The Big Picture

OCTOBER 7, 2022

If only the Fed didn’t do X, our portfolio would have been much better” seems to be a terrible approach to managing assets for clients. During the same period of time, the S&P 500 rose 67.9% (2020) and 28.7% (2021). I am not a Fed hater or part of the crew that wants to “End the Fed.”

Banking 336

Banking Economics Portfolio Assets 336

The Big Picture

MARCH 3, 2023

2 The current move from 2021 highs is shown in red. My portfolio was tiny; I had no 401k, and my wife’s 403(b), with less than a decade’s worth of contributions, was barely 5-figures. The GFC and the pandemic were global phenomena; the 2022 market was the worst since 1981 for a 60/40 portfolio.

Marketing 336

Marketing Marketing Economics Portfolio 336

Trade Brains

SEPTEMBER 17, 2023

Top Indian Stocks Held By Goldman Sachs : Goldman Sachs has been serving clients in India since the 1980s and established an onshore presence in Bengaluru, in 2004, Mumbai, India in December 2006 and a new office in Hyderabad opened in 2021 following a ten-year joint venture. 1,630,031 67.4 Cr Sula Vineyards Ltd 3,989.9 1,896,027 90.3

Portfolio Analysis 130

Portfolio Analysis Portfolio Manufacturing Insurance 130

The Big Picture

OCTOBER 20, 2023

Instead of cherry-picking the S&P 500, what about a simple 60/40 portfolio (e.g., My Tweet from 10:33 AM · Oct 12, 2021 2. $1 1 in the 60/40 portfolio with dividends reinvested grew at 6.30% annualized; over that 24-year period it would have grown to $4.36 ; data returns from Nick Maggiulli’s U.S.

Investing 340

Investing Investments Math Medicine 340

Calculated Risk

OCTOBER 31, 2022

The serious delinquency rate is down from 1.62% in September 2021. Click on graph for larger image By vintage , for loans made in 2004 or earlier (1% of portfolio), 2.41% are seriously delinquent (down from 2.48% in August). This is close to pre-pandemic levels.

Portfolio 145

Portfolio 145

Calculated Risk

DECEMBER 28, 2022

The serious delinquency rate is down from 1.33% in November 2021. Click on graph for larger image By vintage , for loans made in 2004 or earlier (1% of portfolio), 2.15% are seriously delinquent (down from 2.34% in October). This is slightly below the pre-pandemic lows.

Portfolio 144

Portfolio 144

Abnormal Returns

JANUARY 3, 2023

capitalspectator.com) 2022 was the third worst year for the 60/40 portfolio. in 2022 vs. 2021. Markets How major asset classes performed in December 2022. awealthofcommonsense.com) The Dow lead the major indices in 2022. albertbridgecapital.com) Strategy Don't let the turn of the calendar overly influence your thinking.

Startup 242

Startup Valuation Financial Advising Distribution 242

Calculated Risk

JANUARY 30, 2023

The serious delinquency rate is down from 1.25% in December 2021. Click on graph for larger image By vintage , for loans made in 2004 or earlier (1% of portfolio), 2.16% are seriously delinquent (down from 2.15% in November). This is at the pre-pandemic lows.

Portfolio 142

Portfolio 142

The Big Picture

APRIL 24, 2023

Within the equity portion of your portfolios, they can provide some measure of diversification. Oversimplifying them into narratives or relying on context-free myths will not serve your portfolio well. Consider 4 geographic regions: The US, the Developed world Ex US, Emerging markets, and Frontier.

Economics 299

Economics Portfolio Valuation Marketing 299

Calculated Risk

DECEMBER 1, 2022

The serious delinquency rate is down from 1.46% in October 2021. Click on graph for larger image By vintage , for loans made in 2004 or earlier (1% of portfolio), 2.34% are seriously delinquent (down from 2.41% in September). This is close to pre-pandemic levels.

Portfolio 141

Portfolio 141

The Big Picture

OCTOBER 10, 2022

Here’s how to clean up your portfolio without feeling ashamed. In fact, he was talking about the need to weed out the fake accounts — before he even bid. ( New York Post ). • Make Peace With Your Stock Market Losses : For investors, the only thing worse than losing is having to admit that you’re a loser. Wall Street Journal ). •

Economics 292

Economics Management Accounting Portfolio 292

The Big Picture

NOVEMBER 20, 2023

My firm RWM uses Canvas for those clients who want their portfolios to reflect their values. The most popular ESG application of direct indexing software has been to remove guns and tobacco from portfolios. It reflects the desire for investors to have their portfolios reflect their personal values.

