The Big Picture

JANUARY 3, 2023

Monetary stimulus (ZIRP/QE) from 2009-2021. – Great Financial Crisis, March 2009 : The S&P 500 index made a generational low post-GFC on March 9, 2009, after having fallen 56.78%. Historically, SPX averages about 8% with dividends. Fiscal stimulus 2020-22. The next ~12 years saw gains of 608.5% through January 4, 2022.

Economy 326

Economy Economics Portfolio Marketing 326

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

Darrow Wealth Management

JUNE 27, 2022

Between 2000 – 2009, the cumulative total return for the S&P 500 was negative 9.1% equity may be able to help reduce risk in a portfolio. By way of example, consider this hypothetical 60/40 portfolio of stocks to bonds. By way of example, consider this hypothetical 60/40 portfolio of stocks to bonds. in total.².

Portfolio 52

Portfolio Investing Investments Valuation 52

Calculated Risk

APRIL 28, 2023

Click on graph for larger image By vintage , for loans made in 2004 or earlier (1% of portfolio), 1.93% are seriously delinquent (down from 2.04% in February). So, Fannie is still working through a few poor performing loans from the bubble years.

Portfolio 143

Portfolio 143

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

Calculated Risk

JANUARY 30, 2023

Click on graph for larger image By vintage , for loans made in 2004 or earlier (1% of portfolio), 2.16% are seriously delinquent (down from 2.15% in November). So, Fannie is still working through a handful of poor performing loans from the bubble years.

Portfolio 142

Portfolio 142

Calculated Risk

DECEMBER 28, 2022

Click on graph for larger image By vintage , for loans made in 2004 or earlier (1% of portfolio), 2.15% are seriously delinquent (down from 2.34% in October). So, Fannie is still working through a handful of poor performing loans from the bubble years.

Portfolio 144

Portfolio 144

Brown Advisory

SEPTEMBER 19, 2023

Business Resilience in Portfolio Construction bgregorio Tue, 09/19/2023 - 05:12 Only Time Will Tell While the old adage “only time will tell” generally refers to a future outcome, it reflects our belief that a truly enduring investment must have proven to be resilient under a variety of macroeconomic circumstances. Others such as U.S.

Portfolio 52

Portfolio Investing Investments Financial Services 52

Calculated Risk

OCTOBER 31, 2022

Click on graph for larger image By vintage , for loans made in 2004 or earlier (1% of portfolio), 2.41% are seriously delinquent (down from 2.48% in August). So, Fannie is still working through a few poor performing loans from the bubble years.

Portfolio 145

Portfolio 145

Calculated Risk

DECEMBER 1, 2022

Click on graph for larger image By vintage , for loans made in 2004 or earlier (1% of portfolio), 2.34% are seriously delinquent (down from 2.41% in September). So, Fannie is still working through a handful of poor performing loans from the bubble years.

Portfolio 141

Portfolio 141

Brown Advisory

SEPTEMBER 19, 2023

Importance of Business Resilience in Portfolio Construction bgregorio Tue, 09/19/2023 - 05:12 Only Time Will Tell While the old adage “only time will tell” generally refers to a future outcome, it reflects our belief that a truly enduring investment must have proven to be resilient under a variety of macroeconomic circumstances.

Portfolio 52

Portfolio Investing Investments Financial Services 52

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. Who is to Blame, 1-25 (June 29, 2009). _. I am not a Fed hater or part of the crew that wants to “End the Fed.” Blame the Fed For Everything! June 9, 2022). return is from the March 23, 2020 low.

Banking 335

Banking Economics Portfolio Assets 335

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 98

Portfolio 98

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 76

Portfolio 76

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 130

Portfolio 130

Random Roger's Retirement Planning

JUNE 27, 2022

The first is from Nomadic Samuel who in a recent post on what I think is his quest to find the perfect portfolio said "When it comes to building portfolios that are prepared for every economic curveball thrown their way allocating assets in a balanced manner is crucial." A couple of thought provoking comments to consider.

Portfolio 40

Portfolio Assets Economics Planning 40

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 98

Portfolio 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 Investing Investments 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 Investing Investments 52

Truemind Capital

MAY 19, 2020

In this blog, I am going to give you insights on the important aspects of investment management employed by the best investors and how we can use them to maximize our portfolio returns besides minimizing the risk. Use tactical allocation to make your portfolio future-ready. Be Cautiously Optimistic.

Portfolio 52

Portfolio Asset Allocation Valuation Assets 52

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 98

Portfolio 98

Random Roger's Retirement Planning

JANUARY 2, 2024

We talk frequently about smoothing out a portfolio's ride. A smoother ride hopefully reduces the odds of panicking when the market goes down a lot with the idea being that a portfolio constructed to have less volatility than the broad market will probably be down a lot less during years like 2008 or 2022.

Portfolio 75

Portfolio Taxes Clients Marketing 75

The Big Picture

MAY 15, 2023

It’s incredibly difficult to construct a portfolio of stocks in a way that beats the competition. Global Luxury Home Prices Fall for First Time Since 2009 Source: Bloomberg Sign up for our reads-only mailing list here. TKer ) • The Debt Ceiling Dispute Raises the Risks for ‘Risk-Free’ U.S.

