Abnormal Returns

MAY 1, 2023

capitalspectator.com) The Nasdaq 100 has outpaced the Russell 2000 by over 20% in 2023. nytimes.com) ETFs Model portfolio shifts can have a big effect on ETF flows. Markets How major asset classes performed in April 2023. twitter.com) Crypto Gary Gensler's SEC has been busy. riaintel.com) The pace of ETF launches has slowed of late.

Financial Advising 192

Financial Advising Startup Banking Manufacturing 192

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%.

Portfolio 144

Portfolio 144

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.”

Management 183

Management Portfolio Management Investing Investments 183

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.

Marketing 105

Marketing Marketing Banking Management 105

Random Roger's Retirement Planning

APRIL 4, 2024

We have a lot of fun here with backtesting portfolios. There was news going around that Daffy.org was adding Bitcoin in 5% or 10% weightings to a couple of its portfolios , presumably to improve returns for otherwise "normal" looking portfolios. The process can be informative but not definitive. It allocates as follows.

Portfolio 83

Portfolio Assets Taxes Investing 83

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.

Portfolio 77

Portfolio Clients 77

The Big Picture

APRIL 26, 2023

Desmond loved to ask professional portfolio managers “What percentage of stocks would you expect would be making new highs at the top day of the bull market when the Dow Jones was making its absolute high?” The typical answers were in the 60, 70, 80% range. The actual answer was less than 6%.

Portfolio Management 277

Portfolio Management Marketing Marketing Portfolio 277

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.

Portfolio 80

Portfolio Investing Investments 80

Nationwide Financial

JUNE 14, 2023

Clients participating in this year’s tech-stock rally could benefit from a portfolio review and diversification check, as this appreciation may have thrown many allocations off balance. For example, small caps have lagged the NASDAQ 100 this year, with the Russell 2000® Index of small-cap stocks down nearly 10% year.

Valuation 52

Valuation Portfolio Assets Clients 52

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.

Planning 85

Planning Portfolio Investing Investments 85

Random Roger's Retirement Planning

MARCH 24, 2024

In Saturday's post we touched on all-weather portfolios and assumed a lot of overlap with the Permanent Portfolio (PP). All-weather and PP are in Portfoliovisualizer's dropdown choices for portfolios to study. All-weather and PP are in Portfoliovisualizer's dropdown choices for portfolios to study. I think it can.

Portfolio 87

Portfolio Management Taxes Numbers 87

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.

Risk Management 115

Risk Management Management Asset Allocation Portfolio 115

The Big Picture

OCTOBER 19, 2023

I run through 30 charts in 30 minutes that explain where we are in the economic cycle, what markets are doing, and what it means to their portfolios. This has enormous ramifications for everything from our portfolios, policies and politics… See also , Failures’ Fallout (Mehlman, August 21, 2021) Teens Spend Average of 4.8

Media 350

Media Economy Economics Wealth Management 350

Validea

OCTOBER 4, 2023

Variability of Returns Let’s use the S&P 500 and Russell 2000 indices as examples. As you may suspect, in the 1930s, early 1980s and during the 2000s, the rolling returns were below average and even negative, but after the market bottomed in these periods the rolling returns improved significantly. Patience pays off when investing.

Investing 119

Investing Investments Portfolio Assets 119

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.

Investing 184

Investing Investments Financial Planner Risk Tolerance 184

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.

Marketing 85

Marketing Marketing Wealth Management Portfolio 85

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.

Marketing 306

Marketing Marketing Government Numbers 306

Sara Grillo

APRIL 11, 2022

We’re going to talk about how he provides high value as an hourly financial advisor by saving investors from the “Humpty Dumpty portfolio” and the lessons other advisors can learn about serving clients with simplicity, transparency, and integrity, whether they choose to adopt the hourly fee model or not.

Financial Advisor 52

Financial Advisor Portfolio Clients Management 52

Validea

AUGUST 5, 2022

The Russell 2000 has declined 32% from its November 2021 high through June 2022—worse than the S&P 500’s 24% drop. And the Russell 2000 is now up 14.3% That’s led some strategists to advise investors to overweight their portfolios with small-caps, the article reports.

Valuation 59

Valuation Manufacturing Economics Sales 59

Aleph

DECEMBER 22, 2022

Think of our last two major crises, the Great Financial Crisis (2008) and the Dot-Com Bubble (2000). Most of the market is passive investing when aggregated, which leaves more opportunity for those that are willing to take chances on a portfolio that is not index-like in the slightest. Yes, there were many who did so.

Portfolio 59

Portfolio Assets Management Investing 59

The Richer Geek

JUNE 28, 2023

In 2000 he and his wife brought triplets into the world which inspired him to challenge traditional financial planning advice. In 2000 he and his wife won the baby lottery by having triplets which inspired him to challenge the traditional financial planning advice of Wall Street. Welcome back to another episode of the richer geek.

