74% 2020 2.5% crores to Rs. 2.51% 2021 0.65% 7.17 % 2022 2% 14.26% 2023 6.5%

Planning 111

Planning Manufacturing Transportation Accounting 111

Trade Brains

AUGUST 14, 2023

The company ranks first to fourth globally for 75% of its portfolio and it is a “Partner of Choice” for a variety of major global and domestic customers. The Indian chemicals industry was valued at $178 billion in 2019 and is expected to grow to $304 billion by 2025, at a CAGR of 9.3%. and 13.44% respectively.

Pharmaceutical 97

Pharmaceutical Planning Manufacturing Electronics 97

Carson Wealth

MARCH 3, 2025

We saw a similar dynamic in 2017 2019 when the dollar was also elevated. in 2024, well above the 2018-2019 average of 2.1%. A diversified portfolio does not assure a profit or protect against loss in a declining market. An elevated dollar is a drag on US exports, and the manufacturing industry.

Marketing 70

Marketing Marketing Government Economy 70

The Big Picture

OCTOBER 30, 2023

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. ( He manages a diversified portfolio of late-stage growth equity in technology, consumer, health care, and financial services sectors.

Financial Services 130

Financial Services Food Assets Insurance 130

Carson Wealth

JULY 8, 2024

That is the best ‘worst day of the month’ since November 2019 and second best since February 2017! 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. million, which matches the 2019 average. That’s below the 2019 average of 3.9%

Marketing 97

Marketing Marketing Economy Numbers 97