Random Roger's Retirement Planning

NOVEMBER 21, 2024

There's no fact sheet yet and while the holdings are available, the asset allocation is vague without calculating the spreadsheet yourself which I did (hopefully correctly). The backtest runs from the start of 2011 to the end of 2020. Offering diversified exposure to U.S. I'd say it's pretty close.

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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. I thought this conversation was absolutely fascinating and I think you will also, with no further ado, Goldman Sachs asset managements Elizabeth Burton. That sounds great, but I only have spots in my portfolio for a Cape Cod.

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Validea

JANUARY 4, 2023

We’ve been running quantitative model portfolios since 2003. In reviewing the returns for our portfolios in 2022, which were difficult for the markets and investors, things mostly played out as you may have expected as we look back with hindsight, although there are a few surprises and important lessons I think we can draw from the results.

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Carson Wealth

JUNE 12, 2023

It was developed a decade ago and is a key input into our asset allocation decisions. In fact, our LEI held close to the lows seen over the last decade, especially in 2011 and 2016, after which the economy and the stock market recovered. We believe our proprietary leading economic index better captures the dynamics of the U.S.

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Truemind Capital

SEPTEMBER 13, 2021

That’s why many investors prepare a trap for themselves as any minor correction is looked like an opportunity to invest more and overexpose the portfolio to already expensive valuations. You can look at the forecasted return vs actual return till 2011. Global markets are very closely intertwined with each other. Observation 5.

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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.

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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

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The Big Picture

APRIL 4, 2023

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. So we did the deal in 2011, and I kind of gave up my baby, if you will. Arcmont, one of the early adopters in Europe, they actually launched their firm back in 2010, 2011.

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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 (..)

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