The Irrelevant Investor

SEPTEMBER 7, 2022

A 60/40 portfolio just experienced the worst eight-month stretch to start a year going back to the inception of the Barclay’s aggregate bond index in 1976. The last time it experienced a 12-month increase that large was in January 2000! One of these things is not like the others. One year ago the 10-year rate was 1.32%.

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Portfolio 143

Trade Brains

SEPTEMBER 26, 2023

It employs over 2000 individuals and also has 6 manufacturing units, 3 FDA units, and 3 cutting edge R&D centers. The post Top Indian Stocks Held By Morgan Stanley – Portfolio Analysis! Aarti has received 40 US DMF approvals across multiple therapeutic areas and has 10 new APIs under development.

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Portfolio Analysis Portfolio Pharmaceutical Manufacturing 111

The Big Picture

FEBRUARY 7, 2024

To find out more, I speak with Jeremy Schwartz, Global Chief Investment Officer of WisdomTree, leading the firm’s investment strategy team in the construction of equity Indexes, quantitative active strategies and multi-asset Model Portfolios. It’s where tech bubble in 2000 is the classic example.

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The Big Picture

MARCH 10, 2025

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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Investing Investments Food Ethics 196

Validea

NOVEMBER 9, 2024

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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Asset Allocation Portfolio Assets Taxes 52

The Big Picture

DECEMBER 9, 2023

Since inception, FLPSX has annually beaten the S&P 500 by over 3% and the Russell 2000 by over 4%. ” Previously, he worked as a Portfolio Manager at Citadel Global Equities and as an Analyst at Millennium Management. In 2002, Tillinghast was named “ Morningstar’s Domestic Stock Fund Manager of the Year.”

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Management Portfolio Management Investing Investments 196

Random Roger's Retirement Planning

MAY 3, 2025

Interest rates going up doesn't worry me from a portfolio perspective, I pretty much don't have any interest rate risk in the portfolio. My first thought is to think about the all-weather attributes of Permanent Portfolio-inspired, quadrant investing. Portfolio 3 is sort of close to what we blog about regularly.

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Portfolio Management Taxes Investments 59

Truemind Capital

NOVEMBER 8, 2024

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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Trade Brains

OCTOBER 4, 2022

Top Stocks Under Rs 2000: Many people begin their SIPs with the figure of Rs. In this article, we bring you some top stocks under Rs 2000 that you can consider including in your portfolio. . We will start by covering five such Top Stocks Under Rs 2000. Top Stocks Under Rs 2000. 852,000 EPS (Rs.) Book Value (Rs.)

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Banking Manufacturing Pharmaceutical Financial Services 52

Alpha Architect

SEPTEMBER 9, 2022

An equal-weighted portfolio of Best Brands (BBs) in the U.S. earns an excess return of 25 to 35 bps per month during the period 2000-2020. The excess returns of the BB portfolio are not due to firm characteristics, industry composition, or small-cap stocks.

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Portfolio Investing Investments 109

The Chicago Financial Planner

FEBRUARY 5, 2022

Rams) won in 2000 and the market dropped. What impact have the solid stock market gains of the past three years had on your portfolio? Solid, well-managed active funds can also contribute to a well-diversified portfolio. View all accounts as part of a total portfolio. Some notable misses for the indicator include: St.

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Investing Investments Financial Planner Risk Tolerance 184

Trade Brains

DECEMBER 1, 2023

Best Mukul Agrawal Portfolio Stocks : Every world has its celebrity, who set the benchmark in their field. As of September 30 th , 2023 Mukul Agrawal’s portfolio had about 53 stocks with a Net Worth of about Rs. Best Mukul Agrawal Portfolio Stocks Now let us take a look at some of the best stocks held by this Ace Investor.

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Portfolio Analysis Portfolio Engineering Banking 59

The Big Picture

FEBRUARY 14, 2024

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.

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Marketing Marketing Government Numbers 317

Random Roger's Retirement Planning

FEBRUARY 28, 2025

If you have a taxable portfolio of at least $1 million where selling or rebalancing would hit very hard tax-wise, you can exchange your portfolio for shares in a 351 ETF. We build portfolios here all the time with similar return profiles but with less volatility. Most of us of course lived through that from 2000 through to 2009.

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Portfolio Asset Allocation Taxes Assets 52

Carson Wealth

MARCH 17, 2025

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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Marketing Marketing Economy Portfolio 84

Random Roger's Retirement Planning

SEPTEMBER 16, 2022

Some interesting conversations and the like related to portfolio construction and the use of alternative strategies. Nomadic Samuel kicked it off on Twitter with the following portfolio in a poll, asking whether a simple two fund, equity/bond 60/40 portfolio made more sense.

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Planning Portfolio Investments Investing 98

Validea

OCTOBER 12, 2022

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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Risk Management Management Asset Allocation Portfolio 115

Truemind Capital

NOVEMBER 8, 2024

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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Marketing Marketing Asset Allocation Valuation 52

Darrow Wealth Management

JUNE 27, 2022

stocks that started in the early 2000s. Between 2000 – 2009, the cumulative total return for the S&P 500 was negative 9.1% equity may be able to help reduce risk in a portfolio. By way of example, consider this hypothetical 60/40 portfolio of stocks to bonds. These bouts can be significant. vs positive 30.7%

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Portfolio Investing Investments Risk Tolerance 52

Random Roger's Retirement Planning

SEPTEMBER 20, 2023

We've looked at these a couple of times over the years, back in the 2000's I accessed the space through a closed end fund that had a high yield, higher than what the space typically offers, thanks to the leverage inherent in the closed end universe. BTAL is a client and personal holding. And the results. And the results.

