Random Roger's Retirement Planning

APRIL 9, 2024

Mutiny Funds put out a paper on the hows and whys of using alts for The Cockroach Portfolio that they manage and that we've looked at a few times. Every other year, 2011 forward, the returns were pretty different with the negative correlation standing up more often than not. There are expectations embedded in these numbers.

Management 98

Management Retirement Planning Portfolio Retirement 98

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 162

Healthcare Portfolio Management Investing 162

The Irrelevant Investor

FEBRUARY 25, 2019

Here's one reason why- a global portfolio (in black) outperformed "U.S. only" from 1970-2011. International portfolio. So while the revenue numbers may suggest one thing, I believe the truth suggests something else. The S&P 500 destroyed international stocks since 1970, with $1 growing to $127 in the U.S.

Portfolio 52

Portfolio Numbers Asset Allocation Marketing 52

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 147

Assets Management Investing Investments 147

The Irrelevant Investor

MAY 18, 2022

Josh and I were talking about this last night ; we've never seen confidence this low outside of a recession, with the exception of 2011, when double-dip fears never came to fruition. We know they're going to show up in the numbers, they just haven't shown up yet. Of course, that number got a giant Covid bump, but still, 1%.

Numbers 52

Numbers Economy Sales Management 52

Validea

MAY 15, 2023

In Warren Buffett’s annual letter to shareholders this year, he reflected not only on the past year but also on the last 58, writing that his career could be boiled down to two numbers: 3,787,464%—Berkshire’s returns over those 58 years—and one dozen “truly good decisions,” which amounts to “one every five years.”

Insurance 52

Insurance Numbers Investments Investing 52

Random Roger's Retirement Planning

DECEMBER 1, 2023

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. The portfolio needs to still be managed in decent fashion but it is not the obvious road to ruin that thinking 10% is sustainable would be.

Math 74

Math Retirement Numbers Portfolio 74

Trade Brains

SEPTEMBER 14, 2024

The founders established the company in 2011, and it currently employs more than 150-200 specialists. The government also plans to modernize the coaches of the trains and introduce a higher number of Vande Bharat trains which is further creating opportunities for the company to enhance its order book. Comment below.

Transportation 85

Transportation Manufacturing Government Distribution 85

Brown Advisory

AUGUST 7, 2018

Some sustainable investors want to make a positive impact on the world,others want to align their portfolio with a specific mission or set of values, and still others simply want to screen out businesses and behaviors from the portfolio that they find objectionable. “Sustainable investing” means different things to different people.

Portfolio 52

Portfolio Numbers Management Investments 52

Brown Advisory

AUGUST 7, 2018

Some sustainable investors want to make a positive impact on the world,others want to align their portfolio with a specific mission or set of values, and still others simply want to screen out businesses and behaviors from the portfolio that they find objectionable. “Sustainable investing” means different things to different people.

Portfolio 52

Portfolio Numbers Management Investments 52

The Irrelevant Investor

FEBRUARY 23, 2022

Historical numbers should be taken with a grain of salt, but I do think it can help set baseline expectations. So, I had Nick Maggiulli run the numbers for me, and since 1950, the S&P 500 has declined 10% from its highs 25 times*. So the 19% decline in 2011 isn't captured in my data. **Two of the 20% declines were 19 and change.

Numbers 52

Numbers Distribution Valuation Investing 52

The Better Letter

DECEMBER 15, 2022

As I write this TBL, the S&P 500 is getting crushed and (using very rough numbers) is down 18 percent year-to-date. 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. Using very rough long-term return numbers (9.5%

Investments 79

Investments Investing Portfolio Numbers 79

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. A diversified portfolio does not assure a profit or protect against loss in a declining market. However, they don’t appear ready to move as early as March.

Marketing 97

Marketing Marketing Economy Portfolio 97

Carson Wealth

AUGUST 7, 2023

The first came in August 2011 from S&P Global Ratings after a government standoff over the debt ceiling. The first downgrade in 2011 did little to change that, and we don’t expect the second downgrade to either. This measures the number of people working as a percentage of the civilian population. annual pace.

