Random Roger's Retirement Planning

DECEMBER 22, 2023

I bought it for clients in 2010 or 2011 and still hold it, so maybe. ARBFX 3.7% JRS 3.9% (short position) MERFX 3.7% TBT 24.7% (thought of as a short/hedge position) TDF 3.1% VXX 7.4% (thought of as a short/hedge position) VXZ 7.5% (thought of as a short/hedge position) XLE 3.9% There's a lot there, really lot.

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Carson Wealth

DECEMBER 18, 2023

At Carson Investment Research, we have moved our longer-term strategic asset allocations to their maximum equity overweight while continuing to favor U.S. 3% in 2023 after adjusting for inflation, which would be above the 2010-2019 trend. Stocks may gain 75-100% cumulatively over the next five years, which is 12-15% annualized.

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Brown Advisory

MAY 31, 2017

EUROPEAN RE-ENTRY: Why We Are Shifting Portfolios Toward European Stocks achen Thu, 06/01/2017 - 02:47 Asset allocation—at least for us—is an exercise in nuance. We move slowly and carefully when it comes to shifting our portfolios away from one asset class or region and toward another.

Portfolio 52

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Brown Advisory

MAY 31, 2017

Asset allocation—at least for us—is an exercise in nuance. We move slowly and carefully when it comes to shifting our portfolios away from one asset class or region and toward another. We maintain a model portfolio internally to track the results of our asset allocation stances. Thu, 06/01/2017 - 02:47.

Portfolio 52

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Investing Caffeine

MAY 2, 2022

For long-term stock investors who have reaped the massive +520% rewards from the March 2009 lows, they understand this gargantuan climb was not earned without some rocky times along the way.

Electronics 59

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The Big Picture

NOVEMBER 8, 2022

And he did — when I met him, let’s say in 2010, he acknowledged that they’ve got things wrong. Now, not too long ago, just before the pre-pandemic period, like late 2010s, they kind of came out when Dow first crossed 36,000. Jeremy called and said, “Would you like to join the asset allocation team?”

Banking 147

Banking Valuation Economy Investing 147

Brown Advisory

MARCH 30, 2020

Consider how we defined investment risk in our 2018 asset allocation publication, Confronting the Unknown: “The probability that a portfolio will not meet an investor’s needs.” of Standard Deviations 5/6/2010 S&P 500 Index -6.9 Essentially, liquidity refers to how quickly an investment can be turned into cash. Treasuries -15.0

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Brown Advisory

MARCH 30, 2020

Consider how we defined investment risk in our 2018 asset allocation publication, Confronting the Unknown: “The probability that a portfolio will not meet an investor’s needs.” Liquidity, like many concepts in the investment world, is simple on the surface but becomes far more complex when one examines it more deeply. S&P 500 Index.

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The Big Picture

SEPTEMBER 19, 2023

It depends on your asset allocation. I also don’t think you should ever really beat yourself up for sticking to your asset allocation and your beliefs. And they took it out of their asset allocation in favor of other strategies. 00:26:07 [Speaker Changed] No.

Assets 147

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Brown Advisory

APRIL 1, 2015

Thus, since early 2010, earnings growth of close to 85% has accounted for the vast majority of the doubling in stock prices. In 2010, the economic expansion was widely forecast to be weak, and indeed it turned out to be slower than in most postrecession periods.

Investing 52

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The Big Picture

SEPTEMBER 12, 2022

And so, if you were someone who was sitting in cash, let’s say from like 2000 to 2010, you were earning on a real basis about three percent per annum. Everyone wants to — which is so intuitive now, but we became a lot more tactical with some of our allocations. Of course, we have strategic asset allocations, strategic portfolios.

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The Big Picture

JULY 11, 2023

It’s actually great and especially because you can do some basic kind of asset allocation models, so the robo-advisor… RITHOLTZ: Right. It just exploded equities up and … RITHOLTZ: What was that, 2010 to 2020? That’s not a terrible thing. JOHNSON: No, it’s not a terrible thing. You went into equities.

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Management Investing Investments Assets 222

Brown Advisory

MARCH 13, 2018

which has declined from over 6% at the end of the financial crisis in 2010 to less than 2.5% Without making a call on the near-term direction of the markets, we continue to stress the importance of maintaining liquidity and safety as a critical component of asset allocation. at the end of last year.

