The Big Picture

JANUARY 21, 2025

You would offer three of their stock picks where they were probably touting stocks they wanted to unload from their portfolio. But the numbers you can’t argue with, I mean, we all know that the brutal math of investing before costs investors collectively will earn the market return after costs. I did it in 2000, 2002.

Investing 147

Investing Investments Management Retirement 147

Random Roger's Retirement Planning

DECEMBER 11, 2024

If at the start of the year, someone put 100% into the Vanguard Balanced Index Fund (VBAIX) as a proxy for a 60/40 portfolio, then to employ a portable alpha strategy, they could use leverage to add something to hopefully make it additive to returns. The first from when I worked at Fisher Investments in 2002.

Portfolio 52

Portfolio Management Math Taxes 52

The Better Letter

MARCH 18, 2025

Duke math professor Jonathan Mattingly claimed the average college basketball fan has a far better chance of achieving bracket perfection than one in 9.2 In June 2002, electrician Mike McDermott won £194,501 on the UK National Lottery after correctly choosing five numbers and the bonus ball. quintillion. trillion.

Numbers 75

Numbers Marketing Marketing Medicine 75

Brown Advisory

JUNE 16, 2022

We discount each year at our 10% minimum weighted average cost of capital (WACC) and some infinite series maths gives us the basis for some rough approximations 2. Today the Global Leaders portfolio cash flow duration in real terms is in the 15 to 17-year range using this calculation. GAAP in 2002 7.

Investing 52

Investing Investments Accounting Valuation 52

The Big Picture

FEBRUARY 13, 2023

And then in ‘94 and ’98, you know, all had a different stream to 2002. But you know exactly how they’re going to interplay within a portfolio, hugely powerful. You know, it’s not the equity market, and I run some big equity portfolios, you know, different. Last year, it’s in our tactical portfolios.

Economy 147

Economy Numbers Marketing Marketing 147

The Big Picture

AUGUST 15, 2023

That’s a really easy portfolio to create. It allows you to understand, generally speaking, what is a reasonable beta for that whole portfolio. By the time I got there in ’92, they had a great venture portfolio and almost nobody else even understood what venture capital was. That allows you to do two things.

Management 130

Management Investing Investments Government 130

Mr. Money Mustache

MAY 20, 2022

It’s fun math – a 20% drop in prices means you get 25% more shares for your dollar, and a 50% drop means twice as many , or 100% more shares per dollar invested.). If you retire just BEFORE a big stock market crash, your first few months or years will drain your portfolio a bit more than you expected, until stock prices recover.

Marketing 53

Marketing Marketing Retirement Investing 53