The Irrelevant Investor

FEBRUARY 25, 2019

only" from 1970-2011. Growth of $1, however, is probably the least relevant metric in the entire performance universe. Here's one reason why- a global portfolio (in black) outperformed "U.S. The entire spread between $126 and $95 has occurred over the last 8 years.

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Portfolio Numbers Asset Allocation Marketing 52

Investing Caffeine

MAY 2, 2022

As you can see from the chart below, there have been no shortage of issues and events to worry about over the last 15 years (2007 – 2022): 2008-2009: Financial Crisis 2010: Flash Crash (electronic trading collapse) 2011: Debt Ceiling – Eurozone Collapse 2012: Greek Debt Crisis – Arab Spring (anti-government protests) 2012: Presidential Elections (..)

Economy 59

Economy Electronics CFP Government 59

Carson Wealth

JUNE 12, 2023

It was developed a decade ago and is a key input into our asset allocation decisions. In fact, our LEI held close to the lows seen over the last decade, especially in 2011 and 2016, after which the economy and the stock market recovered. We believe our proprietary leading economic index better captures the dynamics of the U.S.

Marketing 52

Marketing Marketing Economy Manufacturing 52

Truemind Capital

SEPTEMBER 13, 2021

You can look at the forecasted return vs actual return till 2011. For others, it’s important to follow a tactical asset allocation plan with utmost discipline to protect the portfolio on the downside and enjoy the upside returns. Global markets are very closely intertwined with each other. Observation 5.

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Marketing Marketing Valuation Retail 52

Validea

JANUARY 4, 2023

After a tough decade for simple systematic value strategies from 2011-2021 this model bounced back very well in 2022. Runner Up: Two of our risk-managed strategies – Generalized Protective Momentum (GPM) and Protective Asset Allocation (PAA) – produced very strong relative returns of -5.8% The model portfolio was up 17.2%

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Portfolio Risk Management Assets Asset Allocation 52

The Big Picture

SEPTEMBER 19, 2023

It depends on your asset allocation. I also don’t think you should ever really beat yourself up for sticking to your asset allocation and your beliefs. And they took it out of their asset allocation in favor of other strategies. 00:26:07 [Speaker Changed] No.

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Assets Management Portfolio Investing 147

The Big Picture

APRIL 4, 2023

And so five years into that growth of our business, we sold the firm to Carlyle in 2011. KENCEL: I launched in ’06 and we sold to Carlyle in 2011. So we did the deal in 2011, and I kind of gave up my baby, if you will. Arcmont, one of the early adopters in Europe, they actually launched their firm back in 2010, 2011.

Banking 147

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Truemind Capital

OCTOBER 17, 2023

debt from AAA to AA+ on August 1, citing rising deficits, a broken budgeting process, and political brinksmanship—echoing S&P’s downgrade after the 2011 debt limit episode. We maintain our underweight position to equity (check the 4th page for asset allocation) on the back of pricey markets. Fitch Ratings downgraded U.S.

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Financial Market Marketing Marketing Asset Allocation 52

Random Roger's Retirement Planning

DECEMBER 22, 2023

I bought it for clients in 2010 or 2011 and still hold it, so maybe. ARBFX 3.7% JRS 3.9% (short position) MERFX 3.7% TBT 24.7% (thought of as a short/hedge position) TDF 3.1% VXX 7.4% (thought of as a short/hedge position) VXZ 7.5% (thought of as a short/hedge position) XLE 3.9% There's a lot there, really lot.

Portfolio 74

Portfolio Asset Allocation Accounting Management 74

The Better Letter

JANUARY 26, 2024

2011 : “[T]he expected return/risk profile of the stock market has shifted to hard-negative.” Not surprisingly, outflows began in earnest in 2011. Hussman’s current assets under management have declined by about 95 percent from $6.7 percent while the S&P 500 made 14.82 percent), HSGFX did worse (1.64

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Assets Valuation Marketing Marketing 105

The Irrelevant Investor

OCTOBER 20, 2015

Munger - Peter Kaufman, 2005 All About Asset Allocation - Rick Ferri, 2006 Your Money And Your Brain - Jason Zweig, 2007 Bailout Nation - Barry Ritholtz, 2009 The Big Short - Michael Lewis, 2010 The Quants - Scott Patterson, 2010 More Money Than God - Sebastian Mallaby, 2010 The Most Important Thing - Howard Marks, 2011 Backstage Wall Street - Josh (..)

Investing 52

Investing Investments Asset Allocation Investment Planning 52

The Big Picture

JANUARY 31, 2023

Like after I left Merrill and when I started at RenMac, if you couldn’t figure out by 2010 or 2011 that the sky is not always falling, you’ll never figure it out. RITHOLTZ: And I think that sort of set a lot of the kind of trajectory over the next several years. I mean, because we had so many things happen. RITHOLTZ: Really?

Economics 147

Economics Economy Marketing Marketing 147