Random Roger's Retirement Planning

MARCH 12, 2025

It's growth rate since inception is 3.58% going back to September, 2018 but a lot of that comes from a 15% lift in 2021 (numbers per testfol.io). They are not intended to constitute legal, tax, securities or investment advice or a recommended course of action in any given situation. TRTY is a tough hold.

Portfolio 59

Portfolio Taxes Numbers Investing 59

Trade Brains

NOVEMBER 17, 2023

2018-19 7.04 -1.87 As we know from the data of previous years the margins are not stable due as their earnings were dependent on the number of contracts. Net Profit Margin is fluctuating due to changes in the interest and tax payments as the company business was subdued in the initial days. Net Profit (Cr.) 2022-23 350.96

Government 115

Government Engineering Distribution Planning 115

Brown Advisory

MARCH 30, 2018

Outlook for 2018 | Confronting the Unknown. Fri, 03/30/2018 - 11:57. sectors due to the recent tax law overhaul. One final note: We present a number of generalized views on capital markets in this publication, but in daily practice, our recommendations to any given client are highly tailored to that client’s situation.

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Asset Allocation Portfolio Assets Valuation 52

Random Roger's Retirement Planning

MARCH 11, 2024

The 1987 crash was partly attributed to selling portfolio insurance and there was the so called Volmageddon of 2018. 2018 was not 1987 and if there is another event where volatility ends up being a major determent then it will be different than the other two but with some overlap. Events don't repeat but the can rhyme.

Numbers 98

Numbers Insurance Marketing Marketing 98

Random Roger's Retirement Planning

MARCH 29, 2025

So I take that as a good number to study for this blog post. In 2018 you can see that two of them helped with just a few basis points. A year like 2018 constitutes down a little and is probably less important than protecting against down a lot like in 2022. I chose the three alts randomly, only two are part of the AQR filing.

Portfolio 59

Portfolio Management Risk Management Distribution 59

Random Roger's Retirement Planning

FEBRUARY 14, 2025

It's only down year was 2018 with a decline of 7.91%. Both True North portfolios also held up relatively well in the 2020 Pandemic Crash which are the max drawdown numbers in the chart. They are not intended to constitute legal, tax, securities or investment advice or a recommended course of action in any given situation.

Portfolio 52

Portfolio Asset Allocation Assets Management 52

Carson Wealth

DECEMBER 9, 2024

Optimism over lower taxes, a stronger economy, animal spirits, and strong earnings all were likely reasons for the surge. The economy created 227,000 jobs in November, close to expectations, which somewhat made up for the low 36,000 number in October (revised up from 12,000). 6 million level we saw in 2018-2019. Hires fell to 5.3

Marketing 64

Marketing Marketing Economy Manufacturing 64

Brown Advisory

AUGUST 1, 2018

2018 Berkshire Hathaway Annual Shareholder Meeting ajackson Wed, 08/01/2018 - 09:30 The Berkshire Hathaway annual meeting is an opportunity for shareholders and analysts to pose questions to Warren Buffett and Charlie Munger. Berkshire’s book value growth is after tax, while the S&P Index return is pretax.

Assets 52

Assets Investing Investments Insurance 52

Brown Advisory

AUGUST 1, 2018

2018 Berkshire Hathaway Annual Shareholder Meeting. Wed, 08/01/2018 - 09:30. Berkshire’s book value growth is after tax, while the S&P Index return is pretax. Berkshire’s investment portfolio holds about $186 billion in equities and $118 billion in cash equivalents and bonds as of March 31, 2018.

Assets 52

Assets Investing Investments Insurance 52

Random Roger's Retirement Planning

MARCH 9, 2025

Portfolio 3's worst year was 2018 when it fell 7.76%. Portfolio 2 had two years where it was down 5% (those were the worst two) and the leveraged version's worst year was 2018 when it fell 12.26%. The Calmar Ratios for all three are much higher than VBAIX but the kurtosis numbers a slightly inferior.

Portfolio 52

Portfolio Numbers Insurance Taxes 52

Carson Wealth

AUGUST 4, 2022

1 It’s a number that just keeps rising, too. Oh, and it doesn’t account for things like over-the-counter medications, dental care or long-term care costs. . Purpose-specific accounts, such as health savings accounts (HSAs), often have built-in tax incentives that can make them a worthwhile option. December 4, 2018.

Retirement 98

Retirement Insurance Insurance Coverage Taxes 98

Darrow Wealth Management

JUNE 26, 2023

Property taxes For example, in certain locations such as sought-after vacation destinations, property taxes can be quite high. Property taxes For example, in certain locations such as sought-after vacation destinations, property taxes can be quite high. It’s all relative though.

