Random Roger's Retirement Planning

NOVEMBER 8, 2023

Last year we looked a couple of times at something called the Cockroach Portfolio created by Jason Buck. It seemed like it was inspired by Harry Browne's Permanent Portfolio which they talked about in the current interview. In that light, Buck exploring ways to modernize Browne makes sense. And lastly, trend or managed futures.

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The Big Picture

NOVEMBER 2, 2023

Those of you looking for income might consider putting fresh money to work building a bespoke muni portfolio, or buying the appropriate muni fund for your circumstances. ( Depending on the specifics a 4.5-5% 5% muni yield is the taxable equivalent of 8-10%. we are happy to help ). Regime Change : The shift from monetary to fiscal stimulus.

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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. Previously : Don’t Blame Morningstar for Our Own Shortcomings (October 26, 2017). Concentrated portfolio risk.

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David Nelson

JANUARY 3, 2023

Investors need to do their own due diligence and perform a full ORM review of their portfolio and its ability to navigate the many challenges we face at the start of a new year. From 2017 – 2021 growth outperformed value by a staggering 119%. S&P 500 2 Years. Growth vs Value – There was no alternative. 60-40 is reborn.

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Random Roger's Retirement Planning

AUGUST 5, 2022

In the last few blog posts we've looked at portfolios that seek to replace bonds with alts in such a way to reduce portfolio volatility the way bonds used to. In a couple of instances we've created portfolios that outperformed Vanguard Balanced Index (VBAIX) a proxy for a 60/40 portfolio and did so with a lower standard deviation.

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Random Roger's Retirement Planning

MARCH 2, 2023

Over the summer we looked at the Cockroach Portfolio which is an all-weather sort of strategy that is not intended to look like the stock market. Portfolio 2 is the S&P 500 and Portfolio 3 is the Vanguard Balanced Index Fund (VBAIX) which is a proxy for a 60/40 portfolio. Here's one link and the second post.

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The Big Picture

MARCH 28, 2024

If you believed these stories, and acted on them, your portfolio probably did poorly in markets over this era. What’s so fascinating about each of these eras is how a very coherent narrative storyline came together to explain things that are perhaps more random and unexplainable than we are comfortable with.

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Brown Advisory

DECEMBER 4, 2017

2017 Year-End Planning Letter. Mon, 12/04/2017 - 13:10. We are closing 2017 with nearly the same stance as last year. Spotlights for Prudent Planning in 2017. There have been very few changes to tax law in 2017, given that Congress has been focused on the longer-term tax reform effort. Since last year’s U.S.

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The Big Picture

NOVEMBER 27, 2023

Previously : The Timing Mistake: Thoughts & Pushback (August 26, 2020) Market Timing for Fun & Profit (August 28, 2020) The Art of Calling a Market Top (October 4, 2017) DOs and DONTs of Market Crashes (January 16, 2016) The Truth About Market Timing (March 13, 2013) Timing the Market?

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The Big Picture

NOVEMBER 20, 2023

My firm RWM uses Canvas for those clients who want their portfolios to reflect their values. The most popular ESG application of direct indexing software has been to remove guns and tobacco from portfolios. It reflects the desire for investors to have their portfolios reflect their personal values.

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Random Roger's Retirement Planning

FEBRUARY 13, 2024

It's a good quick read that got me thinking about focusing on longer term portfolio outcomes versus short term portfolio gratification. As I thought about where to go with this I thought of the Cockroach Portfolio. You can see in 2017, the blue line for Cockroach with Bitcoin went parabolic.

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The Big Picture

OCTOBER 28, 2023

The Atlantic ) • Light and gravitational waves don’t arrive simultaneously : In 2017, a kilonova sent light and gravitational waves across the Universe. He manages a diversified portfolio of late-stage growth equity in technology, consumer, health care, and financial services sectors. Here on Earth, there was a 1.7

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Brown Advisory

SEPTEMBER 30, 2017

Global Leaders Investment Letter - Q3 2017 ajackson Sat, 09/30/2017 - 09:50 Global Leaders Strategy Investment Letter - Q3 2017 In this letter the team discuss their recent research trip to India and their view on sustainable investing and ESG analysis within the portfolio. Download the Letter Past performance is not a guarantee of future performance (..)

