2040 Numbers Portfolio 
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.
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.
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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.
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.
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.
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.
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.
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