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% 2015 9.0% -0.7% +9.7% Year Fool Portfolio S&P 500 +/- S&P 2003 (7/15/2003) 19.8% 2015 9.0% -0.7% +9.7%

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Validea

MARCH 7, 2025

Small Cap Growth Models Risk and Return Stats Since 2003, the ten stock, tax efficient portfolio has delivered a 13.5% This strategy had big winning years like 2013 (+65.9%) , 2020 (+106.5%) , and 2021 (+51.7%) but also suffered steep declines, including 2008 (-27.0%) , 2011 (-16.7%) , 2015 (-9.6%) , and 2022 (-30.3%).

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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

OCTOBER 28, 2024

When they talked about portfolio allocations he said they want to have enough in managed futures to have an impact on the portfolio. Portfolio 1 as follows Portfolio 2 is 50% VOO and 50% iShares 7-10 Year Treasury ETF (IEF). All five funds really struggled from 2015-2020 but there was variation among the five.

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Risk Management Management Portfolio Numbers 52

Carson Wealth

DECEMBER 23, 2024

Lastly, the full year was negative in 1994 and 2015 after no Santa. For one thing, PCE inflation is elevated right now because of lagging shelter data and financial services (thanks to portfolio management services inflation driven by higher stock prices). This is quite confounding.

Marketing 72

Marketing Marketing Economy Economics 72

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. The biggest surprise I think is the record of the Dow in pre-election years of no losses since 1939 until 2015. He’s editor in chief of the Stock Traders Almanac since May 2003. Pre election years, the Dow is 20 and 1.

Investing 144

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Carson Wealth

FEBRUARY 3, 2025

4.50% range and continued to trim their bond portfolio, as expected. DeepSeek was founded by a quantitative trading firm in China, one of China’s largest (they had $15 billion of assets in 2015, but this dropped to $8 billion by 2021). A diversified portfolio does not assure a profit or protect against loss in a declining market.

Marketing 75

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Investing Caffeine

MARCH 25, 2025

billion in 2015 to $4.7 The world is a better place due to Martine Rothblatt, and your portfolio will be a better place with an investment in United Therapeutics. However, the company receives a failing grade for the implementation of its capital allocation strategy. billion in 2024. www.Sidoxia.com Wade W. Slome, CFA, CFP Plan.

Investing 59

Investing Investments Fiduciary Duty Healthcare 59

Trade Brains

JULY 16, 2025

Adani Green Energy Limited was established in 2015 and is a leading renewable energy company in India, headquartered in Ahmedabad. GW portfolio, aiming for 50 GW by 2030. This led to a net inflow of investment of Rs 355.50 It develops and operates solar, wind, and hybrid power projects, with a 14.2 per equity share, down nearly 0.30

Economics 59

Economics Distribution Manufacturing Investments 59

Carson Wealth

JULY 11, 2025

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). Want to know more about what this could mean for your portfolio for the rest of the year? 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. We spend so much time talking about the stock market on a daily, weekly and annual basis, but this data shows that stocks are, at a minimum, multi-decade instruments. 3) The Return of the 2010s?

Insurance 90

Insurance Economy Assets Banking 90

Wealth Management

JULY 11, 2025

Sponsored Content Alternative Investments Summit: Navigating the New Frontier Alternative Investments Summit: Navigating the New Frontier Apr 11, 2025 stock portfolio sectors model portfolios Investing Strategies RIA Model Portfolio Assets Rose 5.5% in Q1 RIA Model Portfolio Assets Rose 5.5%

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Estate Planning Wealth Management Assets Fiduciary Duty 229

The Big Picture

MAY 13, 2025

You can run a screen and screen out riskier product, riskier bonds, lower quality bonds, and that immediately accrues to outperformance for an active bond portfolio. It’s part of our whole, you know, portfolio construction methodology. Really thinking about is first is there a role for privates in their portfolio construction?

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Clients Investments Investing Management 130

Carson Wealth

FEBRUARY 6, 2025

of GDP in 2015. 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 (the primary deficit is federal government spending excluding interest payments on debt).

