Random Roger's Retirement Planning

OCTOBER 29, 2024

Fund provider Tidal/ETF Masters, more of a white label than an actual provider, had a fun article titled Building A Financial Independence/Retire Early Portfolio With ETFs. The article spells out several alternative strategies to build out a portfolio once you achieve FIRE. SHRIX fell 10% from Ian.

Portfolio 52

Portfolio Retirement Retail Investing 52

Trade Brains

JANUARY 28, 2023

Before we take a look at Dolly Khanna Portfolio let’s have a view into who she is. Her stock portfolio is managed by her husband Rajiv Khanna , who is a graduate of IIT Chennai in chemical engineering. A few of the recent investments of Dolly Khanna portfolio are in Zuari Industries Ltd, and National Oxygen. Cr KCP Ltd.

Portfolio 83

Portfolio Food Engineering Investing 83

Random Roger's Retirement Planning

APRIL 19, 2024

We work on theoretical portfolios here all the time that blend in strategies that really are negatively correlated or at least very little correlation. Both portfolios have higher standard deviations than the Trinity Replication but much higher returns. Enduring a bear market is about both, behavior and portfolio construction.

Portfolio 93

Portfolio Accounting Clients Marketing 93

Random Roger's Retirement Planning

AUGUST 3, 2023

Portfolio 1 is 70% allocated to a low vol equity proxy and 30% to an alternative strategy that is intended to look like a horizontal line that tilts upward. Portfolio 2 is 100% Vanguard Balanced Index Fund (VBAIX) which is a proxy for a 60/40 portfolio and Portfolio 3 is the SPDR S&P 500 (SPY).

Portfolio 74

Portfolio Management Taxes Assets 74

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.

Portfolio 52

Portfolio Management Investing Investments 52

James Hendries

OCTOBER 7, 2022

in September, temporarily breaking below the June 2022 closing low. Alternative investments may not be suitable for all investors and should be considered as an investment for the risk capital portion of the investor’s portfolio. Surging interest rates, a likely recession in Europe, and concerns about a potential U.K.

Portfolio 52

Portfolio Taxes Investment Advisor Asset Allocation 52

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. ARBIX's worst year was 2022 when it dropped 0.54%.

Portfolio 52

Portfolio Management Taxes Numbers 52

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.

Portfolio 52

Portfolio Management Clients Investing 52

Random Roger's Retirement Planning

SEPTEMBER 24, 2024

He didn't use what I think is a great example choosing all out sitting in cash or all in in a portfolio of 30% equities, 55% bonds and 15% commodities. I've acted on this just a couple of times, it doesn't happen often, with just an incremental change to the portfolio. All four offered crisis alpha in 2022. Well, yeah kind of.

Portfolio 52

Portfolio Planning Assets Clients 52

James Hendries

DECEMBER 12, 2022

Alternative investments may not be suitable for all investors and should be considered as an investment for the risk capital portion of the investor’s portfolio. It is expressed as a number of years. The strategies employed in the management of alternative investments may accelerate the velocity of potential losses.

Portfolio 52

Portfolio Taxes Asset Allocation Investing 52

Integrity Financial Planning

DECEMBER 19, 2022

This strategy tells you to put 60% of your portfolio in equities and 40% in bonds or other fixed-income offerings. However, the 2022 economy has brought the classic 60/40 allocation strategy into question as both the stock and bond markets dip at the same time. In a 60/40 allocation, this negatively affects the whole portfolio.

Portfolio 91

Portfolio Retirement Economy Accounting 91

Random Roger's Retirement Planning

FEBRUARY 17, 2024

It did very well in the Pandemic Crash but not so well in 2022. From the AQR site , QSPIX "aims to deliver attractive risk adjusted returns with low correlation to traditional stock/bond portfolios by investing in a broad and diversified range of alternative risk premia." TAIL owns puts and intermediate treasuries.

Portfolio 81

Portfolio Management Taxes Marketing 81

Random Roger's Retirement Planning

SEPTEMBER 19, 2023

When I was working on yesterday's post I stumbled back into the Return Stacked 60/40 Absolute Return Index which is a portfolio funds blended together with a lot of embedded leverage in pursuit of capital efficiency. It's a very sophisticated portfolio. Here's what it is in the portfolio and the notional exposures.

