The Irrelevant Investor

FEBRUARY 24, 2020

On today's show we discussed: Avoiding the biggest losers in the small cap growth space Filtering down an investing universe Position sizing and risk management Portfolio construction How management influences buy/sell decisions Capacity constraints in the small cap space Why mid cap stocks are often under followed Listen here: Articles mentioned: (..)

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Trade Brains

MAY 18, 2024

An oversold RSI implies prolonged selling pressure, presenting an opportune moment for buyers. But before making trading decisions, like with any technical indicator, it’s important to take into account other elements including market circumstances, trend strength, and risk management.

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The Irrelevant Investor

DECEMBER 3, 2018

Today's Animal Spirits Talk Your Book is presented by Graniteshares Topics discussed Boom and bust nature of commodities What is the role of commodities in a portfolio -- manage risk or price appreciation? Why would commodities add a risk management component to a typical portfolio?

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Truemind Capital

APRIL 19, 2024

At present, the Sensex PE ratio of 25x is higher compared to long-term averages of 20-21x. At these levels, the probability of higher upside potential is lower and downside risk is higher. Consequently, the portfolio allocation should reflect these probabilities depending on the risk profiles.

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Trade Brains

FEBRUARY 26, 2023

A brief description of the business, any recent developments, and financials are also present. Presently, the government holds a majority 84.8% Furthermore, it plans to add 65 more gas retailing stations to its portfolio of 135 stations at present. The stock presently trades at a P/E of 9.47 15,250 EPS ₹44.6

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The Irrelevant Investor

JUNE 20, 2019

And V-shaped rallies make a mockery of risk management. Risk management is one of those amorphous terms so what I mean by it, for the purposes of this post, is pretty much anything other than a 100% U.S. stock (plain beta) portfolio. It's easy to forget that risk is always present when all you feel is reward.

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The Big Picture

MARCH 7, 2023

And all these questions that I was trying to answer had direct applications to hedge fund strategies and portfolio management. And I had the opportunity to be a retained consultant for Citadel, for Deutsche Asset Management, and then eventually also for Soros Fund Management.

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The Big Picture

SEPTEMBER 12, 2022

BITTERLY MICHELL: … risk management. We have seen strong, strong demand pretty consistently for building out alternatives, portfolios, particularly when it comes to opportunities with great financial sponsors on the private equity side, looking at these long-term secular trends, right? RITHOLTZ: Right. BITTERLY MICHELL: Exactly.

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Trade Brains

DECEMBER 11, 2023

22,899), among others, but most of us don’t have a portfolio large enough to have these shares. Even if the portfolio size is somewhere around Rs. 5 lakhs, owning any of these three shares or other highly-priced shares will hamper the investor’s portfolio for sure. 37,352), Honeywell Automation India (Rs.

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Trade Brains

DECEMBER 30, 2023

Value of Volume High volume signifies the interest of buyers and sellers present in the security. As part of technical analysis, it is advised to consider volume analysis or volume-based indicators in conjunction with other technical tools for better views and a good risk-reward with proper risk management.

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International College of Financial Planning

MAY 9, 2024

In the present rapidly evolving digital landscape, integration of technology into everyday activities has transformed numerous industries, i8 financial management and investment advisory services. In the present advisory environment, advisors need to be as proficient with technological tools as they are with financial strategies.

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WiserAdvisor

JUNE 22, 2023

However, engaging in open and insightful conversations with your financial advisor is important to ensure you understand your portfolio well and can make informed decisions. Having a proactive approach can help you navigate the intricacies of investing and have a deeper understanding of your portfolio.

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SEI

AUGUST 2, 2022

Setting a strategic asset allocation and stress testing it, as part of the risk management exercise, is a critical component in “pre-experiencing” such downturns. Looking back at your stress testing and risk management exercises can bring comfort that this is a short-lived experience and an end is in sight.

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Trade Brains

NOVEMBER 23, 2023

In this article, we present the list of best Futures trading courses in 2024 available for beginners to start. hrs each and covers topics on basic concepts of futures, factors affecting prices, different strategies, formulas required and risk management. The course is divided into four sections of 2.5

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Risk Management Certification Education Management 59

James Hendries

AUGUST 1, 2022

These can be a risk to a portfolio’s overall long-term performance. As uncomfortable as a bear market may be, understanding how your emotions impact your portfolio’s performance is critical. Or, ask questions as to how your portfolio and goals may impact by a bear market. Understand investment risk.

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Nationwide Financial

JUNE 5, 2023

Business owners’ widespread recessionary concerns present an opportunity for financial professionals to connect with business owners to discuss their financial plans, provide relevant context for recent market volatility, and help build confidence in the financial future of their business. Can they access it in an emergency?

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International College of Financial Planning

NOVEMBER 10, 2021

Whether you are starting up your career in this trade or looking for a mid-career switch this career option presents to you immense growth opportunities. Financial Risk Manager (FRM) – If you love solving problems and wish to help your clients mitigate risks you can turn your attention to a career as a Financial Risk Manager.

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Discipline Funds

AUGUST 25, 2023

Jerome Powell spoke at Jackson Hole this morning and offered a measured message about the past, present and future path of inflation and interest rates. Powell had a great line here where he said “we are navigating by the stars under cloudy skies” His emphasis here is on risk management. I love this response.

