article thumbnail

I Ran The Numbers And They Work!

Random Roger's Retirement Planning

Looking at AQMIX on your statement kind of going nowhere for 10 years could be difficult but clearly a portfolio with the allocation in Portfolio 3 would have kept up just fine and if they had focused on the bottom line number and not the line items, it would not have been difficult. The differences aren't that big here though.

Numbers 76
article thumbnail

Can Bitcoin Actually Help A Diversified Portfolio?

Random Roger's Retirement Planning

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.

Insiders

Sign Up for our Newsletter

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

article thumbnail

They're Coming After Covered Call Funds

Random Roger's Retirement Planning

The 1987 crash was partly attributed to selling portfolio insurance and there was the so called Volmageddon of 2018. 2018 was not 1987 and if there is another event where volatility ends up being a major determent then it will be different than the other two but with some overlap. There have been volatility events before.

Numbers 93
article thumbnail

Market Commentary: Slow Start For Stocks Despite Solid Job Gains

Carson Wealth

Goldilocks Job Numbers as Economy Powers Ahead The December payroll report was strong on the surface, with 216,000 jobs created last month and the unemployment rate firm at 3.7%. In fact, the average annual number of jobs gained from 2010-2019 was 2.2 Another 20% gain is possible, however, as it has happened before four times.

article thumbnail

Portfolio Hedging Breakthrough

Random Roger's Retirement Planning

I think it is important to manage portfolio volatility to reduce the odds of panicking and reduce the odds that client income needs are disrupted. If I study and/or test drive 10 things and one makes into the portfolio like the Standpoint Multi Asset (BLENDX/REMIX) then I think that is a productive use of time.

article thumbnail

NOW 2018 | China and the Race for Artificial Intelligence

Brown Advisory

NOW 2018 | China and the Race for Artificial Intelligence achen Thu, 05/31/2018 - 09:20 The advent of artificial intelligence (AI) is one of the top technology stories in recent years. Not surprisingly, AI has also permeated public policy discussions, especially with the U.S. Sharpened by both the U.S.

Startup 52
article thumbnail

NOW 2018 | China and the Race for Artificial Intelligence

Brown Advisory

NOW 2018 | China and the Race for Artificial Intelligence. Thu, 05/31/2018 - 09:20. The race is on to lead the world in AI innovation, and a panel of experts at NOW 2018 offered insight on the competitive dynamics between the two global superpowers driving progress in AI. Sharpened by both the U.S.

Startup 52