The Big Picture

AUGUST 29, 2023

My Two-for-Tuesday morning train WFH reads: • Stock Pickers Never Had a Chance Against Hard Math of the Market : In years like this one, when just a few big companies outperform, it’s hard to assemble a winning portfolio. 2000-2003 Dotcom implosion 6. Businessweek ) but see With cash earning 5%, why risk money on the stock market?

Insurance 130

Insurance Math Economics Economy 130

Carson Wealth

JANUARY 13, 2025

There are a lot of opportunities to diversify portfolios so they arent as concentrated as the S&P 500. Monthly numbers can be noisy and so a 3-month average is helpful. The hiring rate, which is the number of hires as a percent of the labor force, has fallen to 3.3%, the slowest pace since 2013 (outside of the Covid months).

Marketing 68

Marketing Marketing Economy Compliance 68

The Big Picture

FEBRUARY 25, 2025

And modern portfolio theory was kind of just coming around. 00:27:54 [Speaker Changed] Let’s put some, some numbers, some mean on that bone. 00:44:09 [Speaker Changed] Variance really candidly, just been pay attention to what the numbers say and pay attention to the data. One is the concept of total financial portfolio.

Investments 162

Investments Investing Management Engineering 162

Carson Wealth

JULY 29, 2024

last week, declining for the second consecutive week, but there’s still a lot of strength under the surface, as the small cap Russell 2000 Index climbed 3.5%. March 2000 at the peak of the tech bubble. For markets, GDP is typically one of the least important economic data points because the numbers are relatively stale.

Marketing 96

Marketing Marketing Economy Transportation 96

Carson Wealth

DECEMBER 9, 2024

One More Bit of Good News November was a huge month for stocks, but the big winner was small caps, with the Russell 2000 up an amazing 10.9%. We found 22 other times the Russell 2000 gained at least double digits in a month and six months later it has been higher 90% of the time and a year later up a very solid 15% on average.

Marketing 62

Marketing Marketing Economy Manufacturing 62

Mr. Money Mustache

FEBRUARY 25, 2025

S&P returns (including dividends) since 2019, graph by the excellent portfolio visualizer website. For example, if the house brings in $2000 per month ($24,000 each year) and the sale price is $240,000, the next investor is buying a business with a price-to-earnings ratio of 10, because 240k/24k=10. 4.3% – 5.3%

Marketing 66

Marketing Marketing Sales Portfolio 66

Validea

JUNE 14, 2023

In 2000, General Electric accounted for over 5% of the S&P 500 ( source ). In 2000, the total value of the US stock market was $15.1 A well-diversified portfolio can help protect against the unpredictable nature of the stock market. 1.42, 1.61, 2.30, 2.08, 2.30, 3.05, 2.97, 3.28, 5.61, 6.11

Math 109

Math Accounting Marketing Marketing 109

The Big Picture

MARCH 4, 2025

And generally speaking, we are sort of number one or number two in everything that we do, which, which again is a great privilege to work there from that perspective. So bankers on my team, on the innovation economy team are serving those portfolio companies, right? 00:21:36 [Speaker Changed] Huh. Really, really interesting.

Banking 130

Banking Economy Startup Marketing 130

The Big Picture

SEPTEMBER 12, 2022

I wasn’t that typical person that did a number of, you know, internships during the summer, had that …. So obviously, we’re seeing some relief in the commodity sector, but more broadly it’s, you know, whether or not how quickly are we going to see that number come down. So derivatives were a part where I was very intimidated.

Clients 299

Clients Wealth Management Banking Investing 299

The Big Picture

OCTOBER 31, 2023

I had an amazing 99 in early 2000, and I had left a hedge fund, so I was probably one of the few people to leave a hedge fund and go to a larger institution in the middle of the tech bubble. You’re, you are adding more private and illiquid stocks to your portfolio. It was April of 99. But I wanted to be on a larger platform.

Management 162

Management Investments Investing Portfolio 162

The Big Picture

JULY 26, 2022

What makes Graham so interesting is while everybody else in the world of private equity is focused on the analytics and crunching numbers and creating econometric models that will tell you where to invest, I think they’ve found a very different model that has been extremely successful for them, where the key focus is on talent.

Consulting 298

Consulting Numbers Management Investments 298

Random Roger's Retirement Planning

APRIL 12, 2023

The Wall Street Journal had an article about the standard 60/40 portfolio , that is 60% allocated to stocks and 40% allocated to fixed income. My experience is that the typical retired person/couple expects growth in exchange for some volatility from the equity portion of their portfolio, they don't want it from their fixed income sleeve.

