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% Year Fool Portfolio S&P 500 +/- S&P 2003 (7/15/2003) 19.8% annually , more than 4.5 2004 22.5% 2007 23.3%

Valuation 59

Valuation Portfolio Sales Insurance 59

Random Roger's Retirement Planning

DECEMBER 22, 2024

This brings us to the heart of today's post about trying to build a set but don't completely forget portfolio. This slice of the portfolio will go down more often than not, it is a tool to smooth out the ride. Referencing the weightings above, all of the portfolios have 65% in equity beta. In real life, I don't have that much.

Portfolio 52

Portfolio Clients Asset Allocation Management 52

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. It has been challenging as we've talked about in other posts recently but I believe the 2010's were even worse. I'd say it's pretty close.

Asset Allocation 52

Asset Allocation Management Portfolio Taxes 52

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.

Valuation 52

Valuation Investments Investing Portfolio 52

Random Roger's Retirement Planning

JUNE 3, 2025

I do not think a two or three fund portfolio is optimal but it is valid and I think it is hard to justify some sort of model with a lot of funds that results just like a 60/40 mutual fund like Vanguard Balanced Index Fund (VBAIX). Portfolio 2 is plain vanilla 60/40. From 2010, through 2021, the S&P 500 only had one down year.

Portfolio 59

Portfolio Marketing Marketing Clients 59

The Better Letter

JANUARY 2, 2025

William Priest, chairman, co-chief investment officer, and a portfolio manager at TD Epoch, picked Meta (+66 percent), which handily beat the S&P 500, but his other four picks did not. So far, since 2010, solar energy has outperformed every single prediction. RELX earned 16 percent, but the other three did poorly. billion users.

Management 106

Management Marketing Marketing Economics 106

Trade Brains

JUNE 12, 2025

Foreign Portfolio Investor (FPI), WTCNAM Common Trust Funds Trust Emerging Markets Opportunities Portfolio, purchased a total of around 3.48 As per the latest bulk deal, Foreign Portfolio Investor (FPI), India Capital Fund Limited, offloaded around 8.57 Shankara Building Products Limited With a market cap of Rs. 971 on Friday.

Portfolio 94

Portfolio Retail Investment Advisor Investments 94

The Big Picture

JANUARY 29, 2025

To help us understand all of this and its implications for your portfolio, let’s bring in Jeff Hirsch. And on today’s edition of At The Money, we’re going to discuss how presidential cycles affect markets and equities. He’s editor in chief of the Stock Traders Almanac since May 2003.

Investing 144

Investing Investments Economy Government 144

Carson Wealth

MARCH 10, 2025

to be exact) over the last two years, after adjusting for inflationfaster than the 2010-2019 pace of 2.4%. A diversified portfolio does not assure a profit or protect against loss in a declining market. But The Economy Has Slowed Down The US economy grew at an annualized pace of almost 3% (2.9%

Marketing 80

Marketing Marketing Economy Government 80

Carson Wealth

FEBRUARY 24, 2025

As I pointed out above, households were in a big deleveraging cycle during the 2010-2019 period, as they looked to shore up balance sheets. This is probably the chart that best illustrates the post-Financial Crisis deleveraging cycle of 2010-2019. Thats up from 0.52% a year ago, and currently higher than pre-pandemic levels.

Marketing 85

Marketing Marketing Economy Planning 85

Carson Wealth

JULY 11, 2025

The chart below shows an attribution of corporate profit growth over several periods of time since 2010. 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). public and private. Still, it can explain a lot.

Taxes 75

Taxes Marketing Marketing Government 75

Discipline Funds

FEBRUARY 1, 2025

Stocks are inherently long-term instruments and they need to be utilized in a portfolio in a manner consistent with long-term thinking. 3) The Return of the 2010s? which was almost perfectly in-line with the average GDP we saw since 2010. This is what I try to communicate with the Defined Duration investing strategy.

Insurance 90

Insurance Economy Assets Banking 90

Trade Brains

JULY 16, 2025

With a 24% market share in the Indian 2W metal components segment, the company offers a diverse portfolio of over 1,000 products including chassis systems, exhaust systems, polymer parts, suspensions, and steering columns. The total market value of these holdings stood at Rs 55,299 crore, spread across 454 mutual fund schemes.

Food 59

Food Insurance Manufacturing Healthcare 59

The Big Picture

FEBRUARY 19, 2025

’m Barry Ritholtz and on today’s edition of At The Money , we’re going to discuss whether this saber rattling has implications for your portfolio. Tell us a little bit about what you were looking at in 2010 that said, hey, we could get to 39,000 in 15 years. Jeff Hirsch : I remember, you know what?

