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Levered Long

The Irrelevant Investor

I had Nick Maggiulli run some numbers for me on what a 60/40 levered portfolio would have done compared to the unlevered version. The chart below shows that the composition of the original 60/40 portfolio varies wildly. Near the stock market bottom in 2009, bonds were almost 90% of the portfolio! But there is a catch.

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Transcript: Marta Norton

The Big Picture

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. So there are a number of us heading in out of college into the BLS. I was on the Producer Price Index.

Portfolio 130
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Market Commentary: Fed, Earnings, Job Gains Support a Young Bull Market

Carson Wealth

Stocks gained for the second week in a row, as strong earnings, a dovish Fed, and a “Goldilocks” job number sparked buying. The April jobs number showed a healthy job market while easing concerns that the economy is overheating. The overall inflation numbers, including for core inflation, can hide what’s happening beneath the surface.

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Yes Bank’s turn around? From Struggle to Strength

Trade Brains

Company outlook Of Yes Bank Yes Bank was established as a private sector bank in 2005 by Ashok kapur and Rana kapoor. After that Rana kapoor took incharge of Yes bank, being an ambitious man Rana kapoor wanted to make Yes bank the number 1 private bank in India. Will it come back to its normal position in this competitive world?

Banking 105
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Shrinking Slices, More Options, And Saying No

The Irrelevant Investor

That's the number of global funds launched between January 2005 and 2013. Just to be clear, that is not the number of funds in existence over that period, it's the number of brand new funds. Fifty-seven thousand, five hundred and twelve. Investors appear to ask themselves, "Have I heard of these stocks?"

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Market Commentary: Fundamentals May Be Aligned for Solid Stock Gains in 2024

Carson Wealth

The third quarter’s blockbuster productivity data follows a hot number from the prior quarter, when productivity rose 3.5% (annualized). Higher wages can result from higher productivity in any number of ways, including businesses introducing more machines or organizing work more efficiently. Since 2020, productivity has averaged a 1.4%

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Market Commentary: Good News Is Good News

Carson Wealth

Even the year-over-year rate, which partly relies on year-old numbers that aren’t relevant anymore, came in at 2.9% average between 2005 and 2019 and closer to the late 1990s. A diversified portfolio does not assure a profit or protect against loss in a declining market. in December. That’s down from 4.9% one year ago.