The Big Picture

DECEMBER 19, 2023

There are about 13 different portfolio managers each focused on a different sub-sector. They run long short across each of these, and they’ve put up some pretty impressive numbers over the past couple of years. I got an internship at a investment fund in Baltimore, and this was 2002 at the time. What was it like there?

Healthcare 162

Healthcare Portfolio Management Investing 162

The Irrelevant Investor

JANUARY 12, 2022

If we start from 1950, that number collapses to 16.5%. Since 1950, the market fell 40% three times; 1974, 2002**, and 2009. The most important thing is to build a portfolio that can capture the upside while allowing you to sleep at night during the inevitable downside. There is not a universal portfolio.

Marketing 52

Marketing Marketing Numbers Portfolio 52

The Big Picture

FEBRUARY 13, 2023

And then in ‘94 and ’98, you know, all had a different stream to 2002. And like I say, that’s part of why it’s translated to a number of people coming to BlackRock and be with me today. RIEDER: So I had known Larry Fink and Rob Caputo, our CEO and president, for a number of years. So yeah, man, that was the idea.

Economy 147

Economy Numbers Marketing Marketing 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

Random Roger's Retirement Planning

DECEMBER 12, 2024

I have no idea if Blackrock has the correct numbers or not but it hits on what we talk about all the time here in terms of barbelling risk or volatility, depending on how you look at it, and understanding the role that various holdings offer to a portfolio. There is nothing compelling for me from the 33/67 portfolio.

Portfolio 52

Portfolio Numbers Clients Retirement 52

Validea

NOVEMBER 29, 2023

And so even though current portfolio values might be down, the expected future returns are higher. Felix outlines a number of ways to combat the cost of pessimism, including checking your investments less frequently and finding ways to automate your investing contributions, among others. Take 2022 and 2023 as an example.

Investing 64

Investing Investments Risk Tolerance Financial Advisor 64

The Irrelevant Investor

JANUARY 31, 2017

Not bad for a market neutral portfolio. In his last year, 2002, he paid his brokers $14.3 He said, "Returns, although respectable, had declined in 2001 and 2002. That's Such a crazy large number that it's hard to comprehend exactly what that even means. before fees and 14.1% Three trillion dollars.

Assets 52

Assets Clients Investing Investments 52

Carson Wealth

JUNE 5, 2023

That’s a solid job growth number but a step down from reports through April. This measures the number of people working as a percentage of the civilian population. This still leaves it higher than at any point between 2002 and 2022. This still leaves it higher than at any point between 2002 and 2022.

Economy 52

Economy Numbers Compliance Banking 52

Trade Brains

JANUARY 24, 2024

The number of taxpayers having an income of > Rs. Business Overview Established in 2002, Anand Rathi Wealth Limited (ARWL) commenced operations as an AMFI-registered Mutual Fund Distributor. This dual approach broadens ARWL’s market reach, creating a resilient portfolio. in FY18 to 15.2% Additionally, nearly 25.7%

Wealth Management 59

Wealth Management Clients Distribution Assets 59

The Big Picture

SEPTEMBER 23, 2024

They have a number of businesses that they’ve taken over through the debt side of the equation. With a number of different people leading different departments. 00:11:07 [Speaker Changed] That’s a giant number 00:11:08 [Speaker Changed] In the early nineties. 15 businesses with over 90,000 employees.

Banking 147

Banking Investing Investments Assets 147

Brown Advisory

SEPTEMBER 6, 2022

The Elephant in the Portfolio The global semiconductor industry is a poster child for the capital cycle and we have meaningful investments here. However, there is an important nuance in that more players have exited than the limited number who entered over time due to high barriers to entry and exit. Recently governments in the U.S.,

Investing 52

Investing Investments Insurance Ethics 52

Trade Brains

NOVEMBER 28, 2022

Buy the dip’ has burnt holes in the portfolios prompting investors to wonder where to invest. Avenue Supermarts, the holding company of the supermarket chain DMart was launched in 2002 in Powai, Mumbai. It is the fourth-largest pharma company in India and has a broad portfolio of over 150 products from 15 therapeutic lines.

