The Big Picture

AUGUST 29, 2023

My Two-for-Tuesday morning train WFH reads: • Stock Pickers Never Had a Chance Against Hard Math of the Market : In years like this one, when just a few big companies outperform, it’s hard to assemble a winning portfolio. 2007-09 Great Financial Crisis 7. Businessweek ) but see With cash earning 5%, why risk money on the stock market?

Insurance 130

Insurance Math Economics Economy 130

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.

Portfolio 91

Portfolio Retail Investments Investing 91

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.

Portfolio 52

Portfolio Communication Numbers Financial Advisor 52

Truemind Capital

FEBRUARY 23, 2024

I am also seeing an increasing exposure to equity even in those portfolios where investors have a very low-risk appetite. Thinking about all this, I felt I had read about this and observed it in 2007. During times of euphoria and bubbles, a huge number of retail investors want to invest in the stock market.

Asset Allocation 98

Asset Allocation Marketing Marketing Assets 98

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

Clients 299

Clients Wealth Management Banking Investing 299

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%

Engineering 98

Engineering Portfolio Retirement Marketing 98

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.

Portfolio 52

Portfolio Manufacturing Investments Investing 52

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.

Portfolio 52

Portfolio Manufacturing Investments Investing 52

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.

Portfolio 52

Portfolio Investments Investing Government 52

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

Portfolio Investments Investing Government 52

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.

Marketing 96

Marketing Marketing Economy Economics 96

The Better Letter

MARCH 18, 2025

Both 2021 and 2022 each had 14 upsets; there were 10 upsets in 2023 and nine in 2024, if only three in 2007. Nigl’s bracket finally went bust on game 50 (the third game on the second weekend) when three seed Purdue defeated number two Tennessee, 99-94, in overtime. Between 1985 and 2024, there were 8.5 upsets per tournament (4.7

Numbers 75

Numbers Marketing Marketing Medicine 75

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.

Communication 113

Communication Engineering Media Government 113

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.

Portfolio Management 59

Portfolio Management Budgeting Economics Portfolio 59

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.

Portfolio 75

Portfolio Accounting Numbers Management 75

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

Economy 52

Economy Numbers Portfolio Marketing 52

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.

Portfolio 52

Portfolio Accounting Numbers Management 52

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.

Asset Allocation 74

Asset Allocation Math Portfolio Assets 74

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.

Portfolio 74

Portfolio Math Assets Retirement 74

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

Risk Management 59

Risk Management Management Investments Investing 59

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.

Management 162

Management Investments Investing Portfolio 162

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

Investments 59

Investments Investing Numbers Valuation 59

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.

Asset Allocation 52

Asset Allocation Portfolio Assets Management 52

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.

Investing 147

Investing Investments Management Valuation 147

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.

Asset Allocation 52

Asset Allocation Retirement Accounting Distribution 52

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.

Marketing 97

Marketing Marketing Economy Portfolio 97

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?

Marketing 52

Marketing Marketing Economy Communication 52

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%

Marketing 96

Marketing Marketing Economy Startup 96

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. “

Pharmaceutical 98

Pharmaceutical Manufacturing Insurance Banking 98

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).

Investments 52

Investments Investing Portfolio Assets 52

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.

Investments 52

Investments Investing Portfolio Assets 52

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.

Portfolio 52

Portfolio Taxes Numbers Marketing 52

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.

Management 222

Management Investments Investing Assets 222

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.

Investments 130

Investments Investing Clients Numbers 130

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.

Investing 59

Investing Investments Numbers Portfolio 59

The Big Picture

AUGUST 15, 2023

That’s a really easy portfolio to create. It allows you to understand, generally speaking, what is a reasonable beta for that whole portfolio. By the time I got there in ’92, they had a great venture portfolio and almost nobody else even understood what venture capital was. This is the summer of 2007.

Management 130

Management Investments Investing Government 130

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?"

Portfolio 52

Portfolio Investments Investing Management 52