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

Random Roger's Retirement Planning

DECEMBER 20, 2023

The article started with a rehash of the latest numbers we mentioned the other day that Gen-X on aggregate expects to be $439,000 short of what they think they need, $661,000 versus $1.1 That gap certainly creates some challenges but assuming 4% it means portfolio income of $26,000 versus $44,000.

Retirement 74

Retirement Retirement Planning Medical Planning 74

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. The company is trying to increase the connectivity of the airport by adding a higher number of airline carriers to make it one of the well-connected airports in Southeast Asia. Comment below.

Management 96

Management Retail Marketing Marketing 96

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. By FY 2040, the sector is estimated to reach $1 trillion. But this number dipped by half during the FY23 to ₹545 Crores.

Pharmaceutical 97

Pharmaceutical Planning Manufacturing Electronics 97

Brown Advisory

AUGUST 11, 2017

Selective investment: With certain passive investments, investors can implement various portfolio screens or filters in their portfolio—in other words, they can steer clear of companies that they believe contribute to major sustainability issues. We work with many clients on strategies to help them voice their views effectively.

Investing 52

Investing Investments Marketing Marketing 52

Brown Advisory

AUGUST 11, 2017

Selective investment: With certain passive investments, investors can implement various portfolio screens or filters in their portfolio—in other words, they can steer clear of companies that they believe contribute to major sustainability issues. Mobilize Your Entire Portfolio.

Investing 52

Investing Investments Marketing Marketing 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