Math 144

Math Insurance Portfolio Management 144

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 52

Portfolio 52

Random Roger's Retirement Planning

MAY 30, 2023

We can compare to a plainer vanilla 60/40 stock/bonds portfolio. The leverage in Portfolio 1 replicates a hypothetical long term exposure to RSBT and VBAIX is a proxy for a plain vanilla 60/40 portfolio. 2022 was a similar story with Portfolio 1 down 11.70% versus a drop of 16.87% for VBAIX.

Portfolio 75

Portfolio Management Investing Investments 75

Trade Brains

OCTOBER 17, 2023

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. in 2009, just a year after the financial crisis. Source: niftyindices.com and PrimeInvestor.in Which months marked the highest and lowest points? loss, due to the financial crisis.

Investing 59

Investing Investments Valuation Numbers 59

Random Roger's Retirement Planning

MAY 10, 2023

Meb Faber had a poll on Twitter that asked "how many years do you think you could withstand your portfolio underperforming the S&P 500?" Sure, I'm $200,000 short of my goal but you know what, I beat the market five years in a row from 2009-2013." It's a great question. That outperformance would be meaningless.

Marketing 75

Marketing Marketing Wealth Advisor Retirement 75

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. The chart below shows that the composition of the original 60/40 portfolio varies wildly.

Risk Tolerance 52

Risk Tolerance Portfolio Numbers Marketing 52

Random Roger's Retirement Planning

FEBRUARY 9, 2023

At the time, those funds were having success because of Hussman's generally defensive portfolio posture. The funds might play a role in a diversified portfolio but hard to peg either one as a single portfolio solution. The idea of a single fund, all-weather portfolio is intellectually appealing even if it probably doesn't exist.

Asset Allocation 75

Asset Allocation Portfolio Assets Numbers 75

Validea

OCTOBER 19, 2022

Coming into 2022, the 60/40 stock/bond portfolio had been a stalwart strategy for your balanced investor. Even with bear markets like 2000-2002 and 2008-2009, the portfolio had strong returns for a very long period. at the start of the year) things are looking brighter for this simple portfolio.

Investing 128

Investing Investments Valuation Portfolio 128

The Irrelevant Investor

MAY 3, 2022

Today’s Animal Spirits is brought to you by Composer and Masterworks See here for the new 60/40 portfolio by Composer Go to Masterworks.io/animal animal to learn more about investing in contemporary art.

Marketing 52

Marketing Marketing Portfolio Investing 52

Brown Advisory

SEPTEMBER 12, 2016

From our CEO: How We Help Clients Build Sustainable Portfolios achen Mon, 09/12/2016 - 08:16 Last year, we published our first special edition of The Advisory focused on sustainable investing. We begin with advice— an in-depth engagement and discovery process to learn exactly how you view the intersection of your values with your portfolio.

Portfolio 52

Portfolio Clients Investing Investments 52

Brown Advisory

SEPTEMBER 12, 2016

From our CEO: How We Help Clients Build Sustainable Portfolios. We begin with advice— an in-depth engagement and discovery process to learn exactly how you view the intersection of your values with your portfolio. The goals you express during our discovery process dictate the types of solutions used in your portfolio.

Portfolio 52

Portfolio Clients Investing Investments 52

Random Roger's Retirement Planning

DECEMBER 7, 2023

Part of the process for me is to explore ideas and not give up trying to learn more about an idea because with more enlightenment and more study maybe something can make it's way into the portfolio. Portfolio 1 here is 80% ANNPX, 10% ASFYX for managed futures and 10% BTAL. That data goes back to 2009.

Portfolio 75

Portfolio Management Clients Marketing 75

Trade Brains

OCTOBER 9, 2024

Hyundai Motor India has been the second-largest passenger vehicle manufacturer by sales volume since 2009. Diverse Product Portfolio: Hyundai offers 13 models across multiple segments, including sedans, hatchbacks, SUVs, and electric vehicles, catering to a broad consumer base. Will you apply for the Hyundai Motor India Limited IPO?

Manufacturing 98

Manufacturing Sales Portfolio Marketing 98

Nationwide Financial

JANUARY 11, 2023

You have to go back to 2009 to find a similar consistent fear among equity investors. Spells of downside volatility can present opportunities for financial professionals and investors to re-assess risk and reset portfolio allocations if warranted. In 2022, the VIX spent 91% of trading days above 20.0,

Investing 72

Investing Investments Risk Tolerance Accounting 72

Discipline Funds

FEBRUARY 17, 2023

We founded the concept of Countercyclical Indexing by answering some simple questions: Is a “balanced index” like a 60/40 stock/bond portfolio actually balanced? A standard indexing strategy such as a 60/40 stock/bond portfolio has many wonderful characteristics. It’s diverse, low fee and tax efficient. This doesn’t make sense.

Portfolio 52

Portfolio Taxes Assets Marketing 52