This site uses cookies to improve your experience. To help us insure we adhere to various privacy regulations, please select your country/region of residence. If you do not select a country, we will assume you are from the United States. Select your Cookie Settings or view our Privacy Policy and Terms of Use.
Cookies and similar technologies are used on this website for proper function of the website, for tracking performance analytics and for marketing purposes. We and some of our third-party providers may use cookie data for various purposes. Please review the cookie settings below and choose your preference.
Used for the proper function of the website
Used for monitoring website traffic and interactions
Cookies and similar technologies are used on this website for proper function of the website, for tracking performance analytics and for marketing purposes. We and some of our third-party providers may use cookie data for various purposes. Please review the cookie settings below and choose your preference.
Investments Portfolio Retail 
Wealth Management
SEPTEMBER 30, 2024
Fidelity's Mike Scarsciotti discusses the growing popularity of ETFs, the resurgence of active management and the evolving approaches to asset allocation.
Wealth Management
SEPTEMBER 30, 2024
Fidelity's Mike Scarsciotti discusses the growing popularity of ETFs, the resurgence of active management and the evolving approaches to asset allocation.
This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
Book of Secrets on the Month-End Close
What Your Financial Statements Are Telling You—And How to Listen!
Are Robots Replacing You? Keeping Humans in the Loop in Automated Environments
Data Talks, CFOs Listen: Why Analytics Is The Key To Better Spend Management
Abnormal Returns
MARCH 17, 2025
awealthofcommonsense.com) Books "Buffett and Munger Unscripted: Three Decades of Investment and Business Insights from the Berkshire Hathaway Shareholder Meetings" by Alex Morris is a good refresher course. propublica.org) Economy Retail sales are decelerating. Markets Corrections happen more often than you remember.
195 
The Big Picture
NOVEMBER 26, 2024
Full transcript below. ~~~ About this week’s guest: Matt Hougan, Chief Investment Officer at Bitwise Asset Management discusses the best ways to responsibly manage crypto assets. I’m Barry Ritholtz, and on today’s edition of At the Money , we’re going to discuss how retail investors can responsibly invest in crypto.
147 
Trade Brains
NOVEMBER 6, 2024
The Indian real estate market, traditionally requiring substantial investments, is evolving with the rise of Real Estate Investment Trusts (REITs). Now even small investors can participate in property investments with minimal capital. Real Estate Investment Trusts (REITs) have revolutionised property investment in India.
98 
Wealth Management
DECEMBER 19, 2022
Advisors and analysts look back on their best and worst calls, with ideas on ways retail investors should position themselves heading for the new year.
234 
Abnormal Returns
JANUARY 20, 2023
wsj.com) Don't let your portfolio be driven by strategist forecasts. news.crunchbase.com) Crypto companies, like FTX, invested in a bunch of crypto startups. bonddad.blogspot.com) Why falling retail sales aren't all bad. Markets What a 'breakaway momentum thrust' means for investors. Those stakes are set to change hands.
246 
Abnormal Returns
NOVEMBER 2, 2022
Strategy Investing is ultimately based on optimism. on.ft.com) Vanguard is looking for ways to give retail investors more say over proxy voting. fortunesandfrictions.com) Medical knowledge builds on itself. Financial knowledge not so much. collabfund.com) Five arguments against a value stock revival.
245 
The Big Picture
NOVEMBER 27, 2024
Investors should consider this when they create a portfolio. I think about this when I see the torrent of forecasts this time of year: Price targets for the S&P, inflation forecasts, and most LOL of all, NRF Black Friday retail predictions. And, we never know when that Boulder, which disrupts everything, will come along.
200 
Validea
NOVEMBER 25, 2024
This episode explores how passive investing has transformed markets, featuring insights from leading experts including Mike Green, Aswath Damodaran, Rick Ferri, Rob Arnott, and Cliff Asness. In this episode, Jack Forehand and Matt Zeigler dive deep into one of the most debated topics in modern finance with special guest Dave Nadig.
52 
Abnormal Returns
NOVEMBER 29, 2024
mrzepczynski.blogspot.com) Strategy No one is immune from investment FOMO. ft.com) BlackRock ($BLK) reportedly has a deal to buy HPS Investment Partners, a private credit manager. ft.com) Retail How Target ($TGT) lost its shine. abnormalreturns.com) Personal finance links: a boring portfolio. Well, you should.
162 
Abnormal Returns
AUGUST 13, 2024
Venture capital There is nothing normal about the distribution of angel investment returns. blogs.cfainstitute.org) How VCs drive media coverage of their portfolio companies. ofdollarsanddata.com) Retail trading frenzies can have real world impacts. papers.ssrn.com) Research How long can stocks underperform inflation?
