Random Roger's Retirement Planning

JANUARY 24, 2023

The catalyst for this post was a Tweet from Adam Butler who talked about a backdrop in the 2010's the promoted speculation and what he called Minskyian Moral Hazard (a nod to Hyman Minsky). Some allocation to equities is always going to be part of the portfolio. The tech sector ETF I use is an index fund but is used actively.

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Management Portfolio Accounting Retail 75

Random Roger's Retirement Planning

SEPTEMBER 29, 2024

Risk parity portfolios are particularly vulnerable when their active weighting algorithms fail to predict shifts in asset correlations." In the same period Vanguard Balanced Index Fund (VBAIX) which is a proxy for a 60/40 portfolio compounded at 10.89% with a standard deviation of 12.43%. The table/chart goes back to FAPYX' inception.

Portfolio 52

Portfolio Assets Management Math 52

Carson Wealth

APRIL 29, 2024

While the GDP number for the first quarter disappointed, strength was evident beneath the surface. The weakest numbers were in areas that are volatile and tend to reverse, such as inventories and net exports. The core numbers were solid again and didn’t change our basic outlook for the rest of the year. in the first quarter.

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The Big Picture

AUGUST 28, 2024

On this episode, Bloomberg Intelligence ETF analyst Eric Balchunas joins us to discuss how fees can significantly impact your portfolio. ~~~ About this week’s guest: Eric Balchunas is been an ETF Analyst for Bloomberg Intelligence. Over the long term, the difference between a few basis points can turn into real, big money.

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Carson Wealth

JULY 29, 2024

It’s a very solid, but not spectacular, number, just in the top half of all quarters since 2010, but looking at it in the context of the rate environment shows just how resilient the economy has been. For markets, GDP is typically one of the least important economic data points because the numbers are relatively stale.

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Trade Brains

DECEMBER 28, 2023

According to a 2010 Bloomberg report by economists Michael McDonough and Carl Riccadonna, the correlation between garbage and GDP was as high as 82% between 2001 and 2012. This indicator essentially focuses on the number of people who attempt to get into relationships to feel better when the economy is not functioning properly.

Economy 64

Economy Economics Sales Government 64

Validea

DECEMBER 19, 2022

Quick Links Validea Special Discount Offer Top Value Stocks in Today’s Market Choose from 20+ Actionable Model Portfolios – View Portfolios. The SG CTA Index only gained 18% from 2010-2019, compared to the S&P 500, which more than tripled, and investors pulled their money out of the strategies in droves.

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Carson Wealth

JUNE 10, 2024

We didn’t even see significant revisions to March and April payroll numbers, and the 3-month average now sits at 249,000. The payroll number comes from the “establishment survey,” which is a survey of about 119,000 businesses and government agencies (about 629,000 worksites). Well, the May payroll report upended that narrative.

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Random Roger's Retirement Planning

MARCH 22, 2024

The space languished for most of the 2010's. The numbers aren't exact but is in the neighborhood. I write all the time about managed futures as a diversifier and being able to live with the reality that managed futures will probably struggle when stocks are going up. This year is kind of an anomaly so far.

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Management Portfolio Marketing Marketing 95

Investment Writing

NOVEMBER 20, 2024

For example, “A number of good things happened last year, but let’s first get the bad news out of the way,” he says on page 3 of his 2012 shareholder letter (PDF). For example, its 2010 full-service investor survey spurred J.D. Yet the report is widely discussed by sophisticated financial professionals.

Compliance 52

Compliance Communication Assets Investing 52

Carson Wealth

JANUARY 8, 2024

Goldilocks Job Numbers as Economy Powers Ahead The December payroll report was strong on the surface, with 216,000 jobs created last month and the unemployment rate firm at 3.7%. In fact, the average annual number of jobs gained from 2010-2019 was 2.2 Another 20% gain is possible, however, as it has happened before four times.

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Carson Wealth

OCTOBER 23, 2023

after adjusting for inflation, matching the average annual pace between 2010 and 2019. The consumption numbers quoted above came amidst surging student loan payments. A diversified portfolio does not assure a profit or protect against loss in a declining market. Through June 2023, the economy grew 2.4% in the third quarter.