Insurance 99

Insurance Taxes Wealth Management Planning 99

Random Roger's Retirement Planning

APRIL 17, 2024

I don't know whether those weightings can vary but the numbers come off the home page for the fund. TRTY only goes back to late 2018 so I build the following to try to replicate it with exposure I believe to be consistent with what TRTY owns. I'd bet that Hussman anecdote from above came from a place of emotion given the timing of it.

Portfolio 102

Portfolio Asset Allocation Advertising Numbers 102

Random Roger's Retirement Planning

JUNE 26, 2024

In 2018 the S&P 500 was down a little over 4% and managed futures was down about 8%. Those aren't big numbers so a portfolio that was 80% equities and 20% managed futures that year would have been down 5.4%. But what if the numbers were bigger? Ok, no big deal, it happens. Ok, no big deal, it happens.

Portfolio 95

Portfolio Management Numbers Taxes 95

Good Financial Cents

APRIL 1, 2023

That will give you a combined contribution of $13,000, which will also be fully tax-deductible. In theory, the purpose is to exhaust the plan within your lifetime, providing the IRS with its expected tax revenue. If either of you are, tax deductibility may be either limited or eliminated completely. Ads by Money.

Planning 95

Planning Distribution Taxes Retirement Planning 95

Random Roger's Retirement Planning

JUNE 5, 2024

The numbers for Portfolios 1 and 3 add up to 105% because I am replicating 5% into a 2x bitcoin fund. It only goes back to 2018 because in 2017, Bitcoin went up an amount that may not be repeatable. We'll use CAOS for tail risk and what has more asymmetric opportunity than Bitcoin?

Portfolio 91

Portfolio Retail Investing Investments 91

Trade Brains

JANUARY 10, 2023

Different agencies expect global production numbers to improve to 94 Mn units by FY26 for LV and 2.6 Presented below are the production numbers from the Society of Indian Automobile Manufacturers (SIAM). This is because of a higher tax expense in the recent fiscal. million in FY22 from 2.5 Mn in FY22. figures in thousands).

Manufacturing 97

Manufacturing Distribution Taxes Accounting 97

Random Roger's Retirement Planning

APRIL 19, 2024

The Trinity Replication captures some of the effect of the market longer term, maybe enough, maybe not enough, you can look at the other post to get more numbers, but that is what real diversification looks like. Also, 2023 it noteworthy. One take away is that nothing can be best for all times. We say that repeatedly here.

Portfolio 93

Portfolio Accounting Clients Marketing 93

WiserAdvisor

FEBRUARY 21, 2023

In 2018, there were approximately 52.4 Some studies also show that by 2034, the number of older adults will outnumber children. Due to the lack of technological know-how in the older generation, many scammers use new-age methods, such as obtaining passwords, account numbers, Social Security numbers, etc.,

Financial Advisor 104

Financial Advisor Clients Estate Planning Education 104

Random Roger's Retirement Planning

SEPTEMBER 28, 2024

Depending on your tax situation though, more dividends may not be better. In the mini crash at the end of 2018, FNDX and SPHQ did worse than the S&P 500, SPYV was about the same as market cap weighting and SCHD was the best performer for that event. The reader was right for ten years. This table captures ten years.

Taxes 52

Taxes Valuation Marketing Marketing 52

Random Roger's Retirement Planning

AUGUST 28, 2024

In the partial year 2018, the very leveraged version lagged by a lot in a year that was very difficult for managed futures. There's a good chance of getting essentially the same effect with much less risk of being vulnerable to something breaking or at least bending a lot like managed futures in 2018. Closing out with a theory.

Portfolio 52

Portfolio Management Assets Investing 52

Random Roger's Retirement Planning

SEPTEMBER 30, 2024

The way that number went up though, I don't know if it was a real number or not. The other meaningful monetization was my side gig AdvisorShares which lasted for about four years until 2018. They are not intended to constitute legal, tax, securities or investment advice or a recommended course of action in any given situation.

Numbers 81

Numbers Taxes Investing Investments 81

Random Roger's Retirement Planning

APRIL 23, 2024

It briefly went to zero in 2018 and then came right back. If there was some number of shares and the index went to zero but shares still existed then when the index came back, the shares would have value again. Per the above backtest, DSPX went up during market declines including a massive spike during the 2020 Pandemic Crash.

Assets 84

Assets Management Retail Taxes 84

Trade Brains

SEPTEMBER 29, 2023

According to the Society of Indian Automobile Manufacturers (SIAM), passenger vehicles registered the highest-ever domestic sales in 2022- 23, surpassing the previous peak of 2018-19. Commercial vehicles too performed well, coming close to the previous sales peak of 2018-19. 2-wheelers fail to keep pace with other automobile segments.

