Random Roger's Retirement Planning

AUGUST 31, 2024

One of my many quirks (we all have them) is a never ending fascination with investment portfolios that either are or are thought to be sophisticated like the Permanent Portfolio, various endowment portfolios and so on. The Trinity Portfolio by Meb Faber and Cambria Investments is another example. It was up 23% that year.

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Random Roger's Retirement Planning

JUNE 26, 2024

Although the way we articulate these ideas has changed we've basically been having the same conversation about trying to learn how to better diversify the portfolio without giving up too much of the equity market's ergodicity, it's inertia from going up more often than not. The ride is obviously very smooth over a decently long time frame.

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Random Roger's Retirement Planning

SEPTEMBER 18, 2024

My interest goes back long before the ReturnStacked ETFs existed and I believe long before the term capital efficiency was common, to Nassim Taleb writing about barbelling returns where most of the risk is allocated to just 10% of a portfolio with the rest in very conservative things like T-bills. Here is some modeling we did on August 19th.

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Brown Advisory

SEPTEMBER 12, 2016

From our CEO: How We Help Clients Build Sustainable Portfolios achen Mon, 09/12/2016 - 08:16 Last year, we published our first special edition of The Advisory focused on sustainable investing. The goals you express during our discovery process dictate the types of solutions used in your portfolio.

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Brown Advisory

SEPTEMBER 12, 2016

From our CEO: How We Help Clients Build Sustainable Portfolios. Mon, 09/12/2016 - 08:16. We begin with advice— an in-depth engagement and discovery process to learn exactly how you view the intersection of your values with your portfolio. For something that sounds straightforward, screening can be very challenging.

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Random Roger's Retirement Planning

AUGUST 5, 2023

The portfolio potentially has 100% notional long exposure but RYMFX and client and personal holding BTAL often have a negative correlation to equities so potentially leveraging down and BIL is a cash proxy which for the time being has higher yield than it's had in ages. compared to 7.35, had a standard deviation of 8.07 versus 10.32

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The Big Picture

AUGUST 28, 2024

On this episode, Bloomberg Intelligence ETF analyst Eric Balchunas joins us to discuss how fees can significantly impact your portfolio. ~~~ About this week’s guest: Eric Balchunas is been an ETF Analyst for Bloomberg Intelligence. He has been covering the investing industry for nearly 2 decades.

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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. Dropping from $27 down to $16 like in 2016 is a very difficult thing to sit through. They are not intended to constitute legal, tax, securities or investment advice or a recommended course of action in any given situation.

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Walkner Condon Financial Advisors

FEBRUARY 15, 2024

While no significant decreases in charitable giving were found, CCS did find that “in more recent presidential election years, it appears that political giving is making up an increasingly larger percentage of all giving during the months surrounding the election, hovering around 12% in the fall of 2016 compared to around 8% in the fall of 2004.”

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Good Financial Cents

DECEMBER 22, 2022

2016: 9.54%. One of the challenges of building a diversified portfolio with individual stocks is that some come with a high sticker price of $2,000 per share, $5,000 per share, or more. Low minimum investment – $10 Diversified real estate portfolio Portfolio Transparency. 2020: 16.26%. 2019: 28.88%. 2017: 19.42%.

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Brown Advisory

NOVEMBER 12, 2015

As 2015 comes to a close, we remind our clients and friends of how important it is take time to review new tax rules, consider tax-saving opportunities and review investment and asset-protection plans before year’s end. In this letter, we outline a number of tax-saving and other opportunities to consider before the close of the year.

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Brown Advisory

AUGUST 24, 2017

A Solid Foundation: The Value of Private Real Estate in Balanced Portfolios. We believe that focusing solely on current market conditions ignores the true, long-term value that private real estate investments can add to a portfolio. Low correlation means that real estate helps to diversify balanced portfolios.

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Random Roger's Retirement Planning

FEBRUARY 9, 2024

John Authors at Bloomberg goes into better detail including a reference to the Bernstein paper from 2016 that likened indexing to Marxism. A huge priority for me as an advisor is making sure that clients have no worries about meeting their normal, portfolio cash flow needs.

