The Big Picture

OCTOBER 20, 2023

“I need the US Dollar to be a store of value between the time I make it until I spend it, invest it, pay my taxes with it, or give it away. To be more precise, I want to discuss the type of chart that reflects a fundamental misunderstanding of the nature of money, currency, spending, investing, and taxes. It does that splendidly.”

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Investments Investing Math Medicine 339

The Big Picture

FEBRUARY 23, 2024

 This week, we speak with Andrew Slimmon , managing director at Morgan Stanley Investment Management , where he leads the Applied Equity Advisors team. He began his career at Morgan Stanley in 1991 as an adviser in private wealth management, and later served as chief investment officer of the Morgan Stanley Trust Co.

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Management Investing Investments Wealth Management 196

Nerd's Eye View

JULY 3, 2024

As a result, advicers have more options than ever to add value for their clients by tailoring investment portfolios that are specific to their unique needs, goals, and risk tolerance. in mind, there are 3 primary ways that advicers can use Quality ETFs in portfolios. size, industry, location) of early mutual funds.

Portfolio 189

Portfolio Clients Risk Tolerance Accounting 189

Alpha Architect

SEPTEMBER 3, 2024

This paper provides new evidence on the efficacy of prioritizing transactions so as to focus portfolio turnover on the trades that offer the strongest signals and hence the highest potential performance impact. Can smart rebalancing improve factor portfolios? was originally published at Alpha Architect.

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The Big Picture

NOVEMBER 17, 2023

I think you will enjoy our conversation… Source : Episode 145: Politics and Your Portfolio DAVID L. BAHNSEN National Review, November 16, 2023 click for audio [link] The post Politics and Your Portfolio appeared first on The Big Picture.

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Portfolio Management Investments Investing 130

Nerd's Eye View

OCTOBER 20, 2022

In recent years, politically charged topics have become the forefront of news and media, and with the rise of access to digitally distributed media, it has become commonplace for clients to have concerns about the possible impact of political events on their portfolios.

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Portfolio Clients Financial Planning Communication 246

The Big Picture

OCTOBER 2, 2023

Along those lines, here are in chronological order, the thinkers who have helped shape how I view the world view, including how I philosophically think about the economy, markets, and investing. 10 Quotes That Shaped My Investment Philosophy 1. Hence, whatever your views are about the economy, markets, your portfolio, etc.,

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Investing Investments Economy Portfolio 345

Random Roger's Retirement Planning

AUGUST 31, 2024

One of my many quirks (we all have them) is a never ending fascination with investment portfolios that either are or are thought to be sophisticated like the Permanent Portfolio, various endowment portfolios and so on. The Trinity Portfolio by Meb Faber and Cambria Investments is another example.

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Portfolio Management Investing Investments 52

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?

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Portfolio Analysis Portfolio Sales Accounting 99

Validea

JULY 19, 2023

And yet, it might be the most important concept in investing and growing one’s wealth. Buffett and Berkshire Warren Buffett represents the epitome of long-term compounding when it comes to investing. Both investors achieve an 8% annual return on their investments. Investor B saves $1,000 a year from ages 30 to 60.

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Portfolio Investing Investments Retirement 97

Trade Brains

DECEMBER 13, 2023

Best Anil Kumar Goel Portfolio Stocks : Stock markets generate wealth for anyone who is patient and knows what they are doing. To mark his success in the investing world, He is Anil Kumar Goel, who overcame adversity and perseverance, which paid off in the long run. In September 1992, he invested Rs. Who is Anil Kumar Goel?

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Portfolio Investing Investments Manufacturing 59

The Big Picture

JANUARY 25, 2023

But they also asked questions about how these managers invested their own monies. Robin buries the lede in his discussion, but allow me to correct that oversight: “ Active managers invest their own capital passively.” ” It’s is worth your time to delve into the entire discussion.

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Management Investing Investments Financial Market 301

Wealth Management

JUNE 5, 2024

BlackRock, Fidelity Investments, Franklin Templeton and State Street will collaborate with the technology provider more than ever before to personalize creation of investment portfolios.

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Portfolio Assets Management Investing 112

A Wealth of Common Sense

JANUARY 16, 2024

Diversification is one of the first building block portfolio management concepts I ever learned in my first job in the investment industry. Our firm would create a Harry Markowitz efficient frontier chart for every client portfolio. The interesting thing to me about producing these chart.

Portfolio Management 111

Portfolio Management Portfolio Management Clients 111

The Big Picture

OCTOBER 22, 2022

This week, we speak with Marta Norton, Chief Investment Officer for Morningstar Investment Management (MIM ). Norton’s responsibilities include equity, alternative and fixed income research, asset allocation, and portfolio management. The firm manages or advises on about $250 billion in advisor assets.

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Management Investments Investing Portfolio Management 225

Wealth Management

FEBRUARY 20, 2024

Aaron Filbeck, who leads UniFi by CAIA, delves into how the CAIA association contributes to the education surrounding alternative investments.

Wealth Management 86

Wealth Management Investments Investing Portfolio 86

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. link] The post 4 Hurdles in Retirement Beyond Your Investment Portfolio appeared first on Carson Wealth.

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Retirement Portfolio Investing Investments 98

WiserAdvisor

JANUARY 3, 2024

But the one thing that remains constant in this advice is that investing is essential to secure a comfortable retirement. Yet, the path to building a robust investment portfolio for retirement can be an intimidating task. As your investments grow over time, you will not owe any taxes when you withdraw the funds in retirement.

