Pragmatic Capitalism

SEPTEMBER 19, 2022

I joined Dr. Daniel Crosby on the Standard Deviations podcast for a wide ranging discussion about portfolio management and navigating the conspiracy theories of the financial markets. This one’s short [ … ]

Investing 177

Investing Investments Portfolio Management Financial Market 177

The Big Picture

FEBRUARY 24, 2023

They discuss AQR’s 60/40 portfolio strategy and the risks facing financial markets, with Sonali Basak and Guy Johnson on “Bloomberg Markets.” Sonali Basak interviews AQR Capital Management’s Cliff Asness.

Investing 147

Investing Investments Financial Market Portfolio 147

Abnormal Returns

JANUARY 1, 2023

topdowncharts.substack.com) Six things that don't change in financial markets including the attraction of 'shiny objects.' rock-wealth.co.uk) 35 ideas from 2022 including 'Long term investing is hard.' safalniveshak.com) The markets were bad in 2022, but things could always be worse. realreturns.blog).

Financial Market 278

Financial Market Portfolio Investments Investing 278

Investing Caffeine

FEBRUARY 21, 2023

Slome, CFA®, CFP®, Founder of Sidoxia Capital Management, LLC, will share 10 crucial mistakes made by investors that can destroy your portfolio. Register Here To Attend Replay will also be made available and posted to Investing Caffeine. Learn how to avoid these missteps and expand your wealth.

Portfolio 111

Portfolio Investments Investing CFP 111

Pragmatic Capitalism

SEPTEMBER 7, 2022

I joined Dr. Daniel Crosby on the Standard Deviations podcast for a wide ranging discussion about portfolio management and navigating the conspiracy theories of the financial markets. This one’s short [ … ].

Investing 131

Investing Investments Portfolio Management Financial Market 131

Your Richest Life

FEBRUARY 24, 2025

2025 may prove to be a bumpy ride, but a strong, well-balanced portfolio is designed to weather storms. Managing Investments During a Financial Crisis About Your Richest Life At Your Richest Life, Katie Brewer, CFP, believes you too should have access to financial resources and fee-only financial planning.

Financial Market 52

Financial Market Marketing Marketing Medicine 52

Nerd's Eye View

MARCH 26, 2025

While financial markets tend to rise in the long run, short-term volatility can be alarming for investors. As a starting point, it's helpful to reinforce that investing success isn't about timing the market or picking winning stocks, sectors, or asset classes. Read More.

Clients 177

Clients Marketing Marketing Economics 177

Truemind Capital

APRIL 19, 2024

Equity Market Insights: A few themes are dominating the equity markets worldwide and in India. Many investors decide their investments based on themes which have already gained a lot of popularity. Consequently, the portfolio allocation should reflect these probabilities depending on the risk profiles.

Financial Market 98

Financial Market Asset Allocation Marketing Marketing 98

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

Trade Brains

SEPTEMBER 17, 2023

Today, Goldman employs 9000+ Indians and serves leading corporate and institutional clients through corporate finance advisory, equity sales and trading, and fixed-income securities businesses, as well as providing macro-economic and investment research. Cr Spandana Sphoorty Financial Ltd 5,405.5 EPS (TTM) 27.39 Stock P/E (TTM) 28.83

Portfolio Analysis 130

Portfolio Analysis Portfolio Manufacturing Insurance 130

The Big Picture

SEPTEMBER 21, 2022

‘We must keep at it until the job is done.’ ( Wall Street Journal ) see also The “Data-Dependent” Fed and the Data Interpreting the mixed signals across the economy, with a focus on inflation, jobs, and market pricing. ( Don’t Take Financial Advice From Kanye West : Nothing fails quite like success. The Overshoot ).

Financial Advice 288

Financial Advice Engineering Economy Management 288

Trade Brains

NOVEMBER 11, 2023

is an investment management and advising firm. 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. As of April 2023, the company held around $7.7

Portfolio Analysis 105

Portfolio Analysis Portfolio Manufacturing Distribution 105

Trade Brains

SEPTEMBER 28, 2023

It was founded in 1943 and operates through 5 segments – Corporate Banking, Commercial Banking, Branch & Business Banking, Retail Assets and Treasury & Financial Markets Operations and is one of the leading private banks in the nation. The bank currently has over 13.6

Portfolio Analysis 115

Portfolio Analysis Portfolio Banking Engineering 115

The Big Picture

NOVEMBER 20, 2023

Worth mentioning: MSCI notes over $30 trillion is invested globally using ESG strategies. Nuance can get lost when investing strategies become politicized, Perhaps a little history might help shed some light on the subject.2 My firm RWM uses Canvas for those clients who want their portfolios to reflect their values.

