Trade Brains

OCTOBER 9, 2024

crore, which will open on 15th October 2024. The issue will close on 17th October 2024 and be listed on the stock exchange on 22nd October 2024. As of June 2024, the company has sold over 12 million passenger vehicles in both domestic and export markets. In the fiscal year 2024, it produced 28.43 billion in 2024.

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The Big Picture

FEBRUARY 7, 2024

 At the Money: Stock Picking vs. Value Investing with Jeremy Schwartz, Wisdom Tree. February 7, 2024) How much you pay for stocks really matters. Should value investing be part of that strategy? And on today’s edition of At the Money, we’re gonna discuss whether value investing should be part of your strategy.

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Validea

NOVEMBER 15, 2024

Benjamin Graham, widely recognized as the pioneer of value investing, developed a methodical approach to identifying undervalued stocks. Here are the top 10 stocks using Validea’s Benjamin Graham strategy for November of 2024.

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Advisor Perspectives

JANUARY 10, 2024

The 60/40 portfolio has long been the foundation of portfolio construction. But over the past two years, this portfolio strategy has broken down. The 60/40 portfolio faces several challenges. To understand what might lie ahead, investors need to assess both recent inflationary forces and historic trends.

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Nerd's Eye View

OCTOBER 7, 2024

Welcome to the October 2024 issue of the Latest News in Financial #AdvisorTech – where we look at the big news, announcements, and underlying trends and developments that are emerging in the world of technology solutions for financial advisors!

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Random Roger's Retirement Planning

OCTOBER 30, 2024

The paper itself wasn't too in depth but they did provide a little bit of a framework for portfolio construction with alts. That sort of reminds me of the Permanent Portfolio or at least inspired by the Permanent Portfolio which allocates an equal 25% to equities, long bonds, gold and cash. and PRPFX is 0.67. and PRPFX is +0.61.

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Wealth Management

SEPTEMBER 20, 2024

Friday, September 20, 2024 | 10:00 AM ET

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The Big Picture

JULY 3, 2024

At The Money: Changing Your Behavior For Better Investing (July 3, 2024) If you could change only one thing that would help your investing, what would it be? When it comes to investing, we are our own worst enemies. As it turns out, when it comes to investing, we are our own worst enemies. Your own behavior.

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Validea

NOVEMBER 2, 2024

Validea’s Warren Buffett strategy, also known as our “Patient Investor” strategy, is inspired by the investment principles of Warren Buffett, as interpreted from the book Buffettology by Mary Buffett. This strategy aims to emulate Buffett’s long-term, value-based approach to investing.

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WiserAdvisor

JANUARY 3, 2024

But the one thing that remains constant in this advice is that investing is essential to secure a comfortable retirement. Yet, the path to building a robust investment portfolio for retirement can be an intimidating task. As your investments grow over time, you will not owe any taxes when you withdraw the funds in retirement.

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Abnormal Returns

MARCH 5, 2024

Crypto A little Bitcoin goes a long way in a portfolio perspective. quantpedia.com) How to use factors to build a crypto portfolio. papers.ssrn.com) Equity funds haven't gotten a boost by investing in venture capital deals. papers.ssrn.com) Equity funds haven't gotten a boost by investing in venture capital deals.

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Trade Brains

OCTOBER 9, 2024

September 2024 marked a high point for Indian equities as Foreign Portfolio Investors (FPIs) poured in ₹57,724 crore, capping four months of sustained buying. This influx pushed total FPI investments to ₹89,717 crore for the first half of the 2024-2025 financial year. This propelled key stock indices to record heights.

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Validea

JULY 22, 2024

Validea’s Lynch-inspired strategy aims to capture the key principles of Lynch’s investing approach. He believed individual investors could gain an edge by investing in companies they encounter in their daily lives, before Wall Street caught on. annual return while managing Fidelity’s Magellan Fund from 1977 to 1990.

