Calculated Risk

AUGUST 31, 2022

Click on graph for larger image By vintage , for loans made in 2004 or earlier (1% of portfolio), 2.60% are seriously delinquent (down from 2.75% in June). So, Fannie is still working through a few poor performing loans from the bubble years.

Portfolio 328

Portfolio 328

Nerd's Eye View

APRIL 2, 2025

HiMaVs leverage the brain's natural preference for narrative and visual information by showing how a retirement income plan – such as a risk-based or guardrails-based strategy – would have fared during actual historical periods like the Great Depression, Stagflation of the 1970s, or the 2008 Global Financial Crisis.

Retirement 147

Retirement Clients Retirement Planning Marketing 147

Calculated Risk

OCTOBER 1, 2022

Click on graph for larger image By vintage , for loans made in 2004 or earlier (1% of portfolio), 2.48% are seriously delinquent (down from 2.60% in July). So, Fannie is still working through a few poor performing loans from the bubble years.

Portfolio 246

Portfolio 246

Calculated Risk

MARCH 27, 2023

Click on graph for larger image By vintage , for loans made in 2004 or earlier (1% of portfolio), 2.04% are seriously delinquent (down from 2.11% in January). So, Fannie is still working through a few poor performing loans from the bubble years.

Portfolio 246

Portfolio 246

Calculated Risk

JULY 29, 2022

Click on graph for larger image By vintage , for loans made in 2004 or earlier (1% of portfolio), 2.75% are seriously delinquent (down from 2.86% in May). So, Fannie is still working through a few poor performing loans from the bubble years.

Portfolio 246

Portfolio 246

The Big Picture

OCTOBER 7, 2022

If only the Fed didn’t do X, our portfolio would have been much better” seems to be a terrible approach to managing assets for clients. I am not a Fed hater or part of the crew that wants to “End the Fed.” All too often, Fed criticism is thinly-veiled excuse-making for underperforming alpha chasers. “If

Banking 336

Banking Economics Portfolio Assets 336

Abnormal Returns

MAY 1, 2023

ft.com) The amount of bank failures, measured by assets, rivals that of 2008. nytimes.com) ETFs Model portfolio shifts can have a big effect on ETF flows. (blockworks.co) Banks JP Morgan Chase ($JPM) is now the owner of First Republic. cnbc.com) The banking industry's 'crisis phase' may be over for now.

Financial Advising 244

Financial Advising Startup Banking Manufacturing 244

Calculated Risk

MARCH 1, 2024

For Fannie, by vintage, for loans made in 2004 or earlier (1% of portfolio), 1.62% are seriously delinquent (down from 1.67% the previous month). For loans made in 2005 through 2008 (1% of portfolio), 2.44% are seriously delinquent (down from 2.53%).

Portfolio 195

Portfolio 195

Abnormal Returns

DECEMBER 21, 2022

Markets Four things that mattered for portfolios in 2022. capitalspectator.com) Today's housing market is way different than 2008. morningstar.com) Gasoline prices are ending 2022 below where they were a year ago. compoundadvisors.com) Media stocks have had a miserable year. wsj.com) Amazon's ($AMZN) Fresh store push has stalled out.

Financial Advising 225

Financial Advising Media Economy Portfolio 225

The Chicago Financial Planner

JUNE 13, 2022

Ideally you’ve been rebalancing your portfolio along the way and your asset allocation is largely in line with your plan and your risk tolerance. You should continue to monitor your portfolio and make these types of adjustments as needed. Assess whether your portfolio has held up in line with your expectations. Focus on risk.

Risk Tolerance 188

Risk Tolerance Marketing Marketing Financial Planner 188

Random Roger's Retirement Planning

MARCH 26, 2024

Let's continue the conversation about all-weather generically and then the Cockroach Portfolio. First a comparison of the Permanent Portfolio Mutual Fund (PRPFX) versus a 60/40 portfolio comprised of two Vanguard mutual funds. Putting 20% in VIXM pretty much doomed that version of the portfolio.

Portfolio 93

Portfolio Management Banking Financial Planning 93

Nerd's Eye View

AUGUST 8, 2023

In this episode, we talk in-depth about how Lori built her in-depth investment knowledge while working with large institutions and endowments at wirehouse firms like Shearson Lehman Brothers and Citigroup Smith Barney, how Lori approaches portfolio management with an approach of "don't fix what isn't broken" and assumes most large portfolios she manages (..)

