Darrow Wealth Management

FEBRUARY 9, 2025

So historically, every $1 million invested would yield annual dividend income of $19,800 on average… before tax. If you own 10,000 shares, you receive $40,000 in dividend income (before taxes) and have a portfolio currently worth $2M. Over the last 30 years, the S&P 500’s average dividend yield was 1.98%.

Retirement 67

Retirement Asset Allocation Taxes Portfolio 67

Brown Advisory

MAY 31, 2017

EUROPEAN RE-ENTRY: Why We Are Shifting Portfolios Toward European Stocks achen Thu, 06/01/2017 - 02:47 Asset allocation—at least for us—is an exercise in nuance. We move slowly and carefully when it comes to shifting our portfolios away from one asset class or region and toward another. stocks since the middle of 2004.

Portfolio 52

Portfolio Asset Allocation Valuation Economics 52

Brown Advisory

MAY 31, 2017

Asset allocation—at least for us—is an exercise in nuance. We move slowly and carefully when it comes to shifting our portfolios away from one asset class or region and toward another. We maintain a model portfolio internally to track the results of our asset allocation stances. stocks since the middle of 2004.

Portfolio 52

Portfolio Asset Allocation Valuation Economics 52

The Big Picture

JUNE 6, 2023

So, you start the blog in 2004, more or less. Once you have your asset allocation dialed in, your automatic contributions dialed in, all the basics, then you can move on. Have I managed my asset allocation and my investment fees? We’d rather dream about having 10 million then start investing $100 a week.

Accounting 130

Accounting Numbers Budgeting Financial Counseling 130

Random Roger's Retirement Planning

DECEMBER 22, 2023

There's a lot of neat things about 19+ years of blogging, I started in Sept 2004, including circling back around to ideas that we started talking about a longggggg time ago. They are not intended to constitute legal, tax, securities or investment advice or a recommended course of action in any given situation.

Portfolio 74

Portfolio Asset Allocation Accounting Management 74

The Better Letter

FEBRUARY 28, 2025

Friends was a television ratings juggernaut for ten seasons from 1994-2004. “Three basic investment principles inform asset-allocation decisions in well-constructed portfolios. Third, sensible investors create portfolios with concern for tax considerations. Of course, it’s a pickup line. .

Portfolio 65

Portfolio Asset Allocation Investing Investments 65