Abnormal Returns

MAY 1, 2023

capitalspectator.com) The Nasdaq 100 has outpaced the Russell 2000 by over 20% in 2023. nytimes.com) ETFs Model portfolio shifts can have a big effect on ETF flows. Markets How major asset classes performed in April 2023. twitter.com) Crypto Gary Gensler's SEC has been busy. riaintel.com) The pace of ETF launches has slowed of late.

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Financial Advising Startup Banking Manufacturing 244

Darrow Wealth Management

JUNE 27, 2022

stocks that started in the early 2000s. Between 2000 – 2009, the cumulative total return for the S&P 500 was negative 9.1% equity may be able to help reduce risk in a portfolio. By way of example, consider this hypothetical 60/40 portfolio of stocks to bonds. These bouts can be significant. vs positive 30.7%

Portfolio 52

Portfolio Investing Investments Risk Tolerance 52

Trade Brains

OCTOBER 9, 2023

Shareholdings and portfolio as of June 30, 2023, for the GOVERNMENT OF SINGAPORE. The residential, commercial, retail, property management, and hospitality sectors are all included in The Prestige Group’s property portfolio. The government of Singapore owns 49 stocks with a net worth of more than Rs. Stock P/E (TTM) 74.75

Portfolio Analysis 59

Portfolio Analysis Government Portfolio Healthcare 59

The Irrelevant Investor

SEPTEMBER 7, 2022

A 60/40 portfolio just experienced the worst eight-month stretch to start a year going back to the inception of the Barclay’s aggregate bond index in 1976. The last time it experienced a 12-month increase that large was in January 2000! One of these things is not like the others. One year ago the 10-year rate was 1.32%.

Portfolio 143

Portfolio 143

Alpha Architect

SEPTEMBER 9, 2022

An equal-weighted portfolio of Best Brands (BBs) in the U.S. earns an excess return of 25 to 35 bps per month during the period 2000-2020. The excess returns of the BB portfolio are not due to firm characteristics, industry composition, or small-cap stocks.

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Portfolio Investing Investments 109

The Big Picture

DECEMBER 9, 2023

Since inception, FLPSX has annually beaten the S&P 500 by over 3% and the Russell 2000 by over 4%. ” Previously, he worked as a Portfolio Manager at Citadel Global Equities and as an Analyst at Millennium Management. In 2002, Tillinghast was named “ Morningstar’s Domestic Stock Fund Manager of the Year.”

Management 190

Management Portfolio Management Investing Investments 190

The Big Picture

SEPTEMBER 28, 2022

Year to date, the S&P 500 is down more than 23%; the Russell 2000 small caps are off more than 26%; Emerging markets are down almost 28%; and the Nasdaq Tech index is off more than 31%. Portfolio. Around the world, markets lost 5% or worse just last week. Asset Economy. Inflation. Federal Reserve. Corporate Earnings. Volatility.

Asset Allocation 341

Asset Allocation Financial Planning Assets Media 341

Random Roger's Retirement Planning

APRIL 17, 2024

The idea of building an All-Weather portfolio of course has its appeal. The basic idea is to be much less volatile than the broad market or the typical 60/40 portfolio. It raises the question though of how much performance should an investor expect or be willing give up for the potential emotional comfort of an All-Weather portfolio.

Portfolio 102

Portfolio Asset Allocation Advertising Numbers 102

Validea

NOVEMBER 9, 2024

The Ancient Wisdom of Asset Allocation Interestingly, Faber draws inspiration from a 2000-year-old investment principle found in the Talmud, which suggests dividing one’s portfolio into thirds: business, land, and reserves.

Asset Allocation 52

Asset Allocation Portfolio Assets Taxes 52

Random Roger's Retirement Planning

SEPTEMBER 20, 2023

We've looked at these a couple of times over the years, back in the 2000's I accessed the space through a closed end fund that had a high yield, higher than what the space typically offers, thanks to the leverage inherent in the closed end universe. BTAL is a client and personal holding. And the results. And the results.

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Portfolio Clients 96

Random Roger's Retirement Planning

SEPTEMBER 16, 2022

Some interesting conversations and the like related to portfolio construction and the use of alternative strategies. Nomadic Samuel kicked it off on Twitter with the following portfolio in a poll, asking whether a simple two fund, equity/bond 60/40 portfolio made more sense.