Taxes 64

Taxes Manufacturing Economy Government 64

The Big Picture

MAY 2, 2025

Gerber developed the Gerber Statistic, which was accepted as an innovation complementary to his own work by the late Dr. Harry Markowitz, the Nobel Prize-winning economist and father of Modern Portfolio Theory (MPT).

Assets 176

Assets Risk Management Management Portfolio 176

The Big Picture

MAY 7, 2025

So there are some time periods when you simply can’t give gold or precious metals, equities away, and people are saying, this really doesn’t belong in your portfolio anymore. I would read experts, you know, talking about gold, golden metals really doesn’t belong in your portfolio anymore. You start from 2015.

Asset Allocation 144

Asset Allocation Medical Assets Management 144

Trade Brains

JUNE 12, 2025

Investments: His investment portfolio includes various business ventures, contributing to his overall financial growth. Business Ventures: Shah’s wealth is primarily driven by his business interests. He is a director at Temple Enterprise and holds a majority (60%) stake in Kusum Finserve, a financial services firm.

Wealth Accumulation 59

Wealth Accumulation Financial Services Valuation Assets 59

Trade Brains

JUNE 10, 2025

Acquired by vaccine billionaire Cyrus Poonawalla, Managing Director of the Serum institute of India, for INR 750 crore in 2015, the 50,000 sq. It remains one of the largest residential deals in Indian history.Given its heritage status and prime location, it stands as a trophy asset in Poonawalla’s portfolio.

Investing 59

Investing Investments Startup Assets 59

Trade Brains

JULY 2, 2025

Over the years, Avantel has developed a strong portfolio that includes advanced communication systems, radar technologies, and network management software solutions. The company also holds AS9100D and ISO 9001:2015 certifications, reflecting its commitment to quality and reliability. percent over the past five years.

Communication 59

Communication Certification Commission Investment Advisor 59

Trade Brains

JUNE 21, 2025

The company inked another milestone into his financial portfolio when it was valued over $750 million after he sold a minority stake to investors in 2021. One early remarkable purchase was a $9 million waterfront mansion in Coconut Grove,Miami,which he sold in 2015 for $13.4 In 2003, he purchased an estate in Akron, Ohio, for $2.1

Investing 59

Investing Investments Education Media 59

The Big Picture

OCTOBER 7, 2022

If only the Fed didn’t do X, our portfolio would have been much better” seems to be a terrible approach to managing assets for clients. 2010s : Remained on emergency footing post GFC for far too long – left rates at 0 until December 2015. I am not a Fed hater or part of the crew that wants to “End the Fed.”

Banking 335

Banking Economics Portfolio Assets 335

The Big Picture

OCTOBER 10, 2022

Portfolio Insurance : Created a vicious feedback loop and added to downward pressure; 3. October 19, 2015). We can trace lots of today’s market structure to that event, and the changes it wrought subsequently. Consensus over the ensuing years has focused on several key drivers: 1. Overheated market : +42.5%

Insurance 360

Insurance Portfolio Marketing Marketing 360

Nerd's Eye View

SEPTEMBER 20, 2023

And when its variability is not accounted for, the quality and resilience of the advice in a client's financial plan can suffer, especially for those with lower portfolio returns and higher probability-of-success expectations.

Financial Planning 247

Financial Planning Risk Tolerance Retirement Planning Planning 247

Nerd's Eye View

SEPTEMBER 20, 2023

And when its variability is not accounted for, the quality and resilience of the advice in a client's financial plan can suffer, especially for those with lower portfolio returns and higher probability-of-success expectations.

Retirement 246

Retirement Planning Financial Planning Risk Tolerance 246

The Big Picture

DECEMBER 8, 2023

Don’t have one] (August 2nd, 2013) NFP: Pay No Attention to the Statistician Behind the Curtains (January 10, 2014) Don’t Suffer From Denominator Blindness (October 14, 2015) _ 1: All Employees: Total Nonfarm, commonly known as Total Nonfarm Payroll, is a measure of the number of U.S. This is not a popular opinion.

Numbers 261

Numbers Retirement Economy Accounting 261

Nerd's Eye View

JANUARY 9, 2024

Kimberly is the Lead Financial Planner and Managing Partner of Enders Wealth Management, a hybrid advisory firm based in Sterling Heights, Michigan, that oversees $50M in assets under management for 85 client households.