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Validea

OCTOBER 1, 2024

Validea’s Warren Buffett strategy, also known as our “Patient Investor” strategy, is inspired by the investment principles of Warren Buffett, as interpreted from the book Buffettology by Mary Buffett. This strategy aims to emulate Buffett’s long-term, value-based approach to investing.

Valuation 52

Valuation Numbers Portfolio Investments 52

The Big Picture

OCTOBER 2, 2024

 At The Money: Finding Overlooked Private Investments , with Soraya Darabi, TMV (October 02, 2024) The Efficient Market Hypothesis informs us that stock markets reflect all of the information known about any company. How does this affect VC investing? But is that also true for start-ups and venture-funded private companies?

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Validea

NOVEMBER 12, 2024

Here are Validea’s top 10 high shareholder yield stocks for November 2024. These stocks not only have high shareholder yields, but also score highly according to our quantitative models based on investing legends like Warren Buffett, Peter Lynch and Ben Graham.

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Random Roger's Retirement Planning

SEPTEMBER 24, 2024

He didn't use what I think is a great example choosing all out sitting in cash or all in in a portfolio of 30% equities, 55% bonds and 15% commodities. Regardless, being invested in 'assets' outperformed cash while obviously being more volatile. I put together the 2024 version before I remembered that I wrote about it in 2023.

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Validea

SEPTEMBER 9, 2024

Validea’s Ben Graham strategy is based on the value investing approach pioneered by Benjamin Graham, often called the “Father of Value Investing” This strategy aims to identify undervalued stocks by focusing on companies with strong financial positions and consistent earnings.

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Trade Brains

DECEMBER 2, 2023

Top Value Investing Courses in 2024 : From a long-term perspective, investing has been a successful way for people to build wealth. Value investing is a challenging and exciting field that requires the right information and direction to successfully navigate. With over +3241 enrollments and a +4.4

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Advisor Perspectives

FEBRUARY 21, 2024

With one month in the books for 2024, and markets still waiting for a sign from the Fed, many investors may be looking to shake up their portfolios. What worked in 2023, after all, may not necessarily work in 2024.

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Trade Brains

NOVEMBER 14, 2023

Top 6 Investing Courses in 2024 : Investing has been a proven method for wealth creation in every individual’s long-term view. The world of value investing is full of opportunities and challenges, and to master it effectively, you need the correct knowledge and guidance. You can enroll in the course here.

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Investing Investments Certification Education 59

Abnormal Returns

FEBRUARY 4, 2024

downtownjoshbrown.com) Should you invest in stocks when they are at all-time highs? wsj.com) How major asset classes performed in January 2024. allstarcharts.com) Four steps to build a no-fuss portfolio including eliminating redundant accounts. Never say it." ft.com) What happens when you stop focusing on the stock market.

Financial Planning 296

Financial Planning Accounting Portfolio Assets 296

Validea

OCTOBER 18, 2024

Joel Greenblatt’s Magic Formula is an investment strategy outlined in his book “The Little Book That Beats the Market.” The strategy involves ranking companies based on these two factors, then investing in the top-ranked stocks. It focuses on two key metrics: return on capital and earnings yield.

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The Big Picture

JULY 10, 2024

Investing Is Hard with Brian Portnoy (July 10, 2024) Why is investing so hard? Portnoy has held senior investment roles throughout the hedge fund and mutual fund industries. Portnoy has held senior investment roles throughout the hedge fund and mutual fund industries. Hey, my portfolio is declining in value.

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Random Roger's Retirement Planning

AUGUST 31, 2024

One of my many quirks (we all have them) is a never ending fascination with investment portfolios that either are or are thought to be sophisticated like the Permanent Portfolio, various endowment portfolios and so on. The Trinity Portfolio by Meb Faber and Cambria Investments is another example.