264 
Abnormal Returns
MARCH 5, 2024
Crypto A little Bitcoin goes a long way in a portfolio perspective. quantpedia.com) How to use factors to build a crypto portfolio. sparklinecapital.com) Options How retail traders use options. papers.ssrn.com) Equity funds haven't gotten a boost by investing in venture capital deals. papers.ssrn.com) Private credit, 101.
276 
Random Roger's Retirement Planning
MARCH 15, 2025
For today's post, I want to take on what I think are a couple of commonly held beliefs about investing. You're 81 and been taking income from your portfolio for 15 years, what matters to you more, that you can continue to take what you need from your portfolio or that four year run in your mid-50's when you beat (or lagged) the market?
59 
Abnormal Returns
DECEMBER 12, 2023
(investmentecosystem.com) The dispersion in private equity portfolio returns is not unexpected. alphaarchitect.com) Why portfolio managers shift styles. elmwealth.com) The case against the lifecycle model of investing. papers.ssrn.com) There seems to be a return premium to investing in polluting companies.
Wealth Management
JUNE 26, 2024
is expanding further into private-markets investing, striking a new partnership to include the assets alongside traditional ETFs and mutual funds in model portfolios pitched to wealthy US retail clients. (Bloomberg) -- BlackRock Inc. The firm will w
213 
Abnormal Returns
NOVEMBER 7, 2023
Retail Does social media use increase stock market participation? papers.ssrn.com) How equity market neutral investing works. simplify.us) How to make risk parity portfolio perform better. papers.ssrn.com) Why do individual investors converge on the same stocks? papers.ssrn.com) Quant stuff Research shouldn't happen in a vacuum.
263 
Abnormal Returns
JULY 30, 2023
(capitalgains.thediff.co) Why you should keep in mind the 'return on hassle' when it comes to your investments. ofdollarsanddata.com) Why people underperform their own investments. ritholtz.com) An excerpt from William Bernstein's new book "The Four Pillars of Investing." humbledollar.com) Has sentiment already peaked?
246 
Dear Mr. Market
APRIL 2, 2025
Market: This is perhaps one of our favorite articles and times of the year; not necessarily because of basketball but rather it allows us the opprtunity to articulate our main investment themes we see playing out for the remainder of the year. This region is filled with heavy-hitters: tech giants, retail titans, and energy powerhouses.
62 
Random Roger's Retirement Planning
FEBRUARY 11, 2025
Morningstar did a quick writeup on model portfolios. The article wasn't too insightful but there was an example of a model portfolio and then an example of how to customize that same model. All I tried to do was simplify the portfolio, not do anything to improve it. Should a model portfolio have any sort of differentiation?
52 
Abnormal Returns
AUGUST 22, 2023
morningstar.com) Retail investors love trading Nvidia ($NVDA) options. wsj.com) Earlier on Abnormal Returns Research links: investment time horizons. abnormalreturns.com) Adviser links: reducing portfolio volatility. (thediff.co) Why there's never a shortage of pundits willing to make a big market call.
The Big Picture
DECEMBER 4, 2024
Meb Faber, founder and chief investment officer of Cambria Investments, speaks about a new ETF that may be the solution to the challenge of concentrated equity positions. Full transcript below. ~~~ About this week’s guest: Meb Faber is co-Founder and CIO at Cambria Investment Management, as well as research firm Idea Farm.
130 
Abnormal Returns
AUGUST 1, 2023
herbgreenberg.substack.com) Strategy 90 notable investment quotes including “In bear markets, stocks return to their rightful owners.” ofdollarsanddata.com) What you leave out of your portfolio can be as important as what you put in. ft.com) Retail Suburban malls are now selling for pennies on the dollar.
Abnormal Returns
JULY 23, 2023
Markets Sam Ro, "I think we sometimes take for granted how much the frictions and costs have come down for those seeking to trade or invest in stocks." And when cash is yielding a high real return I think you can argue that cash is the ultimate portfolio insurance." tker.co) Has sentiment already peaked?
The Big Picture
FEBRUARY 15, 2023
Here’s how to build an AI portfolio. Businessweek ) • PE Has Only Scratched the Surface of Sports Investing. Generational, cultural, and legal shifts are making sports investing more attractive. Bloomberg ) • The Death of the Smart Shopper : Internet retail was supposed to supercharge the informed consumer.
278 
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?
The Big Picture
MARCH 20, 2024
At the Money: Benefits of Quantitative Investing (March 20, 2024) Throughout history, investing has been a lot more “Art” than “Science.” But today, data is widely available and it’s a key tool you can use to enhance your portfolio returns. For most of the last century, investing was a lot more art than science.
