Nerd's Eye View

DECEMBER 7, 2022

The Marketing Rule also requires performance results to be presented consistently over 1-, 5-, and 10-year time periods (or the time period the portfolio has existed, if shorter than a particular prescribed period) preventing advisers from cherry-picking time periods that would make their returns appear more favorable.

Advertising 246

Advertising Investing Investments Marketing 246

The Big Picture

DECEMBER 4, 2024

But suddenly they find themselves sitting on an uncomfortably large percentage of their portfolio in a single name. To help us unpack all of this and what it means for your portfolio Let’s bring in Meb Faber He’s the founder and chief investment officer of Cambria. Perhaps they have some founder stock from a startup.

Taxes 130

Taxes Portfolio Accounting Management 130

Nerd's Eye View

JANUARY 13, 2023

From there, we have several articles on retirement planning: The latest rules for 2023 Required Minimum Distributions from inherited retirement accounts. We also have a number of articles on investment planning: A recent study indicates that rebalancing a portfolio on an annual basis is superior to longer or shorter time horizons.

Financial Planner 241

Financial Planner Retirement Planning Retirement Compliance 241

NAIFA Advisor Today

OCTOBER 10, 2024

New NAIFA member, Alexander Flecker, CFP, CIMA , Head of Distribution at Measured Risk Portfolios , shares insights into his journey in the financial services industry and the firm's rapid growth since joining in mid-2023.

Portfolio 98

Portfolio CFP Distribution Financial Services 98

Abnormal Returns

JANUARY 27, 2023

awealthofcommonsense.com) 2022 shows that every portfolio strategy comes under pressure. morningstar.com) Taxable distributions in a down year is a double-whammy. Strategy The investment landscape has completely transformed in the past century. portfoliocharts.com) Why so many investors get caught up in return chasing.

Financial Advising 245

Financial Advising Distribution Valuation Media 245

Trade Brains

NOVEMBER 11, 2023

Zee earns money through advertising, subscription services, content licensing, theatre productions, music licensing, and movie distribution. Its domestic broadcast portfolio includes over 48 channels. The Company’s 41-channel international broadcast portfolio is available in over 170 countries. stake which is worth Rs.

Portfolio Analysis 105

Portfolio Analysis Portfolio Manufacturing Distribution 105

Trade Brains

NOVEMBER 23, 2023

Best RK Damani Portfolio Stocks: Investing in the stock market can be a daunting task, given the sheer number of stocks available to choose from. To simplify things, many investors follow the portfolio of successful investors such as RK Damani, who has amassed a fortune through stock investments. Who is RK Damani? Stock P/E 106.27

Portfolio Analysis 99

Portfolio Analysis Portfolio Sales Accounting 99

Trade Brains

SEPTEMBER 17, 2023

Best Porinju Veliyath Portfolio Stocks: Investors are always on the lookout for small-cap companies which can lead to multi-bagger returns. In this article, we’ll read about such best Porinju Veliyath portfolio stocks. In this article, we’ll read about such best Porinju Veliyath portfolio stocks. EPS ₹8 Stock P/E 196 RoE 3.2%

Portfolio 109

Portfolio Electronics Manufacturing Engineering 109

Abnormal Returns

JANUARY 3, 2023

capitalspectator.com) 2022 was the third worst year for the 60/40 portfolio. abnormalreturns.com) Adviser links: forced distributions. Markets How major asset classes performed in December 2022. awealthofcommonsense.com) The Dow lead the major indices in 2022. abnormalreturns.com) What you missed in our Sunday linkfest.

Startup 242

Startup Valuation Financial Advising Distribution 242

Trade Brains

SEPTEMBER 14, 2023

GQG’s investment team uses a thorough and unrestricted approach to equity research, building portfolios that are different from their respective benchmarks to concentrate on distinctive business aspects like revenue stream diversity and disruption risk. Adani Green presently has a portfolio of 54 operational projects across 12 Indian states.

Portfolio Analysis 111

Portfolio Analysis Portfolio Food Manufacturing 111

Abnormal Returns

JULY 19, 2022

Portfolio management Byrne Hobart, "Inverse correlations tend to go away when people rely on them. thediff.co) Concentrated portfolios are at-risk of missing out on overall equity market gains. evidenceinvestor.com) What's the best way to take distributions from a portfolio? stock returns from 1963-2020.

Distribution 130

Distribution Portfolio Management Portfolio Economics 130

Nerd's Eye View

FEBRUARY 23, 2024

Also in industry news this week: A recent study has found that advisors who gain additional credentials tend to see a boost both in their confidence and in their business metrics, with the CFP certification standing out in terms of value The implications for RIAs of a proposed Treasury Department rule that would subject many firms to certain anti-money-laundering (..)