Portfolio 75

Portfolio Math Clients Retirement 75

The Big Picture

FEBRUARY 21, 2023

And for advice, for us, too, is also a matter of you think about advisors, how are we using model portfolios to make their result better? And everyone was talking about that ’99, 2000. Like, I can just get private equity into my clients’ portfolios. So that’s a number I hadn’t seen before. BUCKLEY: Yeah.

Clients 279

Clients Investing Investments Retirement 279

Random Roger's Retirement Planning

JANUARY 27, 2023

The area closest to me in the study is Prescott Valley and the number is $952,000 which will generate $38,000 of portfolio income, added to the average Social Security here of $24,692, less 22% taxes leaves Prescottonians with $51,460 to spend. If no, how far off are your numbers and what can you do about it?

Retirement 75

Retirement Numbers Taxes Portfolio 75

The Big Picture

AUGUST 20, 2024

Initially I joined to help them manage their equity portfolio. 00:15:57 [Speaker Changed] Portfolio was 00:15:58 [Speaker Changed] The portfolio insurance components, right? So like down to the point the portfolio insurance was consuming somewhere around 30 to 40% of the, the volume on the s and p 500 on a normal basis. .

Assets 173

Assets Management Portfolio Marketing 173

Validea

FEBRUARY 17, 2023

Quick Links Warren Buffett Portfolio High Momentum Stocks Low Volatility / Conservative Stocks Using yearly Bloomberg surveys from 2000-2021, Barron’s found that the median forecast among the economists, money managers, independent research firms, and other organizations surveyed was 0.99% off in either direction from the actual year-over-year GDP.

Portfolio Management 59

Portfolio Management Budgeting Economics Portfolio 59

The Big Picture

AUGUST 29, 2023

And it worked out and had multiple job offers coming out of school from a number of different insurance companies. I had a number of relationships that I built up and had another job lined up in New York City. And I had an opportunity to be an underwriter for a few years before I decided to go back to school to get the MBA.

Portfolio 130

Portfolio Investing Investments Numbers 130

Dear Mr. Market

MARCH 11, 2023

We’re proud to say that My Portfolio Guide, LLC was the first investment firm to publish a March Madness investing bracket where we share our picks and match them up against each other. Thus far the Russell 2000 Index has been pulling away a bit and outperforming the S&P 500 for not only 2023 but the better part of the last 12 months.

Investments 93

Investments Investing Portfolio Assets 93

Random Roger's Retirement Planning

OCTOBER 21, 2022

A couple of years ago, Wade Pfau drew some attention saying the 4% rule was no more, that t he new number should be 2.4%. Willie Delwichie Tweeted out that all of the S&P 500's gains since 2000 have come when the VIX was above 28.5 What I find interesting is the history of 3% which if I'm reading correctly, has never failed.

Management 70

Management Retirement Numbers Portfolio 70

Random Roger's Retirement Planning

DECEMBER 10, 2023

A little more specifically the need for diversified portfolios persists with the implication that bonds are the way to get this done. This chart contributes to the logic supporting a 60/40 portfolio. Do you want that kind of volatility from the fixed income in your portfolio? Portfolio 2 above has 65% in growth.

Portfolio 74

Portfolio Math Assets Retirement 74

Trade Brains

SEPTEMBER 7, 2023

It was founded in 2000 and has grown over the years to have a production capacity of more than 1,500 vehicles every year. Its product portfolio includes ordinary as well as premium AC buses. However, it also tells us that both companies are in a good position to increase production numbers as they have capabilities in place.

Manufacturing 116

Manufacturing Investments Investing Transportation 116

Sara Grillo

APRIL 11, 2022

We’re going to talk about how he provides high value as an hourly financial advisor by saving investors from the “Humpty Dumpty portfolio” and the lessons other advisors can learn about serving clients with simplicity, transparency, and integrity, whether they choose to adopt the hourly fee model or not.

Financial Advisor 52

Financial Advisor Portfolio Clients Management 52

Brown Advisory

JUNE 16, 2021

returns over the past 12 months—the second best in the history of the Russell 2000 ® Index—and on the heels of one of the worst quarters since inception in 1984 (-30.6% Exhibit 2: Nonearners as percentage weight and percentage of number of stocks in R2G Source: FactSet Research Systems; Russell Investment Group; Jefferies.

Valuation 52

Valuation Investments Investing Government 52

Brown Advisory

JUNE 16, 2021

returns over the past 12 months—the second best in the history of the Russell 2000 ® Index—and on the heels of one of the worst quarters since inception in 1984 (-30.6% Exhibit 2: Nonearners as percentage weight and percentage of number of stocks in R2G. Exhibit 6: Dispersion in sector returns, Russell 2000 ® Index.

