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At The Money: Concentrated Portfolios

Barry Ritholtz

APPLE EMBED At The Money: Concentrated Portfolios: Andrew Slimmon, Morgan Stanley (May 8, 2024) Are your expensive active mutual funds and ETFs actually active? AndrewToday, we discuss the advantages of concentrated portfolios. AndrewToday, we discuss the advantages of concentrated portfolios. Let’s start with the basics.

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January Sees 467,000 New Jobs, Stable Unemployment Rate

CFO News Room

The number of unemployed persons, at 6.5 As another point of comparison, in February 2020, prior to the outbreak of the COVID-19 pandemic, the unemployment rate was 3.5%, and the number of unemployed persons was 5.7 The number of long-term unemployed (people who have been jobless for 27 weeks or more) declined to 1.7 hour to 33.9

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How to mitigate insolvency risk

Future CFO

Cash flow and liquidity problems: Are your fixed costs or interest payments creeping up, or do you have a high number or amount of customer overdue payments? Can you go to the capital markets or turn to your line of credit to raise money if need be? Shorten your supply chains and avoid concentration in one geographic region.

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Business Strategies: Choosing the Right KPIs for Your Small Business

CFO Share

By selecting 5-8 KPIs, your force the business to concentrate activity around those key accomplishments. Consider industry benchmarks or standards to ensure alignment. These risk misunderstanding and a feeling of “I don’t trust the numbers.” Considerations When Choosing KPIs The power of KPIs comes from their focus.

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10 KPIs to Track Business Performance

The Finance Weekly

This profit can be utilized for activities such as marketing campaigns, dividend payouts, and non-fixed costs. This measure aids in predicting future profits and establishing profitability goals and benchmarks. For long-term success, concentrate on KPIs that guide your overall strategy.

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2022 Best-Of Highlights From The Nerd’s Eye View Blog

CFO News Room

As 2022 comes to a close, I am once again so thankful to all of you, the ever-growing number of readers who continue to regularly visit this Nerd’s Eye View Blog (and share the content with your friends and colleagues, which we greatly appreciate!). navigate a volatile market environment (in both stocks and bonds – oof!)

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101 Ways Financial Advisors Can Add Value For Their Clients

CFO News Room

Combined with growing advisor (and consumer) interest in comprehensive financial planning services, the number of ways advisors can add value for their clients has expanded greatly. To start crafting the persona of their ideal client, advisors can list key attributes of their target client. Author: Adam Van Deusen. Team Kitces.