Financial Planner 246

Financial Planner Certification CFP Financial Advice 246

Carson Wealth

MARCH 29, 2023

The same is true of retirement planning – if you zero in on your portfolio and nothing else, you’ll miss out on some major factors that can make a significant difference in your retirement and ultimately your bottom line. Blended families are the new normal for so many Americans today, and that could change the way your estate is distributed.

Retirement 98

Retirement Portfolio Investing Investments 98

Nerd's Eye View

JUNE 25, 2024

In this episode, we talk in-depth about Chris's efficient planning process, including how he works through clients' financial plans collaboratively during their annual meetings and sends them a final copy afterward (instead of conducting a lot of time-intensive plan preparation in advance), how Chris used to do in-depth cash flow analyses with his (..)

Clients 242

Clients Financial Advisor Financial Planning Planning 242

Trade Brains

AUGUST 18, 2023

Best Vijay Kedia Portfolio Stocks: Many investors keep a close eye on stock buys and sales of ace investors for ideas and inspiration. In this article, we’ll look at the best Vijay Kedia portfolio stocks and see if they can be an interesting opportunity for us as well. Who is Vijay Kedia? He calls his investment philosophy ‘SMILE’.

Portfolio 97

Portfolio Engineering Manufacturing Sales 97

Nerd's Eye View

AUGUST 1, 2022

AssetMark acquires Adhesion Wealth from Vestmark as TAMPs continue to seek scale for both technology development and distribution. CapIntel raises an $11M Series A round to bring its proposal generation tools from Canada to the US.

Financial Planning 246

Financial Planning Financial Advisor Commission Planning 246

The Big Picture

MARCH 10, 2025

” A : The standard answer is Accumulation, Maintenance Distribution , but let’s dig deeper. The GFC I had a more money at risk; Covid was fully invested, with a 401k, portfolio and of course, the firm. .” Q :“ How does our relationship with money change during different life phases?

Investing 195

Investing Investments Food Ethics 195

Carson Wealth

MARCH 21, 2025

An endowment is a portfolio of assets that is invested to provide support for a cause. You can specify that a certain (typically low) percentage of the assets are to be distributed and used by the specified charities each year. The usage policy establishes the purposes for which the charity can use the fund distributions.

Distribution 52

Distribution Nonprofit Government Taxes 52

Nerd's Eye View

MAY 1, 2023

only' checking client portfolios for tax-loss harvesting every other day, after having advertised daily checks) – a first for the SEC in scrutinizing an RIA not for failing to execute its investment promises to clients, but for failing to execute tax-loss harvesting promises instead.

Taxes 245

Taxes Retirement Planning Advertising Retirement 245

Nerd's Eye View

JUNE 21, 2023

While most of the Rule’s requirements are relatively straightforward, there are detailed nuances that IAR advisers must be familiar with to enforce their own codes of ethics pursuant to the SEC’s rule. .

Ethics 244

Ethics Fiduciary Duty Compliance Clients 244

Trade Brains

OCTOBER 4, 2023

The company has a PAN India distribution present in 9.5 The post Top Stocks Held by Quant Small-Cap Fund – Portfolio Analysis appeared first on Trade Brains. International markets that the corporation has sold its goods to include those in North America, Europe, the Middle East, Africa, and Asia-Pacific. Stock P/E (TTM) 78.95

Portfolio Analysis 105

Portfolio Analysis Portfolio Electronics Engineering 105

The Big Picture

OCTOBER 30, 2024

And on today’s edition of At the Money, we’re going to discuss how you can participate in shareholder yield and get more out of dividends to help us unpack all of this and what it means for your portfolio. Let’s bring in Meb Faber founder and CIO of Cambria. And any given year since then, there’s been more buybacks.

Investing 147

Investing Investments Valuation Numbers 147

Carson Wealth

DECEMBER 31, 2024

Equal Distribution vs. Equal Value Equal distribution of an estate is usually the simplest, mathematically speaking. For example, if you are leaving a house, a business and a stock portfolio to two children, each child would receive one-half of the house, one-half of the business, and one-half of the stock portfolio.

Estate Planning 52

Estate Planning Planning Taxes Distribution 52

Trade Brains

NOVEMBER 3, 2024

These companies deliver exceptional financial performance while maintaining robust credit portfolios. Bajaj Finance’s comprehensive product portfolio caters to diverse customer segments, strengthening its market presence. Shriram Finance’s extensive distribution network enhances market reach and customer accessibility.

