2025 Math Portfolio 
Abnormal Returns
MARCH 4, 2025
rcmalternatives.com) How skew and kurtosis should play a role in portfolio construction. morningstar.com) Research The 2025 Global Investment Yearbook is here. Skew Why investors avoid positive-skew investment strategies. mailchi.mp) Round-ups A round-up of recent white papers including 'A New Paradigm in Active Equity.'
The Better Letter
MARCH 18, 2025
Bracketology (2025 Edition) As my friend Mark Newfield likes to say , the Forecasters Hall of Fame has zero members. Duke math professor Jonathan Mattingly claimed the average college basketball fan has a far better chance of achieving bracket perfection than one in 9.2 It applies to your personal portfolio, too. quintillion.
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Mr. Money Mustache
FEBRUARY 25, 2025
S&P returns (including dividends) since 2019, graph by the excellent portfolio visualizer website. So as stock investors here in 2025, were just like rental house investors finding that house prices have more than doubled while rents are only up by a bit. Its just basic math. And it has more than doubled in the past five.
Random Roger's Retirement Planning
JUNE 10, 2024
We've talked just a couple of times about the market becoming increasingly concentrated which just in terms of math means that a diversified strategy will lag for as long as the big names do well. I looked at the Vanguard Target Retirement 2025 (VTTVX) and the Vanguard Target Retirement 2030 (VTHRX).
The Big Picture
JANUARY 21, 2025
You would offer three of their stock picks where they were probably touting stocks they wanted to unload from their portfolio. But the numbers you can’t argue with, I mean, we all know that the brutal math of investing before costs investors collectively will earn the market return after costs. That’s exactly right.
The Big Picture
APRIL 8, 2025
You’re there almost a decade, Lisa Shalett : So, and, and from 2012 to 2025, that’s a huge run. 00:31:40 [Speaker Changed] So there’s the emotions and then there’s the math, right? . ’cause we have the ability to offer these services to all our clients. In a very short period of time. Remember that.
Brown Advisory
AUGUST 1, 2019
Moving to a different state, with potentially very different tax treatment for retirement assets, may change the math governing how the decision plays out over time. The marginal rate for the top Federal income tax bracket is 37% until 2025, and will thereafter revert to the 39.6% level in place before 2017’s tax overhaul.
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