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Financial Symmetry

FEBRUARY 20, 2025

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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Marketing Marketing Valuation Commission 67

Random Roger's Retirement Planning

APRIL 17, 2024

The idea of building an All-Weather portfolio of course has its appeal. The basic idea is to be much less volatile than the broad market or the typical 60/40 portfolio. It raises the question though of how much performance should an investor expect or be willing give up for the potential emotional comfort of an All-Weather portfolio.

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Portfolio Asset Allocation Advertising Numbers 102

Random Roger's Retirement Planning

DECEMBER 2, 2024

If you put 3% into Ariba Networks into a diversified portfolio in 2000 or bought a house you could comfortably afford in 2007 then you had a setback but weren't blown up. I posted the above joke on Bluesky a few days ago. This person will get blown up if anything bad ever happens, absolutely destroyed.

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Taxes Portfolio Investments Investing 52

Darrow Wealth Management

MARCH 6, 2023

Since 1926, stocks were down four consecutive years only once (between 1929 and 1932), three years in a row twice (latest being 2000 to 2002), and one instance of back-to-back losses (between 1974 and 1975). But regardless of the point of entry, over time, a diversified portfolio has produced positive returns.

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Marketing Marketing Wealth Management Portfolio 105

Trade Brains

OCTOBER 9, 2023

Shareholdings and portfolio as of June 30, 2023, for the GOVERNMENT OF SINGAPORE. The residential, commercial, retail, property management, and hospitality sectors are all included in The Prestige Group’s property portfolio. The government of Singapore owns 49 stocks with a net worth of more than Rs. Stock P/E (TTM) 74.75

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Portfolio Analysis Government Portfolio Healthcare 59

Carson Wealth

DECEMBER 9, 2024

One More Bit of Good News November was a huge month for stocks, but the big winner was small caps, with the Russell 2000 up an amazing 10.9%. We found 22 other times the Russell 2000 gained at least double digits in a month and six months later it has been higher 90% of the time and a year later up a very solid 15% on average.

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Marketing Marketing Economy Manufacturing 69

Validea

OCTOBER 19, 2022

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. at the start of the year) things are looking brighter for this simple portfolio.

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Investing Investments Valuation Portfolio 128

The Big Picture

SEPTEMBER 25, 2024

. ~~~ About Jeremy Schwartz: Jeremy Schwartz is Global Chief Investment Officer of WisdomTree, leading the firm’s investment strategy team in the construction of equity Indexes, quantitative active strategies, and multi-asset Model Portfolios. But when you buy a broad market portfolio, You’re getting that diversification.

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Investing Investments Portfolio Assets 174

Mr. Money Mustache

FEBRUARY 25, 2025

S&P returns (including dividends) since 2019, graph by the excellent portfolio visualizer website. For example, if the house brings in $2000 per month ($24,000 each year) and the sale price is $240,000, the next investor is buying a business with a price-to-earnings ratio of 10, because 240k/24k=10. What Does Warren Buffett Say?

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Marketing Marketing Sales Portfolio 66

Carson Wealth

JANUARY 13, 2025

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.

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Marketing Marketing Economy Compliance 75

Trade Brains

APRIL 30, 2024

Ketan Parekh – Background and Foundation Famously known as a ‘Bombay Bull’ during 1999-2000, Ketan Parekh was a mentee of Harshad Mehta (who was also involved in another scam that shook the stock market in India). He had created a portfolio called K-10 which consists of top ten hit picks by Ketan Parekh himself. 750 million.

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Marketing Marketing Banking Management 105

BlueMind

OCTOBER 25, 2022

When it comes to their investment portfolios many tend to have a low-risk tolerance and with the unsettling economic situation with the ongoing pandemic, the word “risk” has become even more of a fearsome word for clients. The $5000 saved today could be worth no more than $2000 in just a few years. Category: Clients Risk.

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Risk Management Clients Risk Tolerance Management 97

Validea

JUNE 14, 2023

In 2000, General Electric accounted for over 5% of the S&P 500 ( source ). In 2000, the total value of the US stock market was $15.1 A well-diversified portfolio can help protect against the unpredictable nature of the stock market. 1.42, 1.61, 2.30, 2.08, 2.30, 3.05, 2.97, 3.28, 5.61, 6.11

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Math Accounting Marketing Marketing 109

The Big Picture

FEBRUARY 25, 2025

And modern portfolio theory was kind of just coming around. One is the concept of total financial portfolio. This is the 1970s and eighties, essentially when, when that Charley Ellis : Was in 1960s, Barry Ritholtz : So late sixties, not a lot of data available on a regular basis. Is That right? It works candidly, negatively, huh.

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Investing Investments Management Engineering 163

Random Roger's Retirement Planning

MAY 6, 2024

In 2000, BPLSX outperformed by 69%, in 2001 it outperformed by 37%, 22% in 2002 and 46% in 2009. Stone Ridge has a mutual fund that owns an art portfolio which, again, potentially offers uncorrelated returns. That point is the anchor, for me anyway, in thinking about how to build and maintain a portfolio.

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Assets Portfolio Taxes Management 98

The Big Picture

AUGUST 29, 2023

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. 2000-2003 Dotcom implosion 6. Businessweek ) but see With cash earning 5%, why risk money on the stock market?

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Insurance Math Economics Economy 130

Trade Brains

SEPTEMBER 11, 2023

2000 or Rs. Written By Shivani Singh By utilizing the stock screener , stock heatmap , portfolio backtesting , and stock compare tool on the Trade Brains portal, investors gain access to comprehensive tools that enable them to identify the best stocks also get updated with stock market news , and make well-informed investment decisions.

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Banking Accounting Portfolio Investments 105