Marketing 52

Marketing Marketing Government Economy 52

Brown Advisory

APRIL 1, 2016

After several years of relative calm, investors have had renewed reason to worry about protecting their portfolios. There are many ways to illustrate volatility, but one of the simplest is to add up the number of days in which a market moves up or down by more than a certain amount over a defined period of time. Multiple Risks.

Investing 52

Investing Investments Portfolio Assets 52

The Richer Geek

DECEMBER 1, 2021

It's not really a number, I think people get too caught up in how much do I have, then they say I want to have $1 million by this age, or 5 million, or 10 million, or whatever the number is. Then some of that might be in their investment portfolio. Some of it might be with a rental property or multiple”.

Financial Advisor 52

Financial Advisor Government Retirement Planning Investments 52

Good Financial Cents

JULY 6, 2023

How about the teenager who made millions on Bitcoin after investing what he had at the time ($1,000) in 2011? Build your portfolio alongside over a million other community members. You can also even choose among professionally curated portfolios that might work better or worse based on your goals and risk preferences.

Investing 98

Investing Investments Accounting Certification 98

The Irrelevant Investor

DECEMBER 7, 2018

Last week was the best week for stocks since 2011. Take a look at the chart below which shows the number of days where the Dow gained 3% over the previous twelve months. Bear markets are painful not just because you're losing money, but because of the salt of false hope that's poured into the wound of a bleeding portfolio.

Distribution 52

Distribution Marketing Marketing Numbers 52

Brown Advisory

NOVEMBER 12, 2015

As always we look to balance your assets between a liquid operating fund for current needs, a core investment portfolio for long-term preservation or appreciation, and an opportunistic pool for timely investments, taking into account your long-term investment objectives as well as any nearterm requirements for funds. Overview of 2015.

Planning 52

Planning Taxes Distribution Medical 52

Brown Advisory

JUNE 16, 2021

As a result of this success, approximately half of companies in the Russell 2000 ® Growth Index (R2G) by weight, and more than half by number of stocks mades zero earnings (Exhibit 2). Exhibit 2: Nonearners as percentage weight and percentage of number of stocks in R2G Source: FactSet Research Systems; Russell Investment Group; Jefferies.

Valuation 52

Valuation Investments Investing Government 52

Brown Advisory

JUNE 16, 2021

As a result of this success, approximately half of companies in the Russell 2000 ® Growth Index (R2G) by weight, and more than half by number of stocks mades zero earnings (Exhibit 2). Exhibit 2: Nonearners as percentage weight and percentage of number of stocks in R2G. Exhibit 1: Performance of earners vs. nonearners.

Valuation 52

Valuation Investments Investing Government 52

The Big Picture

JULY 24, 2023

MIAN: So Stray Reflections is a macro advisory and community that works with portfolio managers, CIOs around the world. RITHOLTZ: You had 1987, you had 1997, you had 1998 there were a number of really substantial. But number two is from a demographic standpoint. Tell us a little bit about your research. RITHOLTZ: Right.

Marketing 130

Marketing Marketing Economy Valuation 130

Brown Advisory

OCTOBER 26, 2021

Investors may instinctively flock to small-caps for growth, innovation and portfolio beta. Health care’s weight in the R2G grew as a result of the dramatic increase in the number of early-stage biotech firms, with fortunes that could hinge on the results of one or two clinical trials. Introduced in Europe in 2007 and then the U.S.

Manufacturing 52

Manufacturing Investing Investments Communication 52

Brown Advisory

JUNE 14, 2017

Investors who never contemplated the concept of “municipal bankruptcy” previously would later be forced to add the term into their vernacular, spurred by bankruptcies of Jefferson County, Alabama in 2011; Stockton and San Bernardino, California in 2012; and Detroit in 2013.

Compliance 52

Compliance Retail Clients Management 52

Brown Advisory

JUNE 14, 2017

Investors who never contemplated the concept of “municipal bankruptcy” previously would later be forced to add the term into their vernacular, spurred by bankruptcies of Jefferson County, Alabama in 2011; Stockton and San Bernardino, California in 2012; and Detroit in 2013.

