The Irrelevant Investor

FEBRUARY 24, 2020

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Investing 52

Investing Investments Risk Management Portfolio 52

Random Roger's Retirement Planning

MARCH 29, 2025

First up, Phillip Toews who runs an asset management shop and who wrote a book about about behavioral portfolio construction wrote about understanding market history and a section on how to build robust portfolio that reads like he could have outsourced that part of the article to me. That is buying low.

Portfolio 59

Portfolio Management Risk Management Distribution 59

The Big Picture

DECEMBER 19, 2023

There are about 13 different portfolio managers each focused on a different sub-sector. 00:05:33 [Speaker Changed] Well, a couple weeks before I joined banking, someone gave me a book called Monkey Business. 00:05:40 [Speaker Changed] So that, that book is about bankers at DLJ in the nineties, you know, premier Investment Bank.

Healthcare 162

Healthcare Portfolio Management Investing 162

The Big Picture

SEPTEMBER 12, 2022

BITTERLY MICHELL: … risk management. We have seen strong, strong demand pretty consistently for building out alternatives, portfolios, particularly when it comes to opportunities with great financial sponsors on the private equity side, looking at these long-term secular trends, right? RITHOLTZ: Right. BITTERLY MICHELL: Exactly.

Clients 299

Clients Wealth Management Banking Investing 299

The Big Picture

MARCH 7, 2023

And all these questions that I was trying to answer had direct applications to hedge fund strategies and portfolio management. Another the great lesson, and I was still a global macro portfolio manager with my own silo at SAC Capital. And at the SAC Capital, it was all about risk management.

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Assets Management Marketing Marketing 173

Trade Brains

FEBRUARY 26, 2023

Book Value ₹185 Debt to Equity 0.00 Price to Book Value 4.09 Book Value ₹50 Debt to Equity 0.53 Price to Book Value 16.90 and price to book value ratio of 18.2. Book Value ₹95 Debt to Equity 0.46 Price to Book Value 3.67 Promoter Holding 74% Book Value ₹16 Debt to Equity 0.83 15,250 EPS ₹44.6

Retail 98

Retail Manufacturing Insurance Sales 98

Trade Brains

MAY 8, 2024

Due to this, there might be a profit booking which can further bring down the stock price. Once this level is reached, they can also book partial profits in the trade and hold on to the remaining position until the next support level. In other words, the red candle is contained within the green candle.

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Planning Risk Management Education Marketing 105

The Big Picture

MARCH 5, 2024

So we really have to understand what we’re gonna invest in, value everything in the universe, rank order ’em, and then only can we put together portfolios. And the second, and this is very credit specific, was when you own a credit portfolio, your short volatility. Did those prior employees have a piece of you guys?

Banking 147

Banking Portfolio Assets Investing 147

The Big Picture

SEPTEMBER 19, 2023

Her job is portfolio and product solutions and that means she could go anywhere in the world and do anything. I thought this conversation was absolutely fascinating and I think you will also, with no further ado, Goldman Sachs asset managements Elizabeth Burton. That sounds great, but I only have spots in my portfolio for a Cape Cod.

Assets 147

Assets Management Investing Investments 147

Trade Brains

MAY 11, 2024

Once this level is reached, they can also book partial profits in the trade and hold on to the remaining position until the next resistance level. However, proper risk management procedures should always accompany trading. STOP LOSS: Traders can place the stop loss near the low price of the morning doji star candlestick pattern.

Risk Management 105

Risk Management Marketing Marketing Financial Market 105

Trade Brains

MAY 18, 2024

Once this level is reached, one can also book partial profits in the trade and hold on to the remaining position until the next resistance level. But before making trading decisions, like with any technical indicator, it’s important to take into account other elements including market circumstances, trend strength, and risk management.

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Risk Management Marketing Marketing Banking 105

Trade Brains

MAY 14, 2024

Once this level is reached, one can also book partial profits in the trade and hold on to the remaining position until the next resistance level. However, like any technical analysis tool, it is essential to consider other factors such as market context, fundamental analysis, and risk management principles when making trading decisions.

Risk Management 105

Risk Management Communication Marketing Marketing 105

Trade Brains

AUGUST 28, 2024

Once this level is reached, partial profits can be booked in the trade and the remaining position can be held until the next support level. Additionally, implementing effective risk management, maintaining good risk-reward ratios, and consistent practice will lead to long-term profitability for traders.

