Latest news with #Portfolio
Time of India
3 days ago
- Business
- Time of India
Simplifying portfolio analysis and tracking: Tools to view, compare, and manage your investments in one place
Keeping track of investments across different asset classes, platforms, and accounts can often be time-consuming and fragmented. To help investors make more informed decisions and maintain better oversight, several digital tools now offer consolidated portfolio views and benchmarking features —all designed to simplify portfolio management without compromising on data accuracy or privacy. Unified portfolio views for a holistic perspective In today's investing environment, managing multiple asset classes such as equities, mutual funds, and Sovereign Gold Bonds (SGBs) can involve logging into several different accounts or apps. Angel One's portfolio tracking tool addresses this challenge by allowing users to monitor all their holdings together in one place—removing the need to toggle between tabs or third-party apps. This consolidated view helps identify asset allocation gaps, track progress, and understand overall exposure—all from a single dashboard. Managing family wealth in one view Angel One's Family Portfolio View makes it easier to oversee household-level finances by allowing users to securely link up to five family member accounts. With their consent, users can track all family investments—across stocks, mutual funds, and other holdings—on a single platform. Key benefits include: A consolidated view of household investments Visibility into overall asset allocation Simplified decision-making for shared financial goals like retirement, education, or legacy planning Setting up is straightforward, and users retain full control and transparency throughout the process. Benchmarking mutual fund performance Understanding whether your mutual fund investments are performing in line with the market is an essential part of portfolio management. Angel One's Portfolio Analysis feature enables users to compare their mutual fund portfolio's returns to benchmark indices like the Nifty 50. With visual tools and performance graphs, users can interpret: Whether their portfolio is lagging or outperforming benchmarks How market movements are affecting long-term returns Whether strategy adjustments may be needed Benchmarking equips investors with context and clarity, helping them make informed allocation and rebalancing decisions. Making informed adjustments Angel One's portfolio tracking tools collectively offer users greater visibility and control over their investment journey. By centralizing insights and streamlining access across asset classes and accounts, these tools aim to help investors make smarter, data-backed choices that align with their goals. Disclaimer - This is for educational purposes only. Investments in securities markets are subject to market risks. Please read all related documents carefully before investing. Such representations are not indicative of future results.
Business Upturn
21-05-2025
- Business
- Business Upturn
Shoonya Upgrades to Trading-cum-Clearing Member (TM-CM) on MCX
MOHALI, India , May 21, 2025 /PRNewswire/ — Shoonya by Finvasia has officially announced its upgrade from a Trading Member (TM) to a Trading-cum-Clearing Member (TM-CM) on the Multi Commodity Exchange (MCX). The transition took place after market hours on Friday, May 16, 2025 , and has been fully operational from Monday, May 19, 2025 . This milestone marks a significant enhancement in Shoonya's operational capabilities. By becoming a TM-CM, Shoonya will now clear all MCX trades internally without the involvement of any external clearing member. The clearing cost has now been reduced from Rs. 50 per crore to Rs. 0. The move reflects the company's long-term strategy to build stronger back – end efficiencies while extending the benefits directly to its users. Speaking on the development, Sarvjeet Singh Virk , Co-founder and Managing Director of Finvasia, said, 'At Shoonya, our mission has always been to make investing affordable and efficient for every Indian. Upgrading to a TM-CM on MCX is a key milestone in that journey, one that eliminates clearing costs and enables faster, and secure settlements. It is yet another example of how we're investing in technology and tech-related solutions to deliver a simplified, intuitive and frictionless user experience.' There will be no impact on users during this transition. All open positions, holdings, deposits, and trading access will remain unchanged. This upgrade underscores Shoonya's vision of delivering a modern investment experience where efficiency, transparency, and long-term value come standard. About Shoonya by Finvasia Shoonya by Finvasia is a multi-asset trading platform, boasting low commission across 16 investing touch-points like clearing, technology, monthly maintenance etc. Placing customer experience at the core, the distinctive platform offers data-powered signal-based analysis to help investors and traders identify the best investment opportunities and make informed decisions. This focus has driven customer preference as the platform's active user base more than doubled in FY2023, which now stands at over 4 lakhs. The platform is one of the few non-bank clearing members in India , clearing and settling trades executed by Trading Members (TMs) and Foreign Portfolio Investors (FPIs) in Equity, Futures Options and Currency Derivatives segments on NSE, BSE, MCX and NCDEX. Shoonya was founded by Sarvjeet Virk (MD) and Tajinder Virk (CEO), Ex-Wall Street Professionals, with deep financial expertise. They envisioned to empower Indian traders and investors by enabling them to make smart financial decisions and achieve investment goals through an innovative and user-friendly trading platform. The company received FDI funding from some of the industry's notable Venture Capitalists against a valuation of INR 1.5 Billion in 2016, which enabled it to achieve its guiding mission to cut the cost that makes trading expensive and offer technology-driven financial services to its clients. Website: View original content: Disclaimer: The above press release comes to you under an arrangement with PR Newswire. Business Upturn takes no editorial responsibility for the same.
