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How to prepare your portfolio for the uncertain future?

Truemind Capital

In this blog, I am going to give you insights on the important aspects of investment management employed by the best investors and how we can use them to maximize our portfolio returns besides minimizing the risk. Use tactical allocation to make your portfolio future-ready. Be Cautiously Optimistic.

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Market Commentary: Bull Keeps Going, 15 Years Since Global Financial Crisis

Carson Wealth

The S&P 500 fell an eventual 57% from its October 2007 peak before bottoming on March 9, 2009, and finally ending the global financial crisis (GFC) bear market. Yet, longer-term investors have once again been rewarded for sticking to their investment plans.

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Managing Liquidity in the Coronavirus Market

Brown Advisory

For the past year, we have been preparing client portfolios for the end of the extended bull market run that began in 2009—building cash and liquidity reserves, and also exploring opportunities in private and alternative asset classes that historically have offered lower correlation with public markets.

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Managing Liquidity in the Coronavirus Market

Brown Advisory

For the past year, we have been preparing client portfolios for the end of the extended bull market run that began in 2009—building cash and liquidity reserves, and also exploring opportunities in private and alternative asset classes that historically have offered lower correlation with public markets. Source: BLOOMBERG. .

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Five Sources of Alpha in an Aging Market Cycle

Brown Advisory

During this period, those who owned public equities and fixed income as the core of their portfolios were generally rewarded. We believe that public equities and fixed income should always be the bedrock of most long-term investment plans, but there are other ways to earn alpha that are largely independent from the market’s movements.

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Five Sources of Alpha in an Aging Market Cycle

Brown Advisory

During this period, those who owned public equities and fixed income as the core of their portfolios were generally rewarded. We believe that public equities and fixed income should always be the bedrock of most long-term investment plans, but there are other ways to earn alpha that are largely independent from the market’s movements.

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A Timeline of Some of The Best Investment Books

The Irrelevant Investor

Fisher, 1958 The Money Game - George Goodman, 1967 A Random Walk Down Wall Street - Burton Malkiel, 1973 Manias, Panics, and Crashes: A History of Financial Crises - Charles Kindleberger, 1978 The Alchemy of Finance - George Soros, 1987 Market Wizards - Jack Schwager, 1989 Liar's Poker - Michael Lewis, 1989 101 Years on Wall Street, An Investor's Almanac (..)