Planning 98

Planning Portfolio Investing Investments 98

Random Roger's Retirement Planning

AUGUST 12, 2024

From the high in 2000 it took until 2019 to double. Or you could look at the 2007 high which was within a few points of the 2000 high and say it took 12 years to double. Since we cannot know the path, this really spotlights a couple of important portfolio management concepts.

Asset Allocation 52

Asset Allocation Portfolio Portfolio Management Assets 52

Truemind Capital

NOVEMBER 8, 2024

Equity markets corrected by more than 50% in 2000-01 and more than 60% in 2007-08 which lasted for 1.5-3 Looking closely at your portfolio allocation should be done at all times and not just when the market corrects. For the sustainable long-term progress of financial markets, corrections are healthy and useful.

Asset Allocation 64

Asset Allocation Marketing Marketing Valuation 64

The Big Picture

APRIL 26, 2023

Desmond loved to ask professional portfolio managers “What percentage of stocks would you expect would be making new highs at the top day of the bull market when the Dow Jones was making its absolute high?” The typical answers were in the 60, 70, 80% range. The actual answer was less than 6%.

Portfolio Management 283

Portfolio Management Marketing Marketing Portfolio 283

The Big Picture

FEBRUARY 7, 2024

To find out more, I speak with Jeremy Schwartz, Global Chief Investment Officer of WisdomTree, leading the firm’s investment strategy team in the construction of equity Indexes, quantitative active strategies and multi-asset Model Portfolios. It’s where tech bubble in 2000 is the classic example.

Investing 290

Investing Investments Valuation Portfolio 290

Nationwide Financial

JUNE 14, 2023

Clients participating in this year’s tech-stock rally could benefit from a portfolio review and diversification check, as this appreciation may have thrown many allocations off balance. For example, small caps have lagged the NASDAQ 100 this year, with the Russell 2000® Index of small-cap stocks down nearly 10% year.

Valuation 52

Valuation Portfolio Assets Clients 52

Validea

OCTOBER 12, 2022

One of the things we do at Validea is track a variety of ETF based risk management approaches that utilize different methods to diversify equity portfolios. Here is a look at what has worked from a risk management perspective in our quantitative ETF portfolios this year, and what has not. Permanent Portfolio – Grade: C.

Risk Management 115

Risk Management Management Asset Allocation Portfolio 115

Random Roger's Retirement Planning

OCTOBER 27, 2024

Portfolio 1 includes an S&P 500 index fund to provide a little, regular equity market growth. After ten years you can see how much is still in each portfolio. Even Portfolio 2 which compounded negatively and with a 10% withdrawal rate might still have four more years of life in it.

Portfolio 52

Portfolio Accounting Retirement Retirement Planning 52

Truemind Capital

NOVEMBER 8, 2024

Equity markets corrected by more than 50% in 2000-01 and more than 60% in 2007-08 which lasted for 1.5-3 Looking closely at your portfolio allocation should be done at all times and not just when the market corrects. For the sustainable long-term progress of financial markets, corrections are healthy and useful.

Marketing 52

Marketing Marketing Asset Allocation Valuation 52

Truemind Capital

JULY 5, 2024

During the IT bubble in 2000, the majority believed that nothing could go wrong and we are entering a new millennium. The biggest mistake many investors make is not reducing equity exposure in their portfolio as per their asset allocation plan. Many are shocked when any of these risks raises its ugly head.

Asset Allocation 64

Asset Allocation Marketing Marketing Valuation 64

Trade Brains

APRIL 30, 2024

Ketan Parekh – Background and Foundation Famously known as a ‘Bombay Bull’ during 1999-2000, Ketan Parekh was a mentee of Harshad Mehta (who was also involved in another scam that shook the stock market in India). He had created a portfolio called K-10 which consists of top ten hit picks by Ketan Parekh himself. 750 million.

Marketing 105

Marketing Marketing Banking Management 105

The Chicago Financial Planner

FEBRUARY 5, 2022

Rams) won in 2000 and the market dropped. What impact have the solid stock market gains of the past three years had on your portfolio? Solid, well-managed active funds can also contribute to a well-diversified portfolio. View all accounts as part of a total portfolio. Some notable misses for the indicator include: St.

