2011 Math Portfolio 
The Irrelevant Investor
JANUARY 16, 2018
We've heard about the death of the traditional 60/40 portfolio for a few years now. This boring, two holding portfolio (Barclay's Aggregate Bond Index, S&P 500, annual rebalance) has had positive returns for nine straight years. $1 On a monthly closing basis, it hasn't been more than 5% away from its all-time high since 2011.
The Irrelevant Investor
SEPTEMBER 2, 2015
The S&P 500 just experienced its worst month since September 2011, falling 6.3% With such a steep decline, the investor in a classic sixty/forty portfolio might have expected bonds to provide protection to their portfolio. The math tells us that. The average return for bonds over these 100 different periods was 8.13%.
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The Better Letter
MARCH 18, 2025
Six 11 seeds have made it to the Final Four: LSU in 1986, George Mason in 2006, VCU in 2011, Loyola Chicago in 2018, UCLA in 2021, and NC State last year. However, since 2011, at least one seven seed or lower has made it to the Final Four every year except 2019. It applies to your personal portfolio, too. quintillion.
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. One, one is true and I’ve always said is that I wanted people to stop, ask if I could doing math. And no one asked me if I can do math anymore with a degree from Booth, particularly in econometrics and statistics.
Random Roger's Retirement Planning
DECEMBER 1, 2023
Part of the math that determines options premiums is the risk free rate of return from T-bills. We've also looked at countless ways to incorporate a small allocation to covered calls funds to help reduce portfolio volatility, so using them as alts in a matter of speaking. Covered call funds have many favorable attributes.
The Better Letter
DECEMBER 15, 2022
Based on the above, nobody should be surprised that 2022 looks like it will be the worst year for the classic 60:40 portfolio since 1937’s -22 percent. Wes created a hypothetical stock portfolio constructed with perfect foresight, invested entirely in the top decile of stocks based on their performance over the upcoming five years.
Mr. Money Mustache
MAY 20, 2022
But in the Mustachian Era (the years since 2011 when I started writing this blog ), there has only been one: the 2020 Covid Crash which only lasted about a month. It’s fun math – a 20% drop in prices means you get 25% more shares for your dollar, and a 50% drop means twice as many , or 100% more shares per dollar invested.).
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