The Big Picture

DECEMBER 11, 2024

And on today’s edition of at the money, we’re going to discuss how Wall Street has been using personal health to gain a competitive advantage to help us understand all of this and its implications for your portfolio. How does that show up in our portfolios? Not only does that show up in our portfolios.

Food 147

Food Portfolio Management Marketing 147

The Big Picture

NOVEMBER 26, 2024

His firm runs over $10 billion in client crypto assets. And find the entire musical playlist of At the Money on Spotify Responsible Crypto Investing Matt Hougan How should retail investors responsibly think about crypto? To help us unpack all of this and what it means for your portfolio, let’s bring in Matt Hogan.

Investments 147

Investments Investing Assets Retail 147

Trade Brains

SEPTEMBER 22, 2023

It also offers comprehensive health check-up packages for men, women, senior citizens, young people, and corporate clients. Fungicides, herbicides, insecticides, plant growth regulators, rodenticides, and speciality crop chemicals are all included in the company’s crop protection portfolio. The company presence in 7 countries.

Portfolio Analysis 116

Portfolio Analysis Portfolio Healthcare Banking 116

Trade Brains

SEPTEMBER 17, 2023

Top Indian Stocks Held By Goldman Sachs : Goldman Sachs has been serving clients in India since the 1980s and established an onshore presence in Bengaluru, in 2004, Mumbai, India in December 2006 and a new office in Hyderabad opened in 2021 following a ten-year joint venture. 2,977 crore to Rs. 3,382 crore. 65 crore to Rs. Market Cap (Cr.)

Portfolio Analysis 130

Portfolio Analysis Portfolio Manufacturing Insurance 130

Trade Brains

SEPTEMBER 26, 2023

Top Indian Stocks Held By Morgan Stanley : With more than 29 years of experience in India, Morgan Stanley offers both domestic and foreign clients a range of services. Key clients including Power Grid Corp., The post Top Indian Stocks Held By Morgan Stanley – Portfolio Analysis! Market Cap (Cr.) 17,991 EPS (TTM) 13.24

Portfolio Analysis 111

Portfolio Analysis Portfolio Pharmaceutical Manufacturing 111

The Big Picture

DECEMBER 1, 2023

ETF.com ) • The annoying — and hard to solve — problem of stolen packages : A thoroughly modern nuisance for consumers, shippers, and retailers alike. ( Vox ) • New Billionaires Are Inheriting More Wealth Than Creating It — And Shaking Up Portfolios : Over the coming decades, about a thousand billionaires will pass on an estimated $5.2

Assets 231

Assets Retail Management Retirement 231

Trade Brains

NOVEMBER 11, 2023

The firm provides its services to equity and fixed-income investment groups, investment pooling vehicles, mutual funds, and separate account institutional clients. Its domestic broadcast portfolio includes over 48 channels. The Company’s 41-channel international broadcast portfolio is available in over 170 countries.

Portfolio Analysis 105

Portfolio Analysis Portfolio Manufacturing Distribution 105

Trade Brains

SEPTEMBER 28, 2023

The company employs 4000+ personnel across 8 states and is also the 1st Listed multi-brand, multi-location Indian Auto Retailer In FY23, the company’s revenue grew 14% YoY, from Rs. The company’s key clients include Deutsche bank, Standard Chartered, ICICI bank, Axis Bank, State Bank of India and Yes Bank. EPS (TTM) 20.97 3,382 crore.

Portfolio Analysis 115

Portfolio Analysis Portfolio Banking Engineering 115

Random Roger's Retirement Planning

FEBRUARY 12, 2025

The timeframe in today's chart is more useful because it gets into the period where retail accessible funds started to become available. I used AQMIX, AQRIX and client/personal holding MERFX because they've all been around for a while and BTAL is also a client/personal holding. I think some of the portfolio stats are distorted.

Portfolio 52

Portfolio Retail Assets Clients 52

Random Roger's Retirement Planning

MAY 15, 2023

I have no idea what SYK will do going forward, I don't own the stock personally or for clients, but if you are allocating to some sort of healthcare theme in your portfolio then chances are being right or wrong won't prove out in just a few months. Put differently, that sort of attribute would add volatility to the portfolio.

Portfolio 75

Portfolio Healthcare Wealth Advisor Investment Advisor 75

Trade Brains

OCTOBER 4, 2023

The textiles industry, which sells fabrics, clothing, and fabric retail, contributes to revenue. The company’s clients include Tata Steel, BHEL, ONGC, HAL, SCCL, NTPC, ISRO and Others. The post Top Stocks Held by Quant Small-Cap Fund – Portfolio Analysis appeared first on Trade Brains. Market Cap (Cr) 1,387.6

Portfolio Analysis 105

Portfolio Analysis Portfolio Electronics Engineering 105

The Big Picture

SEPTEMBER 12, 2022

They run over $800 billion in client assets, and Kristen’s group, the North American Group, is responsible for about half of the revenue that that massive organization generates. And it was this combination of being, like I said, kind of geeky, kind of quanti, but then being client-facing. I want to be client-facing.