Valuation 52

Valuation Investments Investing Government 52

The Irrelevant Investor

APRIL 13, 2016

Although constructing a portfolio has never been cheaper, it has also never been as confusing. The five largest stocks in the Russell 1000- Apple, Microsoft, Exxon, Johnson & Johnson, Microsoft and General Electric- are bigger than the entire Russell 2000. If Seadrill went up 40 percent, it would push the index up 0.004 percent.

Asset Allocation 52

Asset Allocation Assets Portfolio Marketing 52

Validea

DECEMBER 19, 2022

An array of quant investing strategies that do particularly well in turbulent times are on track to have their best year since 2000, reports an article in The Wall Street Journal , and they’re hoping the market turmoil will continue to extend their successful run.

Portfolio 59

Portfolio Management Investing Investments 59

The Big Picture

SEPTEMBER 3, 2024

Heather comes from with a fascinating background, having previously been in a number of other places, most notably Morningstar, and, and she has a very specific approach to investment management and thinking about stock selection. They do a number of things at Diamond Hill that many other investment shops don’t.

Investing 147

Investing Investments Management Valuation 147

Random Roger's Retirement Planning

JULY 20, 2023

Examples of this type of expense include $450 for tax prep, $500 for firewood, $2000 for homeowners insurance and so on. This list starts the year at about $9000 including $2000 for property tax. What number should you budget, maybe based on previous experience, for unexpected one-off expenses?

Retirement 75

Retirement Budgeting Taxes Accounting 75

The Big Picture

OCTOBER 24, 2022

She has a fascinating career, starting a PLS working away up as an analyst and eventually, head of outcome-based strategies for Morningstar, eventually rising from that position and portfolio manager to Chief Investment Officer. So there are a number of us heading in out of college into the BLS. I was on the Producer Price Index.

Portfolio 130

Portfolio Management Assets Investments 130

The Irrelevant Investor

OCTOBER 28, 2016

This range is determined by a number of factors, including but not limited to the business cycle, valuations, interest rates, inflation, and the collective mood of millions of investors. Yesterday, Research Affiliates put out a piece saying the chance of a 60/40 portfolio returning 5% a year for the next ten years is zero.

Valuation 52

Valuation Investing Investments Numbers 52

The Irrelevant Investor

JULY 30, 2017

By Sean McLaughlin In 2000, the average endowment portfolio was 23% in alternative assets; in 2014, the corresponding number was 51%. By Morgan Housel I’ve always been attracted to this industry because I viewed it as a means to achieve “ financial freedom ,” whatever the f**k that means.

Startup 52

Startup Assets Numbers Portfolio 52

Trade Brains

OCTOBER 17, 2023

20,000 is not just a number; but happiness for many. Nifty 50 first hit 10,000 on July 26, 2017, and it took years to double that number. Here, we’ve got some pretty interesting data that shows the average per-month returns from 2000 to 2022, covering the last 23 years. This journey to the 20,000-milestone has taken a long time.

Investments 59

Investments Investing Numbers Valuation 59

Carson Wealth

SEPTEMBER 23, 2024

Beyond headline inflation, higher energy prices can even feed into core inflation numbers that the Fed typically focuses on. The Russell Mid Cap index rose over 4% during this period, while the Russell 2000 small cap index rose over 7%. Full disclosure: we’re overweight these areas of the equity market in our model portfolios.

Marketing 96

Marketing Marketing Economy Economics 96

Trade Brains

JANUARY 20, 2024

The Company has designed, executed, and managed more than 1000 major events and 2000 exhibitions all over the world. Financials A closer look at Praveg’s financials is essential to understand what the numbers tell us about the company. Praveg has organized and managed exhibitions, events and campaigns in India and abroad.

Government 104

Government Management License Planning 104

Good Financial Cents

JANUARY 6, 2023

To help you figure out what to do, here are 17 of the best strategies for investing $2000 to $3000. Best Ways to Invest $2000 to $3000: Final Thoughts. While investing $2,000 to $3,000 can help you make progress towards any number of financial goals, there are situations where you may need to access your money in the near term.

Investments 91

Investments Investing Accounting Certification 91

The Irrelevant Investor

NOVEMBER 27, 2016

Why is the Russell 2000 worth 43% more in November than it was in February? For example, say you hold a 60/40 portfolio and the current value is $1 million. However, it's also true that the worst bear markets ever- 1929, 1973, 2000 and 2008 all came after all-time highs, when investors were feeling supremely confident.

Retirement 52

Retirement Numbers Portfolio Marketing 52

Trade Brains

SEPTEMBER 30, 2023

Since 2000 there have been significant fluctuations in price due to economic growth and rapid urbanization requiring enormous amounts of steel. The coffee market is of various types including Arabica and Robusta which have become more fashionable drinks with the number of increasing coffee houses.

Economics 119

Economics Food Manufacturing Government 119