Validea

JUNE 2, 2025

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. 2008 -0.4% -21.0% 2008 -0.4% -21.0% GLD SPDR Gold Shares 7.5% +380.3%

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Financial Symmetry

FEBRUARY 20, 2025

The top 10 weight today for the large value index (17.3%) is almost exactly half of its prior peak (34.5%) in late 2008. Data for Panel A and Panel B from 3/1/2008 12/31/2024. 3 So, as investors, what can we do about it within our portfolios? Data from 12/31/1989 12/31/2024. Source: Morningstar. Source: Morningstar.

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The Big Picture

JANUARY 8, 2025

To help us unpack this and what it means for your portfolio, let’s bring in Matt Hougan. Bitcoin broke through that in 2008, 2009, and it’s been gaining steady adoption. I’m Barry Ritholtz. And on today’s edition of At The Money, we’re going to discuss all sorts of cryptocurrencies.

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The Big Picture

NOVEMBER 26, 2024

To help us unpack all of this and what it means for your portfolio, let’s bring in Matt Hogan. And the second, is you need to size your portfolio appropriately. If I’m an investor and I want to put 2 or 3% of my portfolio into coins, what do I do? Let’s start with just the basics, Matt.

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Discipline Funds

NOVEMBER 4, 2024

But don’t vote with your portfolio as your portfolio is going to be agnostic to politics in the long-run. For example, the economic impact of policies in 2008 and 2009 have a much bigger impact than policies enacted in 2012. 1 So get out there and vote.

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Financial Symmetry

JUNE 24, 2025

If your parents or grandparents experienced the Great Depression or the 2008 financial crisis, you might have inherited a powerful aversion to risk. As Will points out, studies have shown that people feel losses in their portfolio twice as much as they feel the gain. 19:50] Maximize equities in a portfolio for high returns. [20:39]

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Yardley Wealth Management

JUNE 11, 2025

The Downside of Missing the Market’s Best Days It is natural to wonder if you should change your portfolio during such times. Think of investors who sold during the financial crisis of 2008-09, only to miss one of the strongest bull markets in history. A diversified portfolio is designed to help manage risk during market cycles.

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Carson Wealth

JUNE 9, 2025

This is why having a globally diversified portfolio can benefit US-centric investors, as the US won’t always lead. Other years that saw big returns after down days were 2003, 2008, 2009, 2020, and of course now. A diversified portfolio does not assure a profit or protect against loss in a declining market.

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Random Roger's Retirement Planning

FEBRUARY 12, 2025

The idea is that you get the full beta (stocks and bonds) return with just a portion of the portfolio often with futures or some other form of leverage, leaving dollars left over to add alternatives all in pursuit of better nominal returns or better risk adjusted returns. The fourth portfolio more closely aligns with what we do here.

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Carson Wealth

MARCH 3, 2025

Those other times we saw fear similar to this were times like the recession and near bear market of 1990, October 2008 and March 2009 during the Great Financial Crisis, and the end of the bear market in 2022. A diversified portfolio does not assure a profit or protect against loss in a declining market. Heres the catch.

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Random Roger's Retirement Planning

APRIL 8, 2025

On December 24, 2008, the Dow Jones was down 1000 points and then on December 26th it was up 1000 points but of course that market event still had several months to go. Yes, idiosyncratic risk galore but someone who implemented Portfolio 1 on day one of APED, is down 2.5% The history of huge up days during events like this isn't great.

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Carson Wealth

NOVEMBER 4, 2024

The last time the S&P 500 fell more than 1% in November was in 2008, and it has been higher 11 of the past 12 years. A diversified portfolio does not assure a profit or protect against loss in a declining market.

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Carson Wealth

NOVEMBER 11, 2024

It is the most for a Republican President since 1988, but it trails the 365 (2008) and 332 (2012) President Obama won in his two elections. A diversified portfolio does not assure a profit or protect against loss in a declining market. President Trump is projected to win 312 electoral votes compared with Vice President Harris’s 226.

