2004 Numbers Portfolio Management 
Random Roger's Retirement Planning
AUGUST 17, 2023
The title tells you the author's conclusion, Why Your Portfolio Should Hold Way More Than 30 Stocks. This article obviously favors more stocks but an interesting thing not said was at what number would it make sense to just flip from individual holdings to mutual funds and ETFs. The yellow line stock goes back to 2004.
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. 00:06:36 [Speaker Changed] So in, in 2004, I joined Morgan Stanley equity research. That was great.
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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. MARTA NORTON, CHIEF INVESTMENT OFFICER, MORNINGSTAR INVESTMENT MANAGEMENT: Right. NORTON: Yeah.
The Big Picture
OCTOBER 17, 2023
Graham Foster] : 00:02:54 That was a number, that was number theory, pure number theory. And whether it’s all numbers or even numbers. Some people look at a casino as entertainment and hey, we’re gonna spend X dollars, pick a number, 500, 2000, whatever it is. Number one, longevity.
Brown Advisory
MAY 31, 2017
We have a number of reasons for our renewed comfort level: Improving economy: The weakness of Europe’s macroeconomic outlook in recent years was one of the primary red flags we saw for European stocks. stocks since the middle of 2004. large-cap managers have been able to beat the market consistently. is not particularly notable.
Brown Advisory
MAY 31, 2017
We have a number of reasons for our renewed comfort level: Improving economy: The weakness of Europe’s macroeconomic outlook in recent years was one of the primary red flags we saw for European stocks. stocks since the middle of 2004. large-cap managers have been able to beat the market consistently. is not particularly notable.
Brown Advisory
APRIL 1, 2015
In the private company world, total venture capital financings reached $59 billion last year, up from about $23 billion in 2004, according to PitchBook’s 2015 venture industry annual report. These extremes pose a serious challenge for portfolio managers because they can distort the benchmark indices against which portfolios are compared.
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