Random Roger's Retirement Planning

OCTOBER 29, 2024

Fund provider Tidal/ETF Masters, more of a white label than an actual provider, had a fun article titled Building A Financial Independence/Retire Early Portfolio With ETFs. The article spells out several alternative strategies to build out a portfolio once you achieve FIRE.

Portfolio 52

Portfolio Retirement Retail Investing 52

Abnormal Returns

AUGUST 13, 2024

blogs.cfainstitute.org) How VCs drive media coverage of their portfolio companies. ofdollarsanddata.com) Retail trading frenzies can have real world impacts. Venture capital There is nothing normal about the distribution of angel investment returns. papers.ssrn.com) Research How long can stocks underperform inflation?

Distribution 263

Distribution Retail Media Portfolio 263

Wealth Management

SEPTEMBER 24, 2024

Gamified trading apps and niche ETFs have a cost that’s harder to spot but is little different from the damage inflicted on portfolios by high fees.

Retail 126

Retail Portfolio 126

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) A video on the Black-Scholes options pricing model.

Retail 274

Retail Portfolio Investing Investments 274

Abnormal Returns

JUNE 11, 2024

thinkadvisor.com) What really is the goal of portfolio diversification? institutionalinvestor.com) Retail Why retailers are pushing loyalty prorams. Diversification We are in a 'bear market for diversification.' rogersplanning.blogspot.com) Books Insights from "The Price of Time: The Real Story of Interest" by Edward Chancellor.

Financial Advising 264

Financial Advising Retail Healthcare Economy 264

Trade Brains

SEPTEMBER 22, 2023

Fungicides, herbicides, insecticides, plant growth regulators, rodenticides, and speciality crop chemicals are all included in the company’s crop protection portfolio. The post Top Indian Stocks Held By JP Morgan – Portfolio Analysis! Particulars Amount Particulars Amount CMP (Rs) 634.9 Market Cap (Cr) 47,415 EPS (Rs) 38.09

Portfolio Analysis 116

Portfolio Analysis Portfolio Healthcare Banking 116

Abnormal Returns

DECEMBER 12, 2023

(investmentecosystem.com) The dispersion in private equity portfolio returns is not unexpected. alphaarchitect.com) Why portfolio managers shift styles. alphaarchitect.com) The results are not great for retail option trading returns. mailchi.mp) Factors You have to squint really hard to find a small-cap effect.

Portfolio Management 262

Portfolio Management Retail Assets Portfolio 262

Trade Brains

DECEMBER 1, 2023

Best Mukul Agrawal Portfolio Stocks : Every world has its celebrity, who set the benchmark in their field. As of September 30 th , 2023 Mukul Agrawal’s portfolio had about 53 stocks with a Net Worth of about Rs. Best Mukul Agrawal Portfolio Stocks Now let us take a look at some of the best stocks held by this Ace Investor.

Portfolio Analysis 59

Portfolio Analysis Portfolio Engineering Banking 59

Wealth Management

JUNE 25, 2024

A new report from Cerulli & Associates finds the retail financial advisor channel has been the biggest growth driver behind ETFs.

Portfolio 113

Portfolio Financial Advisor Retail Clients 113

Trade Brains

FEBRUARY 12, 2024

DMart Retail Grocery: When it comes to price-sensitive customers, the one brand that always had appeal was DMart. How does DMart Retail Grocery dominate the food and grocery markets? After a couple of years of research, he started a grocery retail chain. In the year 2000, Mr. Damani founded a retail chain called DMart.

Retail 59

Retail Food Distribution Sales 59

Trade Brains

NOVEMBER 11, 2023

Its domestic broadcast portfolio includes over 48 channels. The Company’s 41-channel international broadcast portfolio is available in over 170 countries. It has 4000+ channel partners and 1,50,000+ Retailers. The post Top Indian Stocks Held By Vanguard Group – Portfolio Analysis appeared first on Trade Brains.

Portfolio Analysis 105

Portfolio Analysis Portfolio Manufacturing Distribution 105

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.

Portfolio 75

Portfolio Healthcare Wealth Advisor Investment Advisor 75

Abnormal Returns

JULY 23, 2024

blockworks.co) What happens when you at Ethererum to a 60/40 portfolio. theblock.co) The Grayscale Ethereum Mini Trust ($ETH) is designed for the retail crowd. (theblock.co) The players in the spot Ethereum space look familiar. morningstar.com) Not surprisingly spot Ethereum ETFs are trading like crazy.