Clients 299

Clients Wealth Management Banking Investing 299

Advisor Perspectives

DECEMBER 2, 2023

Collateralized loan obligations, or CLOs, may be a way for advisors to enhance retail clients’ portfolios. While they have been primarily used by institutional clients to date, CLOs could enhance risk-adjusted returns for individual clients.

Retail 40

Retail Clients Portfolio 40

Random Roger's Retirement Planning

DECEMBER 22, 2023

With that preamble, I started thinking about the 75/50 portfolio that I first started writing about during the Financial Crisis. I've mentioned 75/50 a couple of times in passing but the big idea was to create a portfolio that captures 75% of the upside of the equity market with only 50% of the downside. ARBFX 3.7%

Portfolio 74

Portfolio Asset Allocation Accounting Management 74

Nationwide Financial

DECEMBER 1, 2022

A quickly accelerating inflation rate coupled with periods of unprecedented market volatility and negative returns have many clients holding large portions of their assets in cash — particularly in money markets. Another poll 3 shows that these concerns already have clients adjusting their behaviors across their everyday lives.

Management 97

Management Clients Retirement Financial Planning 97

eMoney Advisor

APRIL 13, 2023

In its Retail Banking: 2025 and Beyond report, PwC analysts explore five possible versions of the sector’s future. Closer Than Ever to Clients “We are incredibly bullish on the future of financial advice.” Part of that equation includes client-facing tools that promote engagement with their planning.

Banking 74

Banking Clients Planning Financial Planning 74

Random Roger's Retirement Planning

DECEMBER 3, 2024

YTD SSO is up 51% versus 26% for the S&P 500 and down 19% for SH which I am currently holding for clients. As an advisor of retail sized clients, there's no reason to add the complexity of a 2x long S&P 500 ETF even if the idea was not to leverage up. And we'll close with a change in fund strategy from Bitwise.

Math 52

Math Portfolio Retail Clients 52

Advisor Perspectives

OCTOBER 30, 2023

Calamos Investments and Aksia joined forces this year to launch the Calamos Aksia Alternative Credit and Income Fund (CAPIX), an interval fund designed to provide advisors and their clients access to private debt investments – most of them historically only accessible to institutions – with the liquidity investors demand.

Portfolio 59

Portfolio Retail Clients Investing 59

The Richer Geek

JUNE 14, 2023

APMEX is one of the largest retailers of physical gold, silver, platinum and palladium, and has sold over $15 billion in product over its 20+ year history. In this episode, we’re discussing… [1:29] Investing in gold and silver [4:05] Why is diversification important for your portfolio? [6:09] Today we have Patrick Yip.

Portfolio 52

Portfolio Retail Investment Advisor Investing 52

Random Roger's Retirement Planning

MARCH 3, 2025

The obvious flow from almost 20 years ago was that retail accessible products, mostly ETFs, would evolve to offer more sophisticated strategies making it easier to neutralize stock market volatility without necessarily having to sell to get more defensive. On Friday, I added gold to client accounts with GLDM. What is yours?

Clients 52

Clients Retail Taxes Accounting 52

Random Roger's Retirement Planning

OCTOBER 29, 2024

Fund provider Tidal/ETF Masters, more of a white label than an actual provider, had a fun article titled Building A Financial Independence/Retire Early Portfolio With ETFs. The article spells out several alternative strategies to build out a portfolio once you achieve FIRE.

Portfolio 52

Portfolio Retirement Retail Investing 52

Fortune Financial

APRIL 22, 2023

Even Advance, generally accepted as the weakest of the large chains grew earnings per share at an above-market rate: Despite the low growth environment for auto parts retail, it is critical to point out that there is a somewhat unique tailwind to this category which is that the industry is generally cycle-agnostic.

Retail 52

Retail Sales Financial Advisor Economics 52

Validea

APRIL 14, 2023

In a second consecutive week of outflows, Bank of America clients sold off around $2.3 The withdrawals were from equities of all sizes, during a relatively quiet week in the stock market, and came mainly from institutional, retail, and hedge-fund clients. for a globally diversified 60/40 portfolio. billion in U.S.

Banking 52

Banking Clients Retail Portfolio 52

Random Roger's Retirement Planning

OCTOBER 25, 2022

With all the time we've spent learning about new alternative strategies (new in that they've become accessible in funds for retail sized accounts) and how to incorporate them into a diversified portfolios, I thought it might be worthwhile to revisit a couple of older school alternatives to see how they're doing through the current event.