Portfolio 70

Portfolio Assets Management Taxes 70

James Hendries

NOVEMBER 15, 2022

Alternative investments may not be suitable for all investors and should be considered as an investment for the risk capital portion of the investor’s portfolio. It is expressed as a number of years. The strategies employed in the management of alternative investments may accelerate the velocity of potential losses.

Portfolio 52

Portfolio Taxes Government Investment Advisor 52

Dear Mr. Market

AUGUST 5, 2022

Not only are we sharing the importance of dividends in this article, but it’s also the official roll-out of the Top 10 Dividend Growth Portfolio strategy managed by My Portfolio Guide, LLC. The Top 10 Dividend Growth Portfolio strategy is a concentrated portfolio.

Portfolio 92

Portfolio Risk Tolerance Valuation Investing 92

Financial Symmetry

JULY 25, 2022

In addition, please contact your Financial Symmetry team if you have any specific questions regarding your portfolio, our strategy or performance. The post 2022 2nd Quarter Market Update appeared first on Financial Symmetry, Inc. This brief video includes recent updates on the global stock and bond markets.

Marketing 97

Marketing Marketing Portfolio Investing 97

James Hendries

JULY 13, 2022

We may not be flying into a storm, but there’s been plenty of turbulence the first part of 2022. How businesses, households, and central banks steer through the rough air will set the tone for markets over the second half of 2022. The sources of turbulence are clear. Diversification does not protect against market risk.

Investment Advisor 98

Investment Advisor Banking License Insurance 98

Trade Brains

JULY 30, 2022

In this article, we will have a look at the portfolio of his wife Rekha Jhunjhunwala, who also has sizable investments under her name in the Indian Stock Market. We will also take a closer look at Rekha Jhunjhunwala’s Portfolio 2022 and further analyze her investments. of Rekha Jhunjhunwala’s portfolio.

Portfolio 52

Portfolio Insurance Communication Portfolio Analysis 52

Alpha Architect

DECEMBER 23, 2022

The Performance of Multi-Factor Long-Short Portfolios in Various Economic Regimes was originally published at Alpha Architect. Please read the Alpha Architect disclosures at your convenience.

Economics 120

Economics Portfolio Investing Investments 120

Validea

OCTOBER 19, 2022

Here are some lessons from 2022 that standout to me. Coming into 2022, the 60/40 stock/bond portfolio had been a stalwart strategy for your balanced investor. Even with bear markets like 2000-2002 and 2008-2009, the portfolio had strong returns for a very long period. Stocks and Bonds Can Fall at the Same Time.

Investing 128

Investing Investments Valuation Portfolio 128

Random Roger's Retirement Planning

DECEMBER 22, 2023

With that preamble, I started thinking about the 75/50 portfolio that I first started writing about during the Financial Crisis. I've mentioned 75/50 a couple of times in passing but the big idea was to create a portfolio that captures 75% of the upside of the equity market with only 50% of the downside. ARBFX 3.7%

Portfolio 74

Portfolio Asset Allocation Accounting Management 74

James Hendries

SEPTEMBER 8, 2022

Alternative investments may not be suitable for all investors and should be considered as an investment for the risk capital portion of the investor’s portfolio. It is expressed as a number of years. The strategies employed in the management of alternative investments may accelerate the velocity of potential losses.

Portfolio 52

Portfolio Taxes Investment Advisor Asset Allocation 52

James Hendries

AUGUST 15, 2022

Alternative investments may not be suitable for all investors and should be considered as an investment for the risk capital portion of the investor’s portfolio. It is expressed as a number of years. The strategies employed in the management of alternative investments may accelerate the velocity of potential losses.

Portfolio 52

Portfolio Asset Allocation Taxes Investment Advisor 52

Random Roger's Retirement Planning

AUGUST 10, 2024

2022 so I set the above to start July 1, 2022 on Portfoliovisualizer with no rebalancing in case I was correct about wanting to set it and forget it. With the Bitcoin version, the rest of that portfolio is up enough that if Bitcoin went to zero from here, the account would still be up noticeably. I sent him this on June 30.