Planning 119

Planning Manufacturing Sales License 119

Random Roger's Retirement Planning

JULY 15, 2023

The Permanent Portfolio (PRPFX) which purports to be all weather (even if just in design, not sure if they say that in their literature) put in some interesting numbers over the last couple of years. in 2018 when VBAIX dropped 2.8%, not very all weatherish. This year RDMIX is down about 1%. In 2022 it was down 5.5%

Management 68

Management Asset Allocation Portfolio Assets 68

Random Roger's Retirement Planning

SEPTEMBER 7, 2023

In 2018, Portfolio 1 was down 18.62% while VBAIX was down 2.82% and VOO dropped 4.50%. They are not intended to constitute legal, tax, securities or investment advice or a recommended course of action in any given situation. That was the best way I could figure to back test the idea, ASFYX is a client and personal holding. The results.

Portfolio 75

Portfolio Management Retail Taxes 75

Random Roger's Retirement Planning

APRIL 9, 2024

There are expectations embedded in these numbers. It is up 6% this year though and was up for much of 2018, taking a different path to a similar result before tailing off in October of that year. They are not intended to constitute legal, tax, securities or investment advice or a recommended course of action in any given situation.

Management 98

Management Retirement Planning Portfolio Retirement 98

Random Roger's Retirement Planning

AUGUST 18, 2022

That's the number you need to cover. I've talked about my asset allocation before being overwhelmingly in cash or cash proxies, about 25% in "normal" equity investments, my exposure to crypto these days might be 2-3% up from 1/2 of a percent from when I bought Bitcoin in late 2018 but down from 6-7% when Bitcoin was higher.

Retirement Planning 92

Retirement Planning Retirement Planning Asset Allocation 92

Brown Advisory

MARCH 27, 2020

There are a number of temporary income tax provisions in the CARES Act that will be of interest to our private clients. PROVISIONS AFFECTING INDIVIDUALS AND FAMILIES Recovery Rebate for Individual Taxpayers – Tax Credit. Student Loan Repayment Deferral for Department of Education & Exclusion from Income Tax.

Taxes 52

Taxes Clients Accounting Distribution 52

Brown Advisory

MARCH 27, 2020

There are a number of temporary income tax provisions in the CARES Act that will be of interest to our private clients. Recovery Rebate for Individual Taxpayers – Tax Credit. Eligibility for the one-time payment will be calculated using taxpayer’s income/filing status as reported on their 2019 income tax return.

Taxes 52

Taxes Clients Accounting Distribution 52

Tucker Advisors

APRIL 4, 2023

So, when discussing older adults working longer, the ideal scenario is a job in the last 10 years of their working careers that is not too stressful or taxing physically.” That is not always the case for a large number of people. But that number is an average—the median would be lower, and the modal would be much, much lower.

Retirement 75

Retirement Financial Advisor Planning Accounting 75

Trade Brains

SEPTEMBER 20, 2023

The sector is in its growth stage with very few players having the right technology and capability to provide sustainable solutions According to data from the CPCB Annual Report for 2018–19 and a case study on plastic waste management by MOUHA, the amount of MSW generated each day in India is approximately 1.5

Engineering 105

Engineering Management Government License 105

eMoney Advisor

APRIL 4, 2023

2 Begin by understanding that the challenges in managing inherited wealth are not just about the numbers. ” Nasdaq, 2018. It is not meant to be, and should not be taken as financial, legal, tax or other professional advice. There’s a significant psychological aspect to receiving a large monetary windfall. October 19.

Education 97

Education Financial Advisor Clients Planning 97

Random Roger's Retirement Planning

OCTOBER 26, 2024

That number is from a Bankrate article I found on a Google search. I'd be curious to hear if anyone else does the same search and finds a different number of lost coins. I had a very lucky purchase in late 2018 and although I have rearranged how/where I own it, I haven't sold. First, is the math right based on my numbers?

Math 52

Math Portfolio Numbers Taxes 52

Brown Advisory

AUGUST 1, 2018

Investment Perspectives | Managing Risk ajackson Wed, 08/01/2018 - 10:37 In 1963, Bob Dylan warned us that the times, they are a-changin’—and while he wasn’t talking about capital markets, his words ring as true today for investors as they did for those growing up in the turbulent '60s. From an economic perspective, growth in the U.S.

Management 52

Management Investments Investing Valuation 52

Brown Advisory

AUGUST 1, 2018

Wed, 08/01/2018 - 10:37. continues apace and has even accelerated somewhat, thanks in part to the corporate tax reductions enacted late last year. equity market’s gain since early 2017 has been concentrated in a relatively small number of sectors and specific stocks. Investment Perspectives | Managing Risk. Many non-U.S.

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Management Investments Investing Valuation 52

Cordant Wealth Partners

JANUARY 28, 2021

Siemens offers eligible employees a 409(a) Nonqualified Deferred Compensation Plan (DCP) which provides those employees with a fairly straightforward opportunity: willingly forgo income today for a tax benefit. Benefits of the Siemens DCP include tax benefits and the benefit of a company match. Tax Benefits.

Compensation Planning 52

Compensation Planning Taxes Planning Distribution 52