Carson Wealth

JUNE 10, 2024

We didn’t even see significant revisions to March and April payroll numbers, and the 3-month average now sits at 249,000. The payroll number comes from the “establishment survey,” which is a survey of about 119,000 businesses and government agencies (about 629,000 worksites). Well, the May payroll report upended that narrative.

Marketing 143

Marketing Marketing Economy Numbers 143

Random Roger's Retirement Planning

APRIL 9, 2024

Mutiny Funds put out a paper on the hows and whys of using alts for The Cockroach Portfolio that they manage and that we've looked at a few times. Picture retiring in 2010 versus 2020. The S&P 500 was down 22% for the 10 years ending 1/1/2010 while the ten years ending 1/1/2020 it was up 189%.

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Management Retirement Planning Portfolio Retirement 98

Carson Wealth

AUGUST 12, 2024

The late week rebound was supported by better economic data, including some good jobs-related numbers. 2010 had a European banking crisis. The current number remains consistent with the 2018-2019 average, despite a larger labor force now. August is known for volatility and once again, it’s living up to its reputation.

Marketing 95

Marketing Marketing Numbers Economy 95

Random Roger's Retirement Planning

JANUARY 24, 2023

The catalyst for this post was a Tweet from Adam Butler who talked about a backdrop in the 2010's the promoted speculation and what he called Minskyian Moral Hazard (a nod to Hyman Minsky). Some allocation to equities is always going to be part of the portfolio. The tech sector ETF I use is an index fund but is used actively.

Management 75

Management Portfolio Accounting Retail 75

Carson Wealth

OCTOBER 23, 2023

after adjusting for inflation, matching the average annual pace between 2010 and 2019. The consumption numbers quoted above came amidst surging student loan payments. A diversified portfolio does not assure a profit or protect against loss in a declining market. Through June 2023, the economy grew 2.4% in the third quarter.

Marketing 143

Marketing Marketing Economy Retail 143

The Big Picture

AUGUST 16, 2022

And if you’re able to do that in a diverse number of markets and asset classes, while managing risk in the markets that aren’t trending, you know, that’s in general how trend following works. So if you could say that the maximum size of a trend was, say, 100, maybe you might capture 60% or 70% of that trend. RITHOLTZ: Wow.

Management 305

Management Assets Risk Management Marketing 305

Carson Wealth

APRIL 29, 2024

While the GDP number for the first quarter disappointed, strength was evident beneath the surface. The weakest numbers were in areas that are volatile and tend to reverse, such as inventories and net exports. The core numbers were solid again and didn’t change our basic outlook for the rest of the year. in the first quarter.

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Marketing Marketing Economy Government 97

The Big Picture

SEPTEMBER 12, 2022

I wasn’t that typical person that did a number of, you know, internships during the summer, had that …. So obviously, we’re seeing some relief in the commodity sector, but more broadly it’s, you know, whether or not how quickly are we going to see that number come down. So derivatives were a part where I was very intimidated.

Clients 299

Clients Wealth Management Banking Investments 299

Carson Wealth

JULY 29, 2024

It’s a very solid, but not spectacular, number, just in the top half of all quarters since 2010, but looking at it in the context of the rate environment shows just how resilient the economy has been. For markets, GDP is typically one of the least important economic data points because the numbers are relatively stale.

Marketing 97

Marketing Marketing Economy Transportation 97

The Big Picture

DECEMBER 19, 2023

There are about 13 different portfolio managers each focused on a different sub-sector. They run long short across each of these, and they’ve put up some pretty impressive numbers over the past couple of years. And to the credit of the portfolio manager that I was working with Josh Fisher, we were actually up that year.

Healthcare 162

Healthcare Portfolio Management Investments 162

Carson Wealth

JANUARY 8, 2024

Goldilocks Job Numbers as Economy Powers Ahead The December payroll report was strong on the surface, with 216,000 jobs created last month and the unemployment rate firm at 3.7%. In fact, the average annual number of jobs gained from 2010-2019 was 2.2 Another 20% gain is possible, however, as it has happened before four times.

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Marketing Marketing Economy Numbers 96

Brown Advisory

MAY 31, 2017

EUROPEAN RE-ENTRY: Why We Are Shifting Portfolios Toward European Stocks achen Thu, 06/01/2017 - 02:47 Asset allocation—at least for us—is an exercise in nuance. We move slowly and carefully when it comes to shifting our portfolios away from one asset class or region and toward another. Over the long term, that stance has paid off.

Portfolio 52

Portfolio Asset Allocation Valuation Economics 52

Brown Advisory

MAY 31, 2017

EUROPEAN RE-ENTRY: Why We Are Shifting Portfolios Toward European Stocks. We move slowly and carefully when it comes to shifting our portfolios away from one asset class or region and toward another. We maintain a model portfolio internally to track the results of our asset allocation stances. Thu, 06/01/2017 - 02:47.