Risk Management 96

Risk Management Marketing Marketing Banking 96

Trade Brains

MAY 21, 2024

Once this level is reached, one can also book partial profits in the trade and hold on to the remaining position until the next resistance level. But before making trading decisions, like with any technical indicator, it’s important to take into account other elements including market circumstances, trend strength, and risk management.

Risk Management 105

Risk Management Marketing Marketing Accounting 105

Validea

JANUARY 4, 2023

We’ve been running quantitative model portfolios since 2003. In reviewing the returns for our portfolios in 2022, which were difficult for the markets and investors, things mostly played out as you may have expected as we look back with hindsight, although there are a few surprises and important lessons I think we can draw from the results.

Portfolio 52

Portfolio Risk Management Assets Asset Allocation 52

Trade Brains

NOVEMBER 8, 2022

Among the various players, NBFCs have managed to carve out a strong presence in MSME loans due to their focus on serving the needs of the customer segment, customer service provided, faster turnaround time, and expansion in geographic reach. Book Running Lead Manager: ICICI Securities Limited, Edelweiss Financial.

Management 98

Management Risk Management Sales Portfolio 98

The Irrelevant Investor

FEBRUARY 28, 2019

A bounce of this magnitude makes a mockery of risk management. One of the challenges with tactical portfolio management, particularly with trend following, is that whipsaws are part of the deal. Yes, I'm talking my book here, we use a trend-following model for our clients.

Portfolio Management 52

Portfolio Management Risk Management Portfolio Insurance 52

The Big Picture

DECEMBER 6, 2022

And my answer was, “Hey, not everybody wants to buy a passive index around the satellite of a core portfolio or even just, hey, I have an idea, I think this is going to change the world.” BERRUGA: So many of our clients were struggling to find alternative sources of income for their portfolios. Is that who the Global X investor is?

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Clients Investing Investments Management 162

The Big Picture

NOVEMBER 14, 2023

So at our firm, putting portfolio managers in front of prospects and clients, we constantly have to train them, give them presentation training. 00:22:24 [Speaker Changed] Being client portfolio managers. We have our quant equity platform, which manages risk control equity portfolios that are, we’re quants.

Math 130

Math Management Insurance Assets 130

Trade Brains

OCTOBER 14, 2024

The bank specializes in microfinance lending, which constitutes approximately 32.70% of its loan portfolio as of March 2024, which decreased from 34.90% in March 2023. Geographic concentration risk emerged as one of the major issues, with a substantial portion of the loan book being concentrated in West Bengal and Assam.

Banking 52

Banking Management Portfolio Risk Management 52

Discipline Funds

DECEMBER 28, 2022

Understanding Money If you start with the following book, white paper and videos you’ll have a very solid starting point for understanding money: Pragmatic Capitalism – What Every Investor Needs to Know About Money and Finance (the only item on this page that is not free. Is the Global Financial Asset Portfolio the Perfect Indexing Portfolio?

Investing 52

Investing Investments Asset Allocation Assets 52

Trade Brains

SEPTEMBER 26, 2024

The company, in consultation with joint global coordinators and book-running lead managers, will finalize the minimum bid lot and price band. The price per equity share will be determined closer to the offer date. The IPO will constitute 22.5% of the company’s post-offer paid-up equity share capital. Comment below.

Compliance 90

Compliance Banking Management Risk Management 90

Trade Brains

FEBRUARY 8, 2024

Let’s embark on a journey to explore its business landscape, dive into its product portfolio, examine its customer base and financials, and finally, have a look at its order book and prospects. Orderbook: A promising vista for the future JWL’s order book paints a positive picture of its future.

Manufacturing 59

Manufacturing Transportation Engineering Portfolio 59

Trade Brains

SEPTEMBER 14, 2024

Fund Management includes managing debt funds and providing portfolio management services. It uses data-driven risk management and credit underwriting processes. Net interest margins are expanding due to portfolio growth and the softening cost of funds. The shares in Grey Market traded at Rs.263.

Retail 52

Retail Risk Management Assets Management 52

The Irrelevant Investor

DECEMBER 22, 2020

To learn more about how to navigate the waters, I hit the books. I had never experienced what it was actually like to build a portfolio of stocks. I didn't know about diversification, and I didn't understand the first thing about risk management. It was impossible not to be. I was never a big fan of paper trading.

