Monthly NFPs Are Rounding Errors
The Big Picture
DECEMBER 8, 2023
June 3rd, 2011) THE MOST IMPORTANT EVER NFP blah blah blah (June 7th, 2013) “What’s Your NFP Number?”
What Does the Relative Performance of Equal Weight S&P500 Mean?
The Big Picture
APRIL 26, 2023
Desmond loved to ask professional portfolio managers “What percentage of stocks would you expect would be making new highs at the top day of the bull market when the Dow Jones was making its absolute high?” He noted that markets get increasingly narrow by cap size (capitalization) as longer secular bull markets approach their ends.
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Best Porinju Veliyath Portfolio Stocks – Hidden Wealth Creators?
Trade Brains
SEPTEMBER 17, 2023
Best Porinju Veliyath Portfolio Stocks: Investors are always on the lookout for small-cap companies which can lead to multi-bagger returns. In this article, we’ll read about such best Porinju Veliyath portfolio stocks. In this article, we’ll read about such best Porinju Veliyath portfolio stocks. EPS ₹8 Stock P/E 196 RoE 3.2%
Portfolio 
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Alien Invasion!!!
The Big Picture
FEBRUARY 14, 2023
Similarly, excess fees and overtrading are more likely to hurt our portfolios than crashes. We spend far too much worrying about Black Swans than the mundane. Instead of stressing about shark attacks, you should manage your blood pressure and cholesterol.
Investments 299
299 
Is The 75/50 Portfolio Now Attainable?
Random Roger's Retirement Planning
DECEMBER 22, 2023
With that preamble, I started thinking about the 75/50 portfolio that I first started writing about during the Financial Crisis. I've mentioned 75/50 a couple of times in passing but the big idea was to create a portfolio that captures 75% of the upside of the equity market with only 50% of the downside. ARBFX 3.7%
Portfolio 74
74 
At the Money: Is War Good for Markets?
The Big Picture
FEBRUARY 14, 2024
Full transcript below. ~~~ Previously : Hirsch’s WTF Forecast: Dow 38,820 (September 28, 2010) Super Boom: Why the Dow Jones Will Hit 38,820 and How You Can Profit From It (April 12, 2011) ~~~ Jeffrey Hirsch is editor of the Stock Trader’s Almanac & Almanac Investor Newsletter.
Marketing 317
317 
Portfolio Allocation and Diversification
The Richer Geek
JUNE 14, 2023
Yip joined APMEX in 2011 and has held roles in Merchandising, Sales, Project Management and Business Development. In this episode, we’re discussing… [1:29] Investing in gold and silver [4:05] Why is diversification important for your portfolio? [6:09] 6:09] What Is Apmex and what is one gold? [19:07]
Portfolio 52
52 
Four Hard Investing Lessons From 2022 With Silver Linings
Validea
OCTOBER 19, 2022
Coming into 2022, the 60/40 stock/bond portfolio had been a stalwart strategy for your balanced investor. Even with bear markets like 2000-2002 and 2008-2009, the portfolio had strong returns for a very long period. at the start of the year) things are looking brighter for this simple portfolio. Source: [link].
Investing 128
128 
How To Craft A 30-Stock, Sector-Neutral Portfolio
Fortune Financial
AUGUST 16, 2021
One topic I have not touched on in a while is portfolio construction, so I wanted to dedicate this post to the reasons why a sector-neutral portfolio makes sense, and to give investors some ideas for creating their own. The first step is to decide how many positions you want to hold in the portfolio.
Portfolio 52
52 
The Power Of Owning Something That Frequently Goes Down In Price
Random Roger's Retirement Planning
APRIL 11, 2024
The 2020's have not been lost for managed futures so the same portfolios from 2020 onward. The managed futures blends' worst years in this study were 2011 when they were down slightly versus up 4.31% for VBAIX and 2018 when they were down 5.5%-6% 6% while VBAIX was down 2.84%.