Yahoo
21-05-2025
- Business
- Yahoo
Shoonya Upgrades to Trading-cum-Clearing Member (TM-CM) on MCX
MOHALI, India, May 21, 2025 /PRNewswire/ -- Shoonya by Finvasia has officially announced its upgrade from a Trading Member (TM) to a Trading-cum-Clearing Member (TM-CM) on the Multi Commodity Exchange (MCX). The transition took place after market hours on Friday, May 16, 2025, and has been fully operational from Monday, May 19, 2025. This milestone marks a significant enhancement in Shoonya's operational capabilities. By becoming a TM-CM, Shoonya will now clear all MCX trades internally without the involvement of any external clearing member. The clearing cost has now been reduced from Rs. 50 per crore to Rs. 0. The move reflects the company's long-term strategy to build stronger back-end efficiencies while extending the benefits directly to its users. Speaking on the development, Sarvjeet Singh Virk, Co-founder and Managing Director of Finvasia, said, "At Shoonya, our mission has always been to make investing affordable and efficient for every Indian. Upgrading to a TM-CM on MCX is a key milestone in that journey, one that eliminates clearing costs and enables faster, and secure settlements. It is yet another example of how we're investing in technology and tech-related solutions to deliver a simplified, intuitive and frictionless user experience." There will be no impact on users during this transition. All open positions, holdings, deposits, and trading access will remain unchanged. This upgrade underscores Shoonya's vision of delivering a modern investment experience where efficiency, transparency, and long-term value come standard. About Shoonya by Finvasia Shoonya by Finvasia is a multi-asset trading platform, boasting low commission across 16 investing touch-points like clearing, technology, monthly maintenance etc. Placing customer experience at the core, the distinctive platform offers data-powered signal-based analysis to help investors and traders identify the best investment opportunities and make informed decisions. This focus has driven customer preference as the platform's active user base more than doubled in FY2023, which now stands at over 4 lakhs. The platform is one of the few non-bank clearing members in India, clearing and settling trades executed by Trading Members (TMs) and Foreign Portfolio Investors (FPIs) in Equity, Futures Options and Currency Derivatives segments on NSE, BSE, MCX and NCDEX. Shoonya was founded by Sarvjeet Virk (MD) and Tajinder Virk (CEO), Ex-Wall Street Professionals, with deep financial expertise. They envisioned to empower Indian traders and investors by enabling them to make smart financial decisions and achieve investment goals through an innovative and user-friendly trading platform. The company received FDI funding from some of the industry's notable Venture Capitalists against a valuation of INR 1.5 Billion in 2016, which enabled it to achieve its guiding mission to cut the cost that makes trading expensive and offer technology-driven financial services to its clients. Website: View original content: Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Forbes
15-05-2025
- Business
- Forbes
What's Happening With CoreWeave Stock?