Investing 246

Investing Investments Financial Advisor Compensation Planning 246

The Big Picture

JUNE 19, 2023

Washington Post ) • Are You Making These 5 Common Portfolio Mistakes? Problem spots in real-world portfolios—and how to fix them. But where you live makes a huge difference, according to an analysis of home value data from Black Knight. Axios ) • AI Risk-Reward: AI risks, the future of oil, and some recent talks.

Portfolio 264

Portfolio Economics Sales Marketing 264

Darrow Wealth Management

FEBRUARY 26, 2025

During times of economic, financial, and political uncertainty, investors often wonder where to invest or what changes to make to their portfolio. The chart below shows what happened to fixed income (bonds) in 2008. The returns are normalized total returns of various bond indices during the 2008 -2009 financial crisis.

Marketing 52

Marketing Marketing Retirement Portfolio 52

Trade Brains

SEPTEMBER 17, 2023

It was the first to adopt Lean Manufacturing in 2008 and subsequently introduced the Lean Changeover team. The post Top Indian Stocks Held By Goldman Sachs – Portfolio Analysis! The company exports to more than 50 countries totaling more than 3 million produced in a month. In FY23, the company’s revenue grew 24% YoY, from Rs.

Portfolio Analysis 130

Portfolio Analysis Portfolio Manufacturing Insurance 130

Nerd's Eye View

JULY 5, 2023

stock market has, on average, outperformed international equities over the last 15 years since emerging from the Great Recession of 2008, many investors argue that international diversification is a poor allocation of dollars that would otherwise be earning more in the U.S. As the U.S. The outperformance of U.S. and global investments.

Valuation 246

Valuation Economics Portfolio Investing 246

The Big Picture

DECEMBER 8, 2022

Blackstone is the world’s largest owner of commercial real estate globally with a $565 billion portfolio and $319 billion in investor capital. New York Times ). • So When Will Stocks and Bonds Un-Link? It’s a rarity for the two main asset classes, almost always negatively correlated, to perform a duet. Source: @Markzandi.

Transportation 278

Transportation Retail Portfolio Assets 278

Wealth Management

MAY 1, 2023

Holding 60% of portfolios in stocks and 40% in bonds, revered as reliable for decades, fell 17% last year, the worst performance since 2008.

Portfolio 130

Portfolio 130

The Big Picture

JANUARY 3, 2023

We can credit three elements for this massive outperformance: -Substantial prices resets: 57% in 2008-09 and 34% in 2020. But here is the unexpected thing about those predictions: Even if your forecast of future events is correct, the odds are against you capturing it in your portfolio. Monetary stimulus (ZIRP/QE) from 2009-2021.

Economy 328

Economy Economics Portfolio Marketing 328

Trade Brains

SEPTEMBER 28, 2023

The company was incorporated in 2008 with the leadership of a first gen civil engineer with 47 years of experience. The post Top Indian Stocks Held By Societe Generale – Portfolio Analysis appeared first on Trade Brains. The company first started with projects in Gujarat which has now expanded to all across the nation.

Portfolio Analysis 115

Portfolio Analysis Portfolio Banking Engineering 115

Validea

MARCH 3, 2025

Elliott’s decade of experience leading research at one of the world’s premier hedge funds provides a rare window into institutional-level thinking that individual investors can apply to their own portfolios. He explains why claims of “this time it’s different” rarely hold true over longer time horizons.

Economics 52

Economics Portfolio Economy Marketing 52

Trade Brains

OCTOBER 23, 2023

Best Stocks Held By HDFC Small Cap Fund : On April 3, 2008, the HDFC Small Cap Fund was launched. The product portfolio includes rear axle shafts, spindles, and splined shafts, and rear axle shafts contributing to the majority of revenue. It is a mutual fund plan that invests in small-cap firms. Cr in FY22 to Rs. Cr in FY22 to Rs.

Portfolio Analysis 105

Portfolio Analysis Portfolio Manufacturing Engineering 105

The Big Picture

SEPTEMBER 23, 2023

He oversees the firm’s liquid and private credit strategies, and also serves as a portfolio manager within Oaktree’s global private debt and global credit strategies. It was a huge price decline where syndicators got stuck, very reminiscent of the 2008-09 era for banks.

Management 182

Management Medical Portfolio Management Economics 182

Calculated Risk

FEBRUARY 27, 2023

For Fannie, by vintage , for loans made in 2004 or earlier (1% of portfolio), 2.11% are seriously delinquent (down from 2.16% in December). For loans made in 2005 through 2008 (1% of portfolio), 3.40% are seriously delinquent (down from 3.49%).