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Validea

OCTOBER 11, 2024

Validea’s Ben Graham strategy is based on the value investing approach pioneered by Benjamin Graham, often called the “Father of Value Investing” This strategy aims to identify undervalued stocks by focusing on companies with strong financial positions and consistent earnings.

Valuation 52

Valuation Assets Sales Portfolio 52

Advisor Perspectives

DECEMBER 9, 2023

Stephen Dover, Head of Franklin Templeton Institute, recently sat down with Franklin Templeton Fixed Income Portfolio Manager Josh Lohmeier and Western Asset Portfolio Manager Mark Lindbloom to discuss the fixed income landscape—and why they believe 2024 will be a good year for fixed income investors.

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Advisor Perspectives

DECEMBER 19, 2023

For multi-asset income investors, adapting portfolios for equity defense, credit potential and duration exposure should be on the docket for 2024.

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Trade Brains

OCTOBER 7, 2024

The Indian IPO market has shown remarkable activity in 2024, with a total of 313 IPOs launched across the National Stock Exchange (NSE) and Bombay Stock Exchange (BSE) as of October 1st. As of October 1, 2024, the NSE has seen 198 IPOs, with 49 on the Mainboard and 149 in the Small and Medium Enterprise (SME) segment. 125.93%) 225.65(67.15%)

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Brown Advisory

JANUARY 17, 2024

Global Leaders Strategy Investment Letter: January 2024 bgregorio Wed, 01/17/2024 - 05:23 Just want the PDF? Download it here Darwinian Investing: The Science of Rejection The outperformance of the “Magnificent Seven”1 during 2023 led to many questions from our investors (for instance “why are you underweight the Mag 7?”)

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The Big Picture

APRIL 4, 2024

At The Money: with Jim Bianco, President Bianco Research (April, 03, 2024) Interest rates have risen by over 500 basis points during the past 24 months. Investors should be considering capturing some of that yield in their portfolios. My stock portfolio is recovering. In this new interest rate regime, TINA is no more.

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The Big Picture

MARCH 20, 2024

At the Money: Benefits of Quantitative Investing (March 20, 2024) Throughout history, investing has been a lot more “Art” than “Science.” But today, data is widely available and it’s a key tool you can use to enhance your portfolio returns. For most of the last century, investing was a lot more art than science.

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Investing Investments Portfolio Valuation 157

Abnormal Returns

FEBRUARY 28, 2024

(blockworks.co) Strategy Rubin Miller, "Investing on hopes and hunches — making emotional decisions — is why so few portfolios earn the actual market return." fortunesandfrictions.com) The rise of passive investing hasn't broken the markets. behaviouralinvestment.com) Why the 60/40 portfolio isn't going anywhere.

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Carson Wealth

JANUARY 16, 2024

Carson Investment Research 2024 Market Outlook: Seeing Eye to Eye We are targeting a total return of 11-13% for the S&P 500 Index in 2024 and 4-6% for the Bloomberg U.S. Consensus has moved toward our view in 2024, but we still see quite a bit of gloom out there, with several strategists holding to their recession calls.

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Validea

OCTOBER 4, 2024

By considering shareholder yield, investors can better assess a company’s overall strategy for returning capital and make more informed decisions about the long-term potential of their investments.

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Trade Brains

SEPTEMBER 13, 2024

The IPO will open on 16th September 2024 and close on 19th September 2024. It will be listed on the exchange on 24th September 2024. In this article, we will look at the Arkade Developers IPO 2024 and analyze its strengths and weaknesses. The entire amount will be a fresh issue. Let’s begin. crores in FY22 to ₹220.15

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Trade Brains

SEPTEMBER 15, 2024

These trends make cancer-focused pharma stocks a compelling investment opportunity in India. Financially, Beta Drugs saw strong growth with revenue rising from ₹227 crore in 2023 to ₹296 crore in 2024. Its net profit also increased from ₹31 crore in 2023 to ₹36 crore in 2024, reflecting its expanding market presence.

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