Taxes 195

Taxes Portfolio Investments Investing 195

The Chicago Financial Planner

JUNE 13, 2022

After a strong finish in 2020 and very solid returns in 2021, we’ve seen a lot of market volatility so far in 2022. Ideally you’ve been rebalancing your portfolio along the way and your asset allocation is largely in line with your plan and your risk tolerance. Also assess your feelings about your portfolio’s performance.

Risk Tolerance 188

Risk Tolerance Marketing Marketing Financial Planner 188

Random Roger's Retirement Planning

FEBRUARY 17, 2024

From the AQR site , QSPIX "aims to deliver attractive risk adjusted returns with low correlation to traditional stock/bond portfolios by investing in a broad and diversified range of alternative risk premia." So a core holding, I think that conceptually it could be risk parity meets the Permanent Portfolio?

Portfolio 81

Portfolio Management Taxes Marketing 81

Carson Wealth

MARCH 29, 2023

The same is true of retirement planning – if you zero in on your portfolio and nothing else, you’ll miss out on some major factors that can make a significant difference in your retirement and ultimately your bottom line. Department of Health and Human Services, “Understanding Long-Term Care,” August 2, 2021.

Retirement 98

Retirement Portfolio Investing Investments 98

Trade Brains

OCTOBER 23, 2023

In 2022-23, the company in the automobile industry produced 2,59,31,867 vehicles, comprising Passenger Vehicles, Commercial Vehicles, Three Wheelers, Two Wheelers, and Quadricycles, compared to 2,30,40,066 units in 2021-22. The post 5 Best Stocks Held By HDFC Small Cap Fund – Portfolio Analysis appeared first on Trade Brains.

Portfolio Analysis 105

Portfolio Analysis Portfolio Manufacturing Engineering 105

A Wealth of Common Sense

NOVEMBER 15, 2022

The more exciting your portfolio, the worse your performance is in this bear market. This is in stark contrast to the FOMO days of 2020 and 2021 when it felt like the only place to put your money was the. Boring is better this year in the markets.

Investing 145

Investing Investments Portfolio Marketing 145

Calculated Risk

APRIL 28, 2023

Click on graph for larger image By vintage , for loans made in 2004 or earlier (1% of portfolio), 1.93% are seriously delinquent (down from 2.04% in February). So, Fannie is still working through a few poor performing loans from the bubble years.

Portfolio 143

Portfolio 143

The Big Picture

JULY 13, 2023

New York Times ) Be sure to check out our Masters in Business next week with Tom Wagner, Co-Portfolio Manager at Knighthead Capital. My morning train reads: • Stocks Took an 18-Month Round Trip From Tech Bear to AI Bull : The same handful of megacap names that led the market down have been powering the latest surge.

Portfolio Management 246

Portfolio Management Food Economy Accounting 246

Calculated Risk

AUGUST 31, 2022

The serious delinquency rate is down from 1.94% in July 2021. Click on graph for larger image By vintage , for loans made in 2004 or earlier (1% of portfolio), 2.60% are seriously delinquent (down from 2.75% in June). Fannie Mae reported that the Single-Family Serious Delinquency decreased to 0.76% in July from 0.81% in June.

Portfolio 131

Portfolio 131

The Chicago Financial Planner

FEBRUARY 3, 2022

At the end of 2021, Meta shares comprised 1.96% of the Vanguard S&P 500 Index ETF (ticker VOO). With the tremendous year for stocks in in 2021, many investors are likely still in a good long-term position. This is a good time to rebalance your portfolio back to your target asset allocation if needed as well.

Asset Allocation 190

Asset Allocation Financial Planner Marketing Marketing 190

The Big Picture

SEPTEMBER 28, 2023

to blame, but I want to suggest that the 2021-22 Inflation surge and resulting higher prices were the cost of avoiding a different fate. Those choices are still resonating today, impacting stock markets, bonds, inflation, and as we saw at the GOP debate last night, politics. The public wants someone ( anyone !)

Government 306

Government Medicine Economy Healthcare 306

The Chicago Financial Planner

FEBRUARY 5, 2022

In 2021 the indicator held true to form, sort of, with the market having an up year after Tampa Bay’s win. 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. How has the Super Bowl Indicator done?

Investing 184

Investing Investments Financial Planner Risk Tolerance 184

David Nelson

JANUARY 3, 2023

Investors need to do their own due diligence and perform a full ORM review of their portfolio and its ability to navigate the many challenges we face at the start of a new year. From 2017 – 2021 growth outperformed value by a staggering 119%. S&P 500 2 Years. Growth vs Value – There was no alternative. 60-40 is reborn.

