The Irrelevant Investor

FEBRUARY 20, 2020

I had Nick Maggiulli run some numbers for me on what a 60/40 levered portfolio would have done compared to the unlevered version. The chart below shows that the composition of the original 60/40 portfolio varies wildly. Near the stock market bottom in 2009, bonds were almost 90% of the portfolio!

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Validea

NOVEMBER 29, 2023

And so even though current portfolio values might be down, the expected future returns are higher. Over the last 25 years, we have seen four bear markets (1999-2002, 2008-2009, 2020, 2022) and numerous market corrections (10% losses). Sector Concentration Risk: Overexposure to one sector can increase risk.

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Validea

JANUARY 13, 2023

Gundlach made the remarks during a recent webcast, where he also relayed that building “portfolios in fixed income that yield 6% to 7% and low double digits depending on risk tolerance” would now be a possibility. Quick Links Warren Buffett Portfolio High Momentum Stocks Low Volatility / Conservative Stocks.

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Good Financial Cents

SEPTEMBER 9, 2022

The combination of rising inflation and interest rates is putting a serious squeeze on investment portfolios and household budgets across the nation. But we’re here to offer some help with what we believe to be the five best investment hedges against inflation to help protect your portfolio. Commodity price increases aren’t uniform.

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Walkner Condon Financial Advisors

FEBRUARY 24, 2022

The index’s loss of 6.24% in 2018 was paltry compared to its 38% loss in 2008 and three consecutive double-digit down years of 2000-2002. This is almost always a recipe for disaster as it requires correct market timing, not one, but two major moves in a portfolio. It also requires that we are actually at the start of a correction.

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Clever Girl Finance

OCTOBER 1, 2022

For example, you know about the great recession of 2008 triggered mainly as a result of the housing bubble in the United States. It's important to have a well-diversified investment portfolio. Whatever you invest in, be sure to do your research, be clear on your investment objectives and understand your risk tolerance.

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Investing Caffeine

MARCH 1, 2024

Regardless, the goal of long-term investing is to master the art of maximizing returns and limiting taxes subject to your risk tolerance. You certainly can, and should, take advantage of the AI revolution in your investment portfolio to support your retirement goals, but successful investing requires more than that.

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Brown Advisory

DECEMBER 2, 2015

In advising clients over the years, we have seen the value of helping families buy into the longterm orientation essential to successful investing and portfolio management through all market conditions. This includes articulating a policy with regard to investment risk tolerance, long-term goals, cash flow needs and sector diversification.

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Darrow Wealth Management

MARCH 28, 2022

The key to weathering the storm is having a diversified asset allocation that’s truly aligned with your risk tolerance and appetite before there’s a personal financial problem or other negative event. Bonds are the ballast in many portfolios and exposure to fixed income is often essential during market downturns.

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The Big Picture

APRIL 19, 2023

Check out these recent headlines about the classic 60/40 investment strategy 1 : The 60-40 Investment Strategy Is Back After Tanking Last Year BlackRock Ditches 60/40 Portfolio in New Regime of High Inflation Why a 60/40 Portfolio Is No Longer Good Enough The 60-40 portfolio is back Sorry, but all of these headlines utterly miss the point.

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The Big Picture

MAY 9, 2023

And then I moved back to London at the end of 2008, which was a really interesting pivot. At the end of 2008, we owned a lot of illiquid assets. And there was a problem with 168 of them at the end of 2008. It was the year I made partner, actually, in 2008. I did that for a couple of years. RITHOLTZ: Good timing, yes.

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The Big Picture

MARCH 27, 2023

She was a partner and a portfolio manager at Canyon Capital, a firm that runs currently about $25 billion. MIELLE: After 2008? RITHOLTZ: 2008, ’09. But it’s interesting that you really can pinpoint the difference in return because there’s this sort of impatient or overzealousness in trading your portfolio.

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The Big Picture

JULY 3, 2024

Full transcript below. ~~~ About this week’s guest: Dr. William Bernstein is the author of numerous books, including “ The Four Pillars of Investing: Lessons for Building a Winning Portfolio.” To help us unpack all of this and what it means for your portfolio, let’s bring in Dr. William Bernstein.

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Good Financial Cents

JULY 3, 2023

If you had invested into the stock market in 2008, your Roth IRA probably paid closer in the -30% range. When you open an account with Betterment, you will have a five minute questionnaire that determines your risk tolerance and then they do all the investing and adjusting for you. ” Then I wait for confusion to set in.

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The Big Picture

MAY 30, 2023

Different risk tolerance and different business plan. And I want to own all of these affordable housing homes that are in the institutional portfolios. BRYANT: And institutions that did not really think this was a sweet spot for their portfolio. This was, so you had the 2008, 2009 economic crisis. RITHOLTZ: Right.

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Investing Caffeine

JANUARY 3, 2022

880%, among many other fruitful investments since Sidoxia’s inception in 2008. Stay away from expensive, speculative, frothy areas, or at least keep that exposure of your portfolio to a minimum. Follow this advice and your portfolio should benefit in 2022 and beyond. Thank you Amazon.com Inc. 5,544%, Apple Inc. www.Sidoxia.com.

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The Big Picture

MARCH 12, 2024

My family and I moved to McLean, Virginia in, in 2008. So we were down the street and we were in a pretty interesting situation because we were the, we were one of the biggest, if not the only investment bank specializing in the core risk that the nation was facing. The good news is no one event has a big impact on the portfolio.

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The Big Picture

FEBRUARY 20, 2024

00:53:43 If we’d done that, we would’ve had a much smaller housing bubble and we would’ve had much less damage when that bubble collapsed in, in 2008. I think there are definitely commercial banks that are gonna have trouble due to their concentrated commercial office building portfolio. Try, try that.

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The Big Picture

AUGUST 22, 2023

But we know, and this is what at least I wasn’t sufficiently alert to in 2008, that self-interested or malevolent types can use behavioral biases to manipulate people. So the granddaddy of this in my field is when you are setting up a portfolio for an investor, “Hey, tell us about your risk tolerance.

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