The Big Picture

MAY 9, 2023

And then I moved back to London at the end of 2008, which was a really interesting pivot. At the end of 2008, we owned a lot of illiquid assets. And there was a problem with 168 of them at the end of 2008. It was the year I made partner, actually, in 2008. I did that for a couple of years. RITHOLTZ: Good timing, yes.

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The Big Picture

JULY 3, 2024

When I talk about the worst 2% of the time I’m talking about, you know, 2008-09, I’m talking about 1973-74, or 1931-32, if you’re familiar with that history. And that’s overconfidence about your risk tolerance at the top of the market. William Bernstein : My experience is the bottoms.

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Validea

JANUARY 13, 2023

Gundlach made the remarks during a recent webcast, where he also relayed that building “portfolios in fixed income that yield 6% to 7% and low double digits depending on risk tolerance” would now be a possibility. stocks; after years of outperformance after the 2008 financial crisis, bonds are now cheaper than stocks.

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The Irrelevant Investor

FEBRUARY 20, 2020

So similar returns with a way less attractive risk profile. The key to outsized returns was the rebalancing, which was a constant occurrence as stocks were crashing in 2008 and 2009 (If you'd like you can scroll up a few charts to see what I'm talking about). Back to the strategy that kicked butt.

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Validea

MAY 2, 2024

stocks with the lowest volatility significantly outperformed from 1968-2008. Pim van Vliet, author of the book High Returns from Low Risk, has also conducted and compiled considerable research on low volatility investing. The post Understanding Low Volatility Investing appeared first on Validea's Guru Investor Blog.

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Investing Investments Pharmaceutical Risk Tolerance 59

Walkner Condon Financial Advisors

FEBRUARY 24, 2022

The index’s loss of 6.24% in 2018 was paltry compared to its 38% loss in 2008 and three consecutive double-digit down years of 2000-2002. The best advice for weathering volatility in the markets is to fully understand your personal risk tolerance and accurately match your investment allocation to that risk profile.

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Validea

NOVEMBER 29, 2023

Over the last 25 years, we have seen four bear markets (1999-2002, 2008-2009, 2020, 2022) and numerous market corrections (10% losses). This means you might experience more significant fluctuations in the value of your investment, which requires a higher risk tolerance.

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Investing Caffeine

MARCH 1, 2024

Regardless, the goal of long-term investing is to master the art of maximizing returns and limiting taxes subject to your risk tolerance. In a diversified portfolio that that takes account of your risk tolerance, we strongly believe low-cost, tax-efficient, long-term investing is the best way to create your retirement masterpiece.

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Clever Girl Finance

OCTOBER 1, 2022

For example, you know about the great recession of 2008 triggered mainly as a result of the housing bubble in the United States. Whatever you invest in, be sure to do your research, be clear on your investment objectives and understand your risk tolerance. Or more severely, depressions such as the Great Depression in the 1930s.

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Investing Caffeine

JANUARY 3, 2022

880%, among many other fruitful investments since Sidoxia’s inception in 2008. Optimize Your Investments Based on Your Time Horizon and Risk Tolerance: At Sidoxia, we customize investment portfolios to meet our clients’ unique circumstances and risk appetite. Thank you Amazon.com Inc. 5,544%, Apple Inc.

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Investing Investments Risk Tolerance Portfolio 52

Darrow Wealth Management

MARCH 28, 2022

The key to weathering the storm is having a diversified asset allocation that’s truly aligned with your risk tolerance and appetite before there’s a personal financial problem or other negative event. Don’t wait for volatility to get your investments in order! So many things to say here. Asset allocation.

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Brown Advisory

DECEMBER 2, 2015

This includes articulating a policy with regard to investment risk tolerance, long-term goals, cash flow needs and sector diversification. After the 2008-2009 financial crisis, many clients could use loss carry-forwards to reduce taxes against gains taken in subsequent years.

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Good Financial Cents

SEPTEMBER 9, 2022

Minimum Investment: Cost of one ETF share or small denomination bullion coin ($50 – $200) Historic Inflation Protection Level: Good to excellent Overall Risk Level: Moderate to high Fees: None for ETFs, 5% to 10% on bullion coins Where to Invest: Bullion: online precious metals dealers; ETFs: E*TRADE , TD Ameritrade , and M1 Finance.

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Good Financial Cents

JULY 3, 2023

If you had invested into the stock market in 2008, your Roth IRA probably paid closer in the -30% range. When you open an account with Betterment, you will have a five minute questionnaire that determines your risk tolerance and then they do all the investing and adjusting for you. ” Then I wait for confusion to set in.

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The Big Picture

MAY 30, 2023

Different risk tolerance and different business plan. This was, so you had the 2008, 2009 economic crisis. I started seeing the muffler shop as a business. By the way, there’s a difference between an entrepreneur and a businessman or a business woman. Those things are different. I’d never seen it that way before.

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The Big Picture

MARCH 27, 2023

MIELLE: After 2008? RITHOLTZ: 2008, ’09. MIELLE: And then the biggest luck of it all, is I joined Canyon in the ‘90s and there was a tsunami that literally lifted all waves of hedge funds from ‘90 to 2008 and even beyond. And the main one is that it used to be that hedge funds were populated with risk-tolerant investors.

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The Big Picture

MARCH 12, 2024

My family and I moved to McLean, Virginia in, in 2008. So we were down the street and we were in a pretty interesting situation because we were the, we were one of the biggest, if not the only investment bank specializing in the core risk that the nation was facing. Who, who, who, who else did you speak to when you were there?

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James Hendries

JULY 6, 2022

But our belief is that this economic and profit environment is better than in the early 1990s, early 2000s, or 2008-2009 and therefore supports higher valuations. On the opposite end of the spectrum, we know stocks have traded down to an average of around 13 times earnings during the lows of the past three bear markets.

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The Big Picture

FEBRUARY 20, 2024

00:53:43 If we’d done that, we would’ve had a much smaller housing bubble and we would’ve had much less damage when that bubble collapsed in, in 2008. I said, no, Bob, I don’t think my, my risk tolerance is, is, is right for that. Try, try that.

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The Big Picture

AUGUST 22, 2023

But we know, and this is what at least I wasn’t sufficiently alert to in 2008, that self-interested or malevolent types can use behavioral biases to manipulate people. So the granddaddy of this in my field is when you are setting up a portfolio for an investor, “Hey, tell us about your risk tolerance.

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