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Retirement Portfolio Investments Investing 52

Advisor Perspectives

SEPTEMBER 14, 2023

For the savvy private wealth investor, portfolio diversity is key to success. Investing in infrastructure is one option that can help you both optimize your portfolio and make a positive and meaningful impact on your local community.

Portfolio 59

Portfolio Investments Investing 59

Advisor Perspectives

DECEMBER 15, 2023

In the latest episode of our Alternative Allocations podcast, Franklin Templeton Institute’s Tony Davidow discusses asset allocation and portfolio construction with Aaron Filbeck, Managing Director of the Chartered Alternative Investment Analyst Association.

Asset Allocation 52

Asset Allocation Portfolio Assets Investments 52

Alpha Architect

JULY 19, 2024

In order to properly budget for beta risks, it is critical that investors in private assets understand the amount of systemic (beta) risk that will “wash” into their private portfolios. The Impact of Amortizing Volatility across Private Investments was originally published at Alpha Architect.

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Investing Investments Budgeting Assets 119

Ron A. Rhodes

AUGUST 9, 2023

a preliminary step in portfolio design is discerning the investment strategies that should be utilized. The choice of investment strategies, in… Before choosing specific securities (stocks, bonds, mutual funds, etc.),

Portfolio 59

Portfolio Investing Investments Fiduciary Duty 59

Wealth Management

DECEMBER 21, 2023

Education about gold investments is key to ensuring clients have a well-balanced portfolio that can withstand economic fluctuations.

Portfolio 96

Portfolio Clients Education Economics 96

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%

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Portfolio Electronics Manufacturing Engineering 109

Random Roger's Retirement Planning

JUNE 14, 2024

With so much allocated to T-bills, it makes sense that the standard deviations of the barbell portfolios is so much lower. The better takeaway is more along the lines of how risk is managed, maybe allocating a little to asymmetry to maybe dial down the volatility elsewhere in the portfolio or using alternatives to manage volatility and risk.

Portfolio Management 98

Portfolio Management Portfolio Management Taxes 98

Truemind Capital

JUNE 21, 2024

Lessons to learn to get better value from your wealth manager We onboarded a client with a portfolio of around INR 50 Crores, earlier managed by a big & reputed wealth management company. The portfolio was constructed for retirement purposes with 12 years of investment horizon. What’s wrong with this portfolio?

Wealth Management 67

Wealth Management Management Portfolio Commission 67

Truemind Capital

JULY 26, 2024

Furthermore, Japan’s recent expansion of investment benefits through the Nippon Individual Savings Account is encouraging households to invest in stocks, following years of saving cash. Higher exposure to Growth stocks should be avoided at this time and value portfolios should be considered.

Portfolio 52

Portfolio Investing Investments Valuation 52

Truemind Capital

AUGUST 2, 2024

Here is what we are doing to efficiently manage investments after accounting for the budget changes. The Positive impacts : – Investments in Gold funds qualify for LTCG (Long Term Capital Gain) at 12.5% Gold is an important asset class in a globally uncertain environment and should have a 10-15% portfolio allocation.

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Budgeting Investing Investments Taxes 62

A Wealth of Common Sense

JULY 13, 2023

All of my investment accounts are 100% invested in stocks. The one thing I have a hard time finding a tried and true answer on when I do research is how to best allocate my stock investments among large-cap, mid-cap, international, emerging markets, etc. A reader asks: I am a 34-year-old with a high risk tolerance.

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Advisor Perspectives

JANUARY 10, 2024

The 60/40 portfolio has long been the foundation of portfolio construction. But over the past two years, this portfolio strategy has broken down. The 60/40 portfolio faces several challenges. To understand what might lie ahead, investors need to assess both recent inflationary forces and historic trends.

Portfolio 59

Portfolio Investing Investments 59

Ron A. Rhodes

JULY 20, 2023

In previous posts I discussed several “factors” – characteristics of stocks – that can be utilized in portfolio construction to seek to improve equity (stock) returns over long periods of…

Portfolio 72

Portfolio Investing Investments Portfolio Management 72

Wealth Management

JUNE 28, 2024

Asset managers continue to launch investment products that resonate with advisors. But what assets work best in the space, and how to deploy them into client portfolios, remains up for debate.

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Assets Investments Investing Portfolio 107

A Wealth of Common Sense

JUNE 6, 2024

We also discussed questions about our personal investment decisions, switching your portfolio from individual stocks to index funds, the potential impact of artificial general intelligence and investment advice for a college senior. 2Assuming you put some thought into that allocation and i.

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Investments Investing Portfolio Asset Allocation 94

Wealth Management

APRIL 15, 2024

iCapital's Lawrence Calcano explores the world of alternative investments and their role in modern portfolio strategies.

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Wealth Management Investments Investing Management 95

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

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Portfolio Analysis Portfolio Manufacturing Distribution 105

Random Roger's Retirement Planning

JANUARY 14, 2024

Long time readers might know my fascination with Nassim Taleb's idea about barbelling portfolios to concentrate risk into a small slice while having the vast majority in safe assets. What I am curious to see is if we can combine this barbell idea with the 75/50 portfolio to get a market equaling (or beating) returns over longer periods.

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Portfolio Budgeting Assets Investing 72

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’. Who is Vijay Kedia? So without further ado, let us jump in.

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Portfolio Engineering Manufacturing Sales 97