The Motley Fool

AUGUST 8, 2023

For example, during the Great Recession, stock prices dropped by about 50% between late 2007 and early 2009. Options include: Exchange-traded funds (ETFs) Mutual funds Target date funds To give you a firsthand example, I've been investing in a total stock market mutual fund for years. stock market.

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The Big Picture

MAY 31, 2024

Prior to joining DoubleLine in 2009, Sherman was a senior vice president at TCW Group Inc. We discuss several of the new ETFs the firm has launched that are different than the typical ETF or mutual fund A list of his favorite books is here ; A transcript of our conversation is available here Tuesday.

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The Big Picture

APRIL 11, 2024

Founded in 1984, Morningstar would mail out hard copies of information on various Mutual Funds; ValueLine sent looseleaf binder pages on individual companies with regular updates about Stocks. Most of the hedge fund community would be revealed post-2009 as not worth their costs. S&P had a similar service.

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The Motley Fool

JUNE 4, 2024

Over that time period, there have been only three years where more than half of large-cap mutual funds beat the market. Even then, it was a slim majority, with 55% the highest level of market-beating funds in 2007, right before the market crashed. SPX data by YCharts.

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The Motley Fool

JANUARY 24, 2024

The business came public in 2009, but it was transformed in 2016 when it merged with semiconductor giant Avago Technologies. By making the stock more accessible to small investors, Broadcom can reduce the concentration of voting power among hedge funds, mutual funds, and institutions, so the split would also benefit the company.

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The Motley Fool

APRIL 22, 2024

economy overall, investing in an S&P 500 index fund will allow you to grow your money in tandem with the economy and the broad market over time. In 2023, only 40% of actively managed large-cap mutual funds beat the market, and the last time a majority of funds beat the market was in 2009.

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The Motley Fool

AUGUST 12, 2024

Consider, for example, that after posting gains in eight consecutive years, from 2009 to 2016 (with six of the eight being double-digit gains), when you'd think it was due to drop, the S&P 500 went on to gain nearly 22% in 2017. Exchange-traded funds (ETFs) are worth thinking about for this. (An

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The Motley Fool

JULY 2, 2023

A report from Yardeni Research points out that since the bull market that began back in 2009, the S&P 500 (SNPINDEX: ^GSPC) has suffered six distinct corrections that didn't turn into bear markets. And that was a relatively good year for these actively managed funds. Zigzags are the norm regardless of the bigger-picture trend.

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The Motley Fool

DECEMBER 23, 2023

As an example, the company announced in 2009 that it would pay $26 billion to buy out the shares of train company Burlington Northern Santa Fe (BNSF) that it didn't already own. Berkshire Hathaway is not your typical investment In some ways, Berkshire Hathaway is like a mutual fund or even a hedge fund.

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The Motley Fool

MARCH 9, 2024

That was down to about 80 million by 2005, about 60 million by 2009, about 40 million by 2012. It doesn't cover things like commodity futures contracts, limited partnerships in currencies, including cryptocurrencies, but it does cover most standard stocks, bonds, mutual funds, stuff like that. The coverage is per account type.

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The Big Picture

NOVEMBER 25, 2024

Not only did he stand up a research shop from a dorm room in college and started selling model portfolios to fund managers, but eventually created a suite of first mutual funds. And so graduating right into 2009, right out of the financial crisis, I said, I don’t think I’m gonna get a job.

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Steve Sanduski

DECEMBER 15, 2022

“We became a pure RIA around 2009 and I’ve grown the firm as a boutique with a real focus on high-touch service and providing an exceptional experience for our clients. He took a buyout when the Dotcom bubble burst and decided to open his own financial services office with a focus on goal-based wealth planning.

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The Big Picture

OCTOBER 24, 2022

And so there was a lot of need on the active mutual fund friends. And so my coverage list kind of converted over time to focus more on mutual funds, to focus on five to nine plans, college savings. RITHOLTZ: So these are stocks, bonds, ETFs, mutual funds? And he found it in the mutual fund space.

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The Motley Fool

NOVEMBER 25, 2024

By December 2009, Nvidia had begun to recover, and for my new monthly Motley Fool Stock Advisor pick, I picked one stock a month from 2002-2021 for Motley Fool Stock Advisor. Yes, that bullish rerecommendation I bravely made in 2009 at 48. But even my price is $47 a share in 2009 and 307 in 2017 look really great.

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The Big Picture

FEBRUARY 6, 2024

He also helped run some of their mutual funds and helped put together their first ETF, and he has really quite an astonishing track record. The Quality fund mutual fund that GMO runs that symbol G-Q-E-T-X, it’s just crushed it over the past decade. a year, way over both. Really fascinating guy. No minimum.

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Hellman & Friedman LLC

DECEMBER 6, 2021

The oversubscribed round was led by Salesforce Ventures with participation from other investors ServiceNow Ventures; Zoom Video Communications; funds and accounts managed by BlackRock, D1 Capital Partners and another large US-based West Coast mutual fund manager. This offering values Genesys at a valuation of $21 billion.