Investing 184

Investing Investments Financial Planner Risk Tolerance 184

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

Validea

OCTOBER 4, 2023

Variability of Returns Let’s use the S&P 500 and Russell 2000 indices as examples. As you may suspect, in the 1930s, early 1980s and during the 2000s, the rolling returns were below average and even negative, but after the market bottomed in these periods the rolling returns improved significantly. Patience pays off when investing.

Investing 119

Investing Investments Portfolio Assets 119

The Big Picture

OCTOBER 19, 2023

I run through 30 charts in 30 minutes that explain where we are in the economic cycle, what markets are doing, and what it means to their portfolios. This has enormous ramifications for everything from our portfolios, policies and politics… See also , Failures’ Fallout (Mehlman, August 21, 2021) Teens Spend Average of 4.8

Media 350

Media Economy Economics Wealth Management 350

Darrow Wealth Management

MARCH 6, 2023

Since 1926, stocks were down four consecutive years only once (between 1929 and 1932), three years in a row twice (latest being 2000 to 2002), and one instance of back-to-back losses (between 1974 and 1975). But regardless of the point of entry, over time, a diversified portfolio has produced positive returns.

Marketing 86

Marketing Marketing Wealth Management Portfolio 86

Validea

AUGUST 5, 2022

The Russell 2000 has declined 32% from its November 2021 high through June 2022—worse than the S&P 500’s 24% drop. And the Russell 2000 is now up 14.3% That’s led some strategists to advise investors to overweight their portfolios with small-caps, the article reports.

Valuation 59

Valuation Manufacturing Economics Sales 59

Aleph

DECEMBER 22, 2022

Think of our last two major crises, the Great Financial Crisis (2008) and the Dot-Com Bubble (2000). Most of the market is passive investing when aggregated, which leaves more opportunity for those that are willing to take chances on a portfolio that is not index-like in the slightest. Yes, there were many who did so.

Portfolio 59

Portfolio Assets Management Investing 59

Random Roger's Retirement Planning

SEPTEMBER 6, 2024

I might argue longer than two years considering the bear market from 2000 took 30 months to find a bottom. Also the 2000's being a bumpy ride to nowhere for the S&P 500 might lead people to view this part more conservatively too. Starting with a hyperbolic example.

Retirement 45

Retirement Math Portfolio Investing 45

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. A diversified portfolio does not assure a profit or protect against loss in a declining market. The S&P 500 fell 0.8%

Marketing 93

Marketing Marketing Economy Transportation 93

Random Roger's Retirement Planning

JULY 14, 2023

This group recently grew to 30% of the index so if you don't have 30% of your portfolio in those names, you are very likely lagging behind the index. We talk about this all the time, no portfolio strategy is perfect. If you have 30% of your portfolio in those seven names then you are exposed to a lot of risk right now.

Portfolio 73

Portfolio Risk Management Taxes Accounting 73

The Richer Geek

JUNE 28, 2023

In 2000 he and his wife brought triplets into the world which inspired him to challenge traditional financial planning advice. In 2000 he and his wife won the baby lottery by having triplets which inspired him to challenge the traditional financial planning advice of Wall Street. Welcome back to another episode of the richer geek.

Financial Planning 52

Financial Planning Taxes Assets Planning 52

Investing Caffeine

AUGUST 2, 2024

The lesson of the year 2000 technology bubble bursting taught a generation of investors that getting overly concentrated in a single sector of technology stocks can be seriously dangerous to your wealth and financial well-being. down -17% for NVDA since the June peak), diversification benefits are pushed to the forefront.

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CFP Investing Investments Economy 52

The Big Picture

FEBRUARY 14, 2024

I’m Barry Ritholtz, and on today’s edition of At the Money, we’re gonna discuss whether war and inflation 20 somehow adds up to higher portfolio prices. But not only did he turn out to be right, by 2000, the move was 1000%. The answer might surprise you. A 500% move in the stock market. And all the rest.

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Marketing Marketing Government Numbers 312

Trade Brains

OCTOBER 22, 2024

JSW Energy started in 2000 with two 130 MW thermal plants in Karnataka. The company’s portfolio includes 3,508 MW thermal, 2,152 MW wind, 1,391 MW hydel, and 675 MW solar power. About the Company JSW Energy, a leading private power producer in India, belongs to the USD 24 billion JSW Group. JSW Energy currently constructs 2.1

Commission 52

Commission Investment Advisor Consulting Investing 52

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

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