Random Roger's Retirement Planning

SEPTEMBER 27, 2023

Line item risk refers to when a person (client) focuses in on the one or two things in the portfolio that are doing poorly. It's human nature but depending on the holding in question, this sort of focus can be very unproductive and is a good chance for the advisor to increase clients' understanding of portfolio construction.

Portfolio 75

Portfolio Clients Accounting Numbers 75

Trade Brains

SEPTEMBER 20, 2024

As India’s largest and the world’s second-largest private airport operator, they manage an impressive portfolio of nine airports. This restructuring brings minority shareholders closer to airport assets and cash flows. GMR Promoters’ share decreased to 33.8%, but they remain the largest single shareholder.

Management 111

Management Retail Marketing Marketing 111

Trade Brains

OCTOBER 4, 2022

In this article, we bring you some top stocks under Rs 2000 that you can consider including in your portfolio. . Established in 1994, HDFC Bank is India’s largest private sector bank in terms of asset size. Bajaj Finserv is a debt-free company with assets under management of Rs. But the figure just holds some respect.

Banking 52

Banking Manufacturing Pharmaceutical Financial Services 52

Trade Brains

SEPTEMBER 22, 2023

trillion by 2040. Arabian Petroleum IPO Review : Financials If we look at the financials of Arabian Petroleum, it has reported assets worth 50.31Cr in FY21 and 76.50Cr in FY23, the company’s assets have grown by ~55% over the last 3 years. In FY23, India consumed 222.3 MMT of petroleum products, up 10.2% from the previous year.

Manufacturing 59

Manufacturing B2C B2B Distribution 59

Brown Advisory

JULY 23, 2019

Insurance produced $123 billion in investable float in 2018, which partially funds Berkshire’s $339 billion investment portfolio as of March 31, 2019. Berkshire’s investment portfolio holds about $210 billion in equities, $19 billion in bonds and $110 billion in cash equivalents. will turn socialist in 2020, 2040 or 2060.

Insurance 52

Insurance Investing Investments Management 52

Brown Advisory

JULY 23, 2019

Insurance produced $123 billion in investable float in 2018, which partially funds Berkshire’s $339 billion investment portfolio as of March 31, 2019. Berkshire’s investment portfolio holds about $210 billion in equities, $19 billion in bonds and $110 billion in cash equivalents. will turn socialist in 2020, 2040 or 2060.

Insurance 52

Insurance Investing Investments Management 52

Random Roger's Retirement Planning

DECEMBER 28, 2024

It would take an extreme move up in rates to cause a big move in the price of a two year instrument, very extreme, but if that happened, the time needed to bail you out would be very short as opposed to be far underwater on an issue that matures in 2035 or 2040. Where Portfolio 3 should zero out, it's pretty close to doing just that.

Portfolio 52

Portfolio Retirement Retirement Planning Assets 52