Taxes 195

Taxes Portfolio Investments Investing 195

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. India has multiple investors with crores of personal wealth invested in the stocks. He calls his investment philosophy ‘SMILE’. Market Cap (Cr.) Who is Vijay Kedia? Net Profit Margin 15.6%

Portfolio 97

Portfolio Engineering Manufacturing Sales 97

Trade Brains

OCTOBER 23, 2023

It is a mutual fund plan that invests in small-cap firms. The fund primarily aims to offer long-term capital growth by investing in small-cap stocks. The investing objective of the fund is to discover firms with strong development potential that will profit from new trends and changing consumer preferences. Cr in FY22 to Rs.

Portfolio Analysis 105

Portfolio Analysis Portfolio Manufacturing Engineering 105

Good Financial Cents

SEPTEMBER 9, 2022

The combination of rising inflation and interest rates is putting a serious squeeze on investment portfolios and household budgets across the nation. But we’re here to offer some help with what we believe to be the five best investment hedges against inflation to help protect your portfolio. Ads by Money. Ads by Money.

Investments 90

Investments Investing Portfolio Food 90

Truemind Capital

NOVEMBER 8, 2024

Like the circle of life, good times are followed by bad times, and bad times are followed by good times, stock markets also go through cycles of excessive greed/optimism to excessive fear/pessimism. For the sustainable long-term progress of financial markets, corrections are healthy and useful.

Asset Allocation 64

Asset Allocation Marketing Marketing Valuation 64

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 Investments Investing 86

Trade Brains

OCTOBER 4, 2023

List of Stocks Held By Quant Small-Cap Fund Company Name CMP (Rs) Market Cap (Cr) Quant Small-cap Fund Holding (%) TV18 Broadcast Ltd 48.85 The post Top Stocks Held by Quant Small-Cap Fund – Portfolio Analysis appeared first on Trade Brains. Marksans Pharma Ltd 105 4,701 2.65 Orient Paper & Industries Ltd 51.75

Portfolio Analysis 105

Portfolio Analysis Portfolio Electronics Engineering 105

Darrow Wealth Management

FEBRUARY 26, 2025

Swings in the financial markets also highlight the benefitsand limitationsof diversification. During times of economic, financial, and political uncertainty, investors often wonder where to invest or what changes to make to their portfolio. Indices not available for direct investment. treasuries.

Marketing 52

Marketing Marketing Retirement Portfolio 52

Abnormal Returns

AUGUST 30, 2022

ESG Historically good companies to work for have been good investments. advisorperspectives.com) How financial markets respond to climate risks. alphaarchitect.com) Why ESG ratings are no way to run a portfolio. ft.com) Stock markets in autocratic countries experience lower returns and more risk.

Retail 130

Retail Financial Market Portfolio Management 130

Indigo Marketing Agency

MARCH 20, 2025

Recession Concerns & Market Volatility: How Financial Advisors Should Communicate With Clients As financial advisors , youre well aware that so far the 2025 financial market has been more unpredictable than a toddler. Thats where financial advisors come in! Thats where Indigo Marketing Agency comes in.

Financial Advisor 69

Financial Advisor Communication Marketing Marketing 69

The Big Picture

FEBRUARY 16, 2024

He is the chair of the Bretton Woods Committee , and Chairman of the Committee on the Global Financial System of the Bank for International Settlements. Be sure to check out our Masters in Business next week with Andrew Slimmon , Managing Director at Morgan Stanley Investment Management , where he leads the Applied Equity Advisors team.

Banking 162

Banking Wealth Management Portfolio Management Management 162

Discipline Funds

JANUARY 21, 2025

For example, the stock market is an inherently positive sum game because the value of US corporations is very likely to be positive sum in the long-run as firms accrue positive cash flows and grow endogenously. This is the real beauty of owning an index fund or any diversified portfolio. So, be careful out there.

Marketing 97

Marketing Marketing Insurance Economics 97

Discipline Funds

FEBRUARY 28, 2025

Buffett said: Having loads of liquidity lets us sleep well … during episodes of financial chaos that occasionally erupt in our economy, we will be equipped both financially and emotionally to play offense while others scramble for survival. But why is Buffett able to remain so persistently aggressive?

