Dear Mr. Market

NOVEMBER 23, 2021

In last quarter’s newsletter from My Portfolio Guide, LLC we put out a fairly bold prediction of the S&P 500 hitting 5,000 and the Dow Jones reaching 40,000 within the next year. The Fed is still very supportive to the economy and far away from tightening. Check your portfolio once a month or even quarterly.

Numbers

Discipline Funds

DECEMBER 28, 2022

Understanding Money If you start with the following book, white paper and videos you’ll have a very solid starting point for understanding money: Pragmatic Capitalism – What Every Investor Needs to Know About Money and Finance (the only item on this page that is not free. Where Does Money Come From? What is the Purposes of Interest?

Investing

The Big Picture

SEPTEMBER 19, 2023

Her job is portfolio and product solutions and that means she could go anywhere in the world and do anything. And so I often would look at investments in my portfolio that may be different from what most other people put in their portfolios. That sounds great, but I only have spots in my portfolio for a Cape Cod.

Assets

Tucker Advisors

SEPTEMBER 8, 2021

To be fair, these annuities aren’t to be compared to a stock portfolio in terms of overall growth opportunity, but they can earn a respectable rate, all without market risk. You have dividend-paying stock portfolios, laddered-bond portfolios, rental income or annuities. So, in an expansionary economy, they’re great.

Retirement Pension

Brown Advisory

JUNE 21, 2017

Instead, they’ve turned to indexing their portfolios to the S&P 500 ® Index or some other relevant benchmark, thereby accepting “average” performance rather than trying for something better. Portfolios with greater active share could be said to reflect more independent thinking on the part of the managers.

Investing

Brown Advisory

JUNE 21, 2017

Instead, they’ve turned to indexing their portfolios to the S&P 500 ® Index or some other relevant benchmark, thereby accepting “average” performance rather than trying for something better. Portfolios with greater active share could be said to reflect more independent thinking on the part of the managers. Manager Characteristics.

Investing

The Big Picture

MARCH 12, 2024

So that’s an active part of portfolio trimming and opt and optimization. The good news is no one event has a big impact on the portfolio. You, 00:30:51 [Speaker Changed] You know, the fascinating thing is I have a vivid recollection of a paper, a white paper coming out by professors Reinhart and Rogo.

Banking

The Big Picture

JANUARY 23, 2024

And there will be a fundamental rewiring of the economy that takes place as a result. It helps crops grow more farmers crave biochar, but it also sequesters carbon for at least a thousand years according to a new white paper. And so we’re really excited about companies and technologies like this.

Government

The Big Picture

OCTOBER 31, 2022

We wrote a white paper that was associated with it. RITHOLTZ: So 5% funds rate, what does that do to the economy? RITHOLTZ: So I said something at an event where I had said to a group of young people, hey, if you’re in your 20s, 30s, 40s, you really don’t need bonds in your portfolio. It makes sense for me.

Numbers