Remove 2019 Remove Math Remove Retirement
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Wow, have you seen the stock market lately?

Mr. Money Mustache

The value of the S&P 500 index of stocks, where most of us hopefully have a good chunk of our retirement savings stashed into index funds, is up about fifty seven percent in just the past two years. S&P returns (including dividends) since 2019, graph by the excellent portfolio visualizer website. Its just basic math.

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"Bear Market Cumulative Returns"

Random Roger's Retirement Planning

And checking in on the GraniteShares YieldBoost SPY ETF (YSPY) that sells put spreads on a levered S&P 500 ETF; Yes, that is a rough start, clearly, but interestingly the math checks out. Portfolio 1 lagged by quite a bit in 2019 and then even more in 2020. YSPY sells put spreads on a 3x fund.

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Transcript: Steve Laipply, Global Co-Head of Bond ETFs at BlackRock

The Big Picture

It’s sort of like math with dollar signs attached to it. When we talk about over the counter OTC, that’s one bond desk calling another bond desk and saying, Hey, do you guys have this 2019, you know, muni, California muni series, whatever, and someone has to go locate that. I really like it. Maybe give it a shot.

Portfolio 130
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Transcript: Tom Barkin, Richmond Federal Reserve President & CEO

The Big Picture

And when I went there I was gonna be a lawyer and I was gonna major in mathematics and I took my freshman year math and that all went great. And it turned out that half of that class had been the US National Math team and they had all competed internationally and they knew stuff I didn’t. McKinsey is a mandatory retirement age.

Economy 130
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4 Tips to Take Your 401(k) to the Next Level

Carson Wealth

Matt Kory, Vice President, Retirement Programs As a retirement income vehicle, the 401(k) is second in popularity only to Social Security – and as CNBC reported in 2019 the number of 401(k) millionaires is at an all-time high. But is a million dollars even enough for your retirement needs? Just think of the numbers.

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Trying To Learn From Risk Parity

Random Roger's Retirement Planning

In fund form, it started doing badly long before 2022 which is corroborated by AQR's change to AQRIX in 2019. The math is only off by a shade using leverage via UST and a little bit of SSO, remember RPAR is leveraged. It had been struggling for a while at that point and so they changed it. The table/chart goes back to FAPYX' inception.

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Pain is Part of the Process

The Better Letter

common stock traded on the New York and American stock exchanges and the Nasdaq from 1926-2019. Many – probably most – investors who cash out when negative volatility rears its ugly head will see their chances of investment and retirement success decrease significantly. Negative volatility hurts. The saddest. The sweetest.