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Marketing Marketing Economy Retail 139

Random Roger's Retirement Planning

JULY 10, 2024

Portfoliovisualizer's correlation tool is very handy to grab the numbers but I think there needs to be some measure of why return streams are uncorrelated. An idea with compelling numbers, so why not look a little closer? I've referred to the 2010's as a dark winter for managed futures.

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Assets Management Numbers Taxes 52

WiserAdvisor

FEBRUARY 29, 2024

While these numbers may seem abstract at first glance, they highlight a critical point. Deciding what types of investments to allocate your funds into and in what proportion can significantly impact the growth and security of your portfolio. Asset allocation is the foundation of diversification and prudent investment management.

Financial Advisor 59

Financial Advisor Retirement Asset Allocation Risk Tolerance 59

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. Over the long term, that stance has paid off.

Portfolio 52

Portfolio Asset Allocation Valuation Economics 52

Brown Advisory

MAY 31, 2017

EUROPEAN RE-ENTRY: Why We Are Shifting Portfolios Toward European Stocks. 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

Portfolio Asset Allocation Valuation Economics 52

Carson Wealth

JANUARY 29, 2024

Instead, this is what happened: The economy accelerated in 2023, with GDP growth rising 3.1%, well above the 2010-2019 trend of 2.4% That’s well above the 2010-2019 average of 2.4% Even the year-over-year rate, which partly relies on year-old numbers that aren’t relevant anymore, came in at 2.9% and 2017-2019 pace of 2.8%.

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The Big Picture

DECEMBER 19, 2023

There are about 13 different portfolio managers each focused on a different sub-sector. They run long short across each of these, and they’ve put up some pretty impressive numbers over the past couple of years. And to the credit of the portfolio manager that I was working with Josh Fisher, we were actually up that year.

Healthcare 157

Healthcare Portfolio Management Investing 157

Carson Wealth

NOVEMBER 13, 2023

The third quarter’s blockbuster productivity data follows a hot number from the prior quarter, when productivity rose 3.5% (annualized). annual pace, which is faster than the 2010-2019 pace of 1.2%. It’s also 40% above the 2010-2019 average and 4% above the 2005-2007 average. Since 2020, productivity has averaged a 1.4%

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Brown Advisory

NOVEMBER 13, 2023

Additionally, underbuilding in the years following the subprime mortgage and global financial crisis of 2007-2010 resulted in a systemic shortage of housing that has driven rapid appreciation in home prices and rental costs alike. High-income homeowners reaped more than 70% of the $8.2 trillion increase in the value of U.S.

Investing 52

Investing Investments Portfolio Clients 52

Carson Wealth

JUNE 5, 2023

That’s a solid job growth number but a step down from reports through April. During the last expansion, 2010-2019, average annual payroll growth was 2.2 This measures the number of people working as a percentage of the civilian population. A Resilient Labor Market = A Resilient Economy Another month, another employment surprise.

Economy 52

Economy Numbers Compliance Banking 52

Carson Wealth

MAY 13, 2024

The “soft” GDP number hid underlying strength, as most of the weakness was in the numbers that tend not to persist, and the payroll report was quite positive even if it missed expectations. The banking system has held up, and economic growth has run ahead of the pre-pandemic 2010-2019 trend. trend between 2010 and 2019.

Marketing 94

Marketing Marketing Economy Economics 94

The Big Picture

AUGUST 20, 2024

Initially I joined to help them manage their equity portfolio. 00:15:57 [Speaker Changed] Portfolio was 00:15:58 [Speaker Changed] The portfolio insurance components, right? So like down to the point the portfolio insurance was consuming somewhere around 30 to 40% of the, the volume on the s and p 500 on a normal basis. .

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Assets Management Portfolio Taxes 167

Carson Wealth

MAY 1, 2023

Here’s how the various components contributed to the headline number in the fourth quarter of 2022 and the first quarter of 2023. The average over the last decade (2010 – 2019) was 2.3%. For perspective on the consumption numbers from the first quarter, the pace of growth was a lot faster than the 2.3% in the first quarter.

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Marketing Marketing Economy Numbers 52

Trade Brains

MAY 25, 2023

Overall, Zerodha means ‘Zero Barrier’ It was started by Nitin Kamath, an Engineer by qualification, in 2010. Nithin bootstrapped and founded Zerodha in 2010 to overcome the hurdles he faced during his decade long stint as a trader. Anyways, Zerodha, the discount broker, originated only in 2010.

