Random Roger's Retirement Planning

FEBRUARY 9, 2023

He didn't specify which of the two (I believe that is the correct number) funds that Hussman managed back then. For 20 years, holy cow, the numbers look great. The ten year numbers tell a much different story due, I think, to the fund's large allocation to gold. Gold was mostly in a downtrend from mid-2011 to early 2016.

Asset Allocation 75

Asset Allocation Portfolio Assets Numbers 75

The Irrelevant Investor

FEBRUARY 25, 2019

only" from 1970-2011. So while the revenue numbers may suggest one thing, I believe the truth suggests something else. Growth of $1, however, is probably the least relevant metric in the entire performance universe. Here's one reason why- a global portfolio (in black) outperformed "U.S. It may be true that 40% of U.S.

Portfolio 52

Portfolio Numbers Asset Allocation Marketing 52

Random Roger's Retirement Planning

DECEMBER 22, 2023

It is very difficult to do but anyone able to pull that off would obviously have a smoother ride and if you play with the numbers, you'd see that you'd come out ahead over the long term. 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% There's a lot there, really lot.

Portfolio 74

Portfolio Asset Allocation Accounting Management 74

The Big Picture

SEPTEMBER 19, 2023

00:12:53 [Speaker Changed] I think number one, the team, my team at Goldman and the, a broader team even and the team at Maryland are, are some of my favorite people. New York is number one. It depends on your asset allocation. And they took it out of their asset allocation in favor of other strategies.

Assets 147

Assets Management Investing Investments 147

Truemind Capital

OCTOBER 17, 2023

debt from AAA to AA+ on August 1, citing rising deficits, a broken budgeting process, and political brinksmanship—echoing S&P’s downgrade after the 2011 debt limit episode. We maintain our underweight position to equity (check the 4th page for asset allocation) on the back of pricey markets. Fitch Ratings downgraded U.S.

Financial Market 52

Financial Market Marketing Marketing Asset Allocation 52

The Better Letter

JANUARY 26, 2024

2011 : “[T]he expected return/risk profile of the stock market has shifted to hard-negative.” Not surprisingly, outflows began in earnest in 2011. Hussman’s current assets under management have declined by about 95 percent from $6.7 percent while the S&P 500 made 14.82 percent), HSGFX did worse (1.64

Assets 105

Assets Valuation Management Marketing 105

The Big Picture

APRIL 4, 2023

And then I left there and joined a number of my colleagues from Drexel and launched a business that as it turns out, was pretty much a carbon copy of the business we have today. And so five years into that growth of our business, we sold the firm to Carlyle in 2011. KENCEL: I launched in ’06 and we sold to Carlyle in 2011.

Banking 147

Banking Management Investing Investments 147