Financial Planning 52

Financial Planning Taxes Assets Planning 52

Truemind Capital

JANUARY 19, 2024

The IT bubble burst in 2000 was majorly a US phenomenon but Indian stock markets corrected by 60-65% from the peak. Irrespective of what you think about the strength of your mutual fund or stock holdings, the global market crash will take down your portfolio as well. A global liquidity glut has the opposite impact on the stock markets.

Economy 52

Economy Investing Investments Economics 52

Trade Brains

SEPTEMBER 9, 2023

Its project portfolio includes a total of 147 projects (including ongoing projects), which includes residential, commercial, industrial, and institutional projects. billion, respectively, between April 2000 – September 2022. billion and US$ 28.95 crores in March 2021 to 154.2 crores in March 2023.

Government 59

Government Budgeting Investing Investments 59

Validea

FEBRUARY 17, 2023

Quick Links Warren Buffett Portfolio High Momentum Stocks Low Volatility / Conservative Stocks Using yearly Bloomberg surveys from 2000-2021, Barron’s found that the median forecast among the economists, money managers, independent research firms, and other organizations surveyed was 0.99% off in either direction from the actual year-over-year GDP.

Portfolio Management 59

Portfolio Management Budgeting Economics Portfolio 59

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?

Insurance 130

Insurance Math Economics Economy 130

Random Roger's Retirement Planning

JULY 14, 2023

This group recently grew to 30% of the index so if you don't have 30% of your portfolio in those names, you are very likely lagging behind the index. We talk about this all the time, no portfolio strategy is perfect. If you have 30% of your portfolio in those seven names then you are exposed to a lot of risk right now.

Portfolio 57

Portfolio Risk Management Taxes Accounting 57

Validea

APRIL 15, 2024

A portfolio of high book-to-market stocks scoring 8 or 9 on Piotroski’s F-Score scale outperformed the market by 7.5% By applying his F-Score methodology, Piotroski demonstrated that investors can avoid value traps and achieve market-beating returns from a diversified portfolio of financially fit firms. per year on average.

Investing 52

Investing Investments Assets License 52

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.

Investing 128

Investing Investments Valuation Portfolio 128

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.

Banking 105

Banking Accounting Portfolio Investing 105

Random Roger's Retirement Planning

APRIL 12, 2023

The Wall Street Journal had an article about the standard 60/40 portfolio , that is 60% allocated to stocks and 40% allocated to fixed income. My experience is that the typical retired person/couple expects growth in exchange for some volatility from the equity portion of their portfolio, they don't want it from their fixed income sleeve.

Portfolio 68

Portfolio Math Clients Retirement 68

Brown Advisory

SEPTEMBER 25, 2023

It's the Little Things: Why US Small-Cap Stocks Deserve More Attention bgregorio Mon, 09/25/2023 - 08:42 Small-Cap Growth Strategy --> For most investors, a primary objective is creating an optimal portfolio allocation that maximizes returns for a given level of risk. For example: 1) The diversification boost – this seems straightforward.

Portfolio 52

Portfolio Clients Management Investing 52

Trade Brains

SEPTEMBER 23, 2023

The minimum investment required and the Minimum/Maximum lot size for this IPO is ₹118,000 (2000 shares). Inspire Films IPO Review – Key IPO Information Particulars Details IPO Size ₹21.23 Cr Fresh Issue ₹21.23 What do think the future holds for the company? Are you applying for the IPO? Let us know in the comments below.

B2B 64

B2B Media Advertising Investing 64

Validea

JUNE 27, 2023

In an interview with Bloomberg, Villalon said that the models used by AQR indicate that equities in emerging markets have the cheapest relative valuations since the year 2000, and will beat U.S. equities may still outperform emerging markets in the short term, investors should still rethink their portfolios if they have a heavy focus on U.S.

Marketing 52

Marketing Marketing Valuation Portfolio 52

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.

Risk Management 97

Risk Management Clients Risk Tolerance Management 97

Trade Brains

OCTOBER 4, 2023

2000 for an iPhone Price Lock pass. 2000 if you change your mind or the product runs out of stock. The source of extra money This time, they have a new deal for iPhones. You can pay an extra Rs. There’s also an exchange offer where you can exchange your current smartphone for a new one and save some money.

Sales 59

Sales Electronics Portfolio Planning 59

Validea

MAY 15, 2023

Matthew Fine started in an entry-level position at Third Avenue Management in 2000 and worked is way up to portfolio manager of their flagship Third Avenue Value fund, overseeing its $900 million since 2017. over 3 and 5 years, respectively.

Distribution 52

Distribution Banking Portfolio Portfolio Management 52

Trade Brains

SEPTEMBER 22, 2023

The minimum investment required and the Minimum/Maximum lot size for this IPO is ₹1,40,000(2000 shares). Arabian Petroleum IPO Review : Key IPO Information Particulars Details IPO Size ₹20.24 Cr Fresh Issue ₹20.24 What do you think the future holds for the company, Do you believe the company can survive against large players?

Manufacturing 59

Manufacturing B2C B2B Distribution 59