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

Carson Wealth

NOVEMBER 11, 2024

It is the most for a Republican President since 1988, but it trails the 365 (2008) and 332 (2012) President Obama won in his two elections. A diversified portfolio does not assure a profit or protect against loss in a declining market. This is more than the 304 he won in 2016 and more than the 306 President Biden won in 2020.

Marketing 95

Marketing Marketing Economy Numbers 95

The Big Picture

APRIL 8, 2025

You’re there almost a decade, Lisa Shalett : So, and, and from 2012 to 2025, that’s a huge run. . ’cause we have the ability to offer these services to all our clients. What’s it been like watching the, how long have you there? So is Morgan Stanley, what’s it been like watching that over the past decade plus?

Asset Allocation 144

Asset Allocation Wealth Management Clients Assets 144

Carson Wealth

JUNE 30, 2025

The Case-Shiller National home price index declined by a cumulative 26% between 2007 and 2012—it’s unlikely we see anything of that magnitude in this cycle. A diversified portfolio does not assure a profit or protect against loss in a declining market. Second, how levered are households?

Marketing 78

Marketing Marketing Investments Investing 78

The Big Picture

JUNE 17, 2025

Activities around your portfolios should be in sync with your time horizon : It always seems surprising to have to say this, but: If you are saving for some future event 10 or 20 years off, what happens on any random Tuesday is irrelevant to your portfolio. Genuine surprises and new information, however, are not.

Management 242

Management Media Financial Advice Investments 242

Carson Wealth

JULY 21, 2025

In other words, new highs happen a lot and being scared of new highs isn’t going to benefit your portfolio. You see, new highs happen in clusters that can last a decade plus, but the flipside is many years can also occur without any new highs, like when we saw a total of 13 new all-time highs in the 12 calendar years from 2000 through 2012.

Marketing 72

Marketing Marketing Food Transportation 72

The Big Picture

APRIL 21, 2025

Barron’s ) What is the Optimal Portfolio Rebalancing Strategy? This white paper arms financial advisors and planners with insights about how different rebalancing strategies, in combination with bullish or bearish market conditions, can affect portfolio performance and risk. ( Ten funds to consider. I just work, he said.(

License 147

License Portfolio Retail Financial Advisor 147

The Big Picture

APRIL 18, 2025

Barron’s ) This Family Spent Years Chasing the Holy Grail of a 100% Roth Retirement Portfolio : Even those who arent all in are moving money into Roths because of volatile markets. Tariffs will threaten the regions newfound prosperity, but its economic gains may prove surprisingly durable.

Government 162

Government Economics Education Retail 162

The Big Picture

APRIL 18, 2025

Prior to joining General Atlantic in 2012, Martn served as Managing Director at Advent International and Co-Founder and CFO of Submarino.com, a leading Brazilian online retailer. This week, I speak with Martn Escobari, Co-President and Head of Global Growth Equity at General Atlantic. He also spent time with The Boston Consulting Group.

Retail 184

Retail Consulting Portfolio Management 184

The Big Picture

FEBRUARY 17, 2025

00:12:42 [Speaker Changed] Yeah, so I joined in August, 2009, and I left to join Hawaiian Bernstein in late 2012. We do have a limit on what percent of the portfolio could be in what’s classified as frontier. It’s about 30% of our portfolio today. So my original focus was Sub-Saharan Africa.

Investing 144

Investing Investments Economics Marketing 144

The Big Picture

APRIL 11, 2025

In this episode, Barry and Tony discuss his path in finance and how it led him to over 20 years at the same firm, the importance of absolute return in a portfolio, and the rise of alternative investing. He is also a member of the Council on Foreign Relations. He was recently appointed to the Harvard Management Company Board.

Retail 157

Retail Management Portfolio Investments 157

The Big Picture

OCTOBER 10, 2022

Portfolio Insurance : Created a vicious feedback loop and added to downward pressure; 3. 25th Anniversary Black Monday 1987 Crash (October 19, 2012). Art Cashin: Black Monday, An Unforgettable Single Day (October 19, 2012). _. Consensus over the ensuing years has focused on several key drivers: 1. Overheated market : +42.5%

Insurance 360

Insurance Portfolio Marketing Marketing 360

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. Top 10 Investor Errors: Excess Fees (June 30, 2012). Concentrated portfolio risk. Passive investing is: Marxist.

Taxes 332

Taxes Portfolio Management Investments 332

The Big Picture

NOVEMBER 27, 2023

October 22, 2012) Investing via Media Market Timing (February 8, 2009) Forecasting & Prediction Discussions Sources : We Found 30 Timing Strategies that “Worked”—and 690 that Didn’t By Wei Dai, PhD, Audrey Dong, DFA, Oct 31, 2023 In the Stock Market, Don’t Buy and Sell.