Economy 144

Economy Medical Government Marketing 144

Carson Wealth

FEBRUARY 6, 2025

However, the deficit started to shrink after 2010, falling to about 0.5% Our overall takeaway is to make some adjustments to portfolio positioning to help mitigate risk from tariffs, but to maintain our equity overweight. The primary deficit rose to about 6.5% of GDP in 2015.

Taxes 64

Taxes Manufacturing Economy Government 64

The Better Letter

MARCH 18, 2025

During the 2010 World Cup, Paul the Octopus picked the correct winner of eight-straight matches, including the final (his odds of doing so were one in 256 ). It applies to your personal portfolio, too. A roulette wheel hitting the same number seven times in a row ( one in three billion ).

Numbers 76

Numbers Marketing Marketing Medicine 76

Random Roger's Retirement Planning

NOVEMBER 24, 2024

The TLDR is in low rate regimes, in the context of a 60/40 portfolio, they found 55% equities, 35% fixed income and 10% trend to be optimal. That is refutable though because interest rates went down steadily for many years in the 2010's but the strategy did poorly. The line between diversifier and core holding is probably debatable.

Engineering 40

Engineering Management Insurance Taxes 40

Trade Brains

JUNE 13, 2025

RPP Infra Projects Limited was initially converted into a private limited company in 1995 and later became a public limited company, getting listed on both BSE and NSE in 2010. The company is a fast-growing integrated EPC company with a diversified portfolio.

Management 52

Management Investment Advisor Investments Investing 52

Calculated Risk

OCTOBER 31, 2022

The Fannie Mae serious delinquency rate peaked in February 2010 at 5.59% following the housing bubble and peaked at 3.32% in August 2020 during the pandemic. Click on graph for larger image By vintage , for loans made in 2004 or earlier (1% of portfolio), 2.41% are seriously delinquent (down from 2.48% in August).

Portfolio 363

Portfolio 363

Calculated Risk

DECEMBER 28, 2022

The Fannie Mae serious delinquency rate peaked in February 2010 at 5.59% following the housing bubble and peaked at 3.32% in August 2020 during the pandemic. Click on graph for larger image By vintage , for loans made in 2004 or earlier (1% of portfolio), 2.15% are seriously delinquent (down from 2.34% in October).

Portfolio 361

Portfolio 361

Calculated Risk

APRIL 28, 2023

The Fannie Mae serious delinquency rate peaked in February 2010 at 5.59% following the housing bubble and peaked at 3.32% in August 2020 during the pandemic. Click on graph for larger image By vintage , for loans made in 2004 or earlier (1% of portfolio), 1.93% are seriously delinquent (down from 2.04% in February).

Portfolio 358

Portfolio 358

Calculated Risk

JANUARY 30, 2023

The Fannie Mae serious delinquency rate peaked in February 2010 at 5.59% following the housing bubble and peaked at 3.32% in August 2020 during the pandemic. Click on graph for larger image By vintage , for loans made in 2004 or earlier (1% of portfolio), 2.16% are seriously delinquent (down from 2.15% in November).

Portfolio 355

Portfolio 355

Calculated Risk

DECEMBER 1, 2022

The Fannie Mae serious delinquency rate peaked in February 2010 at 5.59% following the housing bubble and peaked at 3.32% in August 2020 during the pandemic. Click on graph for larger image By vintage , for loans made in 2004 or earlier (1% of portfolio), 2.34% are seriously delinquent (down from 2.41% in September).

Portfolio 353

Portfolio 353

Calculated Risk

AUGUST 31, 2022

The Fannie Mae serious delinquency rate peaked in February 2010 at 5.59% following the housing bubble and peaked at 3.32% in August 2020 during the pandemic. Click on graph for larger image By vintage , for loans made in 2004 or earlier (1% of portfolio), 2.60% are seriously delinquent (down from 2.75% in June).

Portfolio 328

Portfolio 328

Calculated Risk

OCTOBER 1, 2022

The Fannie Mae serious delinquency rate peaked in February 2010 at 5.59% following the housing bubble and peaked at 3.32% in August 2020 during the pandemic. Click on graph for larger image By vintage , for loans made in 2004 or earlier (1% of portfolio), 2.48% are seriously delinquent (down from 2.60% in July).

Portfolio 246

Portfolio 246

Calculated Risk

MARCH 27, 2023

The Fannie Mae serious delinquency rate peaked in February 2010 at 5.59% following the housing bubble and peaked at 3.32% in August 2020 during the pandemic. Click on graph for larger image By vintage , for loans made in 2004 or earlier (1% of portfolio), 2.04% are seriously delinquent (down from 2.11% in January).