Portfolio 52

Portfolio Asset Allocation Valuation Economics 52

Random Roger's Retirement Planning

MARCH 22, 2024

The space languished for most of the 2010's. The numbers aren't exact but is in the neighborhood. I write all the time about managed futures as a diversifier and being able to live with the reality that managed futures will probably struggle when stocks are going up. This year is kind of an anomaly so far.

Management 95

Management Portfolio Marketing Marketing 95

The Better Letter

MARCH 18, 2025

Nigl’s bracket finally went bust on game 50 (the third game on the second weekend) when three seed Purdue defeated number two Tennessee, 99-94, in overtime. And about 60 percent of national champions are one of the four number one seeds. A roulette wheel hitting the same number seven times in a row ( one in three billion ).

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Numbers Marketing Marketing Medicine 74

Validea

DECEMBER 19, 2022

Quick Links Validea Special Discount Offer Top Value Stocks in Today’s Market Choose from 20+ Actionable Model Portfolios – View Portfolios. The SG CTA Index only gained 18% from 2010-2019, compared to the S&P 500, which more than tripled, and investors pulled their money out of the strategies in droves.

Portfolio 59

Portfolio Management Investments Investing 59

The Big Picture

FEBRUARY 12, 2024

And since that happened, I don’t know, about four or five years ago, the fund has been putting up great numbers, outperforming doing really, really well. And we held it for, I don’t know, for a number of years. I’m the portfolio manager and I’m actually the only portfolio manager.

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Management Investments Investing Economy 294

Random Roger's Retirement Planning

NOVEMBER 23, 2023

Not that we should not try to mitigate the impact but understanding the actual numbers is very productive. PTY is a couple of bucks lower than where it was 20 years ago and NLY is trading at about 1/4 of where it was in 2010. Let's model the idea out using PTY and NLY against a couple of simpler portfolios.

Retirement 75

Retirement Portfolio Taxes Management 75

The Big Picture

SEPTEMBER 19, 2023

Her job is portfolio and product solutions and that means she could go anywhere in the world and do anything. And so I often would look at investments in my portfolio that may be different from what most other people put in their portfolios. That sounds great, but I only have spots in my portfolio for a Cape Cod.

Assets 147

Assets Management Investments Investing 147

Carson Wealth

NOVEMBER 13, 2023

The third quarter’s blockbuster productivity data follows a hot number from the prior quarter, when productivity rose 3.5% (annualized). annual pace, which is faster than the 2010-2019 pace of 1.2%. It’s also 40% above the 2010-2019 average and 4% above the 2005-2007 average. Since 2020, productivity has averaged a 1.4%

Marketing 96

Marketing Marketing Economy Startup 96

Carson Wealth

JANUARY 29, 2024

Instead, this is what happened: The economy accelerated in 2023, with GDP growth rising 3.1%, well above the 2010-2019 trend of 2.4% That’s well above the 2010-2019 average of 2.4% Even the year-over-year rate, which partly relies on year-old numbers that aren’t relevant anymore, came in at 2.9% and 2017-2019 pace of 2.8%.

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Marketing Marketing Economy Government 97

Trade Brains

DECEMBER 28, 2023

According to a 2010 Bloomberg report by economists Michael McDonough and Carl Riccadonna, the correlation between garbage and GDP was as high as 82% between 2001 and 2012. This indicator essentially focuses on the number of people who attempt to get into relationships to feel better when the economy is not functioning properly.

Economy 64

Economy Economics Sales Government 64

The Big Picture

DECEMBER 6, 2022

And I did the math, and I think at that point in time, roughly speaking, assets in ETS were roughly just 10 percent, 12 percent of assets in mutual funds and I was pretty convinced that that number was to increase significantly. I was employee number 10. RITHOLTZ: Which is really a pretty big number. billion dollars in AUM.

Clients 162

Clients Investments Investing Management 162

Carson Wealth

MAY 13, 2024

The “soft” GDP number hid underlying strength, as most of the weakness was in the numbers that tend not to persist, and the payroll report was quite positive even if it missed expectations. The banking system has held up, and economic growth has run ahead of the pre-pandemic 2010-2019 trend. trend between 2010 and 2019.

Marketing 97

Marketing Marketing Economy Economics 97

Random Roger's Retirement Planning

SEPTEMBER 29, 2024

Risk parity portfolios are particularly vulnerable when their active weighting algorithms fail to predict shifts in asset correlations." In the same period Vanguard Balanced Index Fund (VBAIX) which is a proxy for a 60/40 portfolio compounded at 10.89% with a standard deviation of 12.43%. The table/chart goes back to FAPYX' inception.