Investing 52

Investing Investments Economy Assets 52

Brown Advisory

AUGUST 6, 2019

Ever since Taylor joined our firm in 2010, I’ve been deeply impressed with his understanding of the markets and his intellectual curiosity with respect to all types of investments. I could not be more pleased to introduce my colleague Taylor Graff into this equation.

Investing 52

Investing Investments Clients Portfolio Management 52

Brown Advisory

MARCH 13, 2018

which has declined from over 6% at the end of the financial crisis in 2010 to less than 2.5% Without making a call on the near-term direction of the markets, we continue to stress the importance of maintaining liquidity and safety as a critical component of asset allocation. at the end of last year.

Investing 52

Investing Investments Economy Assets 52

Brown Advisory

AUGUST 6, 2019

Ever since Taylor joined our firm in 2010, I’ve been deeply impressed with his understanding of the markets and his intellectual curiosity with respect to all types of investments. I could not be more pleased to introduce my colleague Taylor Graff into this equation.

Investing 52

Investing Investments Clients Portfolio Management 52

The Big Picture

AUGUST 20, 2024

And so the institutional space, or most asset selectors, asset allocators are gonna look for managers that are trying to add value. You didn’t even have Uber in 2010. Otherwise, why not just buy passive? Why not go with a low cost solution? In 2008, we didn’t have Uber, right? That changes the dynamics.

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Assets Management Portfolio Taxes 173

The Better Letter

JANUARY 26, 2024

In The Next Great Bubble Boom: How to Profit from the Greatest Boom in History: 2006-2010 , published in January 2006, Dent doubled down on his earlier predictions for the 2000s and called for big gains through the rest of the decade. who became a professor at the University of Michigan before setting up his own asset management firm.

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Assets Valuation Management Marketing 104

The Big Picture

MARCH 26, 2024

He wasn’t tactical asset allocator. It’s about long-term planning and strategic asset allocation and, and just understanding how markets work and how behavior comes into the mix. It’s money that represents the cash needs or the, the, the liquidity side of, of asset allocation.

Marketing 147

Marketing Marketing Investing Investments 147

The Irrelevant Investor

OCTOBER 20, 2015

Fisher, 1958 The Money Game - George Goodman, 1967 A Random Walk Down Wall Street - Burton Malkiel, 1973 Manias, Panics, and Crashes: A History of Financial Crises - Charles Kindleberger, 1978 The Alchemy of Finance - George Soros, 1987 Market Wizards - Jack Schwager, 1989 Liar's Poker - Michael Lewis, 1989 101 Years on Wall Street, An Investor's Almanac (..)

Investing 52

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The Big Picture

APRIL 4, 2023

Arcmont, one of the early adopters in Europe, they actually launched their firm back in 2010, 2011. I found this conversation really to be absolutely a master class and totally fascinating, and I think you will as well. So Europe is going through a very similar bank, you know, retrenchment as it relates to direct lending.

Banking 147

Banking Management Investing Investments 147

ClearMoney

FEBRUARY 22, 2022

One colorful example, known as the Hindenburg Omen, had a brief moment of fame in 2010. When it flashed a “sell” signal on Thursday, August 12, 2010, internet chat rooms and Wall Street trading desks were buzzing the next day, Friday the 13th, with talk of a looming crash, according to the Wall Street Journal.4

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The Big Picture

JUNE 3, 2024

And so I worked a lot on the asset allocation side. Again, as I said, we’ve worked in asset allocation. And the thing I remember is that the day we launched that total return fund at Double On, it was actually April 6th of, of 2010, Flash crash was May 10th, I think. And so it’s not just me.

Math 147

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The Big Picture

JANUARY 31, 2023

Like after I left Merrill and when I started at RenMac, if you couldn’t figure out by 2010 or 2011 that the sky is not always falling, you’ll never figure it out. RITHOLTZ: And I think that sort of set a lot of the kind of trajectory over the next several years. I mean, because we had so many things happen. RITHOLTZ: Really?

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Economics Economy Marketing Marketing 147