The Irrelevant Investor

JUNE 13, 2017

This fierce competition amongst asset management companies is driving down expense ratios, but investor's are potentially paying higher costs. Large Cap ETFs with over $500 million in assets, which means there will always be something in that category doing better than what you've selected. There are 50 U.S.

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Random Roger's Retirement Planning

DECEMBER 21, 2023

If there is another flash crash like 2011 or 2015, there was a lot of ground gained back before markets closed on those days. They build out a few different types with various allocation percentages for each type. I was curious of course so I looked at the 60/40 blend under Strategic Asset Allocation.

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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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Truemind Capital

SEPTEMBER 13, 2021

For those who are uninitiated, the below chart represents the cycle of greed and fear in any asset class with varying degrees of emotions. Not just equity, a huge participation of retail can be witnessed in speculative assets like futures & options, and cryptocurrencies to name a few. The sentiment cycles are permanent.

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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 (..)

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Validea

JANUARY 4, 2023

After a tough decade for simple systematic value strategies from 2011-2021 this model bounced back very well in 2022. Risk-Managed ETF Model Portfolios: Multi-asset ETFs with risk management inputs. The model portfolio was up 17.2% in 2022 vs. a 19.4% loss for the S&P 500 (that’s a 36% performance difference).

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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.

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The Big Picture

APRIL 4, 2023

 The transcript from this week’s, MiB: Ken Kencel, Churchill Asset Management , is below. BARRY RITHOLTZ, HOST, MASTERS IN BUSINESS: This week on the podcast, I have an extra special guest, Ken Kencel of Churchill Asset Management, CEO, Founder, President. This is really a fascinating story. Ken Kencel, welcome to Bloomberg.

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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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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.

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The Better Letter

JANUARY 26, 2024

who became a professor at the University of Michigan before setting up his own asset management firm. 2011 : “[T]he expected return/risk profile of the stock market has shifted to hard-negative.” Not surprisingly, outflows began in earnest in 2011. ” Which brings me to John Hussman. Hussman is a smart guy.

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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 (..)

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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. And you know, the Fed can play a role in sort of backtracking sentiment in the short run, but the Fed can’t permanently increase the level of asset values.

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