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Trade Brains

FEBRUARY 10, 2024

Generally, the doji formation represents the indecision present or a sign of trend reversal in the security. The pattern formation is a neutral indicator, it shows indecision present in the market. The pattern formation does not have a clear view of bullishness or bearishness present in the security.

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Trade Brains

AUGUST 29, 2024

The patterns formed on candlestick charts over a given time frame offer potential views on trend reversals, continuations, or indecision present in the market. Also, having proper risk management with good risk-reward ratios and practice makes a trader profitable in the long run.

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Trade Brains

DECEMBER 2, 2023

In this article, we present the list of top value investing courses in 2024 available for beginners in the Indian market. The topics covered are an introduction, enhancing financial knowledge, copy-paste profitable investing strategy, building your own investment portfolio, value investing fundamentals and a glimpse into technical analysis.

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Workable Wealth

SEPTEMBER 16, 2020

Remember, each strategy has its pros and cons so the best way to maximize them is working with a financial planner who’ll help your portfolio reflect the right risk with your financial goals. Diversification is a risk management strategy that seeks to ensure your portfolio isn’t over- or underexposed in a certain area.

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Trade Brains

JANUARY 30, 2024

This pattern formation indicates indecision present in the security or represents low volatility. In a sideways market, the inside bar breakout strategy is not advised because the consolidation present in the security indicates the indecision in the bears or bulls. The stop loss for the position can be the low of the pattern formation.

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Trade Brains

JUNE 30, 2024

The patterns formed on candlestick charts over a given time frame offer potential views on trend reversals, continuations, or indecision present in the market. Also, having proper risk management with good risk-reward ratios and practice makes a trader profitable in the long run.

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Trade Brains

NOVEMBER 14, 2023

In this article, we present the list of Top 6 Investing Courses in 2024 available for beginners in the Indian market. By completing the course, one will be able to build their investment portfolio with confidence by understanding the risk associated with investing. You can enroll in the course here.

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The Big Picture

AUGUST 29, 2023

So I came down, met with our head of the portfolio review department, which oversees our external managers, met with our head of brokerage, and then met with the head of bind indexing, who was Ken Volpert at the time. And she was like, “You should come down and talk to some people at Vanguard.”

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Trade Brains

SEPTEMBER 26, 2024

Risk management: NSE’s robust risk management system ensures market stability and investor protection, supporting its long-standing reputation for reliability and trust in volatile market conditions. Conclusion NSE’s potential IPO presents a unique opportunity for investors. lakh crore and ₹3.1 Comment below.

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Trade Brains

MARCH 2, 2024

Among various candlestick patterns present, one of the most valuable candlestick pattern is “Three Black Crows”. Proper risk management with good risk-reward ratios and backtesting make a trader profitable in the long run.

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International College of Financial Planning

MAY 1, 2023

Develop an investment strategy based on your risk tolerance and financial goals, and consider investing in a diversified portfolio of stocks, bonds, and mutual funds. Insurance and risk management Insurance is an essential part of risk management in financial planning.

Financial Planning 52

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International College of Financial Planning

JULY 10, 2023

How Investment Advisors Play a Significant Role in Managing Finances? The field of investment advisory presents a world of opportunities for individuals passionate about finance and investments. Their primary objective is to help clients make informed investment decisions, manage risks, and achieve financial objectives.

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Trade Brains

MARCH 5, 2024

Generally, the doji formation represents the indecision present, a sign of trend reversal or continuation in the security. Also, having proper risk management with good risk-reward ratios and practice makes a trader profitable in the long run. The word Doji is derived from the Japanese word, meaning “the same thing”.

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Sara Grillo

AUGUST 26, 2024

A few years later Scott merged Quest with another local investment advisory firm, Portfolio Solutions, that shared the same investment principles at that time. Several years after the combined merger, Scott went on to grow the combined firm from advising approximately $60 million in client investment assets under management to more than $1.4

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Brown Advisory

NOVEMBER 5, 2021

We believe this year-end presents a unique moment to reflect on what’s important to the family and set the stage for planning in 2022 and beyond. The strength of balance sheets may also present a good opportunity to consider aligning investments with family goals and purpose. Incorporating younger family members early on is essential.

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The Big Picture

NOVEMBER 14, 2023

So at our firm, putting portfolio managers in front of prospects and clients, we constantly have to train them, give them presentation training. 00:22:24 [Speaker Changed] Being client portfolio managers. We have our quant equity platform, which manages risk control equity portfolios that are, we’re quants.

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Trade Brains

SEPTEMBER 18, 2024

The company maintains a robust credit assessment and risk management framework, which has helped manage defaults and non-performing assets effectively. The company has experienced significant growth, with its Assets Under Management increasing to Rs. Their representatives are present at dealerships to assist customers.

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Trade Brains

JANUARY 13, 2024

Renko bars with moving average A Moving average is one of the technical indicators used to understand momentum present in security. Moving averages plotted on a Renko bar chart help traders spot trends for a good entry. When the bar of the Renko chart closes above the moving average, it indicates a strong momentum in the upward direction.

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Brown Advisory

NOVEMBER 1, 2019

These conditions present a variety of challenges for investors; more germane to our discussion in this letter, they also present a number of planning opportunities that may require near-term action. Additionally, such gifts may be an effective risk management strategy for those who may otherwise choose to be uninsured.

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