Management 93
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The Challenges Of Being A Long Term Investor
Random Roger's Retirement Planning
MARCH 7, 2024
Quite a few client holdings have been in the portfolio for more than 15 years. I've owned this stock for clients going back to at least 2011. If you ask most market participants, I think they'd say they are "long term" investors but what does long term mean? There are of course many definitions.
Medical 98
98 
Rising Youth And The Issue Of Unemployment In India
Trade Brains
SEPTEMBER 28, 2023
In India, while the economy was growing fast, youth unemployment increased significantly between 2011–12 and 2021–22—nearly doubling. Now, that’s a huge number of young, talented people, and a great opportunity for the country to grow its economy with multitalented and skilled youths in this competitive world.
Education 111
111 
Just Put It All Into.
Random Roger's Retirement Planning
FEBRUARY 9, 2023
At the time, those funds were having success because of Hussman's generally defensive portfolio posture. The funds might play a role in a diversified portfolio but hard to peg either one as a single portfolio solution. The idea of a single fund, all-weather portfolio is intellectually appealing even if it probably doesn't exist.
The Importance Of Diversifying Your Diversifiers
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. ASFYX is a client and personal holding.
Management 98
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Transcript: Michael Rockefeller
The Big Picture
DECEMBER 19, 2023
There are about 13 different portfolio managers each focused on a different sub-sector. And to the credit of the portfolio manager that I was working with Josh Fisher, we were actually up that year. So your next stop is Citadel in 2011, and you spend six years there, Citadel also, like Millennium has a fantastic reputation.
Healthcare 162
162 
Gold, What is it Good For?
The Irrelevant Investor
SEPTEMBER 4, 2018
It has been 2,555 days since gold peaked in September 2011. Rather, I'm saying that gold marches to the beat of its own drum, which can make it a great addition to a traditional portfolio of stocks and bonds. The rare trifecta of portfolio management. The S&P 500 meanwhile is within half a percent of its all-time high.
Portfolio 52
52 
Trading Behavior
The Irrelevant Investor
OCTOBER 17, 2019
Again, only 6% of households with defined contribution accounts made changes to their portfolio in 2018. The only time that over 2% of DC assets were traded was back in 2011 when the U.S. Source: Understanding householed trading behavior 2011-2018 The post Trading Behavior appeared first on The Irrelevant Investor.
Accounting 52
52 
Tata Motors Exit from West Bengal: Mamata Banerjee’s Costly Mistake?
Trade Brains
NOVEMBER 3, 2023
May 20, 2011: Mamata Banerjee became the CM of West Bengal and decided to return 400 acres of land to farmers. June 14, 2011: The govt. June 22, 2011: Tata Motors moves to the Calcutta High Court challenging the bill. October 3, 2008: Tatas announced moving the Nano project from Singur to Sanand, Gujarat.
Government 59
59 Again, Diversify Your Diversifiers
Random Roger's Retirement Planning
SEPTEMBER 18, 2022
More interesting than the articles sometimes are the comments as was the case today with the following comment: What is really wacky is the Modern Portfolio Theory promoted use of bonds in a portfolio.ballast (or theoretical risk-reducing agent). Small allocations don't become impediments to portfolio growth, simply they are laggards.
Portfolio 75
75 
TEDxWilmington | Jump to the New S Curve: Unleash the Power of Inclusion
Brown Advisory
DECEMBER 5, 2016
Dune Thorne is a partner, portfolio manager and head of the Boston office at Brown Advisory, where she helps families and nonprofits develop financial and investment plans to align with their long-term goals.
Nonprofit 52
52 
As Good As it Gets?
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.
Math 52
52 
Are 0dte Funds A Bigger Threat To Human Life Than AI?
Random Roger's Retirement Planning
DECEMBER 21, 2023
If there is another flash crash like 2011 or 2015, there was a lot of ground gained back before markets closed on those days. When I first tried to navigate to the page for ISPY, I went to SPDR's website instead of ProShares which sent me down an interesting rabbit hole looking at SPDR's model portfolios.