Marketing 300

Marketing Marketing Math Retirement Planning 300

Trade Brains

SEPTEMBER 28, 2023

Capacit’e Infraprojects Limited (Capacit’e), one of the top and most reliable companies in the construction sector, where leading real estate and governmental organizations in the nation use the project design, construction, and management services provided by Capacit’e Infra, which was founded in 2012.

Portfolio Analysis 115

Portfolio Analysis Portfolio Banking Government 115

Random Roger's Retirement Planning

AUGUST 10, 2022

Corey Hoffstein had a Tweet making fun of Blackrock for lack of conviction for allocating just 1% to some commodity alt (it was not Bitcoin) in model portfolios. So in this post I want to try to build a portfolio that does a better job of diversifying diversifiers without giving up too much in the way of risk adjusted return.

Portfolio 75

Portfolio Clients Accounting Marketing 75

Random Roger's Retirement Planning

AUGUST 1, 2022

Here's a link from me from 2012. If you need portfolio growth in order for your financial plan to work, like most people, a portfolio chock full of TIPS is not the answer. A big allocation to TIPS in a game over portfolio though is a different story. for Portfolio 2 is pretty good. Here are the results.

Portfolio 75

Portfolio Retirement Assets Financial Planning 75

Brown Advisory

SEPTEMBER 21, 2022

Resilience is Core to Sustainable Portfolio Construction. While the old adage “only time will tell” generally refers to a future outcome, it is apropos of our belief that a truly sustainable portfolio must consist of businesses that have proven to be resilient under a variety of macroeconomic circumstances. Wed, 09/21/2022 - 10:50.

Portfolio 86

Portfolio Manufacturing Financial Services Investments 86

The Big Picture

OCTOBER 27, 2023

Since the Great Financial Crisis in 2008-09, the income portion of portfolios has been almost an afterthought. For the decade1 from 2012 to 2022, 10-year Treasuries yielded less than 3% and averaged closer to 2%. Of course, you should never let fear and greed drive your portfolio decisions. Interested in speaking to us?

Portfolio 144

Portfolio Government Wealth Management Clients 144

Validea

OCTOBER 19, 2022

Coming into 2022, the 60/40 stock/bond portfolio had been a stalwart strategy for your balanced investor. Even with bear markets like 2000-2002 and 2008-2009, the portfolio had strong returns for a very long period. at the start of the year) things are looking brighter for this simple portfolio. Source: [link].

Investing 128

Investing Investments Valuation Portfolio 128

Brown Advisory

SEPTEMBER 19, 2023

Business Resilience in Portfolio Construction bgregorio Tue, 09/19/2023 - 05:12 Only Time Will Tell While the old adage “only time will tell” generally refers to a future outcome, it reflects our belief that a truly enduring investment must have proven to be resilient under a variety of macroeconomic circumstances. Others such as U.S.

Portfolio 52

Portfolio Financial Services Investments Investing 52

Brown Advisory

SEPTEMBER 21, 2022

Resilience is Core to Sustainable Portfolio Construction mhannan Wed, 09/21/2022 - 10:50 As crucial as sustainability may be to investors and companies alike, gauging the long term resilience of their business model is just as important. Sustainable International Leaders views resilience as a crucial lens through which to analyze businesses.

Portfolio 52

Portfolio Manufacturing Financial Services Investments 52

Brown Advisory

SEPTEMBER 21, 2022

Resilience is Core to Sustainable Portfolio Construction. While the old adage “only time will tell” generally refers to a future outcome, it is apropos of our belief that a truly sustainable portfolio must consist of businesses that have proven to be resilient under a variety of macroeconomic circumstances. Wed, 09/21/2022 - 10:50.

Portfolio 52

Portfolio Manufacturing Financial Services Investments 52

Brown Advisory

SEPTEMBER 19, 2023

Importance of Business Resilience in Portfolio Construction bgregorio Tue, 09/19/2023 - 05:12 Only Time Will Tell While the old adage “only time will tell” generally refers to a future outcome, it reflects our belief that a truly enduring investment must have proven to be resilient under a variety of macroeconomic circumstances.

Portfolio 52

Portfolio Financial Services Investments Investing 52

Brown Advisory

SEPTEMBER 20, 2017

Conversation with the Portfolio Manager: Mid-Cap Growth Strategy achen Wed, 09/20/2017 - 16:43 Over time, the Brown Advisory small-cap growth team, led by Christopher Berrier and George Sakellaris, watched numerous successful investments compound and grow out of their investible universe. Q: Can you describe your investment process?

