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A Spectacularly Underappreciated 15 Years

The Big Picture

From March 2000 to the double lows October 2002 and March 2003, the Nasdaq 100 fell 82.9% (peak to trough). See also Lazy Portfolios rolling returns. For two decades, every dip purchase was soon rewarded. It takes a while to change behavior. Look at the dotcom implosion (and the September 11 terrorist attacks).

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Five Lessons from Meb Faber

Validea

The Ancient Wisdom of Asset Allocation Interestingly, Faber draws inspiration from a 2000-year-old investment principle found in the Talmud, which suggests dividing one’s portfolio into thirds: business, land, and reserves.

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Rabbithole: What Do People Get Wrong About Money?

The Big Picture

During the 2000 crash, I had no 401k, and my wifes 403B was tiny. The GFC I had a more money at risk; Covid was fully invested, with a 401k, portfolio and of course, the firm. The strangest thing I came to realize was that the market crashes and bear markets that should have mattered the least to me were most terrifying.

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Market Commentary: How to Think About the S&P 500 Correction

Carson Wealth

Well, the word of the day in 2025 is diversify, as portfolios that have been diversified have held up quite well. In fact, the average year since 2000 has gained 9.5%, yet drops to negative 12.5% A diversified portfolio does not assure a profit or protect against loss in a declining market. It is possible, but unlikely.

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Negative effects of a prolonged bull market

Truemind Capital

Equity markets corrected by more than 50% in 2000-01 and more than 60% in 2007-08 which lasted for 1.5-3 Looking closely at your portfolio allocation should be done at all times and not just when the market corrects. For the sustainable long-term progress of financial markets, corrections are healthy and useful.

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Heavy Weights: The Real Story Behind Current Market Concentration

Financial Symmetry

The previous high mark over this period, around the height of the dot-com era in early 2000, appears small in comparison. Data for Panel A and Panel B from 1/1/2000 12/31/2024. 3 So, as investors, what can we do about it within our portfolios? If we compare U.S. 2 Figure 4 demonstrates. Source: Morningstar.

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Market Commentary: Strong Jobs Report Gets the “Good News Is Bad News” Treatment

Carson Wealth

There are a lot of opportunities to diversify portfolios so they arent as concentrated as the S&P 500. The interest rate on 10-year Treasury notes jumped from 4.68% to about 4.75% and the S&P 500 pulled back by over 1.5% (and the small cap index, the Russell 2000, was off almost 2%). However, investors werent too happy.