Portfolio 52

Portfolio Management Clients Taxes 52

Random Roger's Retirement Planning

DECEMBER 26, 2023

Where I talk about portfolios that are simplicity hedged with a little complexity, while the simplicity is usually cheap, hopefully the complexity, although probably expensive in nominal terms, is also cheap versus the benefit delivered to the portfolio. Having almost half the portfolio in funds that cost 1.5-2%

Portfolio 74

Portfolio Accounting Marketing Retirement 74

Random Roger's Retirement Planning

JULY 4, 2024

Yesterday, we talked about Ray Dalio's investing utopia of blending together 15-20 uncorrelated return streams in pursuit of a beefed up version of his more commonly known All-Weather portfolio. All of the funds look to offer an enhancement on a balanced portfolio or otherwise be a core portfolio holding.

Portfolio 52

Portfolio Retirement Taxes Investing 52

James Hendries

JULY 13, 2022

Alternative investments may not be suitable for all investors and should be considered as an investment for the risk capital portion of the investor’s portfolio. It is expressed as a number of years. The strategies employed in the management of alternative investments may accelerate the velocity of potential losses.

Portfolio 52

Portfolio Asset Allocation Taxes Investment Advisor 52

Random Roger's Retirement Planning

JANUARY 3, 2024

Portfolio 2 is 100% to Vanguard Balanced Index Fund (VBAIX) a proxy for a 60/40 portfolio. The portfolio stats are across the board better than VBAIX. With 75% in T-bills as constructed, the portfolio is pretty resistant to an adverse sequence of returns. Looking annually it is a little choppier. For XYLD it is 5.94

Portfolio 74

Portfolio Taxes Marketing Marketing 74

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. Give it a watch. I don’t love a standalone bond aggregate as a 40% bond slice.

Portfolio 90

Portfolio Math Assets Management 90

Advisor Perspectives

JUNE 9, 2023

Transitioning into the post-COVID investment environment shifts the foundations of portfolio construction that investors relied on in recent decades. On full display in 2022, inflation and recession risk punished both bonds and stocks together to historic declines.

Portfolio 52

Portfolio Investing Investments 52

Validea

OCTOBER 12, 2022

So as we entered 2022, many investors expected that if we got a bear market, that same formula would continue to work. One of the things we do at Validea is track a variety of ETF based risk management approaches that utilize different methods to diversify equity portfolios. Permanent Portfolio – Grade: C. in gold and 7.5%

Risk Management 115

Risk Management Management Asset Allocation Portfolio 115

Abnormal Returns

JANUARY 1, 2023

crossingwallstreet.com) The best books Ben read in 2022 including "Die With Zero" by Bill Perkins. awealthofcommonsense.com) A look at the best charts of 2022. safalniveshak.com) The markets were bad in 2022, but things could always be worse. humbledollar.com) Three ways to simplify your portfolio in 2023.

Financial Market 276

Financial Market Portfolio Investing Investments 276

Brown Advisory

SEPTEMBER 21, 2022

Resilience is Core to Sustainable Portfolio Construction. Wed, 09/21/2022 - 10:50. While the old adage “only time will tell” generally refers to a future outcome, it is apropos of our belief that a truly sustainable portfolio must consist of businesses that have proven to be resilient under a variety of macroeconomic circumstances.

Portfolio 86

Portfolio Manufacturing Investing Investments 86

Trade Brains

OCTOBER 23, 2023

In 2022-23, the company in the automobile industry produced 2,59,31,867 vehicles, comprising Passenger Vehicles, Commercial Vehicles, Three Wheelers, Two Wheelers, and Quadricycles, compared to 2,30,40,066 units in 2021-22. The post 5 Best Stocks Held By HDFC Small Cap Fund – Portfolio Analysis appeared first on Trade Brains.

Portfolio Analysis 105

Portfolio Analysis Portfolio Manufacturing Engineering 105

Investment Writing

SEPTEMBER 5, 2023

Commentary about portfolio performance is part of every investment manager’s communications. It can consist of a single line giving portfolio returns. In this article, I review portfolio performance reports’ common components. In this article, I review portfolio performance reports’ common components.

Portfolio 52

Portfolio Clients Management Investing 52

Random Roger's Retirement Planning

NOVEMBER 26, 2022

Where 2022 has been a rough year for bonds, convertibles have not been spared. 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. And the results; The CWB portfolio lands in between SPY and VBAIX.

Portfolio 75

Portfolio Numbers Clients Management 75

Wealth Management

DECEMBER 19, 2022

Advisors and analysts look back on their best and worst calls, with ideas on ways retail investors should position themselves heading for the new year.

Portfolio 106

Portfolio Retail Investing Investments 106