Portfolio 95

Portfolio Retail Accounting Numbers 95

Random Roger's Retirement Planning

NOVEMBER 27, 2023

Portfolio replication is a tricky thing that frequently doesn't work. We look at a lot of different ideas here, whether we are talking about replication or not, not to simply copy what someone else is doing but to see if some random strategy might have some piece of process or an idea to incorporate in a way that adds value to our portfolio.

Portfolio 75

Portfolio Retail Asset Allocation Management 75

Validea

OCTOBER 18, 2022

And while tax season is still half a year away, it’s a good time to start considering options for what’s known as “tax-loss selling”—offloading a stock at a loss in order to offset gains somewhere else in your portfolio.

Taxes 105

Taxes Healthcare Retail Banking 105

Trade Brains

OCTOBER 9, 2023

Shareholdings and portfolio as of June 30, 2023, for the GOVERNMENT OF SINGAPORE. The residential, commercial, retail, property management, and hospitality sectors are all included in The Prestige Group’s property portfolio. The company has 400+ active clients, 6,000+ scientists, 400+ patents, and 2.2 ROE (%) 13.73

Portfolio Analysis 59

Portfolio Analysis Government Portfolio Healthcare 59

Advisor Perspectives

OCTOBER 27, 2023

Private credit is being sought—with the goals of income and capital preservation—to achieve real capital growth and drive portfolio returns among retail and institutional clients alike.

Retail 59

Retail Portfolio Clients 59

The Big Picture

DECEMBER 6, 2022

when I first moved from Spain, and I learned a lot because I spent a lot of time with financial advisors, which, as you know, is a key segment of our client base today. And definitely, their retail market participation is significantly lower than you can see in the U.S. Is that the clients you’re aiming for?

Clients 162

Clients Investing Investments Management 162

Fortune Financial

AUGUST 7, 2023

Are Alternative Investments the Key to Diversifying Your Portfolio? Commercial properties, such as office spaces or retail buildings, can offer higher potential returns. If you prefer a more indirect approach, Real Estate Investment Trusts (REITs) allow you to invest in a portfolio of properties without the hassle of direct ownership.

Portfolio 52

Portfolio Investing Investments Risk Tolerance 52

Fortune Financial

AUGUST 7, 2023

Are Alternative Investments the Key to Diversifying Your Portfolio? Commercial properties, such as office spaces or retail buildings, can offer higher potential returns. If you prefer a more indirect approach, Real Estate Investment Trusts (REITs) allow you to invest in a portfolio of properties without the hassle of direct ownership.

Portfolio 52

Portfolio Investing Investments Risk Tolerance 52

Random Roger's Retirement Planning

SEPTEMBER 3, 2023

The advantage then might be it lowers overall portfolio volatility but the disadvantage might be that it won't offer much protection if it drops 2% in a 30% drawdown for the broad equity market. I've been using alts in client portfolios since before the Financial Crisis but am still plenty skeptical. I just don't think it works.

Portfolio 105

Portfolio Retail Management Taxes 105

Risk Management Guru

APRIL 21, 2020

Why portfolio diversification is for the ignorant investor. This is often mentioned in the world of investing where clients trust their advisors to spread their money over a hundred stock funds among other asset classes such as bonds and commodities to protect their customers against risk. of the principal invested in Canada.

Portfolio 52

Portfolio Risk Management Management Commission 52

Random Roger's Retirement Planning

SEPTEMBER 2, 2022

We've mentioned Jason a couple of times this summer, most prominently in this post about a portfolio concept they came up with called The Cockroach Portfolio. He said they are way too complex, he'd just build them a simple ETF portfolio an then rebalance a couple of times per year. Here are the results.

Portfolio 75

Portfolio Retail Management Accounting 75

Trade Brains

JANUARY 18, 2023

Peter Lynch, an American investor, and mutual fund manager who is known for his stock-picking skills, attributed his success to a small number of these stocks in his portfolio. Diversification provides stability to a portfolio and balances risks. He coined the terms “multi-baggers” and “ten baggers”.

Investing 98

Investing Investments Taxes Retail 98

Trade Brains

JUNE 14, 2024

It plays a crucial role in providing full service commercial banking which involves catering to retail, MSME (micro, small and medium enterprise) and corporate clients. In FY 2022-23, YES BANK’s retail advances climbed to 45%, up from 24% in FY 2019-20. It has its headquarters in Mumbai, Maharashtra.

Banking 105

Banking Retail Accounting Assets 105

The Big Picture

SEPTEMBER 19, 2023

Elizabeth Burton is Goldman Sachs asset management’s client investment strategist. Her job is portfolio and product solutions and that means she could go anywhere in the world and do anything. And so I often would look at investments in my portfolio that may be different from what most other people put in their portfolios.

Assets 147

Assets Management Investing Investments 147