Pharmaceutical 52

Pharmaceutical Healthcare Retail Food 52

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

The Big Picture

OCTOBER 15, 2024

Am I getting those numbers about right? And so you had this massive amount of money there and because these guys were so big, when they would hedge their mortgage portfolios, it would move all the global fixed income. ’cause you’re coordinating just massive numbers of things and production and, and all sorts of stuff.

Government 147

Government Electronics Engineering Management 147

Brown Advisory

JUNE 16, 2022

We remain highly dubious of price-to-earnings ratios as a proxy for value given earnings can be distorted by “creative” accounting and the measure embeds a range of factors into a single number. 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

Brown Advisory

MAY 10, 2018

In this article, our head of asset allocation discusses how we are managing trade risk, while still embracing global growth opportunities in our portfolios. As a result, our portfolios currently seek exposure to asset classes and holdings with less dependency on foreign trade. We need to build portfolios on a foundation of facts.

Economy 52

Economy Portfolio Clients Sales 52

Brown Advisory

MAY 10, 2018

In this article, our head of asset allocation discusses how we are managing trade risk, while still embracing global growth opportunities in our portfolios. As a result, our portfolios currently seek exposure to asset classes and holdings with less dependency on foreign trade. We need to build portfolios on a foundation of facts.

Economy 52

Economy Portfolio Clients Sales 52

Carson Wealth

MAY 22, 2023

Those new lows took place in 2002 before a generational three-year bear market and before the COVID-induced bear market and a 100-year pandemic. However, there’s a lot of pent-up demand due to a record number of people ages 25-34 , which is prime homebuying age. on average. So, inventory is low in the existing home sales market.

Marketing 52

Marketing Marketing Economy Economics 52

Trade Brains

SEPTEMBER 12, 2022

Rain Vikas Nigam traces back its origin to 2002. It has a well-diversified lending portfolio with more than 20 business lines. While there are some novice trading strategies that advise picking stocks trading near rounded-off numbers. In addition to this, it has also commissioned multiple metro-rail projects. 352 and Rs.

Banking 52

Banking Manufacturing Commission Retail 52

Mr. Money Mustache

MAY 20, 2022

It’s quite similar to owning a portfolio of rental houses spread throughout the world: while house prices fluctuate all the time in different cities, the total rent paid by a group of thousands of tenants will tend to remain pretty stable and just rise at the rate of inflation.

Marketing 53

Marketing Marketing Retirement Investing 53

Trade Brains

OCTOBER 5, 2022

By 2002, Baba Ramdev was popularizing yoga among Indians through the medium of television and his mass yoga camps. The company has a robust portfolio of brands like Ruchi Gold, Mahakosh, Nutrela, Sunlight, Sunrich, and Ruchi Star. Therefore, the above table represents numbers from its standalone statements. Oil Palm Plantations.

Food 52

Food Manufacturing Distribution Retail 52

The Big Picture

AUGUST 29, 2022

I mean, I could count them on one hand the number of people who have his depth of knowledge in this space. And so, I was doing that in 2000, 2002, 2003, 2004. I — I couldn’t believe the numbers. RITHOLTZ: So — so they, at one point in time, were the number one fund in a lot of specific categories.

Assets 173

Assets Management Marketing Marketing 173

The Irrelevant Investor

JANUARY 21, 2021

I started with a diversified portfolio that eventually went the way of FAANG; however, over the past 3-4 years I’ve gravitated around the highest growth companies out there.If The number of tech stocks exploded from under 300 at the beginning of 1995 to 952 at the bubble's peak. Sound familiar?

Sales 52

Sales Valuation Marketing Marketing 52

Brown Advisory

APRIL 1, 2015

In Engines That Move Markets, a 2002 book about the cycles of technology investing, Alasdair Nairn defines “bubbles” as periods when investors appear to suspend rational valuation, much as they had during the dotcom craze shortly before the book was published. Not only have U.S. So, it may be a good time to revisit the bubbles theme.

Investing 52

Investing Investments Valuation Assets 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. So what were the numbers like after World War 1 and after World War 2? We’ve spent – depending on whose numbers you rely on – 4, 5, 6 trillion dollars.

Marketing 317

Marketing Marketing Government Numbers 317

The Big Picture

OCTOBER 19, 2022

He is the managing director of Vanguard’s Financial Advisor Services Division, where he began back in 2002. And Wall Street didn’t work out for a variety of reasons, but I ended up working sort of an adjacent industry in the portfolio management software business, and really wasn’t where my passion was.