Banking 52

Banking Portfolio Risk Management Investing 52

Trade Brains

AUGUST 15, 2023

Here, we shall discover what are triangle chart patterns with types and how to identify entry and profit targets along with risk management. Stop loss:- Traders can set the resistance level as a trigger point for a stop loss and should exit the trade a few points below the resistance line as good risk management.

Risk Management 52

Risk Management Banking Management Portfolio 52

The Big Picture

AUGUST 29, 2023

So I came down, met with our head of the portfolio review department, which oversees our external managers, met with our head of brokerage, and then met with the head of bind indexing, who was Ken Volpert at the time. And she was like, “You should come down and talk to some people at Vanguard.”

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Portfolio Investing Investments Numbers 130

International College of Financial Planning

SEPTEMBER 7, 2024

At its core, the CFP® Fast Track equips you with the expertise to offer sound financial advice, specializing in areas such as retirement planning, risk management, tax planning, and wealth management. By pursuing this course, you become proficient in helping individuals and companies achieve their financial goals.

CFP 52

CFP Certification Certified Financial Planner Financial Planning 52

The Big Picture

JULY 4, 2023

And we’ve talked about whether we go deeper on existing strategies, we build new businesses, we find somebody who can help him more as almost a co-CIO with risk management, with the investment process. I kind of feel like, you know — RITHOLTZ: Can you talk at school or — WEINSTEIN: You have to wait for the book.

Management 147

Management Recruitment Numbers Banking 147

Validea

AUGUST 1, 2024

Validea’s Quantitative Momentum strategy, based on the research of Wes Gray and Jack Vogel as outlined in their book “Quantitative Momentum,” offers a sophisticated, evidence-based approach to capturing momentum in the stock market. Proper diversification and risk management are crucial.

Investing 52

Investing Investments Risk Management Taxes 52

Trade Brains

MAY 17, 2024

Business Segments Vehicle Financing: With over 3 decades in the business it is the largest segment of the Company managing assets worth Rs. It has a very diversified portfolio of vehicle loans with 27% of the loans being disbursed to used vehicles followed by light commercial Vehicles. Asset Under Management (Cr.) 104223 EPS 32.44

Investing 59

Investing Investments Planning Assets 59

The Big Picture

OCTOBER 17, 2023

I read something you had mentioned Schlansky’s book, the Theory of Poker, A professional poker player teaches you how to think like one, obviously decision making under uncertainty with probabilistic odds and an inherently unknowable future. And the third, the one that nobody talks about is risk management.

Investing 130

Investing Investments Clients Numbers 130

Trade Brains

AUGUST 29, 2024

Once this level is reached, partial profits can be booked in the trade and the remaining position can be held until the next resistance level. Also, having proper risk management with good risk-reward ratios and practice makes a trader profitable in the long run.

Risk Management 59

Risk Management Marketing Marketing Portfolio 59

Trade Brains

OCTOBER 24, 2023

This diversification attracts more large brands to their portfolio and helps in risk management. Strong Customer Relationships: Shanthala FMCG has long-standing relationships with local retailers and wholesalers in their region, spanning over three decades. What do think the future holds for the company?

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Food Retail Manufacturing Distribution 59

Trade Brains

JULY 8, 2023

It is a small finance bank in India which has recorded the third fastest Gross Loan Portfolio growth in the past three years among SFBs with a Gross Loan Portfolio of more than ₹ 60 billion. As of FY23, the bank had 830 Banking Outlets spread over 26 States and Union Territories in India, encompassing 253 districts.

Banking 52

Banking Insurance Coverage Accounting Insurance 52

Trade Brains

JUNE 30, 2024

Once this level is reached, partial profits can be booked in the trade and the remaining position can be held until the next support level. Also, having proper risk management with good risk-reward ratios and practice makes a trader profitable in the long run.

Risk Management 59

Risk Management Management Marketing Marketing 59

Trade Brains

MARCH 11, 2024

Price to Book Value 4.35 Price to Book Value 4.35 It is experienced in solving problems related to global trade, supply chains, and modernizing finance & risk management. Price to Book Value 6.78 These projects are expected to add 10 GW of capacity to the Company’s portfolio. Price to Book Value 1.81

Banking 59

Banking Financial Services Consulting Retail 59