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Brown Advisory

NOVEMBER 8, 2021

Global Cooldown: Tackling Climate Change Through Our Bond Portfolios. trillion per year from 2016-2020, according to their estimates), to $4.2 trillion per year from 2016-2020, according to their estimates), to $4.2 Mon, 11/08/2021 - 13:52. trillion by 2030, in order to stave off its worst-case climate scenarios.

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Random Roger's Retirement Planning

JUNE 22, 2024

XME fell 50% in 2015 and then made it all back with a 106% gain in 2016. That sort of volatility with a low-ish correlation has a place in a diversified portfolio but I think 25% is well past the point of diminished returns. I really am surprised this doesn't create an easily observed differentiated return stream.

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Random Roger's Retirement Planning

SEPTEMBER 1, 2024

Following up on yesterday's post , I thought of a way articulate the way in which we deconstruct sophisticated portfolios like the Permanent Portfolio, the Cockroach Portfolio or in the case of yesterday's post, the Trinity Portfolio. That sort of portfolio constituency seems very complex to me.

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Trade Brains

FEBRUARY 9, 2024

What pushed both companies to come together was the entry of Reliance Jio in the Indian market in 2016. Reliance Jio, launched in 2016, revolutionized the industry by offering affordable data plans and free voice calls, causing a seismic shift in consumer preferences. over the previous year and the net loss after tax of Rs 29,301.1

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Good Financial Cents

DECEMBER 12, 2022

M1 Finance is a personal finance company that offers a variety of financial services, including investment management, portfolio analysis, and stock trading. They have grown quickly and now offer a variety of financial services, including investment management, portfolio analysis, and stock trading. trillion in customer assets.

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Random Roger's Retirement Planning

JULY 23, 2024

it’s pretty clear that most investors would be better off accepting the model error of a low-cost, tax-efficient replication than investing in high cost, tax-inefficient single manager investments. Also note that the 3-4 year run where trend and QSPIX did poorly didn't prevent Portfolio 2 from being competitive.

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Trade Brains

SEPTEMBER 26, 2024

Furthermore, it claims 59% in currency derivatives and 79% in interest rate derivatives in India, as of 2016. The exchange also received the CII EXIM Bank Excellence Prize in 2014 and 2016. Disclaimer: EBITDA has been calculated using Profit before tax and adding back depreciation and amortization, interest, and deducting other income.

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Brown Advisory

SEPTEMBER 12, 2016

Mon, 09/12/2016 - 05:00. The supply of capital is high, with private debt fund managers holding a record $199 billion available for private credit as of June 30, 2016, a 173% surge from $72.9 We recently invested in Crescent Mezzanine Partners VII, a 2016 vintage fund. Private Credit Outshines Many High-Valuation Stocks, Bonds.

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Validea

JULY 10, 2023

At the end of June, Apple’s market value reached $3 trillion, making Berkshire’s stake in the company worth $176 billion—five times the original cost of $31 billion when Buffett bought it in 2016. Coca-Cola, American Express, Chevron, and Bank of America follow far behind, with each accounting for 6% to 8% of Berkshire’s portfolio.

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Random Roger's Retirement Planning

SEPTEMBER 10, 2024

Portfolio 2 uses BTAL as a hedge. They deviated in 2022 for the better and also in 2016 when they all lagged VBAIX. To the excerpt above, the combination of trend and trend reduced risk and improved portfolio stats. To the excerpt above, the combination of trend and trend reduced risk and improved portfolio stats.

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Good Financial Cents

JULY 6, 2023

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. We may be compensated if you click this ad. Ad Want to grow as an investor, no matter your level?

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Random Roger's Retirement Planning

AUGUST 28, 2024

It seems to take a page from client/personal holding Standpoint Multi-Asset (BLNDX) by layering managed futures on top of, in this case, a passive 60/40 portfolio. NTSX is leveraged up such that 67% equals 100% into a 60/40 portfolio. I would also note that managed futures did worse in 2016 than 2018.