Financial Advising 276

Financial Advising Retail Media Taxes 276

Trade Brains

NOVEMBER 13, 2023

Founded in 1976 (around 47 years ago), this French sporting goods retailer has been making sports accessible to everyone. However, it wasn’t until 2013 that it got the green light for single-brand retailing and switched its business model from wholesale to retail. appeared first on Trade Brains.

Retail 59

Retail Transportation Sales Manufacturing 59

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

Portfolio Analysis 115

Portfolio Analysis Portfolio Banking Engineering 115

Abnormal Returns

NOVEMBER 7, 2023

Retail Does social media use increase stock market participation? 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) Companies What is organizational capital and how does it affect returns? papers.ssrn.com)

Retail 262

Retail Media Numbers Portfolio 262

Trade Brains

SEPTEMBER 17, 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 Goldman Sachs – Portfolio Analysis! Ashok Leyland partnership caters to the market for commercial vehicles.

Portfolio Analysis 130

Portfolio Analysis Portfolio Manufacturing Insurance 130

Advisor Perspectives

DECEMBER 2, 2023

Collateralized loan obligations, or CLOs, may be a way for advisors to enhance retail clients’ portfolios. They provide investors with access to a diverse pool of senior secured loans. While they have been primarily used by institutional clients to date, CLOs could enhance risk-adjusted returns for individual clients.

Retail 52

Retail Clients Portfolio 52

Random Roger's Retirement Planning

DECEMBER 22, 2023

With that preamble, I started thinking about the 75/50 portfolio that I first started writing about during the Financial Crisis. I've mentioned 75/50 a couple of times in passing but the big idea was to create a portfolio that captures 75% of the upside of the equity market with only 50% of the downside. ARBFX 3.7%

Portfolio 74

Portfolio Asset Allocation Accounting Management 74

The Richer Geek

JUNE 14, 2023

APMEX is one of the largest retailers of physical gold, silver, platinum and palladium, and has sold over $15 billion in product over its 20+ year history. In this episode, we’re discussing… [1:29] Investing in gold and silver [4:05] Why is diversification important for your portfolio? [6:09] Today we have Patrick Yip.

Portfolio 52

Portfolio Retail Investment Advisor Investing 52

Fortune Financial

APRIL 22, 2023

Even Advance, generally accepted as the weakest of the large chains grew earnings per share at an above-market rate: Despite the low growth environment for auto parts retail, it is critical to point out that there is a somewhat unique tailwind to this category which is that the industry is generally cycle-agnostic.

Retail 52

Retail Sales Financial Advisor Economics 52

Trade Brains

SEPTEMBER 26, 2023

Extra-high voltage (EHV), medium voltage (MV), and low voltage (LV) power cables for both institutional and retail/housing segments are produced by its 5 manufacturing facilities. The post Top Indian Stocks Held By Morgan Stanley – Portfolio Analysis! appeared first on Trade Brains.

Portfolio Analysis 111

Portfolio Analysis Portfolio Pharmaceutical Manufacturing 111

Advisor Perspectives

DECEMBER 9, 2022

Investment portfolios belonging to retail traders suffered a $350 billion blow this year as big bets on risky stocks and former high-fliers like Tesla Inc. backfired for the mom-and-pop set.

Retail 52

Retail Portfolio Investing Investments 52

Nerd's Eye View

NOVEMBER 12, 2024

Larry is the Chairman of Measured Risk Portfolios, an RIA based in San Diego, California, that oversees $350 million in assets under management for a combination of internal retail clients and external financial advisor clients. Welcome to the 411th episode of the Financial Advisor Success Podcast !

Clients 130

Clients Financial Advisor Marketing Marketing 130

Trade Brains

OCTOBER 4, 2023

Punjab & Sind Bank provides banking operations through four segments: Treasury Operations, Retail, Banking, Corporate Banking and other Banking Operations. The company operates through four segments: Treasury Operations, Retail, Banking, Corporate Banking and other Banking Operations.