Portfolio 130

Portfolio 130

Zoe Financial

JANUARY 28, 2025

If you got unlucky in 2008 trying to time the market and you were down 39%, it is very difficult emotionally speaking to reverse course and try to time the market by buying. For instance, since 1950 the S&P 500 has seen calendar year returns vary from 47% up to 39% down. This is where the human psychology component comes into play.

Marketing 98

Marketing Marketing Financial Advisor Taxes 98

Validea

MARCH 27, 2025

Model Performance & Return History Since its inception on Validea in 2003, the 20-stock, monthly rebalanced Peter Lynch-based portfolio has delivered a 1,142.0% 26.9%) Bottom 3 Worst-Performing Years: 2008 : -33.6% (vs. This nuanced, category-specific approach gives the model flexibility while remaining true to Lynchs principles.

Investments 80

Investments Investing Banking Portfolio 80

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 86

Portfolio Manufacturing Investing Investments 86

Random Roger's Retirement Planning

FEBRUARY 12, 2025

The idea is that you get the full beta (stocks and bonds) return with just a portion of the portfolio often with futures or some other form of leverage, leaving dollars left over to add alternatives all in pursuit of better nominal returns or better risk adjusted returns. The fourth portfolio more closely aligns with what we do here.

Portfolio 52

Portfolio Retail Assets Clients 52

The Big Picture

NOVEMBER 26, 2024

To help us unpack all of this and what it means for your portfolio, let’s bring in Matt Hogan. And the second, is you need to size your portfolio appropriately. If I’m an investor and I want to put 2 or 3% of my portfolio into coins, what do I do? Let’s start with just the basics, Matt.

Investing 147

Investing Investments Assets Retail 147

The Big Picture

OCTOBER 27, 2023

Since the Great Financial Crisis in 2008-09, the income portion of portfolios has been almost an afterthought. As the equity portion of your portfolio moderates (I suggest you lower your return expectations for equities2 to ~5-7%), much of those reduced returns are being made up in fixed income. Interested in speaking to us?

Portfolio 147

Portfolio Government Wealth Management Clients 147

The Chicago Financial Planner

FEBRUARY 5, 2022

The New York Giants (an old NFL team) won in 2008 and the market tanked in what was the start of the financial crisis. What impact have the solid stock market gains of the past three years had on your portfolio? Solid, well-managed active funds can also contribute to a well-diversified portfolio. Costs matter.

Investing 184

Investing Investments Financial Planner Risk Tolerance 184

Random Roger's Retirement Planning

MARCH 14, 2025

The best example of this that I can think of to make the point was in the fall of 2008 when one day, the Dow fell 1000 points and then the next day it made it most of it back. Both portfolios have higher returns and lower standard deviations than PRPFX and VBAIX. Portfolio 2, the one with managed futures, was up 2.77%.

Portfolio 59

Portfolio Taxes Management Investing 59

Random Roger's Retirement Planning

OCTOBER 8, 2024

Many details to come but Cambria and Alpha Architect are working to issue a fund where investors can exchange low basis, taxable investment portfolios for shares in this new ETF that will have the symbol TAX without it being a taxable event. Capital efficiency with diversifiers worked though in 2008. versus down 21.63%.

Portfolio 98

Portfolio Management Accounting Clients 98

Validea

NOVEMBER 2, 2024

A 10-stock portfolio based on his criteria returned 79.2% over five years from 2003-2008, nearly quadrupling the S&P 500’s gain. The portfolio maintained a beta of roughly 1.0, The Strategy in Practice Our testing of Dreman’s approach demonstrates its effectiveness.

Investments 52

Investments Investing Valuation Portfolio 52

Discipline Funds

NOVEMBER 4, 2024

But don’t vote with your portfolio as your portfolio is going to be agnostic to politics in the long-run. For example, the economic impact of policies in 2008 and 2009 have a much bigger impact than policies enacted in 2012. 1 So get out there and vote.

Government 58

Government Economy Economics Engineering 58

Abnormal Returns

SEPTEMBER 22, 2022

wsj.com) Fund management What are the most owned private companies in mutual fund portfolios? axios.com) Mortgage rates are at their highest level since October 2008. (axios.com) It's not just you, planes are dirtier now. washingtonpost.com) LaGuardia airport is no longer a hell hole. Think Elon Musk.

Financial Advising 130

Financial Advising Media Valuation Assets 130

The Irrelevant Investor

JULY 10, 2020

If there was a way to protect your portfolio from periodic blowups like the one earlier this year, would you want it? These strategies are neither good nor bad and like everything else, it depends how you use them in concert with the rest of your portfolio, how much they cost, and what you're trying to accomplish.

Portfolio 52

Portfolio Insurance Marketing Marketing 52