Financial Advisor 246

Financial Advisor Financial Planner Clients Food 246

The Big Picture

APRIL 26, 2023

Desmond loved to ask professional portfolio managers “What percentage of stocks would you expect would be making new highs at the top day of the bull market when the Dow Jones was making its absolute high?” He noted that markets get increasingly narrow by cap size (capitalization) as longer secular bull markets approach their ends.

Portfolio Management 283

Portfolio Management Marketing Marketing Portfolio 283

The Big Picture

DECEMBER 11, 2023

And according to NRF data itself, from its annual Retail Security Survey, shrink attributed to external theft, including organized retail crime, has largely remained the same since 2015. They all have agendas, none of which include the well-being of your portfolios. for over a decade.”

Retail 353

Retail Accounting Sales Numbers 353

Brown Advisory

JUNE 3, 2015

The Advisory | June 2015. Wed, 06/03/2015 - 10:14. In many clients’ portfolios we have eliminated our overweight position in U.S. equities in many client portfolios for the past four years. Fixed Income: Bonds help portfolios despite Fed policy shifts Expanding Horizons. Shifting Gears. equities and U.S.

Valuation 52

Valuation Economy Banking Economics 52

Brown Advisory

NOVEMBER 12, 2015

Strategic Advisory Letter | 2015 Year-End Planning Checklist. Thu, 11/12/2015 - 11:10. As 2015 comes to a close, we remind our clients and friends of how important it is take time to review new tax rules, consider tax-saving opportunities and review investment and asset-protection plans before year’s end. Overview of 2015.

Planning 52

Planning Taxes Distribution Medical 52

The Big Picture

APRIL 26, 2024

He has put together an enviable track record of analyzing when risk is low or high, and how investors should be positioning their portfolios. .” We discuss how his unusual career developed, with his covering both Investment strategy AND economic analysis. She was named one of Ad Age’s 100 Most Influential Women in Advertising.

Asset Allocation 167

Asset Allocation Advertising Engineering Media 167

Investment Writing

SEPTEMBER 5, 2023

Commentary about portfolio performance is part of every investment manager’s communications. It can consist of a single line giving portfolio returns. In this article, I review portfolio performance reports’ common components. In this article, I review portfolio performance reports’ common components.

Portfolio 52

Portfolio Clients Management Asset Allocation 52

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. Tool: [link].

Investing 128

Investing Investments Valuation Portfolio 128

Brown Advisory

OCTOBER 4, 2021

Considering Climate within Portfolios ajackson Mon, 10/04/2021 - 11:00 An increasing number of investors are seeking to incorporate climate change in their investment calculus. For investors with a portfolio covering multiple asset classes, the tasks of excising climate risk and finding new climate-related opportunities can be daunting.

Portfolio 52

Portfolio Asset Allocation Clients Assets 52

Brown Advisory

OCTOBER 4, 2021

Considering Climate within Portfolios. For investors with a portfolio covering multiple asset classes, the tasks of excising climate risk and finding new climate-related opportunities can be daunting. CLIMATE DASHBOARD: SUSTAINABLE MODEL PORTFOLIO AS OF 6/30/21. Mon, 10/04/2021 - 11:00. A 360-Degree Climate Evaluation.

Portfolio 52

Portfolio Asset Allocation Clients Assets 52

Random Roger's Retirement Planning

DECEMBER 12, 2023

The client was in his 70's when the story starts in 2015 and he had "at least $50 million." If they'd found him a cash account paying zero interest back in 2015, they could started taking $1.5 Bitcoin was going for $250 in the middle of 2015. million/yr and lasted until 2038.

Portfolio 75

Portfolio Clients Accounting Financial Advisor 75

Fortune Financial

AUGUST 7, 2023

Are Alternative Investments the Key to Diversifying Your Portfolio? If you prefer a more indirect approach, Real Estate Investment Trusts (REITs) allow you to invest in a portfolio of properties without the hassle of direct ownership. between 2015 and the end of 2021. trillion in 2015 to$13.32

Portfolio 52

Portfolio Investing Investments Risk Tolerance 52