A laptop keyboard and CoreWeave logo displayed on a phone screen are seen in this illustration photo ... More taken in Krakow, Poland on March 28, 2025. (Photo by Jakub Porzycki/NurPhoto via Getty Images) CoreWeave (NASDAQ: CRWV), an AI infrastructure provider, recently announced its Q1 results, reporting a loss of $1.49 per share on revenue of $982 million. This exceeded market expectations of $853 million in revenue. However, its capital expenditures plan of $20-23 billion was much higher than the $18 billion anticipated by the analysts and it didn't sit well with investors - triggering a decline in the stock in after-hours trading. Separately, see – Is UNH Stock Now A Falling Knife? Since its IPO at $40 per share in March, CRWV stock has surged past $65 earlier this week, significantly outperforming the NASDAQ index's 11% gain over the same period. CoreWeave's strong backlog of over $25 billion has contributed to its stock's impressive performance. However, if you prefer a less volatile investment alternative, consider the High Quality Portfolio, which has consistently outpaced the S&P 500 and has delivered over 91% returns since inception. CoreWeave's Q1 revenue of $982 million reflects an impressive 420% year-over-year increase. CoreWeave has secured significant contracts with leading AI labs, hyperscalers, and enterprises, including OpenAI, Microsoft, IBM, Meta, and Mistral AI, aiding its revenue growth. The first quarter also saw OpenAI solidify its relationship with CoreWeave by committing to a five-year deal worth up to $11.9 billion. This significant agreement underscores the growing importance of CoreWeave's infrastructure for OpenAI. Additionally, CoreWeave's adjusted EBITDA margin increased by 700 bps to 62%, up from 55% in the previous year's quarter. However, the adjusted net loss widened to $150 million from $24 million in the prior-year quarter. Higher revenue offset by a contraction in net margin resulted in adjusted net loss of $0.61 per share. Looking ahead, CoreWeave expects Q2'25 revenue of $1.08 billion and full-year 2025 revenue of $5.0 billion, at the mid-point of the provided range. This fares better than the consensus estimates of $987 million and $4.6 billion, respectively. CRWV stock has shown some volatility since its debut. In contrast, the Trefis High Quality Portfolio, which consists of 30 stocks, is significantly more stable. It has also comfortably outperformed the S&P 500 over the past four years. Why? This portfolio comprises stocks that have historically provided stronger returns with lower risk compared to the broader index, offering a more predictable performance, as evident in the HQ Portfolio performance metrics. Given the current economic uncertainty surrounding tariffs and ongoing trade disputes, could CoreWeave sustain its upward trajectory? Since the stock was only listed last year, there is no historical data to assess its historical valuation multiple. At its current price of approximately $63 (after market hours), CRWV trades at 13 times trailing revenue. With sales increasing by over 700% in 2024, over 400% in Q1, and it's expected to grow 2.3x this year, the company's high valuation multiple appears justified. However, the company's high capital expenditures and widening losses remain key near-term concerns.
IOL News
08-05-2025
- Politics
- IOL News
Education minister trumpet progress but infrastructure challenges remain
Siviwe Gwarube Image: Supplied The Minister of Basic Education, Siviwe Gwarube, appeared before Parliament's Portfolio Committee on Basic Education this week, reaffirming her department's commitment to delivering safe, dignified school infrastructure across South Africa. Gwarube outlined key progress made under the Accelerated Schools Infrastructure Delivery Initiative (ASIDI) and other programmes, including the replacement of 331 schools built from inappropriate materials, clean water connections to 1,336 schools, electrification of 373 schools, and the provision of new sanitation to over 1,000 schools. The Minister also confirmed that 96% of pit toilets targeted under the SAFE initiative have been eradicated. Despite these strides, she acknowledged the scale of the work still ahead, like the significant infrastructure backlog. Gwarube also played open cards explaining that over 8,200 schools are in need of additional classrooms and more than 13,000 requiring toilets. "We are not only correcting past doings, but laying the foundation for a system that prioritises, dignity, equity and resilience. We owe it to this generation and the next," she said. Andre de Bruyn, chairperson of the Educators Union of South Africa (EUSA), praised the gains but warned the figures don't reflect the daily realities. 