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Marketing Marketing Economy Numbers 95

Validea

MARCH 27, 2025

Model Performance & Return History Since its inception on Validea in 2003, the 20-stock, monthly rebalanced Peter Lynch-based portfolio has delivered a 1,142.0% 26.9%) Bottom 3 Worst-Performing Years: 2008 : -33.6% (vs. This nuanced, category-specific approach gives the model flexibility while remaining true to Lynchs principles.

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Validea

JUNE 23, 2025

Performance Overview (July 15, 2003 – 2025 YTD) Since inception, the Small Cap Growth Investor (Fool inspired) Portfolio has returned 13.2% Year Fool Portfolio S&P 500 +/- S&P 2003 (7/15/2003) 19.8% 2008 -25.0% -38.5% +13.5% Year Fool Portfolio S&P 500 +/- S&P 2003 (7/15/2003) 19.8% 2008 -25.0% -38.5% +13.5%

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Validea

JUNE 11, 2025

While both track major indexes and serve as core holdings in countless portfolios, the similarities stop there. Using Portfolio Visualizer data from 2000 to May 2025, QQQ outperformed SPY slightly with a 7.77% annualized return vs. 7.52%. 2008 Crisis -50.8% -49.7% large-cap market and acts as a core portfolio holding.

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Random Roger's Retirement Planning

DECEMBER 22, 2024

We spend a lot of time here on how to diversify to try to smooth out the ride and how to hold up better when markets have a year like 2022 or 2008. This brings us to the heart of today's post about trying to build a set but don't completely forget portfolio. For us, that includes alternatives.

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Validea

MARCH 7, 2025

Small Cap Growth Models Risk and Return Stats Since 2003, the ten stock, tax efficient portfolio has delivered a 13.5% This strategy had big winning years like 2013 (+65.9%) , 2020 (+106.5%) , and 2021 (+51.7%) but also suffered steep declines, including 2008 (-27.0%) , 2011 (-16.7%) , 2015 (-9.6%) , and 2022 (-30.3%).

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The Big Picture

MAY 20, 2025

How did that background help when it comes to modeling portfolios or applying those methods of statistical analysis to investing? First of all, my, some of my co-portfolio managers will bristle if you refer to us as a factor based firm. Same number of shares is just gonna be, you know, 0.001 of the portfolio.

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Random Roger's Retirement Planning

MARCH 2, 2025

As is often the case for this subject, someone talked about building a dividend portfolio and living off the dividends. The yields of Portfolios 1 and 2 are now higher than SCHD due primarily to XYLD having a higher payout than it used to. The two portfolios built above tried to add a better CAGR than just going SCHD.

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The Big Picture

APRIL 29, 2025

Their focus is on generating alpha with high conviction concentrated portfolios. As you, as you may recall, the insurance companies had huge commercial loan portfolios in those days that they were using to backstop long dated life insurance liabilities. So 2008, you know, as you remember, Barry fourth quarter was chaotic.

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Random Roger's Retirement Planning

NOVEMBER 21, 2024

There's no way to fit that many into a portfolio without having a portfolio of diversifiers hedged with a little bit of equity exposure which I don't think would be optimal. And since the other funds came along, RYMFX has shown to not be such a great representation of the strategy even though it helped in 2008.

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Validea

MARCH 13, 2025

Since its inception on Validea in 2003, the models 10-stock, annually rebalanced portfolio has returned 825% , outperforming the S&P 500 by 361.8%. This portfolio is set to be rebalanced in June 2025, so you can follow the portfolio by accessing Validea today. Returns are model returns and do not reflect actual trading.

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Wealth Management

JUNE 12, 2025

The ETF structure then evolved with the advent of active ETFs in 2008, the first one coming out of Bear Stearns, which went under that same year. John Davi, CEO and founder, Astoria Portfolio Advisors, encouraged advisors to use passive strategies in areas that can’t be beat. soon followed in 1993 with the SPDR S&P 500 Trust (SPY).