Risk Management 98

Risk Management Portfolio Management Valuation 98

The Big Picture

OCTOBER 19, 2023

I run through 30 charts in 30 minutes that explain where we are in the economic cycle, what markets are doing, and what it means to their portfolios. This has enormous ramifications for everything from our portfolios, policies and politics… See also , Failures’ Fallout (Mehlman, August 21, 2021) Teens Spend Average of 4.8

Media 351

Media Economy Economics Wealth Management 351

The Big Picture

AUGUST 30, 2023

Your portfolio will thank you… Source : Mind the Gap: A report on investor returns in the U.S. Give this some time over the long weekend to read. Jeffrey Ptak, Amy C. annual returns, but the average investor only gained 8.7%

Assets 243

Assets Investing Investments Taxes 243

Wealth Management

NOVEMBER 20, 2024

Hwang was found guilty in July of orchestrating a scheme to mislead his bank counterparties into providing Archegos with billions of dollars in trading capacity that inflated the value of his portfolio until the bubble burst in March 2021.

Banking 102

Banking Portfolio 102

The Big Picture

MARCH 6, 2024

And THAT is what led to the giant inflation spike of 2021 and 22. To help us unpack all of this and what it means for your portfolio, let’s bring in Claudia Sahm. Barry Ritholtz : So we saw inflation tick up through the 2% target, I wanna say first quarter of 2021. That was what they were doing in 2021.

Economy 279

Economy Communication Food Consulting 279

The Chicago Financial Planner

NOVEMBER 8, 2021

So far in 2021, the index is in record territory and has closed at record levels numerous times during the year. This is the time to review your portfolio allocation and rebalance if needed. Manage your portfolio with an eye towards downside risk. Manage your portfolio with and eye towards downside risk. Click To Tweet.

Retirement 130

Retirement Marketing Marketing Financial Planner 130

The Big Picture

MARCH 25, 2023

This week, we speak with former hedge fund manager Dominique Mielle, author of 2021’s “ Damsel in Distressed: My Life in the Golden Age of Hedge Funds.” Mielle spent two decades as a partner and senior portfolio manager at Canyon Capital Advisors and was named one of the “50 Leading Women in Hedge Funds” by the Hedge Fund Journal and E&Y.

Portfolio Management 182

Portfolio Management Management Assets Portfolio 182

Calculated Risk

MAY 29, 2024

Asset Quality Metrics Remained Generally Favorable With the Exception of Material Deterioration in Credit Card and Commercial Real Estate (CRE) Portfolios: Loans that were 90 days or more past due or in nonaccrual status increased to 0.91 The quarterly increase was led by commercial and industrial loans and non-owner-occupied CRE loans.

Numbers 124

Numbers Banking Insurance Assets 124

The Chicago Financial Planner

AUGUST 24, 2021

While Bernie Madoff passed away in April of 2021, financial fraud is still very much an issue. Want an independent review of your investment portfolio? Along with the “old fashioned” types of fraud, we now have cybercrime to worry about. Financial fraud is all over the news. Need help getting on track?

Financial Advisor 191

Financial Advisor Financial Planner Accounting Retirement 191

Calculated Risk

MARCH 27, 2023

Click on graph for larger image By vintage , for loans made in 2004 or earlier (1% of portfolio), 2.04% are seriously delinquent (down from 2.11% in January). So, Fannie is still working through a few poor performing loans from the bubble years.

Portfolio 98

Portfolio 98

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. 2021-22 ₹ 21,763.34 ₹ 38,654.49 ₹ 2,546.65 ₹ 3,405.82

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. 2021 16163.19 The company markets its products under its two global brands, Apollo and Vredestein.

Planning 105

Planning Manufacturing Government Portfolio 105

Investment Writing

JULY 6, 2023

21, 2014, made edits on May 28 and October 24, 2021; October 12, 2022; and July 6, 2023. ” Note: I corrected some typos on Dec.

Financial Planner 137

Financial Planner Financial Advisor Financial Planning Retirement 137

The Big Picture

MAY 9, 2023

But what was interesting about that was the quick need to both separate the portfolio between the old stuff and the new stuff, because there were a lot of new investment opportunities. So we have our MAS team, our Multi-Asset Solutions team, who are really providing more of the overall portfolio advice. RITHOLTZ: Really intriguing.

Assets 299

Assets Clients Investments Investing 299