2020 Numbers Portfolio 
The Big Picture
APRIL 4, 2024
Investors should be considering capturing some of that yield in their portfolios. We’re going to discuss how these changes are likely to affect your portfolios and what you should do about it. My stock portfolio is recovering. 2020 comes. We have a big downturn in 2020. amongst institutional traders.
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. Both portfolios have higher standard deviations than the Trinity Replication but much higher returns.
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Random Roger's Retirement Planning
AUGUST 1, 2024
I will lay out a portfolio concept that is hopefully robust when compared to more standard benchmarks. If MAXI had been flat, the portfolio would have lagged by about 5%. And of course BLNDX in addition to some of the equity allocation also adds managed futures to the portfolio. Here's our first attempt. JEPY just sells puts.
Random Roger's Retirement Planning
NOVEMBER 26, 2022
Here's CWB compared to a couple of other funds we've looked at recently as possible game over funds and Vanguard Balanced Income Fund (VBAIX) which is a proxy for a 60/40 portfolio. In terms of numbers comparing CWB, PUTW and VAMO; Same stats for the S&P 500 and VBAIX. The best year for CWB which was in 2020 skews the CAGR to 9.82
Discipline Funds
APRIL 19, 2023
This piece was inspired by this fantastic Josh Brown rant on CNBC about how the 60/40 stock/bond portfolio isn’t dead. The 60/40 stock/bond portfolio is the gold standard of portfolios. Let’s put some numbers to this to explain why. Give it a watch. These are mostly quibbles applicable to specific investors.
The Big Picture
DECEMBER 8, 2023
1 This is significant for two reasons: First, it is a full 5 million more people working today than in January 2020, just before the pandemic struck. That is a significant number to recall whenever people posit we either are in, or just were in, or are about to tumble into a recession. This is not a popular opinion.
Calculated Risk
NOVEMBER 18, 2024
From the MBA: Share of Mortgage Loans in Forbearance Increases to 0.47% in October The Mortgage Bankers Association’s (MBA) monthly Loan Monitoring Survey revealed that the total number of loans now in forbearance increased to 0.47% as of October 31, 2024. million borrowers since March 2020.
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