Portfolio 246

Portfolio 246

The Big Picture

AUGUST 17, 2022

What’s obvious is that cheaper is better than more expensive; that there are inherent costs in managing an active portfolio that include more than just trading and taxes but research, analysis, PMs, etc. Morningstar, August 9, 2010. Concentrated portfolio risk. Russel Kinnel. Passive investing is: Marxist. Reached a mania.

Taxes 332

Taxes Portfolio Management Investments 332

Calculated Risk

JULY 29, 2022

The Fannie Mae serious delinquency rate peaked in February 2010 at 5.59% following the housing bubble and peaked at 3.32% in August 2020 during the pandemic. Click on graph for larger image By vintage , for loans made in 2004 or earlier (1% of portfolio), 2.75% are seriously delinquent (down from 2.86% in May).

Portfolio 246

Portfolio 246

Calculated Risk

MARCH 1, 2024

Freddie's serious delinquency rate peaked in February 2010 at 4.20% following the housing bubble and peaked at 3.17% in August 2020 during the pandemic. The Fannie Mae serious delinquency rate peaked in February 2010 at 5.59% following the housing bubble and peaked at 3.32% in August 2020 during the pandemic.

Portfolio 195

Portfolio 195

The Big Picture

JANUARY 3, 2023

Consider: From 2010 through 2021, The S&P500 Index gained 330% — a little over 13% annually (not including dividends). But here is the unexpected thing about those predictions: Even if your forecast of future events is correct, the odds are against you capturing it in your portfolio. What’s already priced in?

Economy 326

Economy Economics Portfolio Media 326

Random Roger's Retirement Planning

MARCH 26, 2024

Let's continue the conversation about all-weather generically and then the Cockroach Portfolio. First a comparison of the Permanent Portfolio Mutual Fund (PRPFX) versus a 60/40 portfolio comprised of two Vanguard mutual funds. Putting 20% in VIXM pretty much doomed that version of the portfolio.

Portfolio 93

Portfolio Management Banking Retail 93

Calculated Risk

FEBRUARY 27, 2023

Freddie's serious delinquency rate peaked in February 2010 at 4.20% following the housing bubble and peaked at 3.17% in August 2020 during the pandemic. The Fannie Mae serious delinquency rate peaked in February 2010 at 5.59% following the housing bubble and peaked at 3.32% in August 2020 during the pandemic.

Portfolio 130

Portfolio 130

The Big Picture

FEBRUARY 14, 2024

Full transcript below. ~~~ Previously : Hirsch’s WTF Forecast: Dow 38,820 (September 28, 2010) Super Boom: Why the Dow Jones Will Hit 38,820 and How You Can Profit From It (April 12, 2011) ~~~ Jeffrey Hirsch is editor of the Stock Trader’s Almanac & Almanac Investor Newsletter. The answer might surprise you.

Marketing 312

Marketing Marketing Government Numbers 312

The Big Picture

AUGUST 24, 2024

New York Times ) • Politics and your portfolio: How the election could impact your money : Politics don’t matter for your portfolio if you’re one of many people investing to build wealth over a long period of time. OptimistiCallie ) see also Politics & Investing • Buy, Pose, Post: a semi-triumphant return of physical media.

Medical 167

Medical Portfolio Retail Media 167

Random Roger's Retirement Planning

SEPTEMBER 16, 2022

Some interesting conversations and the like related to portfolio construction and the use of alternative strategies. Nomadic Samuel kicked it off on Twitter with the following portfolio in a poll, asking whether a simple two fund, equity/bond 60/40 portfolio made more sense.

Planning 98

Planning Portfolio Clients Investments 98

Random Roger's Retirement Planning

APRIL 22, 2024

This blog has pretty much evolved into 100 ways to build a portfolio without bonds. financial advisers are kidding you if they say they are 'positioning' your portfolio for a specific interest-rate scenario. I found an interview I did with Seeking Alpha in late 2010 that made its way to NASDAQ.com. This is an important point.

Marketing 98

Marketing Marketing Financial Advising Math 98

Discipline Funds

FEBRUARY 21, 2024

It’s a very low cost and tax efficient way to get access to a diversified portfolio. At the same time, you might have components of your portfolio that are inherently short-term (such as cash or T-Bills), but in the aggregate your portfolio will likely have a time horizon of 5, 10 or 20 years.

Investing 122

Investing Investments Taxes Portfolio 122