Portfolio 52

Portfolio Assets Management Math 52

Brown Advisory

JUNE 3, 2015

The boom in sustainable strategies has made it far easier than even five years ago to construct a sustainable portfolio across asset classes—from stocks to fixed income to compelling private equity alternatives. That’s up a staggering 88% from 2010. Today, however, we can boost that to 80% in a balanced portfolio.

Portfolio 52

Portfolio Clients Portfolio Management Assets 52

Brown Advisory

JUNE 3, 2015

When you cut through the confusion, though, you find that sustainable investing strategies have matured and improved, and now form the core of an increasing number of investors’ portfolios. Our clients are not alone: Investments aligned to environmental, social or governance factors surged to $4.3

Investing 52

Investing Investments Clients Portfolio Management 52

ClearMoney

DECEMBER 5, 2021

Bitcoin and related cryptocurrencies (now numbering in the thousands) are the subject of much debate and fascination. Given bitcoin’s dramatic price changes, it is not surprising that many are speculating about its possible role in a portfolio. After a limited number of password attempts, a user can permanently lose access.

Commission 52

Commission Retail Sales Distribution 52

Walkner Condon Financial Advisors

MAY 31, 2024

The completion of our tax returns being filed marks the beginning of a nine month period where we don’t need to think about funny acronyms and form numbers. Beginning in 2010, Roth IRA conversions became available to every income level, thus making backdoor Roth IRA contributions a viable tax strategy.

Taxes 105

Taxes Financial Advisor Tax Planning Distribution 105

Brown Advisory

APRIL 1, 2016

After several years of relative calm, investors have had renewed reason to worry about protecting their portfolios. There are many ways to illustrate volatility, but one of the simplest is to add up the number of days in which a market moves up or down by more than a certain amount over a defined period of time. Multiple Risks.

Investing 52

Investing Investments Portfolio Assets 52

Random Roger's Retirement Planning

JULY 10, 2024

Portfoliovisualizer's correlation tool is very handy to grab the numbers but I think there needs to be some measure of why return streams are uncorrelated. An idea with compelling numbers, so why not look a little closer? I've referred to the 2010's as a dark winter for managed futures.

Assets 52

Assets Management Numbers Taxes 52

The Big Picture

JULY 19, 2022

The transcript from this week’s, MiB: Antti Ilmanen, Co-Head, Portfolio Solutions, AQR , is below. BARRY RITHOLTZ; HOST; MASTERS IN BUSINESS: This week on the podcast, I have an extra special guest, Antti Ilmanen is AQR’s Co-head of the Portfolio Solutions Group. CO-HEAD, AQR’S PORTFOLIO SOLUTIONS GROUP: Thanks, Barry.

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Investments Investing Valuation Portfolio 130

Carson Wealth

JANUARY 22, 2024

We believe the first interest rate cut may come in May, unless inflation data over the next six weeks surprises to the downside or we get terrible payroll numbers. The average yield from 2010-2021 was just 2.34%. A diversified portfolio does not assure a profit or protect against loss in a declining market. 16 was 4.65%.

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Marketing Marketing Economy Portfolio 97

Carson Wealth

JUNE 5, 2023

That’s a solid job growth number but a step down from reports through April. During the last expansion, 2010-2019, average annual payroll growth was 2.2 This measures the number of people working as a percentage of the civilian population. A Resilient Labor Market = A Resilient Economy Another month, another employment surprise.

Economy 52

Economy Numbers Compliance Banking 52

Good Financial Cents

AUGUST 23, 2022

Ad Diversify your portfolio with Cryptocurrency Investments Online trading platforms offer a wide variety of cryptocurrencies for trading. For example, a company called Fundrise sells private equity REITs, and investors can open an account and start building a real estate portfolio with as little as $10. Ads by Money. Ads by Money.

Investing 116

Investing Investments Accounting Banking 116

Random Roger's Retirement Planning

JANUARY 3, 2025

The Calmar Ratios are good for all of them but the kurtosis numbers are not which is a strike against relying on them as low vol, total bond replacements. Above, I mentioned reliably delivering some portfolio effect which brings us to this recap of AQR funds from Bloomberg. Here's the year by year with 2022 highlighted.

Management 52

Management Portfolio Investments Investing 52

Brown Advisory

NOVEMBER 13, 2023

Additionally, underbuilding in the years following the subprime mortgage and global financial crisis of 2007-2010 resulted in a systemic shortage of housing that has driven rapid appreciation in home prices and rental costs alike. High-income homeowners reaped more than 70% of the $8.2 trillion increase in the value of U.S.

Investing 52

Investing Investments Portfolio Clients 52