2009 Math Portfolio Retirement 
The Big Picture
NOVEMBER 27, 2023
When you get it wrong, it crushes your retirement plans. My own track record at making big calls is pretty damned good, but none of our clients wants me slinging around their retirement monies based on my gut instinct. The dotcom top, the double bottom in Oct 02-March 03; the highs in 2007, the lows 2009. More on this later.
Random Roger's Retirement Planning
JUNE 10, 2024
I am guessing they chose that timeframe to coincide with the March 2009 bottom. We've talked just a couple of times about the market becoming increasingly concentrated which just in terms of math means that a diversified strategy will lag for as long as the big names do well.
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Mr. Money Mustache
MAY 20, 2022
Even Mr. Money Mustache, as a person who retired 17 years ago, is still in this boat for the simple reason that my retirement income from dividends and hobby businesses is still greater than my annual living expenses (which still hover around $20,000 per year). 3) Okay, but I really am retired and trying to live off my investments now.
The Big Picture
FEBRUARY 6, 2024
If you’re at all interested in focused portfolios, the concept of quality as a sub-sector under value and just how you build a portfolio and a track record, that’s tough to beat. Dick Mayo was a traditional, I’d say portfolio, strong portfolio manager focused on US stocks. So I was at Harvard.
The Better Letter
DECEMBER 15, 2022
Based on the above, nobody should be surprised that 2022 looks like it will be the worst year for the classic 60:40 portfolio since 1937’s -22 percent. percent (2009). After five years, Wes rebalanced the portfolio to invest only in the top performers for the next five years, and so on. Things are no better overseas.
Good Financial Cents
JUNE 25, 2023
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The Big Picture
AUGUST 8, 2022
ANAT ADMATI, PROFESSOR OF FIANCE AND ECONOMICS, STANFORD GRADUATE SCHOOL OF BUSINESS: So, my journey starts where I took a lot of math. I was good in math and I love the math. So, I was kind of, in my romantic mind when I was in my early 20s, I was going to take but not give back to math, that kind of thing. ADMATI: Yes.
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