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How Many Bear Markets Have You Lived Through?

The Big Picture

2000-13 : Secular bear market did not make new highs until March 2013 2018 : ~20% pullback as the economy slowed, FOMC hiked. The first bear I experienced was utterly meaningless economically but still felt bad. My economic future was uncertain, but I felt confident I could make a go of it. In fact, it felt horrible.

Marketing 336
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Build a Resilient Investment Strategy With The All Weather Portfolio

Validea

Investors looking for a diversified portfolio that performs well in all market conditions have long been drawn to the All Weather Portfolio, a strategy pioneered by Ray Dalio of Bridgewater Associates. The portfolio allocates across U.S. IWM iShares Russell 2000 ETF 15.0% +226.8% GLD SPDR Gold Shares 7.5% +380.3%

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Top Indian Stocks Held By Goldman Sachs – Portfolio Analysis!

Trade Brains

Today, Goldman employs 9000+ Indians and serves leading corporate and institutional clients through corporate finance advisory, equity sales and trading, and fixed-income securities businesses, as well as providing macro-economic and investment research. The post Top Indian Stocks Held By Goldman Sachs – Portfolio Analysis!

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Quadrant Practicality

Random Roger's Retirement Planning

Here's how Portfoliovisualizer builds a simple Swensen portfolio. From 2000 to 2019, Swensen outperformed 14 times. The portfolio certainly is simple enough but where bonds with duration are concerned, the world got a little more complex in recent years. Portfolio 1 is an attempt to be true to the RA paper using AGG for bonds.

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At the Money: Is War Good for Markets?

The Big Picture

I’m Barry Ritholtz, and on today’s edition of At the Money, we’re gonna discuss whether war and inflation 20 somehow adds up to higher portfolio prices. But not only did he turn out to be right, by 2000, the move was 1000%. The answer might surprise you. A 500% move in the stock market. And all the rest.

Marketing 317
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A Look at How a Variety of Risk Management Approaches Have Worked in 2022

Validea

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. Here is a look at what has worked from a risk management perspective in our quantitative ETF portfolios this year, and what has not. Permanent Portfolio – Grade: C.

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10 Tuesday AM Reads

The Big Picture

My Two-for-Tuesday morning train WFH reads: • Stock Pickers Never Had a Chance Against Hard Math of the Market : In years like this one, when just a few big companies outperform, it’s hard to assemble a winning portfolio. The leading economic indicators show the U.S. 2000-2003 Dotcom implosion 6. Sapient Capital ) • If the U.S.

Insurance 130