Validea

OCTOBER 1, 2024

Here are the top ten highest scoring stocks for October 2024 for Validea’s Patient Investor strategy based on Buffett. Of particular note is the number of technology companies scoring highly, with Apple, Google and Applied Materials all scoring 100%.

Valuation 52

Valuation Numbers Portfolio Investments 52

The Big Picture

JUNE 13, 2024

I wrote: It appears to me that the Journal got that number from BLS. Its numbers are fake. Barry adds: Two things to add to this discussion: It’s yet another reminder that investors must always be on guard for nonsensical claims from partisans who have zero concern for your portfolio. Its numbers are fake.

Food 300

Food Numbers Economics Portfolio 300

Validea

SEPTEMBER 9, 2024

This results in a relatively small number of stocks passing all the filters, which aligns with Graham’s belief in concentrated portfolios of carefully selected value stocks. Here are the top 10 stocks using Validea’s Benjamin Graham strategy for September of 2024.

Portfolio 52

Portfolio Numbers Assets Investments 52

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.

Portfolio 157

Portfolio Management Assets Economy 157

Validea

OCTOBER 4, 2024

Dividend yield represents the cash payments made directly to shareholders, while share repurchases increase the ownership stake of existing shareholders by reducing the number of outstanding shares. It combines three key components: dividend yield, share repurchases, and debt reduction.

Distribution 52

Distribution Taxes Numbers Portfolio 52

Trade Brains

AUGUST 17, 2024

A Complete List of SEBI Registered Stockbrokers in India 2024: The Indian stock market has seen impressive growth following digitalization and the post-COVID period. Nithin Kamath, Co-Founder of Zerodha, reports that the number of unique investors has risen from 30 million in 2020 to over 100 million by 2024.

Clients 98

Clients Financial Services Banking Wealth Management 98

Tobias Financial

MARCH 10, 2024

We are thrilled to share our monthly market update featuring our Portfolio Manager, Charles “Chad” NeSmith , CFA, CFP®. We are excited to bring you this valuable resource that goes beyond the numbers, offering insights to empower you to make well-informed financial decisions.

Marketing 52

Marketing Marketing CFP Portfolio Management 52

Carson Wealth

MAY 20, 2024

April inflation data confirmed there is no need to panic about the first-quarter numbers. On Track for Interest Rate Cuts in 2024 As Powell recently reiterated, inflation data has yet to make Fed members confident that inflation is headed back to their 2% target, which means they’re unlikely to cut rates at their June or even July meeting.

Numbers 93

Numbers Marketing Marketing Insurance 93

Tobias Financial

FEBRUARY 20, 2024

We are thrilled to share our first monthly market update featuring our Portfolio Analyst, Charles “Chad” NeSmith , CFA, CFP®. We are excited to bring you this valuable resource that goes beyond the numbers, offering insights to help you make well-informed financial decisions.

Marketing 52

Marketing Marketing CFP Numbers 52

Validea

AUGUST 26, 2024

Dividend yield represents the cash payments made directly to shareholders, while share repurchases increase the ownership stake of existing shareholders by reducing the number of outstanding shares. It combines three key components: dividend yield, share repurchases, and debt reduction.

Distribution 52

Distribution Taxes Numbers Portfolio 52

Trade Brains

SEPTEMBER 15, 2024

The rising number of cancer cases, both domestic and international, creates immense opportunities for pharmaceutical companies specializing in oncology treatments. Financially, Beta Drugs saw strong growth with revenue rising from ₹227 crore in 2023 to ₹296 crore in 2024.

Pharmaceutical 52

Pharmaceutical Manufacturing Healthcare Portfolio 52

Trade Brains

SEPTEMBER 18, 2024

The IPO opens on 23 rd September 2024. The issue will close on 25 th September 2024 and be listed on the exchange on 30 th September 2024. In this article, we will look at the Manba Finance IPO 2024 and analyze its strengths and weaknesses. Manba Finance IPO 2024 – About the Company The company was founded in 1998.

Financial Services 52

Financial Services Assets Sales Risk Management 52

Nerd's Eye View

JULY 26, 2024

The study also identified attributes of "top performing" firms across a range of metrics, finding that they are more likely than other firms to have a clear ideal client persona, client value proposition, and marketing plan.

Financial Planner 240

Financial Planner Retirement Communication Financial Advisor 240

Nerd's Eye View

FEBRUARY 23, 2024

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that while both the total number of RIAs and advisor headcount have seen significant gains in recent years, client assets remain concentrated among the largest firms, according to data from Cerulli Associates, with the 7% of RIAs (..)