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Brown Advisory

SEPTEMBER 30, 2017

Global Leaders Investment Letter - Q3 2017. Sat, 09/30/2017 - 09:50. Global Leaders Strategy Investment Letter - Q3 2017. In this letter the team discuss their recent research trip to India and their view on sustainable investing and ESG analysis within the portfolio. . . Download the Letter. . .

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The Big Picture

SEPTEMBER 23, 2023

He oversees the firm’s liquid and private credit strategies, and also serves as a portfolio manager within Oaktree’s global private debt and global credit strategies. This week, we speak with Armen Panossian , managing director and head of performing credit at Oaktree Capital Management , which has $179 billion in assets under management.

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A Wealth of Common Sense

MAY 21, 2023

Since 2017, Icahn has been positioning part of his portfolio for a huge crash. The Financial Times had a story this week about Carl Icahn’s bets against the stock market that went awry. It cost him nearly $9 billion over the past 6 years. Sounds like a lot.

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Fortune Financial

AUGUST 16, 2021

One topic I have not touched on in a while is portfolio construction, so I wanted to dedicate this post to the reasons why a sector-neutral portfolio makes sense, and to give investors some ideas for creating their own. The first step is to decide how many positions you want to hold in the portfolio.

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Random Roger's Retirement Planning

APRIL 4, 2024

We have a lot of fun here with backtesting portfolios. There was news going around that Daffy.org was adding Bitcoin in 5% or 10% weightings to a couple of its portfolios , presumably to improve returns for otherwise "normal" looking portfolios. The process can be informative but not definitive. It allocates as follows.

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The Big Picture

APRIL 24, 2023

Within the equity portion of your portfolios, they can provide some measure of diversification. Oversimplifying them into narratives or relying on context-free myths will not serve your portfolio well. Consider 4 geographic regions: The US, the Developed world Ex US, Emerging markets, and Frontier.

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Dear Mr. Market

DECEMBER 14, 2023

We’re going to remind people that if you listened to everyone and followed all the fearmongers your portfolio would be sitting in cash and you would have missed one of the better and least expected positive years ever.

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Random Roger's Retirement Planning

AUGUST 7, 2022

A couple of months ago we looked at The Cockroach Portfolio , a sort of all-weather portfolio that seems like it could be an attempt to update and evolve the Permanent Portfolio which allocates an equal 25% to stocks, long bonds, gold and cash. That will be Portfolio 2 and 100% VBAIX will still be Portfolio 3.

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Risk Management Guru

APRIL 21, 2020

Why portfolio diversification is for the ignorant investor. From 1965 to 2017 Berkshire produced a yearly average rate of return of 20.9% Rule One Investing , 24 May 2017, [link]. The post Why Portfolio Diversification is for the Ignorant Investor appeared first on Risk Management Guru. Works Cited. Graham, Benjamin.

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Brown Advisory

JUNE 12, 2017

2017 Berkshire Hathaway Annual Shareholder Meeting achen Mon, 06/12/2017 - 15:11 Thousands of people come to Omaha each spring for the Berkshire Hathaway annual shareholders’ meeting to hear the insights of Warren Buffett and Charles Munger, Buffett’s longtime business partner. More importantly, insurance contributed $91.5

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Brown Advisory

JUNE 12, 2017

2017 Berkshire Hathaway Annual Shareholder Meeting. Mon, 06/12/2017 - 15:11. Buffett and Munger are significant influences on the investment approach used in managing Flexible Equity Strategy portfolios. billion of investable float in 2016, which partially funds Berkshire’s $260 billion investment portfolio.