Portfolio Analysis 78

Portfolio Analysis Portfolio Banking Insurance 78

Abnormal Returns

JULY 30, 2023

And when cash is yielding a high real return I think you can argue that cash is the ultimate portfolio insurance." disciplinefunds.com) How Schwab ($SCHW) plans to profit from integrating TD Ameritrade retail customers. riabiz.com)

Insurance 246

Insurance Retail Portfolio Investing 246

Abnormal Returns

DECEMBER 17, 2023

marginalrevolution.com) There's a good chance you need to rebalance your portfolio. artofmanliness.com) 75 facts from 2023 including '17% of the world’s gold is held by Indian retail consumers.' Top clicks this week What's behind the resurgence in crypto prices? mastersinvest.com) Why do people still try to forecast a year ahead?

Retail 179

Retail Portfolio Marketing Marketing 179

Trade Brains

OCTOBER 4, 2023

The textiles industry, which sells fabrics, clothing, and fabric retail, contributes to revenue. The post Top Stocks Held by Quant Small-Cap Fund – Portfolio Analysis appeared first on Trade Brains. It produces denim, cotton shirting, knits, bottom-weight (Khakis) fabrics, as well as jeans and shirts.

Portfolio Analysis 105

Portfolio Analysis Portfolio Electronics Engineering 105

Trade Brains

JULY 30, 2022

In this article, we will have a look at the portfolio of his wife Rekha Jhunjhunwala, who also has sizable investments under her name in the Indian Stock Market. We will also take a closer look at Rekha Jhunjhunwala’s Portfolio 2022 and further analyze her investments. of Rekha Jhunjhunwala’s portfolio. Crisil Ltd.

Portfolio 52

Portfolio Insurance Communication Portfolio Analysis 52

Advisor Perspectives

OCTOBER 30, 2023

The accessibility concept was nothing new for Calamos – it created one of the first retail liquid alternatives funds three decades ago – and for private credit, it engaged a partner, Aksia, that has been managing private credit for institutions almost as long.

Portfolio 59

Portfolio Retail Clients Investing 59

Abnormal Returns

DECEMBER 11, 2023

ft.com) Triple-levered anything can wreck your portfolio. ft.com) Financial media The financial media lapped up stories of "organized retail crime." (marginalrevolution.com) Finance The mostly highly-rated sell-side analysts work hard. semafor.com) CNBC has given its onscreen ticker a makeover.

Media 274

Media Financial Advising Retail Economy 274

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.

Portfolio Management 130

Portfolio Management Retail Portfolio Management 130

Abnormal Returns

MAY 9, 2023

Strategy The 60/40 portfolio is flawed, but you need an alternative. news.crunchbase.com) Retailing Suburban retail locations are seeing a bump from hybrid work schedules. morningstar.com) Investors don't need to make snap judgments. behaviouralinvestment.com) Finance Inside Vanguard's bond indexing money machine.

Financial Advising 246

Financial Advising Retail Economy Media 246

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.

Portfolio 106

Portfolio Retail Investing Investments 106

Abnormal Returns

JUNE 12, 2024

fortunesandfrictions.com) How to use TIPS in your portfolio. bonddad.blogspot.com) Looking at retail sales two ways. (mrzepczynski.blogspot.com) Nothing compares to the Nasdaq Internet bubble. theirrelevantinvestor.com) Strategy Small advantages, consistently applied compound over time. axios.com) CVS ($CVS) has a generics problem.

Financial Advising 146

Financial Advising Retail Sales Media 146

Trade Brains

OCTOBER 3, 2024

Tradition and modernity are merging in the fast-changing retail world. As a result, the retail industry in India is flourishing. Popular retail businesses including Westside and Zudio are operated by the corporation. In the end, Trent is a part of the retail industry’s success story.

Valuation 98

Valuation Retail Food Marketing 98

Abnormal Returns

SEPTEMBER 11, 2024

(awealthofcommonsense.com) Few investors are able to outperform a passive portfolio. barrons.com) GameStop ($GME) is sitting on a pile of cash, thanks to retail investors. mrzepczynski.blogspot.com) Companies Alphabet ($GOOGL) has never been this cheap relative to the market. sherwood.news) Berkshire Hathway's ($BRK.A)

Financial Advising 159

Financial Advising Retail Media Retirement 159