Financial Planner 221

Financial Planner Certification CFP Financial Advice 221

Random Roger's Retirement Planning

AUGUST 17, 2023

The title tells you the author's conclusion, Why Your Portfolio Should Hold Way More Than 30 Stocks. This article obviously favors more stocks but an interesting thing not said was at what number would it make sense to just flip from individual holdings to mutual funds and ETFs. Not too many I'd say. I've been lucky.

Numbers 75

Numbers Portfolio Math Portfolio Management 75

Calculated Risk

NOVEMBER 18, 2024

From the MBA: Share of Mortgage Loans in Forbearance Increases to 0.47% in October The Mortgage Bankers Association’s (MBA) monthly Loan Monitoring Survey revealed that the total number of loans now in forbearance increased to 0.47% as of October 31, 2024. According to MBA’s estimate, 235,000 homeowners are in forbearance plans.

Portfolio 57

Portfolio Planning Economics Numbers 57

Abnormal Returns

DECEMBER 3, 2023

Markets Should you care what Wall Street strategists have to say about 2024? wsj.com) Strategy Remember all that talk about how the 60/40 portfolio was broken? downtownjoshbrown.com) College-educated women with children under 10 are in the workforce at record numbers. axios.com) Q4 GDP is tracking around 1%.

Asset Allocation 260

Asset Allocation Financial Advising Startup Economy 260

Calculated Risk

OCTOBER 21, 2024

From the MBA: Share of Mortgage Loans in Forbearance Increases to 0.34% in September The Mortgage Bankers Association’s (MBA) monthly Loan Monitoring Survey revealed that the total number of loans now in forbearance increased to 0.34% as of September 30, 2024. According to MBA’s estimate, 170,000 homeowners are in forbearance plans.

Government 62

Government Portfolio Planning Economics 62

Dear Mr. Market

MARCH 17, 2024

My Portfolio Guide, LLC was the first investment firm to publish a March Madness investing bracket where we share our picks and match them up against each other. Click here or below to see or enlarge the entire bracket for 2024. While we absolutely nailed being bullish on the U.S.

Investing 83

Investing Investments Portfolio Assets 83

Walkner Condon Financial Advisors

FEBRUARY 15, 2024

As we move into 2024, we must consider the important factors causing this trend and affecting the future of charitable giving. Whichever way you look at it, 2024 will bring uncertainty for a vast swath of the nonprofit sector, making planning and charitable spending more conservative and less dependable.

Nonprofit 89

Nonprofit Distribution Government Taxes 89

Calculated Risk

SEPTEMBER 23, 2024

From the MBA: Share of Mortgage Loans in Forbearance Increases to 0.31% in August The Mortgage Bankers Association’s (MBA) monthly Loan Monitoring Survey revealed that the total number of loans now in forbearance increased to 0.31% as of August 31, 2024. According to MBA’s estimate, 155,000 homeowners are in forbearance plans.

Portfolio 57

Portfolio Planning Numbers Marketing 57

Tobias Financial

MARCH 10, 2024

We are thrilled to share our monthly market update featuring our Portfolio Manager, Charles “Chad” NeSmith , CFA, CFP®. We are excited to bring you this valuable resource that goes beyond the numbers, offering insights to empower you to make well-informed financial decisions.

Marketing 52

Marketing Marketing CFP Portfolio Management 52

Calculated Risk

MAY 20, 2024

From the MBA: Share of Mortgage Loans in Forbearance Remains at 0.22% in April he Mortgage Bankers Association’s (MBA) monthly Loan Monitoring Survey revealed that the total number of loans now in forbearance remained unchanged at 0.22% as of April 30, 2024. According to MBA’s estimate, 110,000 homeowners are in forbearance plans.

Numbers 62

Numbers Portfolio Planning Marketing 62

Trade Brains

MARCH 29, 2024

Bharti Hexacom IPO Review 2024: Bharti Hexacom is coming up with its IPO issue of Rs. 4,275 Cr which will open on 3rd April 2024. The issue will close on 5th April and be listed on the exchange on 12th April 2024. Both FY21 & FY22 saw exceptional gains/losses that distorted numbers from normalized earnings.

Government 59

Government Communication Valuation Consulting 59

Tobias Financial

FEBRUARY 20, 2024

We are thrilled to share our first monthly market update featuring our Portfolio Analyst, Charles “Chad” NeSmith , CFA, CFP®. We are excited to bring you this valuable resource that goes beyond the numbers, offering insights to help you make well-informed financial decisions.

Marketing 52

Marketing Marketing CFP Numbers 52

Calculated Risk

JULY 22, 2024

From the MBA: Share of Mortgage Loans in Forbearance Increases to 0.23% in June The Mortgage Bankers Association’s (MBA) monthly Loan Monitoring Survey revealed that the total number of loans now in forbearance increased to 0.23% as of June 30, 2024. According to MBA’s estimate, 115,000 homeowners are in forbearance plans.

