Brown Advisory

NOVEMBER 12, 2015

In this letter, we outline a number of tax-saving and other opportunities to consider before the close of the year. As we note in some of the suggestions that follow, there are a number of ways to accelerate or delay income that may make sense for you, depending on where your income sits relative to the various thresholds listed above.

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Random Roger's Retirement Planning

AUGUST 5, 2022

The portfolio goes back to 2016 so it captures a lot of different market conditions including a couple of crashes for Bitcoin. If I change the date to start in 2018, the numbers get a little more interesting. The idea behind that is less as an isolated bet on asymmetry and more about the potential impact on portfolio stats.

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Random Roger's Retirement Planning

OCTOBER 19, 2022

The point is that the factor, in the above case it's low volatility, has generally kept up with market cap weighting (MCW) with only 80% of the drawdown (his number). There was some sort of market event in Sept/Oct 2016 where low volatility funds went down quite a bit more than MCW, but again that was only a month and half.

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Numbers Marketing Marketing Management 97

Random Roger's Retirement Planning

DECEMBER 1, 2023

If it can generate that sort of total return which is yet to be proven, and if, I say if, it delivers that sort of number with less volatility than the broad market then its attractiveness improves. The WisdomTree PutWrite Strategy Fund (PUTW) has a much different implementation of the strategy and the numbers aren't great.

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Math Retirement Numbers Portfolio 74

Random Roger's Retirement Planning

AUGUST 28, 2024

I would also note that managed futures did worse in 2016 than 2018. There's probably a number in the 40-60% range in RSSY, the rest in cash, to see whether my theory will turn out to be right or wrong. Where RSSY is levered up 100/100, I don't think the correct comparison is putting everything into RSSY versus 100% into VBAIX.

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WiserAdvisor

JUNE 19, 2022

Also, this number is exclusive of college expenses, which are now averaging $54,880 annually for private schools and $26,820 for public schools. This number becomes concerning because the 2016 Consumer Finance Survey points out that approximately two-thirds of all households with young children have no savings.

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Random Roger's Retirement Planning

JULY 23, 2024

The six year numbers benefit from going down much less in 2022. An obvious flaw in the replication we did is that it is just a snapshot based on what the Natixis portfolio looks like today, the portfolio suite goes back to 2016. It is of course much simpler than the Natixis Portfolio.

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Brown Advisory

JANUARY 4, 2016

Mon, 01/04/2016 - 13:57. In 2013, she applied it to the small number of privately held companies with a market value over $1 billion to denote their rarity. Demand for initial public offerings, while declining in number this year, has also facilitated exits at favorable prices. This is also where unicorns fit in.

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Random Roger's Retirement Planning

JANUARY 3, 2025

OTRFX had a phenomenal 2020, it also had a strong 2016 and settled in with the pack the rest of the time. The Calmar Ratios are good for all of them but the kurtosis numbers are not which is a strike against relying on them as low vol, total bond replacements. Here's how they've done compared to the iShares 3-7 Year Treasury ETF (IEI).

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Brown Advisory

JUNE 21, 2017

equity funds in 2016 alone. The term “active share” measures the degree to which a portfolio’s holdings differ from those of its benchmark, taking into account the number of stocks in the portfolio but not in the index and the difference in weightings of those stocks held in common.

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Brown Advisory

JUNE 21, 2017

equity funds in 2016 alone. The term “active share” measures the degree to which a portfolio’s holdings differ from those of its benchmark, taking into account the number of stocks in the portfolio but not in the index and the difference in weightings of those stocks held in common. Assuring "Average".

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Brown Advisory

JUNE 16, 2016

Midyear Planning Tools for 2016. Thu, 06/16/2016 - 15:22. Yet despite a heavy dose of recent market volatility, the planning environment in 2016 is relatively stable. Yet despite a heavy dose of recent market volatility, the planning environment in 2016 is relatively stable. Planning Tool: GRAT.

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Random Roger's Retirement Planning

FEBRUARY 29, 2024

Being able to sit in a name when it is lagging, like the blue bar in 2015 or the red bar in 2016, requires a lot of patience but that patience is more easily found when you think in terms of stocks being long duration assets regardless of whether 18 years is the right number or not. Additionally on this point.

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Random Roger's Retirement Planning

DECEMBER 28, 2024

The Bloomberg article included a couple of quotes about dialing down the equity exposure in retirement which has been the default approach but that chart shows why dialing down is a bad idea. The simplest example would be the person to retired at the end of 2007 and then 12 months later, the stock market was 39% lower.

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The Irrelevant Investor

AUGUST 9, 2018

These numbers are so incomprehensibly large that they lack any meaning. From February 2013 to November 2016, there were 3.6 The median retirement account balance of people ages 56 to 61 is just $25,000. Things are (obviously) tough for low-income earners In 2016, 2.2 It's like saying that Pluto is 4.67 The top 0.1%

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Brown Advisory

NOVEMBER 19, 2016

2016 Year-End Planning Letter. Sat, 11/19/2016 - 15:45. . However, the current policy environment remains relatively steady, at least through the end of 2016. As we noted in our midyear letter, it is helpful to build long-term plans on a foundation of stable, incremental yearly steps. Takeaways.

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The Irrelevant Investor

APRIL 15, 2020

These numbers are very easy to manipulate depending on what story you want to tell Standards of living are much higher today than they were in 1972 What about benefits that don't show up in wages? By 2016, the top 10 percent took 48 percent. For example: Is the average American better off today than they were four decades ago?

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