Random Roger's Retirement Planning

JUNE 5, 2024

Starting back in 2007 or 2008 I wrote about his barbell portfolio idea that goes very high risk with 10% of the portfolio in search of asymmetric returns and then very conservative with the other 90%. The returns generated from the 10% could almost be enough for the entire portfolio. Here's an example of the effect.

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Fortune Financial

AUGUST 16, 2021

One topic I have not touched on in a while is portfolio construction, so I wanted to dedicate this post to the reasons why a sector-neutral portfolio makes sense, and to give investors some ideas for creating their own. The first step is to decide how many positions you want to hold in the portfolio.

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The Big Picture

SEPTEMBER 12, 2022

I wasn’t that typical person that did a number of, you know, internships during the summer, had that …. At Citi, in 2007, fantastic timing, you take over as Head of Structured Solutions. And so, 2007, I came over to Citi. And ultimately, to make a very long story short, I fell in love with derivatives. You mentioned 8.5

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Random Roger's Retirement Planning

OCTOBER 15, 2022

So it is with portfolio construction. The basic, most elementary portfolio construction is 60/40 equity/fixed income. Yahoo Finance has the Vanguard Balanced Index Fund (VBAIX), a proxy for a 60/40 portfolio, down 22.6% Anything unique that an incident calls for builds off the basics. this year versus down 24.8%

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Brown Advisory

SEPTEMBER 21, 2022

Resilience is Core to Sustainable Portfolio Construction mhannan Wed, 09/21/2022 - 10:50 As crucial as sustainability may be to investors and companies alike, gauging the long term resilience of their business model is just as important. Sustainable International Leaders views resilience as a crucial lens through which to analyze businesses.

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Brown Advisory

SEPTEMBER 21, 2022

Resilience is Core to Sustainable Portfolio Construction. While the old adage “only time will tell” generally refers to a future outcome, it is apropos of our belief that a truly sustainable portfolio must consist of businesses that have proven to be resilient under a variety of macroeconomic circumstances. Wed, 09/21/2022 - 10:50.

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Brown Advisory

MARCH 9, 2018

We believe that our approach to building sustainable bond portfolios, in which we use green bonds alongside other bonds with attractive environmental and social characteristics, is an effective way to achieve our clients’ investment and sustainability objectives. It has the largest voluntary renewable portfolio of any U.S.

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Brown Advisory

MARCH 9, 2018

Income and Impact: Adding Green Bonds to Investment Portfolios. We believe that our approach to building sustainable bond portfolios, in which we use green bonds alongside other bonds with attractive environmental and social characteristics, is an effective way to achieve our clients’ investment and sustainability objectives.

Portfolio 52

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Carson Wealth

SEPTEMBER 23, 2024

If they are cutting due to a panic (think March 2020) or due to a recession (like in 2001 or 2007) potential trouble could indeed be lurking. Yes, 2001 and 2007 are in there, as you’ve probably heard many times the past week if you’ve watched financial media at all. First things first, why are they cutting? on average.

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Trade Brains

JULY 27, 2022

The company offers a comprehensive portfolio of ICT solutions for businesses in India under the brand name Tata Tele Business Services (TTBS). Moreover, it follows a progressive approach of partnering with businesses as their trusted technology enabler, empowering them with a comprehensive portfolio of connectivity and digital solutions.

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Validea

FEBRUARY 17, 2023

Quick Links Warren Buffett Portfolio High Momentum Stocks Low Volatility / Conservative Stocks Using yearly Bloomberg surveys from 2000-2021, Barron’s found that the median forecast among the economists, money managers, independent research firms, and other organizations surveyed was 0.99% off in either direction from the actual year-over-year GDP.

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Random Roger's Retirement Planning

DECEMBER 3, 2023

The basic mechanics of CEFs is they are exchange traded but unlike ETFs which create or redeem shares based on money coming and going, CEFs have a fixed number of shares so open market buying and selling can cause the market price of the fund to deviate widely from the net asset value (NAV), the actual value of the holdings.

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The Irrelevant Investor

MARCH 5, 2022

(By Dror Poleg) A stock price reflects a balance between buyers and sellers, and in Sberbank’s case there are no buyers (By Marc Rubinstein) The confusion of seeing my portfolio go up with increasing COVID cases and rising uncertainty is something that I will never forget. (By

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Random Roger's Retirement Planning

AUGUST 3, 2024

Basically you allocate most of a portfolio to beta, plainer vanilla, not necessarily just Vanguard Balanced Index Fund (VBAIX) but you could and then add some sort of alpha seeking strategy on top of the beta. The fund has been around since 2007. The 2022 numbers are pretty consistent with previous blog posts.

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Random Roger's Retirement Planning

JULY 8, 2023

Barron's had a fun article that looked at some ideas from William Bernstein titled The Trick To A Bullet Proof Portfolio? Based on the title, it would seem to be in the neighborhood of creating an all-weather portfolio which we've looked at in several different forms over the course of my full 19 years of blogging.

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Random Roger's Retirement Planning

DECEMBER 10, 2023

A little more specifically the need for diversified portfolios persists with the implication that bonds are the way to get this done. This chart contributes to the logic supporting a 60/40 portfolio. Do you want that kind of volatility from the fixed income in your portfolio? Portfolio 2 above has 65% in growth.

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Validea

JANUARY 27, 2023

That’s the biggest yearly profit scored by a hedge fund manager ever, beating John Paulson’s 2007 $15 billion record. Over the last few years the hedge fund has moved up the rankings, coming in at number 2 in 2021. The top 20 managers of 2022 made gains of $22.4 return for their investors. The top 20 managers of 2022 made gains of $22.4

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The Big Picture

OCTOBER 31, 2023

And now we have a number of different hedge funds, some we have in the macro, we have multi-Strat, we have point hedge funds with in technology in the healthcare field. You’re, you are adding more private and illiquid stocks to your portfolio. And so we’ve built out over $20 billion hedge fund, liquid alt business.