Numbers 62

Numbers Portfolio Government Planning 62

Carson Wealth

DECEMBER 26, 2023

It is simple, but not easy.” — Warren Buffett, Berkshire Hathaway Looking ahead to 2024, there are four reasons for bulls to smile. Going against the crowd will always ruffle feathers, but we saw many reasons to do it then, and we see many more to expect continued good times in 2024. Here’s our final reason to be bullish in 2024.

Marketing 77

Marketing Marketing Investing Investments 77

The Big Picture

MARCH 13, 2024

At the Money: How To Know When The Fed Will Cut with Jim Bianco (March 13, 2024) Markets have been waiting for the Federal Reserve to begin cutting rates for over a year. Well, in 2024, now money market fund is yielding 5. It’s a number that’s put out every Thursday for the previous week. It’s a state program.

Numbers 283

Numbers Insurance Economy Marketing 283

Carson Wealth

NOVEMBER 13, 2023

Business formation and policy could continue to support productivity in 2024. STOCK MARKET: WHY WE THINK THE BULL MARKET WILL CONTINUE IN 2024 [link] As we head into 2024, earnings could drive stocks higher. When profits are at a record, stocks tend to follow, and we expect that to occur in 2024.

Marketing 92

Marketing Marketing Economy Startup 92

Calculated Risk

JUNE 24, 2024

From the MBA: Share of Mortgage Loans in Forbearance Decreases Slightly to 0.21% in May The Mortgage Bankers Association’s (MBA) monthly Loan Monitoring Survey revealed that the total number of loans now in forbearance declined slightly to 0.21% as of May 31, 2024. Mortgage servicers have provided forbearance to approximately 8.2

Portfolio 52

Portfolio Planning Numbers 52

Carson Wealth

JANUARY 2, 2024

As we look ahead to 2024, we want to share with you some of our team’s favorite charts on the year. Some are perhaps unorthodox, but they tell us a lot about 2023 while setting the scene for 2024. As we approach 2024, the AI theme appears enduring. Just like everyone called it, right? However, this may be changing.

Marketing 77

Marketing Marketing Economy Manufacturing 77

Calculated Risk

APRIL 22, 2024

From the MBA: Share of Mortgage Loans in Forbearance Remains at 0.22% in March The Mortgage Bankers Association’s (MBA) monthly Loan Monitoring Survey revealed that the total number of loans now in forbearance remained unchanged at 0.22% as of March 31, 2024. According to MBA’s estimate, 110,000 homeowners are in forbearance plans.

Numbers 57

Numbers Planning Portfolio Marketing 57

Calculated Risk

FEBRUARY 20, 2024

From the MBA: Share of Mortgage Loans in Forbearance Decreases Slightly to 0.22% in January The Mortgage Bankers Association’s (MBA) monthly Loan Monitoring Survey revealed that the total number of loans now in forbearance decreased by 1 basis point from 0.23% of servicers’ portfolio volume in the prior month to 0.22% as of January 31, 2024.

Portfolio 62

Portfolio Planning Economics Numbers 62

Calculated Risk

MARCH 18, 2024

From the MBA: Share of Mortgage Loans in Forbearance Holds Steady at 0.22% in February The Mortgage Bankers Association’s (MBA) monthly Loan Monitoring Survey revealed that the total number of loans now in forbearance remained unchanged at 0.22% as of February 29, 2024. Mortgage servicers have provided forbearance to approximately 8.1

Portfolio 62

Portfolio Planning Taxes Numbers 62

Brown Advisory

JANUARY 17, 2024

Global Leaders Strategy Investment Letter: January 2024 bgregorio Wed, 01/17/2024 - 05:23 Just want the PDF? One of our colleagues, Ken Stuzin, likens portfolio construction to Darwinian Investing – it is about survival of the fittest. In a concentrated portfolio, it is the losers that kill you.

Investing 52

Investing Investments Portfolio Compliance 52

Calculated Risk

MAY 15, 2023

From the MBA: Share of Mortgage Loans in Forbearance Decreases to 0.51% in April The Mortgage Bankers Association’s (MBA) monthly Loan Monitoring Survey revealed that the total number of loans now in forbearance decreased by 4 basis points from 0.55% of servicers’ portfolio volume in the prior month to 0.51% as of April 30, 2023.

Portfolio 80

Portfolio Numbers Planning Taxes 80

Trade Brains

SEPTEMBER 17, 2024

This reduces the number of shares available in the market and effectively increases the ownership percentage of remaining shareholders. Reduction of Shares: The repurchased shares are either canceled or held in the company’s treasury, reducing the total number of shares outstanding. What Do You Mean by Stock Buybacks?

Taxes 52

Taxes Numbers Distribution Marketing 52