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MarketWatch

MARCH 8, 2023

billion go-private buyout offer from Solenis, a Platinum Equity portfolio company. Bain Capital invested in Diversey in 2017 and took the company public in 2021. DSEY stock is rallying by 37% in premarket action on Wednesday after the Bain Capital-backed chemical company agreed to a $4.6 Diversey agreed to be acquired for $8.40

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The Big Picture

OCTOBER 19, 2023

I run through 30 charts in 30 minutes that explain where we are in the economic cycle, what markets are doing, and what it means to their portfolios. This has enormous ramifications for everything from our portfolios, policies and politics… See also , Failures’ Fallout (Mehlman, August 21, 2021) Teens Spend Average of 4.8

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Brown Advisory

NOVEMBER 8, 2021

Global Cooldown: Tackling Climate Change Through Our Bond Portfolios. We seek to avoid climate risks while embracing opportunities for mitigation and adaptation in our sustainable fixed income strategies, using multiple layers of research and analysis in an effort to pursue improved risk-adjusted returns and decarbonize our portfolios.

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Brown Advisory

OCTOBER 16, 2017

Building A Portfolio To Offset Position Risk achen Mon, 10/16/2017 - 11:53 For years, our firm has built equity strategies that fit squarely into traditional style boxes, like “U.S. Typically, we begin building a client-driven portfolio by targeting a specific metric or set of performance attributes.

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Brown Advisory

OCTOBER 16, 2017

Building A Portfolio To Offset Position Risk. Mon, 10/16/2017 - 11:53. Working in close collaboration, our equity research team and private client portfolio managers have opened a new frontier in portfolio building, enabling us to offer truly customized portfolios that fit our clients’ specific circumstances.

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Brown Advisory

APRIL 22, 2020

Oil & Water: Fossil Fuel Divestment in Sustainable Bond Portfolios ajackson Wed, 04/22/2020 - 13:47 To many sustainable investors, owning fossil fuels is a black-and-white issue. For example, MidAmerican Energy issued its first Green Bond in 2017 to finance two massive wind facilities in Iowa with a total of 2.5GW of generation capacity.

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Brown Advisory

APRIL 22, 2020

Oil & Water: Fossil Fuel Divestment in Sustainable Bond Portfolios. We have learned that our clients have differing motives—some simply want the comfort of knowing their bond portfolio is “clean,” while others want to invest in bonds that are funding the transition to wind, solar and other renewable energy sources. Conclusion.

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Trade Brains

FEBRUARY 26, 2024

The Company has over 6 years of experience in the execution of infrastructure projects since 2017. Under the Bharatmala Pariyojana plan, the Government approved Phase-I of the project in October 2017 with an aggregate length of 34,800 Km with an estimated outlay of Rs. The IRB InvIT was listed on the exchanges in June of 2017.

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Trade Brains

SEPTEMBER 13, 2023

History of Made-in-India iPhones This is not the first time, the history of iPhones being made in India goes back to 2017. In 2017, the first iPhone assembled in India was the iPhone SE (first generation). Since then, Apple has been expanding its operations in India, leading up to the launch of the iPhone 15.

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The Big Picture

FEBRUARY 14, 2023

Similarly, excess fees and overtrading are more likely to hurt our portfolios than crashes. We spend far too much worrying about Black Swans than the mundane. Instead of stressing about shark attacks, you should manage your blood pressure and cholesterol.

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Trade Brains

OCTOBER 17, 2023

Nifty 50 first hit 10,000 on July 26, 2017, and it took years to double that number. Following this remarkable year, the most recent standout annual returns were in 2017 and 2021, with 28.65% and 24.12%, respectively. 20,000 is not just a number; but happiness for many. This journey to the 20,000-milestone has taken a long time.

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Random Roger's Retirement Planning

APRIL 18, 2024

I bought 100 shares on its first or second day of trading last fall for $2017 and I sold it today for $2114 which includes reinvesting the dividends. First, an update on my test drive of the Defiance NASDAQ 100 Enhanced Option Income ETF (QQQY). I've written about the fund a few times and described it as long and short volatility.

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Validea

AUGUST 5, 2022

Del Buono will oversee wealth management for a16z’s partners and executives of its portfolio companies, according to an article in Financial Advisor , which spoke to insiders familiar with the firm’s plans. At Jordan Park, which he joined in 2017, Del Buono oversaw high-net-worth clients worth a cumulative $17.6

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