Portfolio 75
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Be Good Enough
The Irrelevant Investor
JUNE 13, 2017
Below are two nearly identical portfolios; both are sixty percent stocks and forty percent bonds. Each portfolio has twelve slices, with identical allocations in each sleeve. For example, portfolio 1 has a 10% position to U.S. Portfolio 2 also has a 10% position to U.S. Portfolio 2 sold after the 23.3%
Regret-Adjusted Returns
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. The S&P 500 destroyed international stocks since 1970, with $1 growing to $127 in the U.S. and just $56 overseas. The entire spread between $126 and $95 has occurred over the last 8 years. Green is when U.S.
Portfolio 52
52 
Have Bonds Failed?
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 average performance for the 100 worst rolling one-year periods for stocks was -14.2%.
Math 52
52 
I Guess I’m Bearish Now
The Irrelevant Investor
JANUARY 29, 2019
Years ago when I was trading, probably 2010 or 2011, I had some fun trading weekly options around earnings releases. Take a look at your portfolio. Our portfolios are not a blank slate, we build positions over time, which can influence how we feel about these positions individually and how we feel about the market as a whole.
Portfolio 52
52 
Saying Goodbye To An Old Friend
Random Roger's Retirement Planning
OCTOBER 25, 2022
I did have a fairly lucky, partial sale in 2011. Where a small slice was permanently allocated to gold to reduce the portfolio's correlation to the market, gold is being replaced with a small slice to managed futures for the same purpose. I sold RYMFX in Q3 2011. Either way, I've been holding it for 17 or 18 years.
Management 74
74 
Market Commentary: Up and Down Week Leaves the S&P 500 Near Flat
Carson Wealth
AUGUST 12, 2024
In 2011 there was the US debt downgrade, and in 2015 China’s surprise devaluation of its currency. A diversified portfolio does not assure a profit or protect against loss in a declining market. Starting clear back in 1990 when Iraq invaded Kuwait, August seems to be susceptible to large geopolitical or market events taking place.
Marketing 95
95 
This is How Stocks Bottom
The Irrelevant Investor
FEBRUARY 25, 2022
2008-2009, 2011, and 2020 all experienced multiple failed rallies along the way. Obviously, there are much bigger things in the world to worry about right now than your portfolio, but just from a market point of view, that's not what you want to see. But we also saw this activity on the way down before a floor was reached.
Portfolio 52
52 
Roth IRA Rules and Contribution Limits for 2023
Good Financial Cents
DECEMBER 28, 2022
Contribution Year 49 and Under 50 and Over (Catch Up) 2023 $6,500 $7,500 2022 $6,000 $7,000 2020 $6,000 $7,000 2019 $6,000 $7,000 2018 $5,500 $6,500 2017 $5,500 $6,500 2016 $5,500 $6,500 2015 $5,500 $6,500 2014 $5,500 $6,500 2013 $5,500 $6,500 2012 $5,000 $6,000 2011 $5,000 $6,000 2010 $5,000 $6,000 2009 $5,000 $6,000. Roth IRA Rules FAQs.
Distribution 105
105 
Self-Examination
The Irrelevant Investor
DECEMBER 21, 2016
All told, 131 investors, or 28%, said their portfolios had beaten the Dow. Roughly a tenth reported that their portfolio had gone up by 12% or less, around a third claimed to have earned between 13% and 20%, another third or so said they had gained between 21% and 28%, and a quarter thought they had made at least 29%.
Commission 52
52 
It Gets Harder from Here
The Irrelevant Investor
MAY 4, 2022
The 60/40 portfolio has been declared dead a million times over the last decade. This simple portfolio is undefeated as far as investment strategies go. With the 10-year yielding ~3%, we should expect that portion of our portfolios to do better in the coming years. Despite such claims, it's continued to defy the grim reaper.
Portfolio 52
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Index Inclusion Effect Not Cause For Concern
Validea
AUGUST 9, 2022
While Fleetcor’s June 2018 meteoric rise then fall was a classic example of the effect, research from Standard & Poor’s shows that while the effect was pronounced in the mid-to-late 90s as well as the 2000-10 decade, it all but disappeared in the the 2011-20 decade. Having less “seams” in your index fund portfolio can prevent leaks.