Financial Advisor 286

Financial Advisor Clients Taxes Investing 286

The Big Picture

MARCH 27, 2023

She was a partner and a portfolio manager at Canyon Capital, a firm that runs currently about $25 billion. But it’s interesting that you really can pinpoint the difference in return because there’s this sort of impatient or overzealousness in trading your portfolio. RITHOLTZ: There’s safety in numbers.

Assets 285

Assets Investing Investments Management 285

Random Roger's Retirement Planning

MARCH 24, 2024

In Saturday's post we touched on all-weather portfolios and assumed a lot of overlap with the Permanent Portfolio (PP). All-weather and PP are in Portfoliovisualizer's dropdown choices for portfolios to study. All-weather and PP are in Portfoliovisualizer's dropdown choices for portfolios to study. I think it can.

Portfolio 98

Portfolio Management Taxes Numbers 98

The Big Picture

DECEMBER 12, 2023

And because my mother and grandmother were looking at these trying to figure out what was going on, I was curious about the sea of numbers. And 00:28:03 [Speaker Changed] That’s an amazing number. 00:49:30 [Speaker Changed] I bought it around 2000 and it crashed around 2002. If it’s a cyclical low Yeah.

Management 264

Management Investing Investments Retail 264

The Big Picture

APRIL 18, 2023

Both in terms of the aggregate revenue of our company, size of our portfolio, we’re probably now something like 150 total investments, many hundreds of billions of revenue, hundreds of thousands of employees if you add up all of the companies in which we’re invested. And so, that didn’t happen until 2002. RITHOLTZ: Right.

Assets 162

Assets Investing Investments Valuation 162

Sara Grillo

FEBRUARY 13, 2023

Richey’s research found that found a “Vice Fund” produced a greater risk-adjusted return over the market portfolio (Richey, 2016, as per Swedroe, 2016). Third, share prices dropping doesn’t tick off the executives who hold large amounts of company stock because often their compensation is determined by the number, not price, of shares.

Investing 72

Investing Investments Clients Portfolio 72

Brown Advisory

APRIL 1, 2020

We believe that the current environment offers a number of strategic planning opportunities to improve your financial plan, enhance wealth transfers to heirs or charities, minimize the impact of income taxes and broadly help you advance your progress toward long-term goals. We are working to help you take those steps forward.

Strategic Planning 52

Strategic Planning Planning Marketing Marketing 52

Brown Advisory

APRIL 1, 2020

We believe that the current environment offers a number of strategic planning opportunities to improve your financial plan, enhance wealth transfers to heirs or charities, minimize the impact of income taxes and broadly help you advance your progress toward long-term goals. We are working to help you take those steps forward.

Strategic Planning 52

Strategic Planning Planning Marketing Marketing 52

Random Roger's Retirement Planning

MAY 6, 2024

Based on those numbers alone which go back to 1999, yeah, I want to learn more. That is not a bad result but might be less than you'd think when looking at the CAGR numbers. In 2000, BPLSX outperformed by 69%, in 2001 it outperformed by 37%, 22% in 2002 and 46% in 2009. Here's the year by year though.

Assets 98

Assets Taxes Portfolio Management 98

Random Roger's Retirement Planning

JANUARY 1, 2025

Barron's has an article about how to protect your portfolio , er sort of. Basically, after a couple of quotes from William Bengen, father of the 4% rule, about his tactical portfolio currently being 37% allocated to equities, there are a couple of suggestions from William Bernstein about just having less equity exposure. Portfolio No.

Retirement 52

Retirement Portfolio Clients Assets 52

The Big Picture

MAY 21, 2024

So it’s got this math angle where it, you know, it’s all numbers, but then there’s this behavioral angle and psychological angle where, you know, it’s, it’s kind of a fun problem to tackle. It’s kind of a silly number, but people are going to think you’re smart or dumb based on that number.

Numbers 147

Numbers Management Banking Marketing 147

The Big Picture

APRIL 11, 2023

DAMODARAN: I am interested in numbers. I’m naturally a numbers person. To me, storytelling is much more — I mean, if you think about the history of humanity, for thousands of years, the way we pass down information was with stories, not numbers. It has allowed for this acceleration of number crunching.

Valuation 298

Valuation Education Numbers Government 298