Remove 2002 Remove Numbers Remove Portfolio
article thumbnail

Best RK Damani Portfolio Stocks – Portfolio Analysis & Holdings

Trade Brains

Best RK Damani Portfolio Stocks: Investing in the stock market can be a daunting task, given the sheer number of stocks available to choose from. To simplify things, many investors follow the portfolio of successful investors such as RK Damani, who has amassed a fortune through stock investments. Who is RK Damani? Stock P/E 106.27

article thumbnail

Did Capital Efficiency Malfunction In This Decline?

Random Roger's Retirement Planning

So following up on yesterday's post about trying to learn some things about all the portfolio theory we explore here, let's put the barbell and capital efficient portfolio structures as we've experimented with them through a real world test. My first introduction to the concept was from my time at Fisher Investments in 2002.

Insiders

Sign Up for our Newsletter

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

article thumbnail

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. So what were the numbers like after World War 1 and after World War 2? We’ve spent – depending on whose numbers you rely on – 4, 5, 6 trillion dollars.

Marketing 317
article thumbnail

Old School Alts, Represent!

Random Roger's Retirement Planning

With all the time we've spent learning about new alternative strategies (new in that they've become accessible in funds for retail sized accounts) and how to incorporate them into a diversified portfolios, I thought it might be worthwhile to revisit a couple of older school alternatives to see how they're doing through the current event.

article thumbnail

ETF Democratization Continues

Random Roger's Retirement Planning

Based on those numbers alone which go back to 1999, yeah, I want to learn more. That is not a bad result but might be less than you'd think when looking at the CAGR numbers. In 2000, BPLSX outperformed by 69%, in 2001 it outperformed by 37%, 22% in 2002 and 46% in 2009. Here's the year by year though.

Assets 98
article thumbnail

New Year's Day Retirement Spectacular!

Random Roger's Retirement Planning

Barron's has an article about how to protect your portfolio , er sort of. Basically, after a couple of quotes from William Bengen, father of the 4% rule, about his tactical portfolio currently being 37% allocated to equities, there are a couple of suggestions from William Bernstein about just having less equity exposure. Portfolio No.

article thumbnail

The good, the bad, and the volatile

Nationwide Financial

Market volatility in 2022 also hit the traditional 60% equity/40% bond model portfolio. This was the third worst calendar-year return for 60/40 portfolios since 2002, losing 16% in 2022. Historically, the longer investors hold on to their portfolios, the greater their chances for overall positive return.