2009 Numbers Risk Tolerance 
The Big Picture
SEPTEMBER 21, 2022
Consider : Questioning investors as to their risk tolerance does not typically result in an accurate description of their true tolerance for drawdowns and lower returns; instead, we get a number highly dependent upon the performance of equity markets over the prior three to six months. November 22, 2009).
The Irrelevant Investor
FEBRUARY 20, 2020
I had Nick Maggiulli run some numbers for me on what a 60/40 levered portfolio would have done compared to the unlevered version. Prior to 2009, we used SPY and IEF and multiplied each daily return by three times, like the levered ETFs do. Near the stock market bottom in 2009, bonds were almost 90% of the portfolio!
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Validea
NOVEMBER 29, 2023
Felix outlines a number of ways to combat the cost of pessimism, including checking your investments less frequently and finding ways to automate your investing contributions, among others. Over the last 25 years, we have seen four bear markets (1999-2002, 2008-2009, 2020, 2022) and numerous market corrections (10% losses).
The Irrelevant Investor
FEBRUARY 25, 2020
For the 18th time since the stock market bottomed in 2009, the S&P 500 is more than 5% off its high. The number of declines tells us little about how often we're in these periods of drawdown, or the likelihood that they've occurred, so I broke this down to get a better sense of what an investor can expect.
Investing Caffeine
JANUARY 3, 2022
The stock market has increased more than 7-fold in value since the 2009 stock market lows, even in the face of many frightening news stories (see Ed Yardeni’s list of panic attacks since 2009 ). COVID, inflation, and Federal Reserve monetary policies may dominate the headlines du jour but this is nothing new.
Good Financial Cents
JUNE 11, 2023
Mint does a fantastic job of giving you numbers, but falls short on providing any financial insight. Like other similar products, they first determine your risk tolerance, personal preferences, and investment goals. They were founded in 2009 and sold to Empowe for up to $1 billion in enterprise value.
Good Financial Cents
JUNE 25, 2023
Bitcoin was created in 2009 by a mysterious figure who goes by the pseudonym Satoshi Nakamoto. When it first launched in 2009, a single bitcoin was only worth a few cents, but at its peak, it was worth around $60,000. But while Nakamoto is known as the currency’s founder, it is not controlled by any single individual.
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