'Overcrowded classrooms with 40 to 50 learners, poor sanitation, and under-maintained facilities are still the norm in many under-resourced schools,' he said. 'Teachers are stretched beyond their roles, coping not only with education but also safety, hygiene, and the emotional toll on learners.' Andre De Bruyn has raised concerns regarding overcrowded classrooms and teacher burnout Image: Supplied Video Player is loading. Play Video Play Unmute Current Time 0:00 / Duration -:- Loaded : 0% Stream Type LIVE Seek to live, currently behind live LIVE Remaining Time - 0:00 This is a modal window. Beginning of dialog window. Escape will cancel and close the window. Text Color White Black Red Green Blue Yellow Magenta Cyan Transparency Opaque Semi-Transparent Background Color Black White Red Green Blue Yellow Magenta Cyan Transparency Opaque Semi-Transparent Transparent Window Color Black White Red Green Blue Yellow Magenta Cyan Transparency Transparent Semi-Transparent Opaque Font Size 50% 75% 100% 125% 150% 175% 200% 300% 400% Text Edge Style None Raised Depressed Uniform Dropshadow Font Family Proportional Sans-Serif Monospace Sans-Serif Proportional Serif Monospace Serif Casual Script Small Caps Reset restore all settings to the default values Done Close Modal Dialog End of dialog window. Advertisement Next Stay Close ✕ "The shortage of adequate sanitation facilities and the need for additional toilets in over 13,000 schools directly affects the dignity, health, and attendance of learners, especially girls. In many rural and township schools, teachers are also burdened with managing safety and hygiene concerns—tasks that fall outside their professional role but become necessary due to the lack of support staff or functioning facilities. "Furthermore, the shortage of classrooms and poor maintenance often leads to unsafe or unsuitable learning conditions, contributing to teacher stress, emotional burnout, and high absenteeism. "Teachers in these communities are not only delivering the curriculum—they are also managing overcrowded spaces, dilapidated infrastructure, and the psychosocial needs of learners in crisis. The emotional toll this takes is significant." He said while the Western Cape, is often better resourced than some provinces, it still harbours deep inequalities. . Khalid Sayed Image: Supplied "Schools in historically disadvantaged areas continue to wait for upgrades while competing with affluent areas for a share of the limited infrastructure budget. Without urgent investment, the current backlog of R124 billion will continue to widen the gap between privileged and underprivileged learners, further entrenching inequality in our education is clear that while progress has been made, it is not yet transformative. "Targeted investment in infrastructure—particularly in poorer communities—is not only a matter of service delivery, but a matter of educational justice." In the Western Cape, opposition leader Khalid Sayed criticised the Minister's depiction of progress. "The reality on the ground with regards to the Western Cape is not as the National Minister has pointed out. We've got a major infrastructure backlog at our schools in the province. "The extreme prevalence of asbestos schools is a major feature of schools in the Western Cape. You've still got schools where basic issues such as sanitation have not yet been attended to. Ailing infrastructure is not attended to. "While there are certain improvements, yes, we will admit to it, but there is much more room for improvement. So the national minister must not try to just draw a outlook that papers over the cracks. We are asking the national minister to be honest in her analysis so that it's easier to actually remedy the situation." Bronagh Hammond, spokesperson for the Western Cape Education Department (WCED), presented a more robust defence. 'Our core challenge is not backlogs in basic services, but a surge in learner numbers. All of our schools have electricity, water and sanitation—there are no pit toilets in the province,' Hammond said. She noted the WCED will spend R2.862 billion on school infrastructure this year. 'Through our Rapid School Build programme, we've completed 15 new schools and plan to finish 29 more over the next three years. We're targeting communities under the greatest pressure, including Delft, Atlantis, and Lwandle.' Regarding national infrastructure funding rules, Hammond added: 'We've consistently met the 60% maintenance allocation requirement on the Education Infrastructure Grant. Our province also received R2.5 billion through the Budget Facility for Infrastructure, which we're using to build new schools.' She emphasised innovation, pointing to a partnership with Wesgro through the Edu Invest platform to attract private sector funding and support the growth of both public and private schools. Weekend Argus