Compliance 52

Compliance Retail Clients Management 52

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. If you retire just BEFORE a big stock market crash, your first few months or years will drain your portfolio a bit more than you expected, until stock prices recover.

Marketing 53

Marketing Marketing Retirement Investing 53

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 2011, it includes exposure to companies like Crown Castle and Public Storage. What makes an index fund low cost?

Risk Tolerance 52

Risk Tolerance Investments Investing Portfolio 52

Mr. Money Mustache

AUGUST 22, 2020

Since the Dawn of Mustachianism in 2011, the same question has come up over and over again: “MMM, I see your point that index fund investing is the best option. Should I exclude that from my portfolio too? And to make up the difference, the stake in the companies on the right have been boosted up to take their place in your portfolio.

Investing 52

Investing Investments Retirement Accounting 52

Trade Brains

AUGUST 1, 2024

When we started out in 2011 after ending our joint venture of 17 years (2007) with Feodor Burgmann of Germany. we are more than confident that we will achieve this milestone because here at Sealmatic, the philosophy is very clear – do not think outside the box – break the box!

Planning 59

Planning Manufacturing Investing Investments 59

Trade Brains

OCTOBER 5, 2022

In October 2011, Indonesia raised the export duty on crude palm oil and cut the export duty on refined edible oil. The company has a robust portfolio of brands like Ruchi Gold, Mahakosh, Nutrela, Sunlight, Sunrich, and Ruchi Star. Therefore, the above table represents numbers from its standalone statements. Oil Palm Plantations.

Food 52

Food Manufacturing Distribution Retail 52

The Big Picture

JANUARY 9, 2024

But no, it was a, it was a scary time and it was, you know, there were, there were like a number of layoffs, you know, there were a couple rounds of layoffs in, you know, within my first two years at Goldman and I didn’t get laid off and I was like, oh, okay, I’m probably safe for a while. Like that solves like a number of issues.

Retail 130

Retail Banking Math Management 130

Sara Grillo

JUNE 20, 2022

He said that it actually worked pretty well, because just by the sheer number of people he was talking to on a weekly basis, there was enough lead activity that came out of it. And it kinda started from there, so he really kinda got the ball rolling for me and… So that was back in 2011. NATE PENHA: This. Can I introduce you?

Financial Advisor 52

Financial Advisor Sales Commission Clients 52

Brown Advisory

JUNE 12, 2017

Buffett and Munger are significant influences on the investment approach used in managing Flexible Equity Strategy portfolios. billion of investable float in 2016, which partially funds Berkshire’s $260 billion investment portfolio. Omaha is a nice weekend getaway with a number of attractions in addition to the annual meeting events.

Investments 52

Investments Investing Ethics Taxes 52

Brown Advisory

JUNE 12, 2017

Buffett and Munger are significant influences on the investment approach used in managing Flexible Equity Strategy portfolios. billion of investable float in 2016, which partially funds Berkshire’s $260 billion investment portfolio. Omaha is a nice weekend getaway with a number of attractions in addition to the annual meeting events.

Investments 52

Investments Investing Ethics Taxes 52

Sara Grillo

AUGUST 14, 2023

Prior to joining EP Wealth Advisors in 2021, Scott worked for a number of the largest Wall Street firms, including UBS, Prudential and Wells Fargo. Rostad is president of the Institute for the Fiduciary Standard , a not for profit think tank formed in 2011. Scott has been serving families for 29 years in the financial services space.

Financial Advisor 52

Financial Advisor Fiduciary Duty Insurance Financial Advice 52

The Big Picture

AUGUST 15, 2023

That’s a really easy portfolio to create. It allows you to understand, generally speaking, what is a reasonable beta for that whole portfolio. By the time I got there in ’92, they had a great venture portfolio and almost nobody else even understood what venture capital was. I don’t remember the number.

Management 130

Management Investing Investments Government 130

Good Financial Cents

FEBRUARY 17, 2023

You’ll create investment portfolios, referred to as “pies,” and fill them with up to 100 individual stocks and exchange-traded funds (ETFs). M1 Finance offers complete portfolio management, including periodic rebalancing. Your money will be held in a portfolio created just for you and managed automatically.

Accounting 69

Accounting eCommerce Investments Investing 69