Random Roger's Retirement Planning

APRIL 3, 2024

The 2010's was a rough decade for managed futures in nominal terms. 90/40 had a higher CAGR than traditional 60/40 but lower than 60% equities/40% managed futures in Portfolio 3. The advantage that both managed futures portfolios had over traditional 60/40 is how well they did in 2022.

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Numbers Portfolio Management Retirement 77

Random Roger's Retirement Planning

JANUARY 10, 2024

When we talk about expat living, I always say to not sell your house, to rent it out and live off the rental cash flow, allowing Social Security and the portfolio to grow. We've been saying for years, as the strategy was lagging throughout the 2010's, it was doing what it should, maintaining its negative correlation to equities.

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Retirement Planning Portfolio Retirement Planning 90

Random Roger's Retirement Planning

APRIL 11, 2024

If you've done research on managed futures then you've probably read what a rough decade the 2010's were for the strategy. Maybe it's as simple as equities went up a lot but either way from 2010 through 2019, RYMFX negatively compounded at 2.07% and AQMIX compounded annually at a positive 77 basis points.

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Management Taxes Accounting Portfolio 71

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?

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Economy Economics Portfolio Media 321

Validea

JANUARY 13, 2023

Arnott’s method focused on funds the increased the most in asset size from 2010 to 2021, recognizing that the funds that were historically the most successful would get higher inflows; i.e., “the big generally get bigger.”. Quick Links Warren Buffett Portfolio High Momentum Stocks Low Volatility / Conservative Stocks.

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Portfolio Assets Management Investing 59

Trade Brains

MARCH 22, 2023

Many others, even if they have the skills, do not have adequate time to manage their portfolio. Date of Inception August 20, 2010 3-year Returns (annualized) 18.93 Date of Inception August 20, 2010 3-year Returns (annualized) 18.93 The fund has been in existence since August 20, 2010, and has an AUM of ₹ 8,642 crores.

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Assets Banking Management Investing 52

Validea

OCTOBER 17, 2022

The value investing strategy—acquiring shares of companies that are trading below their fair market value—had fallen out of favor in the 2010-2020 decade as high growth businesses dominated the market. But value is now outperforming growth with a 10% CAGR (compound annual growth rate), according to an article in Financial Express.

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Investing Investments Portfolio Economy 59

Nationwide Financial

JUNE 9, 2023

From 2010 to 2020, inflation as measured by the Consumer Price Index averaged around 2 percent, a relatively low level by historical standards. From 2010-2019, the average interest rate on a one-year certificate of deposit was about.5%, It wasn’t that long ago that inflation was almost non-existent in the economy.

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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.

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The Irrelevant Investor

NOVEMBER 24, 2020

What I'm talking about specifically is that if you owned a portfolio of the 10 largest stocks and did a rebalance every January, you absolutely annihilated the S&P 500. I suppose that's always the case to a certain extent, but this time has to be close to a record. I can't imagine this is always the case.

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Portfolio 52

ClearMoney

FEBRUARY 22, 2022

Invariably, the question behind the question is, “Should I be doing something different in my portfolio?” If only we could find them, our portfolios would do so much better. How would her hypothetical portfolio have performed over the past 50 years following this simple annual readjustment strategy? Consider Felicity Foresight.

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Asset Allocation Commission Portfolio Assets 52

Random Roger's Retirement Planning

MARCH 22, 2024

The space languished for most of the 2010's. It is another example of leveraging down as I like to describe it, using a capital efficient fund to build a full portfolio in a smaller portion of the portfolio and instead of adding on top, leveraging up, we can build in a large cash buffer. This year is kind of an anomaly so far.

Management 75

Management Portfolio Taxes Marketing 75

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.

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WiserAdvisor

FEBRUARY 29, 2024

Deciding what types of investments to allocate your funds into and in what proportion can significantly impact the growth and security of your portfolio. For example, a portfolio allocation of 80% bonds and only 20% stocks may be deemed appropriate at such a time to safeguard against market fluctuations while still allowing for modest gains.

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Financial Advisor Retirement Asset Allocation Risk Tolerance 59

Carson Wealth

APRIL 29, 2024

in the first quarter, well above the 2010-2019 average pace of 2.4%. A diversified portfolio does not assure a profit or protect against loss in a declining market. Excluding these categories provides a much clearer picture of actual spending and production in the economy, i.e., final demand after adjusting for inflation.

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Random Roger's Retirement Planning

NOVEMBER 23, 2023

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. There is a flaw here that overstates Portfolio 1's result. PTY's has sort of ebbed an flowed over 20 years, currently at 11.9

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Retirement Portfolio Taxes Management 67

Random Roger's Retirement Planning

NOVEMBER 19, 2023

If the 4% treasury portfolio pays out $50,000 today, it will pay the same $50,000 in 2038 with no growth in account value. When I retired in 2010, I had about $360K in a deferred IRA and $60K in a Roth IRA. If inflation averages 3% per year for the next 15 years then in 2038 our expenses will be 50% higher.

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Retirement Accounting Math Healthcare 69

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

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. As wealth increases, individuals tend to spend and consume more. The projection is that a growing economy will lead to higher garbage disposal. What is the proof?

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Economy Economics Sales Government 64

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% A diversified portfolio does not assure a profit or protect against loss in a declining market. and 2017-2019 pace of 2.8%.

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Marketing Marketing Economy Government 97

Trade Brains

MAY 7, 2023

Home First Finance Company Home First Finance Company was founded in 2010. In Closing The growth in the housing financing sector has achieved an 18% growth rate between 2010 to 2017. Canara Bank is the promoter of the company making it the first housing finance company floated by a nationalized bank. 6,612 crores last year.