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Dear Mr. Market

APRIL 2, 2025

My Portfolio Guide, LLC was the first investment firm to publish a March Madness investing bracket where we share our picks and match them up against each other. With a strong, diversified portfolio, Amazon is poised to continue its dominance through 2025, claiming victory in this years March Madness Investing Bracket.

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Carson Wealth

DECEMBER 23, 2024

Notably, there was no SCR in 2000 and 2008, not the best times for investors, and potentially a major warning that something wasnt right. For one thing, PCE inflation is elevated right now because of lagging shelter data and financial services (thanks to portfolio management services inflation driven by higher stock prices).

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Marketing Marketing Economy Economics 72

Investing Caffeine

MAY 1, 2025

2008) In October 2008, the Time magazine cover encapsulated the zeitgeist of the period with a 1929 photo that included a line of desperate people waiting for food donations at a soup kitchen. Diversify Your Investments: A well-balanced portfolio across asset classes helps reduce panic. Are you near retirement?

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The Big Picture

JANUARY 21, 2025

You would offer three of their stock picks where they were probably touting stocks they wanted to unload from their portfolio. 00:12:41 [Speaker Changed] If nothing in your portfolio is performing badly, you’re not diversified. And the managers you selected were all based on past performance. That’s exactly right.

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Carson Wealth

JULY 10, 2025

The best way to help protect your investments from market volatility is through robust portfolio construction and diversification. Rather than reacting to negative market news, you should strategically position your portfolio to limit losses and reduce fluctuations in investment returns without sacrificing too much potential gain.

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SEI

JULY 9, 2025

Our client portfolio managers explain how we deliver an outstanding client experience. Proactive, high-touch client experience: Communication and transparency. Proactive communication and transparency, especially during challenging times, can have a significant impact on your results. View transcript Close transcript Dale K.

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Random Roger's Retirement Planning

MARCH 14, 2025

The best example of this that I can think of to make the point was in the fall of 2008 when one day, the Dow fell 1000 points and then the next day it made it most of it back. Both portfolios have higher returns and lower standard deviations than PRPFX and VBAIX. Portfolio 2, the one with managed futures, was up 2.77%.

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Carson Wealth

JUNE 30, 2025

That’s one reason why the 2008–2009 recession was as bad as it was—households were much more levered and when unemployment rose and home prices fell, everything crashed. The greater the leverage, the harder the crash (like in 2008-2009). It was 101% at the end of 2019, and 137% just before the financial crisis in 2007.

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The Big Picture

JULY 15, 2025

But in 2008 in the financial crisis, I turned 50. And fire extinguishers were positions we would take in the portfolio that we could pull off the wall and put out the fire in the portfolio. And to continue with that, your portfolio follows that sound and crashes on the rocks if you want the mythology example.

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Trade Brains

JUNE 30, 2025

Founded in 2008 (originally as IIFL Wealth Management), it specializes in financial services such as wealth management, asset management, portfolio management, corporate treasury solutions, and lending. The company serves high-net-worth individuals, family offices, and institutional clients.

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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. 351's are kind of like 1031 exchanges in real estate.

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Carson Wealth

JULY 11, 2025

2010–2015: Business investment and dividends drove profit growth, overcoming the drag from the reduction in government spending (which started to fall after the 2008–09 recession). Want to know more about what this could mean for your portfolio for the rest of the year? Still, it can explain a lot.

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Validea

MARCH 21, 2025

The top performing Zweig-inspired portfolio on Validea is the 20 stock, tax efficient portfolio. Since 2003, this portfolio has returned 1,113.1% , outperforming the market by 642.2%. Its best year was 2013 , when the portfolio returned +57.1% , far outpacing the S&P 500s +29.6% gains, respectively.

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