Portfolio 59
59 
Servotech Power Systems Delivers 3900% in 3yrs: What does the future look like?
Trade Brains
JANUARY 23, 2024
Subsequently, the company expanded its product portfolio to include a range of LED lighting solutions, Solar Street lights, Solar-Hybrid Inverters, and LED solar lighting solutions. LEDs In the LED sector, Servotech commenced production in 2011, crafting energy-efficient luminaries for residential, industrial, and commercial use.
Medical 69
69 
Transcript: Elizabeth Burton, Goldman Sachs Asset Management
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
147 
Market Commentary: Bull Keeps Going, 15 Years Since Global Financial Crisis
Carson Wealth
MARCH 11, 2024
Near bear markets in 2011 and 2018, a 100-year pandemic bear market in 2020 and then another bear market in 2022 made it anything but an easy 15 years. A diversified portfolio does not assure a profit or protect against loss in a declining market. In fact, the S&P 500 is up more than 900% on a total return basis the past 15 years.
Marketing 97
97 
Market Commentary: S&P 500 Index Hits a New All-Time High
Carson Wealth
JANUARY 22, 2024
While our view on the economy leads us to favor stocks over bonds in 2024, we believe bonds are poised to return to their traditional roles as portfolio stabilizers and sources of diversification. A diversified portfolio does not assure a profit or protect against loss in a declining market.
Marketing 97
97 
Another Year Down – Learning from Quant Models
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.
Portfolio 52
52 
High FII Holding Stocks Under Rs 100 To Add To Your Watchlist
Trade Brains
OCTOBER 13, 2023
This JV was established in 2011 and continues to run smoothly even today. The merger was a win-win for both parties as IDFC Bank was then looking to reduce exposure to its wholesale portfolio. It also own a Mutual Fund Company that offers a variety of Mutual Funds for investors to choose from. Market Cap (Cr.) 10529 EPS 4.71
Banking 105
105 
Buffett’s Success: A Good Decision Every 5 Years
Validea
MAY 15, 2023
Likewise, his $5 billion investment in Bank of America in 2011, for 700 million shares at the low price of $7.14, has paid off handsomely, as the stock is now trading around $28. Many of these decisions came about because Buffett knows how to invest not only in companies but also in people, the article maintains.
Insurance 52
52 
How Hosting the World Cup in India can Boost its Economy by $1.64 billion?
Trade Brains
OCTOBER 3, 2023
The World Cup is starting on October 5th, and India is proudly hosting it for the fourth time in history, with earlier ones in 1987, 1996, and 2011. Cricket in India is not just a tournament; it’s a festival of excitement through every Indian’s heart, and the wait is now finally over. 13,500 crore, which is about $1.64
Economy 59
59 
Top Movies & Shows for Financial Advisors to Watch
BlueMind
DECEMBER 23, 2022
Margin Call (2011). Rather than investing in a single product, your portfolio should be diversified. Greed leads him to rip millions off wealthy clientele while living a life of luxury. However, eventually, this leads him to be noticed by the FBI which starts closing in on his antics.
Nouriel Roubini Enters The ETF Fray
Random Roger's Retirement Planning
NOVEMBER 21, 2024
There's no way to fit that many into a portfolio without having a portfolio of diversifiers hedged with a little bit of equity exposure which I don't think would be optimal. The backtest runs from the start of 2011 to the end of 2020. I'd say it's pretty close.
Top Small Cap Stocks in India – Stocks To Watch in 2023
Trade Brains
FEBRUARY 26, 2023
Net Profit Margin 18% Operating Profit Margin 24% Founded in 2011 by Ashok Soota, Happiest Minds is an IT solutions & services company. Furthermore, it plans to add 65 more gas retailing stations to its portfolio of 135 stations at present. .) ₹12,500 EPS ₹15.5 Stock P/E 56.1 RoCE 32% RoE 31% Promoter Holding 53.2%
Retail 98
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