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.

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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.

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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%.

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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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%

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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.

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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%.

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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.

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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.

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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.

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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.

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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.

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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%.

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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.

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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.

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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.

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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. 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.

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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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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.

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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

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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.

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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

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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.

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The Irrelevant Investor

MAY 1, 2018

This could have been accomplished by contributing just $6 a month into a 60/40 portfolio (since 1980). Baby Boomers did not do a great job preparing for their future. The median retirement account balance for people ages 56-61 is just $25,000. But if you would ask somebody how they would like to grow their money at 8.4%

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Validea

MAY 5, 2023

Singer has never had much confidence in financial regulators; in 2011 he told The Journal that the Dodd-Frank law allowed the government too much leeway in determining and handling risks in the financial system, something that he sees rearing its head once again in the banking collapses in March. But for long-term prosperity in the U.S.

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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%

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