162 
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.
245 
Trade Brains
SEPTEMBER 22, 2023
JPM) is a financial holding corporation that, through its subsidiaries, provides solutions for consumer and commercial banking, investment banking, processing financial transactions, and asset management. The post Top Indian Stocks Held By JP Morgan – Portfolio Analysis! Particulars Amount Particulars Amount CMP (Rs) 634.9
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. The post Top Indian Stocks Held By Goldman Sachs – Portfolio Analysis!
Trade Brains
SEPTEMBER 13, 2023
Mukesh Ambani Investment in Startups : Reliance Industries, the most valuable corporation in India based on market value, is being managed by Mukesh Ambani as chairman and managing director. RIL invested approximately Rs 1340 crore and purchased a 73% stake in 2018. The company has sold an 89% stake to Reliance Retail.
105 
The Big Picture
DECEMBER 8, 2022
My morning train WFH reads: • The Cult of the Retail Trader Has Fizzled : The GameStop and AMC manias are long gone, with individual investor returns falling 40% this year and digital currency prices tumbling. Businessweek ). New York Times ). • So When Will Stocks and Bonds Un-Link? . All of that is in peril. New York Times ). •
278 
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 $7.7
Trade Brains
SEPTEMBER 28, 2023
The company employs 4000+ personnel across 8 states and is also the 1st Listed multi-brand, multi-location Indian Auto Retailer In FY23, the company’s revenue grew 14% YoY, from Rs. The post Top Indian Stocks Held By Societe Generale – Portfolio Analysis appeared first on Trade Brains. EPS (TTM) 20.97 Stock P/E (TTM) 38.20
Abnormal Returns
OCTOBER 16, 2022
Top clicks this week How millionaires invest. alphaarchitect.com) The all-weather portfolio has not fared well in 2022. awealthofcommonsense.com) More signs that retail investors are abandoning crypto. blog.validea.com) Jason Zweig, "Try to watch a tree growing, and you see nothing; yet it is growing all the same.
162 
The Reformed Broker
SEPTEMBER 6, 2022
On this week’s episode, Josh and Michael discuss the biggest topics in investing and finance, including: ?Sources Worst Year Ever – The 60/40 portfolio is on pace for its worst year since 1936. ?Retail Retail Traders – “Retail Tradi.
130 
Abnormal Returns
MAY 12, 2023
awealthofcommonsense.com) Don't let investment regret derail your entire portfolio. blogs.cfainstitute.org) Amazon What is Amazon's ($AMZN) next move in food retailling? (ft.com) Strategy Big market bubbles can have a lasting effect on investors. wsj.com) Amazon ($AMZN) is now warning customers about 'frequently returned' items.
Trade Brains
SEPTEMBER 26, 2023
The Company employs over 10,000 Indians across its locations and operates a leading institutional securities platform in India that provides a full range of investment banking, capital markets, equities, fixed income, commodities, and derivative products, as well as research. 77% of Investment Grade debt and ~23% High Yield Debt.
Harness Wealth
FEBRUARY 4, 2025
Alternative investments offer investors access to startups, real estate, and other non-traditional opportunities beyond stocks and bonds. In this article, well explore all the details of alternative investments, the reasons behind their growth as an investment choice, and how their tax treatment differs from traditional assets.
52 
Abnormal Returns
MAY 9, 2023
Portfolio building Should we build portfolios with investor regret in mind? (pm-research.com) pm-research.com) Why you portfolio needs more stocks to be diversified than commonly thought. mailchi.mp) Trading Another sign that portfolio manager trading, on average, is a negative. alphaarchitect.com)
Validea
NOVEMBER 7, 2024
Whether you’re an institutional investor, retail trader, or just interested in understanding market dynamics better, this episode offers valuable perspectives on an often misunderstood corner of the investment world.
52 
Mish Talk
DECEMBER 9, 2022
(Trade indexes measure changes in margins received by wholesalers and retailers.) About one-third of the November rise in the index for final demand services can be traced to prices for securities brokerage, dealing, investment advice, and related services, which jumped 11.3 Prices for transportation of passengers (partial) fell 5.6
187 
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.
75 
Trade Brains
JANUARY 18, 2023
Best Tips for Long-Term Investing : The stock market is filled with uncertainty, however, certain tried and tested principles can help investors to boost their chances for long-term success. Long-term investing is a strategy where investors hold on to their investments for a long period of time, usually five years or more.
98
Expert insights. Personalized for you.
We have resent the email to
Are you sure you want to cancel your subscriptions?
Let's personalize your content