Portfolio Management 52

Portfolio Management Portfolio Management Investments 52

Brown Advisory

SEPTEMBER 20, 2017

Conversation with the Portfolio Manager: Mid-Cap Growth Strategy. In early 2012, institutional investors provided seed capital to test that theory and our Mid-Cap Growth strategy was born. While both mid-cap portfolio managers believe their experience gives them an advantage, other factors set them apart as well.

Portfolio Management 52

Portfolio Management Portfolio Management Investments 52

Random Roger's Retirement Planning

FEBRUARY 9, 2023

At the time, those funds were having success because of Hussman's generally defensive portfolio posture. The funds might play a role in a diversified portfolio but hard to peg either one as a single portfolio solution. The idea of a single fund, all-weather portfolio is intellectually appealing even if it probably doesn't exist.

Asset Allocation 75

Asset Allocation Portfolio Assets Numbers 75

Random Roger's Retirement Planning

JUNE 12, 2023

I played around with SJB on Portfolio Visualizer and built the following comparison. Portfolio 3 is 100% Vanguard Balanced Index Fund (VBAIX) which is a proxy for a 60/40 portfolio. Below, Portfolio 1 and 3 are the same, Portfolio 2 I subbed in ProShares Short 20+ Year Treasury ETF (TBF).

Portfolio 75

Portfolio Clients Accounting Marketing 75

Random Roger's Retirement Planning

OCTOBER 19, 2023

I built two version of this allocation with the only difference being that in Portfolio 1, for private equity I used Apollo Asset Management (APO) and in Portfolio 2 I used the Invesco Global Listed Private Equity ETF (PSP). Portfolio 3 is the Vanguard Balanced Index Fund (VBAIX) which is a proxy for a 60/40 portfolio.

Asset Allocation 73

Asset Allocation Portfolio Assets Accounting 73

The Irrelevant Investor

FEBRUARY 24, 2018

By late 2012 however, these bonds had a paltry annual yield-to-maturity of 0.88%. By that standard, purportedly “risk-free” long-term bonds in 2012 were a far riskier investment than a longterm investment in common stocks. As an investor’s investment horizon lengthens, however, a diversified portfolio of U.S.

Portfolio 52

Portfolio Government Investments Investing 52

Validea

SEPTEMBER 23, 2022

According to a regulatory filing on September 15 th , both the Unusual Whales Subversive Democratic Trading ETF and the Unusual Whales Subversive Republican Trading ETF would use the financial disclosures of Congresspeople from their respective parties to build portfolios of 500 to 600 holdings.

Planning 59

Planning Portfolio Management Portfolio Government 59

Trade Brains

SEPTEMBER 19, 2023

Top Cryptocurrency Exchanges #4 – Coinbase Coinbase is a crypto trading and investing platform established in June 2012 where users can buy, sell, trade and store cryptocurrencies. It registers a 24-hour spot trading volume of $ 1.1

Accounting 116

Accounting Marketing Marketing Engineering 116

Darrow Wealth Management

AUGUST 29, 2022

Whether you’re a long-term investor trying to understand market moves or are concerned about your portfolio considering the downturn, here are nine charts every investor should see. However, between 2012 – 2021, the Nasdaq outperformed the S&P 500 by nearly 5.4% Expect short-term volatility from stocks.

Investments 105

Investments Investing CFP Wealth Management 105

Good Financial Cents

DECEMBER 22, 2022

2012: 13.41%. One of the challenges of building a diversified portfolio with individual stocks is that some come with a high sticker price of $2,000 per share, $5,000 per share, or more. Low minimum investment – $10 Diversified real estate portfolio Portfolio Transparency. 2020: 16.26%. 2019: 28.88%. 2017: 19.42%.

Investing 108

Investing Investments Risk Tolerance Accounting 108

The Irrelevant Investor

OCTOBER 4, 2016

So in the course of, say, a 60-year investment lifetime, the investors portfolio will have been managed by almost 50 different managers. Don't worry about portfolio managers who will come and go, and don't speculate on which manager may be lucky enough or smart enough to outperform the market for a time.

Communication 52

Communication Portfolio Management Portfolio Management 52

Discipline Funds

JUNE 27, 2023

Back in 2012 I wrote a short piece about how the ETF world was in the very early stages of eating up the mutual fund world. For instance, I wrote a detailed piece the other day about how a fund of funds ETF can create a more efficient indexing portfolio without sacrificing liquidity or diversification.

Retirement Planning 52

Retirement Planning Retirement Marketing Marketing 52

Trade Brains

JANUARY 2, 2024

AIFs must be registered under SEBI (Alternative Investment Fund) Regulations, 2012. Maximum number of investors per scheme is limited to 1,000, with a cap of 49 in the case of angel funds. What are some Tax Benefits of AIFs? In case you invest in them, investors receive earnings after this deduction.

Taxes 65

Taxes Investing Investments Retail 65