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Banking Government Financial Services Assets 52

The Irrelevant Investor

FEBRUARY 21, 2018

Is there such a thing as a permanent portfolio? Links The new permanent portfolio From March 1995-March 1998, the S&P 500 rose 134% while the Permanent Portfolio rose just 36% “We tend to remember the best of times and the worst of times instead of the most likely of times.” From 1990 to 2010, private equity returned 14.4

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Portfolio Government Sales Management 52

The Irrelevant Investor

MAY 4, 2022

The 60/40 portfolio has been declared dead a million times over the last decade. This simple portfolio is undefeated as far as investment strategies go. With the 10-year yielding ~3%, we should expect that portion of our portfolios to do better in the coming years. Despite such claims, it's continued to defy the grim reaper.

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Portfolio Assets Planning Marketing 52

Trade Brains

APRIL 22, 2024

Source: RHP of the Company Strengths of the Company Established Track record with a diversified customer base: JNK India commenced operations in 2010 and has a successful project completion track record of over 10 years. Compared to peers, JNK with basic earnings of Rs. and price band at the higher end of Rs. Will you be applying for it?

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Manufacturing Transportation Commission Sales 59

Trade Brains

DECEMBER 28, 2023

Their product portfolio includes a complete range of Indian traditional Basmati rice, 1121 Basmati Rice, Pusa Basmati Rice, Sharbati Rice, PR 11 rice, IR 8 rice, and so on, available in numerous packaging sizes. New investors who do not have a portfolio approach think that they are getting to buy stocks at a beaten-down price.

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Certification Manufacturing Portfolio Distribution 64

Validea

MAY 5, 2023

And much like the investors and analysts who didn’t heed his warnings in 2008 or in the years since regarding the Dodd-Frank Act of 2010 and loose monetary policy, he doesn’t expect many to listen to him now. He also pointed to gold, which many have added to their portfolios as a stable asset. But for long-term prosperity in the U.S.

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Economics Government Economy Banking 52

The Irrelevant Investor

JANUARY 29, 2019

Years ago when I was trading, probably 2010 or 2011, I had some fun trading weekly options around earnings releases. Take a look at your portfolio. Our portfolios are not a blank slate, we build positions over time, which can influence how we feel about these positions individually and how we feel about the market as a whole.

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Portfolio Marketing Marketing 52

The Irrelevant Investor

DECEMBER 22, 2020

I started trading in 2010 with real money. I had never experienced what it was actually like to build a portfolio of stocks. Another reason I didn't love paper trading is that the simulated portfolios were never any good. The competition starts on January 4th, but you can hop in and build your own portfolio right now.

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The Irrelevant Investor

OCTOBER 24, 2019

Josh Ben and I did a video about how to build a recession proof portfolio. They didn't declare it over until September, 2010. Getting out before it hurts your portfolio and getting back in when the coast is clear is impossible. In the GFC, a 60/40 portfolio fell 27% peak to trough. They've also been shorter in duration.

Economy 52

Economy Economics Portfolio Manufacturing 52

The Irrelevant Investor

JUNE 13, 2017

Below are two nearly identical portfolios; both are sixty percent stocks and forty percent bonds. Each portfolio has twelve slices, with identical allocations in each sleeve. For example, portfolio 1 has a 10% position to U.S. Portfolio 2 also has a 10% position to U.S. Portfolio 2 sold after the 23.3%

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Asset Allocation Portfolio Assets Investing 52

Carson Wealth

OCTOBER 23, 2023

after adjusting for inflation, matching the average annual pace between 2010 and 2019. A diversified portfolio does not assure a profit or protect against loss in a declining market. Through June 2023, the economy grew 2.4% Since then, the economy has accelerated. The Atlanta Fed GDP Nowcast is projecting 5.4%

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Marketing Marketing Economy Retail 143

Carson Wealth

NOVEMBER 13, 2023

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. A diversified portfolio does not assure a profit or protect against loss in a declining market. Quarterly productivity data can be quite noisy, so it helps to broaden the horizon.

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Marketing Marketing Economy Startup 96

Trade Brains

SEPTEMBER 11, 2023

SAMHI Hotels IPO Review – About The Company SAMHI Hotels Limited, Incorporated in 2010, is a branded hotel ownership and asset management platform in India with the 3rd largest inventory of operational keys as of FY23. What do think the future holds for the company? Are you applying for the IPO? Let us know in the comments below.

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Assets Portfolio Management Engineering 59

Zoe Financial

FEBRUARY 24, 2023

Investors Shouldn’t Show Up at The Red Carpet The nominees have been announced, and ticket sales have boosted, but that doesn’t mean investors should get their portfolios ready to include a new stock. Follow the trend to the movie theater but pull back from impulsively including it in your investment portfolio.

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Financial Advisor Consulting Taxes Accounting 40

Random Roger's Retirement Planning

DECEMBER 22, 2023

With that preamble, I started thinking about the 75/50 portfolio that I first started writing about during the Financial Crisis. I've mentioned 75/50 a couple of times in passing but the big idea was to create a portfolio that captures 75% of the upside of the equity market with only 50% of the downside. ARBFX 3.7%

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The Big Picture

OCTOBER 24, 2022

She has a fascinating career, starting a PLS working away up as an analyst and eventually, head of outcome-based strategies for Morningstar, eventually rising from that position and portfolio manager to Chief Investment Officer. Let me give you some background on Morningstar Managed Portfolios. I saw how personal money is.

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