Financial Services 59

Financial Services Risk Management Portfolio Management 59

The Big Picture

FEBRUARY 2, 2024

He manages the focused quality fund and its new Quality ETF, and is the portfolio manager for quality strategies. Hancock is also portfolio manager for GMO’s Quality Strategies, including the Quality Fund MF ( GQETX ); that fund manages >8$ billion dollars and over the past 20 years, has returned 13.6%

Portfolio Management 162

Portfolio Management Engineering Distribution Retail 162

Brown Advisory

SEPTEMBER 21, 2022

Resilience is Core to Sustainable Portfolio Construction. While the old adage “only time will tell” generally refers to a future outcome, it is apropos of our belief that a truly sustainable portfolio must consist of businesses that have proven to be resilient under a variety of macroeconomic circumstances. Wed, 09/21/2022 - 10:50.

Portfolio 86

Portfolio Manufacturing Investing Investments 86

Random Roger's Retirement Planning

NOVEMBER 28, 2024

I would describe the paper as seeking how to use low volatility equities in various ways to replace some or all of a traditional 60% equities/40% bonds portfolio. All three portfolios outperform VBAIX which is a proxy for a 60/40 portfolio and they do so with lower volatility and better Sharpe Ratios.

Distribution 52

Distribution Asset Allocation Portfolio Taxes 52

The Big Picture

NOVEMBER 26, 2024

To help us unpack all of this and what it means for your portfolio, let’s bring in Matt Hogan. And so our distribution team sits under that. And the second, is you need to size your portfolio appropriately. If I’m an investor and I want to put 2 or 3% of my portfolio into coins, what do I do?

Investing 147

Investing Investments Assets Retail 147

Random Roger's Retirement Planning

MARCH 28, 2025

In terms of portfolio construction, buying something like Magellan adds volatility versus balancing that against some other holding that would typically lower volatility like maybe something from the utilities sector or consumer staples. As Dave Nadig will tell you, they return a lot of capital as part of the distributions.

Portfolio 59

Portfolio Distribution Management Financial Advisor 59

The Irrelevant Investor

OCTOBER 18, 2022

See here for more info on Composers’ new one-click, systematically managed portfolio On today’s show we discuss: Fun stats from Nick Colas Distribution of household wealth in the US since 1989 Yardeni on S&P profit margins Plans for a 24-story tower in Grand Rapids canceled Rich.

Distribution 112

Distribution Portfolio Planning Management 112

The Big Picture

JULY 8, 2023

When she returned to Franklin Templeton, she rotated through various divisions, including investment management, distribution, technology, operations, and high-net-worth. We also discussed active management versus indexing: “If you are an active manager, your job is to have a diversified portfolio and think about risk-adjusted returns.

Portfolio Management 173

Portfolio Management Management Distribution Portfolio 173

The Big Picture

DECEMBER 14, 2023

To help us unpack all of this and what it means for your portfolio, let’s bring in Dave Nadig. Barry Ritholtz : So now do a compare and contrast with an ETF that is different in terms of capital gains distributions. He is financial futurist at verify and a well known ETF industry pioneer. Dave Nadig : Absolutely.

Taxes 182

Taxes Distribution Accounting Portfolio 182

Harness Wealth

JANUARY 29, 2025

Engage in tax-loss harvesting Tax-loss harvesting is a strategy that helps investors reduce their taxable income by leveraging losses in their investment portfolios. Qualified Charitable Distributions (QCDs) QCDs are direct transfers of funds from an individual retirement account (IRA) to a qualified charity.

Taxes 52

Taxes Medical Distribution Tax Planning 52

Trade Brains

NOVEMBER 3, 2024

REC Limited REC Limited finances the power sector in India, focusing on loans for generation, transmission, and distribution projects. Hindustan Unilever Limited (HUL) HUL is a leading FMCG company in India, known for its diverse portfolio including brands like Dove and Surf Excel. REC has announced an interim dividend of ₹4.00

Distribution 52

Distribution Sales Investing Investments 52

James Hendries

JULY 13, 2023

It was once common for donors to distribute their wealth through smaller grants to numerous organizations. But the donor or a representative of the donor has advisory privileges regarding the distribution of the funds or the investment of assets in the accounts. [i] Philanthropy today is different than it was in the past.

Distribution 98

Distribution Taxes Assets Accounting 98

Darrow Wealth Management

MARCH 13, 2025

A diversified portfolio is the cornerstone of a risk-adjusted investment strategy. When considering the distribution of excess lifetime returns of individual stocks vs the Russell 3000, the median stock underperformance was almost -10%.(J.P. The rest of your portfolio is 40% in an S&P 500 fund and 30% bonds.

Management 66

Management Taxes Estate Planning Asset Allocation 66

Trade Brains

OCTOBER 29, 2024

Power Firms that are Ready for Future Mining Demand Tata Power’s extensive renewable energy portfolio could serve future crypto mining operations seeking sustainable power solutions. JSW Energy’s expanding renewable portfolio presents another promising option for mining operations.

Startup 52

Startup Portfolio Distribution Investing 52