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Brown Advisory

SEPTEMBER 12, 2016

Five Ways to Invest That Make the World a Better Place achen Mon, 09/12/2016 - 11:11 Henry David Thoreau did not live to see the rise of impact investing, but he captured the spirit of it with a simple insight—“Goodness is the only investment that never fails.” 6, 2016, Acuity stock has surged 35% and 564%, respectively. Green bonds.

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Brown Advisory

SEPTEMBER 12, 2016

Mon, 09/12/2016 - 11:11. 6, 2016, Acuity stock has surged 35% and 564%, respectively. Our Core Sustainable Fixed Income strategy makes liberal use of green bonds within its portfolio. SIBs are not backed by tax revenue or the creditworthiness of the issuer. Five Ways to Invest That Make the World a Better Place.

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Brown Advisory

SEPTEMBER 12, 2016

Case Studies Show Sustainable Investing Yields Varied Benefits achen Mon, 09/12/2016 - 12:31 Nurturing Well-Being Through Sustainable Investing Nancy Klavans is hardly a newcomer to the idea of backing projects that improve the lives of others. In 2001, Nancy* decided to bring the same focus to the foundation’s investment portfolio.

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Brown Advisory

SEPTEMBER 12, 2016

Mon, 09/12/2016 - 12:31. In 2001, Nancy* decided to bring the same focus to the foundation’s investment portfolio. To date, the Klavans have aligned more than 85% of their portfolio to sustainable investing and nearly 100% is fossil-fuel free. Since January 2014, their foundation’s portfolio has outperformed the 4.7%

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Trade Brains

OCTOBER 15, 2023

Between 2016 and 2020, India’s natural gas consumption grew at a compound annual growth rate (CAGR) of 3.8%, reaching approximately 176 MMSCMD in 2020. Alongside, the Profit After Tax (PAT) has nearly doubled, soaring from ₹34.8 The company’s operational revenue has seen a significant surge, escalating from ₹185.9 crore in March 2023.

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Brown Advisory

NOVEMBER 1, 2019

This year, two factors will be important considerations in our year-end planning work: 1) current market dynamics (specifically, ongoing market volatility, low interest rates and a flat yield curve), and 2) the 2017 tax overhaul and our ongoing integration of new tax rules into clients’ long-term plans. Non-Taxable Gifts.

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Trade Brains

OCTOBER 30, 2023

is India’s leading digital-first beauty and personal care company, founded in 2016. However, the company has been incurring losses, with Profit After Tax (PAT) declining from -₹1,332 crore to -₹150 crore. Diversified Portfolio: The company boasts a wide range of products catering to various needs and preferences.

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Brown Advisory

DECEMBER 2, 2015

Turbulence in various stock markets will probably persist in 2016 as global growth slows because of weakness in emerging economies including China, a leading engine for the world economy during the past decade. Heading into 2016, these trends show no sign of fading. Six of these moves have benefited client portfolios.

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Brown Advisory

JANUARY 26, 2017

Investors have traditionally flocked to bonds with the GO pledge for their perceived status as safer investments; however, Brown Advisory’s approach and analysis has generally found certain revenue bonds to be more transparent, more easily modeled, and more compelling in portfolios.

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Brown Advisory

JANUARY 26, 2017

Investors have traditionally flocked to bonds with the GO pledge for their perceived status as safer investments; however, Brown Advisory’s approach and analysis has generally found certain revenue bonds to be more transparent, more easily modeled, and more compelling in portfolios. Credit Risk and Fundamentals.

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Brown Advisory

MARCH 28, 2017

Assets in investments aligned to environmental, social or governance factors increased nearly fivefold between 2012 and 2016, according to US SIF Foundation. Still, nearly three out of four investors wait for their advisors to raise the topic of sustainability in relation to their portfolios, according to a 2013 survey by Calvert Investments.

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Brown Advisory

MARCH 28, 2017

Assets in investments aligned to environmental, social or governance factors increased nearly fivefold between 2012 and 2016, according to US SIF Foundation. . . One family we advise wants to support local businesses with a regionally focused portfolio. That can be a mistake. Take "baby steps" before a "giant leap."

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