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Random Roger's Retirement Planning

OCTOBER 28, 2024

When they talked about portfolio allocations he said they want to have enough in managed futures to have an impact on the portfolio. He pegged that number at 25% or 33% but conceded even 5-10% could help. Portfolio 1 as follows Portfolio 2 is 50% VOO and 50% iShares 7-10 Year Treasury ETF (IEF). versus 0.24

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Trade Brains

OCTOBER 17, 2023

20,000 is not just a number; but happiness for many. Nifty 50 first hit 10,000 on July 26, 2017, and it took years to double that number. The best month for Nifty50 returns was in May 2009, with an impressive 28.07%, and October 2007 was also remarkable, with a 17.51% gain. Before this, Nifty’s highest point was 19,991.85

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Carson Wealth

JANUARY 22, 2024

While new highs were set before bear markets in 1987, 2000, 2007, and 2020 in recent memory, the market has also made spectacular gains following new highs. We believe the first interest rate cut may come in May, unless inflation data over the next six weeks surprises to the downside or we get terrible payroll numbers.

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Random Roger's Retirement Planning

JULY 15, 2024

Usually a replication strategy will build a portfolio based on reported hedge fund holdings filed on a 13f or in the case of managed futures will sample maybe the ten biggest futures markets believing they can get 90% (or some high number) of the full effect, do it for cheaper such that the cost advantage ends up being the difference in performance.

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The Big Picture

SEPTEMBER 3, 2024

Heather comes from with a fascinating background, having previously been in a number of other places, most notably Morningstar, and, and she has a very specific approach to investment management and thinking about stock selection. They do a number of things at Diamond Hill that many other investment shops don’t.

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The Irrelevant Investor

JUNE 15, 2019

Automatic enrollment has tripled since 2007. These numbers are pretty encouraging. The biggest takeaway for me here is the cash number. Inside a retirement account, I can't think of a good reason why 9% of your portfolio should be earning next to nothing. That number fell to 19% in 2018. This is a beautiful chart.

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James Hendries

JUNE 20, 2023

As the economy is likely downshifting, investors should take heed that the Federal Reserve’s (Fed) current stance is eerily similar to early 2007. As such, we don’t think it will be long before official government numbers reflect the decrease in rent prices. A Lot Can Change in a Few Quarters So, why bring up a Fed statement from 2007?

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Carson Wealth

NOVEMBER 13, 2023

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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Trade Brains

JULY 10, 2022

List of Best Blue Chip Companies in India: If you start counting the numbers, you’ll find that the stocks can be categorized into many groups. On the other hand, I like investing in a diversified portfolio. I know the rule of large numbers , Gaurav. That’s true, dude. Gaurav challenged me with his witty reply. “

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Brown Advisory

JULY 1, 2016

Since equities typically comprise the largest single component of a balanced portfolio, they are the greatest single determinant of overall returns for institutional and private clients alike. Still, investors need to incorporate a reasonable long-term assumption into their portfolio projections. the “real” return).

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Brown Advisory

JULY 1, 2016

Since equities typically comprise the largest single component of a balanced portfolio, they are the greatest single determinant of overall returns for institutional and private clients alike. Still, investors need to incorporate a reasonable long-term assumption into their portfolio projections. the “real” return). Key Factors.

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Random Roger's Retirement Planning

JULY 24, 2024

A few days ago I bagged on a strategist from Vanguard for telling investors to stick with bonds in a 60/40 portfolio allocation. In that post we put together a 60/10/10/10/10 portfolio with just 10% to bonds and the other 10% sleeves into different alts that each represented uncorrelated return streams.

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Trade Brains

FEBRUARY 1, 2024

The company’s portfolio consists of payment acquisition (online and offline through a SoftPoS), payment issuance and remittances, and relevant infrastructure. The number of transactions grew by 20.4% The revenue growth was mainly due to an increase in the number and value of transactions. 4447 billion. crore in FY22 to Rs.

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The Big Picture

JULY 11, 2023

And I remember being on the phone thinking, as the PMs were asking questions about cash flows and things, I was thinking, you’re asking all the wrong questions about whether this portfolio will perform because it’s things like down payment. ” Who are the number one users of TurboTax? It’s the CPAs.

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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.

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Brown Advisory

SEPTEMBER 22, 2017

Hundreds of academic studies and thousands of media commentaries have taken different angles on this issue, with the conversation centered on one key question: Does the incorporation of ESG factors in portfolios help, hurt, or do nothing to returns? Can we also generate predictable utility from managing portfolios around an "ESG factor?"

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Brown Advisory

SEPTEMBER 22, 2017

Hundreds of academic studies and thousands of media commentaries have taken different angles on this issue, with the conversation centered on one key question: Does the incorporation of ESG factors in portfolios help, hurt, or do nothing to returns? Can we also generate predictable utility from managing portfolios around an "ESG factor?"

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Carson Wealth

SEPTEMBER 9, 2024

from 2005-2007. The “insured unemployment rate,” which measures the number of unemployed people continuing to receive unemployment benefits as a percent of covered employment, is at 1.2% – above where it was pre-pandemic. A diversified portfolio does not assure a profit or protect against loss in a declining market.

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The Irrelevant Investor

JANUARY 31, 2017

Not bad for a market neutral portfolio. That's Such a crazy large number that it's hard to comprehend exactly what that even means. Since 2007, $1.5 For them, just as the cards in blackjack or the numbers at roulette seem to appear at random, the market appears to be completely efficient." before fees and 14.1%

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