Investing 98

Investing Investments Accounting Education 98

The Big Picture

SEPTEMBER 19, 2023

Her job is portfolio and product solutions and that means she could go anywhere in the world and do anything. And so I often would look at investments in my portfolio that may be different from what most other people put in their portfolios. That sounds great, but I only have spots in my portfolio for a Cape Cod.

Assets 144

Assets Management Portfolio Investing 144

Carson Wealth

JUNE 26, 2023

Between 1980 and 2010, there were five recessions, and each was preceded by a huge decline in single-family housing starts. The number of permits reflects new housing units and is a leading indicator of future supply. These numbers are typical of an economy emerging from a recession. Single-family starts surged 19% in May.

Marketing 52

Marketing Marketing Economy Numbers 52

Aleph

APRIL 4, 2022

Though not “working” she was making more off the family portfolio than my Dad was earning off his business. In the summer of 1982, I remember sitting down with Value Line in my family’s living room (quiet place, no TV) and selecting a paper portfolio of 40-50 stocks. I had a CTA in my portfolio. This is alpha, not beta.”

Valuation 52

Valuation Portfolio Commission Investing 52

Walkner Condon Financial Advisors

MAY 31, 2024

The completion of our tax returns being filed marks the beginning of a nine month period where we don’t need to think about funny acronyms and form numbers. Beginning in 2010, Roth IRA conversions became available to every income level, thus making backdoor Roth IRA contributions a viable tax strategy.

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Taxes Financial Advisor Tax Planning Distribution 105

The Big Picture

OCTOBER 24, 2022

She has a fascinating career, starting a PLS working away up as an analyst and eventually, head of outcome-based strategies for Morningstar, eventually rising from that position and portfolio manager to Chief Investment Officer. So there are a number of us heading in out of college into the BLS. I was on the Producer Price Index.

Portfolio 130

Portfolio Management Assets Investing 130

Carson Wealth

JANUARY 22, 2024

We believe the first interest rate cut may come in May, unless inflation data over the next six weeks surprises to the downside or we get terrible payroll numbers. The average yield from 2010-2021 was just 2.34%. A diversified portfolio does not assure a profit or protect against loss in a declining market. 16 was 4.65%.

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Marketing Marketing Economy Portfolio 94

Clever Girl Finance

OCTOBER 17, 2023

These funds aim to mirror the returns of an index like the S&P 500 , Dow Jones Industrial Average , or the Nasdaq Composite by holding a portfolio of securities that resembles the composition of that index. Created in 2001, it invests in a number of investment-grade bonds, such as U.S. What makes an index fund low cost?

Risk Tolerance 52

Risk Tolerance Investing Investments Portfolio 52

The Big Picture

DECEMBER 6, 2022

And I did the math, and I think at that point in time, roughly speaking, assets in ETS were roughly just 10 percent, 12 percent of assets in mutual funds and I was pretty convinced that that number was to increase significantly. I was employee number 10. RITHOLTZ: Which is really a pretty big number. billion dollars in AUM.

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The Big Picture

SEPTEMBER 19, 2022

WENGER: No, we’ve definitely always been disciplined on valuation, and we’ve let a number of things go. We have a separate vehicle called the Opportunity Fund, where we sometimes write bigger checks into late-stage rounds in some of our portfolio companies, but not always. And sometimes you’re very happy at that.

Valuation 299

Valuation Investing Investments Food 299

Brown Advisory

JUNE 3, 2015

The boom in sustainable strategies has made it far easier than even five years ago to construct a sustainable portfolio across asset classes—from stocks to fixed income to compelling private equity alternatives. That’s up a staggering 88% from 2010. Today, however, we can boost that to 80% in a balanced portfolio.

Portfolio 52

Portfolio Clients Portfolio Management Assets 52

Brown Advisory

JUNE 3, 2015

When you cut through the confusion, though, you find that sustainable investing strategies have matured and improved, and now form the core of an increasing number of investors’ portfolios. Our clients are not alone: Investments aligned to environmental, social or governance factors surged to $4.3

Investing 52

Investing Investments Clients Portfolio Management 52

Carson Wealth

MARCH 25, 2024

If tech is removed from the equation, those numbers are estimated to drop approximately three points, putting stocks right in line with historical averages. One reason many claim the stock market is in a bubble is 2023 earnings were barely positive while stocks soared, implying it was all multiple expansion.

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