Mr. Money Mustache

FEBRUARY 25, 2025

S&P returns (including dividends) since 2019, graph by the excellent portfolio visualizer website. Its just basic math. The value of the S&P 500 index of stocks, where most of us hopefully have a good chunk of our retirement savings stashed into index funds, is up about fifty seven percent in just the past two years.

Marketing 66

Marketing Marketing Sales Portfolio 66

Investing Caffeine

FEBRUARY 1, 2022

T he stock market has been like a rocket ship over the last three years 2019/2020/2021, advancing +90% as measured by the S&P 500 index, and +136% for the NASDAQ. Math Matters. I did okay in school and was educated on many different topics, including the basic principle that math matters. Source: Calafia Beach Pundit.

Math 52

Math Assets Investing Investments 52

The Big Picture

AUGUST 20, 2024

00:03:14 [Mike Greene] So that was actually an outgrowth from my experience coming out of Wharton and you mentioned the, the, you know, the transition of people who tended to be skilled at math or physics into finance. We built a company that was focused on valuation, initially, actually targeting corporate strategic planning departments.

Assets 173

Assets Management Portfolio Marketing 173

Trade Brains

DECEMBER 16, 2022

They use several valuation metrics to know more about the company. And when used for ROE, as per the basic rule of math, if the denominator decreases, the fraction as whole increases i.e, Company 2018 2019 2020 2021 2022 Average 5 yr. Company 2018 2019 2020 2021 2022 Average 5 yr. higher ROE. Nestle India Ltd.

Pharmaceutical 59

Pharmaceutical Manufacturing Engineering Distribution 59

The Big Picture

AUGUST 29, 2023

But if you go back to the period before 2022, from 2019 to 2021, a 60/40 portfolio actually produced 14% returns over that time horizon, which is above the long-term average. DAVIS: Where international equities, because of valuations, probably 7% to 7.5%. RITHOLTZ: Right. And that’s all sentiment. DAVIS: That’s exactly it.

Portfolio 130

Portfolio Investing Investments Numbers 130

Brown Advisory

AUGUST 1, 2019

The Long Game: Roth Conversions & Legacy Planning ajackson Thu, 08/01/2019 - 14:51 Legacy planning is all about transferring wealth to descendants as efficiently as possible. In such a case, one could reverse the taxes that one had paid based on a much higher account valuation, and re-establish the account as a traditional IRA once again.

Planning 52

Planning Distribution Taxes Accounting 52

Brown Advisory

AUGUST 1, 2019

Thu, 08/01/2019 - 14:51. In such a case, one could reverse the taxes that one had paid based on a much higher account valuation, and re-establish the account as a traditional IRA once again. The Long Game: Roth Conversions & Legacy Planning. Legacy planning is all about transferring wealth to descendants as efficiently as possible.

Planning 52

Planning Distribution Taxes Accounting 52