Assets 68

Assets Economy Portfolio Financial Market 68

Truemind Capital

OCTOBER 18, 2024

That’s exactly what we’ve seen in India’s financial markets in the quarter ending September 2024. Here is what’s happening currently- Stock markets are rising Bond Prices are increasing / Bond Yields are falling Gold is trending upwards Real Estate Prices are inching upwards ALL KEY ASSET PRICES ARE GOING NORTHWARDS!

Financial Market 52

Financial Market Marketing Marketing Asset Allocation 52

Harness Wealth

MARCH 27, 2025

Secondary transactions (or Secondaries as theyre known) involve the buying and selling of pre-existing investments in private funds or stakes in the portfolio companies those funds own. Secondaries are typically traded before the fund or business is sold in a traditional wayessentially, being the resale market for private investments.

Taxes 52

Taxes Tax Planning Assets Compliance 52

Truemind Capital

JULY 19, 2024

Although, the sharp uninterrupted equity rally over the last few years have emboldened heightened retail participation and speculation leading to excessive valuations in many market segments, there are no signs of bad news that could disrupt this rally. The current P/E Multiple of ~24.5x is higher compared to long term averages of 20-21x.

Financial Market 52

Financial Market Asset Allocation Marketing Marketing 52

Truemind Capital

NOVEMBER 8, 2024

Like the circle of life, good times are followed by bad times, and bad times are followed by good times, stock markets also go through cycles of excessive greed/optimism to excessive fear/pessimism. For the sustainable long-term progress of financial markets, corrections are healthy and useful.

Marketing 52

Marketing Marketing Asset Allocation Valuation 52

Trade Brains

OCTOBER 4, 2023

Market Cap (Cr.) KIOCL has 19 mineral projects and invested Rs. Be sure to do your own due diligence on the companies before investing to make sure it is suitable for your individual objectives and risk appetite. The post Top Stocks Held By President Of India – President’s Portfolio Analysis! crore in FY2022.

Portfolio Analysis 78

Portfolio Analysis Portfolio Banking Insurance 78

Trade Brains

SEPTEMBER 7, 2023

Its product portfolio includes ordinary as well as premium AC buses. The post Olectra Greentech Vs JBM Auto – Which is the Better Green Investment? It was founded in 2000 and has grown over the years to have a production capacity of more than 1,500 vehicles every year. appeared first on Trade Brains.

Manufacturing 116

Manufacturing Investing Investments Transportation 116

Trade Brains

NOVEMBER 2, 2023

It is a mutual fund that invests largely in small-cap firms with excellent fundamentals and potential for growth. The company has evolved into the world’s largest instant coffee exporter and private label maker because of its robust infrastructure and global customer portfolio in over 90 countries. Cr in FY22 to Rs. 4,457.02 5.87

Portfolio Analysis 64

Portfolio Analysis Portfolio Engineering Manufacturing 64

BlueMind

OCTOBER 25, 2022

The coronavirus outbreak has wreaked havoc on people’s daily lives and the financial world. When it comes to their investment portfolios many tend to have a low-risk tolerance and with the unsettling economic situation with the ongoing pandemic, the word “risk” has become even more of a fearsome word for clients.

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Risk Management Clients Risk Tolerance Management 97

Darrow Wealth Management

NOVEMBER 14, 2022

Declines in the financial markets are an uncomfortable part of investing. Taking steps to plan ahead of a market decline is best, though what you do during a selloff is also crucial. But individuals sometimes make decisions that cause preventable financial losses. Chasing the market. Markets are cyclical.

Marketing 100

Marketing Marketing Accounting Portfolio 100

Trade Brains

JULY 9, 2023

These financial apps help the traders to stay informed and ready all the time. From checking the real-time streaming market price of the stock, making a virtual portfolio, drawing stock charts, following market trends to tracking your portfolio; everything is now accessible from your smartphone or tablet.

Marketing 98

Marketing Marketing Valuation Portfolio 98

Darrow Wealth Management

MARCH 6, 2023

For much of last year, even good news about the economy was bad news for markets. Yes, 2022 was a terrible year for financial markets. 3 reasons for investors to be optimistic about the long-term market outlook Short-term market moves should always be expected, especially for equity investors. Source: BlackRock 2.

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Marketing Marketing Wealth Management Portfolio 99