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The Motley Fool

SEPTEMBER 14, 2023

Collateralized loan obligations from the Great Recession of 2007-2009, part of it is what causes the booms and busts. You get a bust, like we saw, for example, in the housing crisis in 2007-2009. Robert Brokamp: In the book you provide some excellent model portfolio, some very detailed lists of mutual funds, index funds, ETFs.

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The Motley Fool

MAY 13, 2024

In fact, mutual funds that invest along these lines have come to be known as balanced funds. Robert Brokamp: Yes, Allison, the basic version is that it's 60% stocks, 40% bonds and it's essentially a balanced portfolio of offense and defense with a tilt toward the more aggressive investments.

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The Big Picture

DECEMBER 6, 2022

I remember telling myself, why would anyone invest in mutual funds when you can buy an ETF instead? And I did the math, and I think at that point in time, roughly speaking, assets in ETS were roughly just 10 percent, 12 percent of assets in mutual funds and I was pretty convinced that that number was to increase significantly.

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The Motley Fool

SEPTEMBER 10, 2024

In his book, Enough, Jack Bogle pointed out that from 1950 through 2009, indirect ownership of US stocks by institutional investors rose from 8%-74%. Further in 1951, the typical mutual fund held stocks in its portfolio for an average of six years. The holding period for actively managed equity funds today just one year.

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The Motley Fool

MARCH 5, 2024

In essence, my business career ended in 2009. I had portfolio basically EFTs and mutual funds or it was as a result of the pandemic that I said, let's try the stock market thing and Motley Fool Live as well as your podcast [inaudible] gave me an opportunity. I found a private job at a local golf course.

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The Motley Fool

AUGUST 5, 2023

But if you bought, say , in the wake of the global financial crisis, 2008, 2009, that was an excellent time to buy. Now let's move into perhaps the most popular investment within 401(k) these days, and that is a target date fund. So target date fund. But again, you want to add to your holdings when prices make the most sense.

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The Big Picture

OCTOBER 15, 2024

00:10:16 [Speaker Changed] So, so you found the company in 2009 today, you’re the chairman. 00:13:04 [Speaker Changed] So the most of what APAR focuses on our private, our public markets, stocks, bonds, mutual funds, ETFs. Well, 00:10:14 [Speaker Changed] Chat GBT is behind. What was the original business model?

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The Big Picture

OCTOBER 19, 2022

There is that same payment for distribution service, the mutual funds. So we’re really a mutual-mutual fund company. What I mean by that is if you’re an investor in one of our funds, you own a little pro rata piece of Vanguard. We launched our first set of funds in the U.K. RAMPULLA: Yeah.

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The Big Picture

JUNE 11, 2024

Because this isn’t like, we’re not a hedge fund, we’re not a mutual fund. And that, you know, really finishing it all out was only very recently we’ve added services along the way, but really getting it like stabilized and going about 2009. I mean, tell us about that.

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The Big Picture

OCTOBER 21, 2024

You know, mutual funds were very siloed and, and now they’re, they’re a bit wider mandates. 2022 was the worst year for hedge funds since 2009, the s and p 500 down 20% bonds down 14%. There was a big disconnect as they move positions that started to trade wider. Tell us what it was like trading in 2022.

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Pension Pulse

MAY 19, 2023

Importantly, this market is on the verge of turning south and when it does, it's going to be really ugly: I would reiterate to bulls that since 2009 each time small caps had a death cross (50 dma below 200 dma), the S&P 500 imploded. Here are some funds worth tracking closely. Below, are a few funds investors track closely.

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ClearMoney

NOVEMBER 4, 2021

See, for example, the Fama/French US Momentum Factor’s return of –83.16% in 2009. Gerard O’Reilly and Savina Rizova, “ Expected Profitability: A New Dimension of Expected Returns ” (white paper, Dimensional Fund Advisors, June 2013). Please read the prospectus before investing.

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ClearMoney

DECEMBER 5, 2021

Even Japan, with debt/GDP levels above 200% from 2009 to 2018, returned a positive equity premium in seven of those 10 years. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the prospectus before investing.

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ClearMoney

DECEMBER 5, 2021

Even Japan, with debt/GDP levels above 200% from 2009 to 2018, returned a positive equity premium in seven of those 10 years. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the prospectus before investing.

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The Motley Fool

DECEMBER 13, 2023

The key difference is you had your come-to-rationality moment somewhat forced upon you in 2008, 2009, and Canadians, as a collective, went the other direction and put their foot down on the accelerator. Go back and look at what happened to the US in 2007-2009. A non-zero number of them are going to lose their houses again.

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This is going to be BIG.

DECEMBER 3, 2012

I experienced that myself with my startup in 2008 and 2009. Mutual funds start doing late stage rounds. My fund, Brooklyn Bridge Ventures , has investors who had previously been mostly invested in oil & gas, real estate, and the public markets--and my investors are diversifying into venture capital.

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The Big Picture

AUGUST 15, 2023

Are most people better off in an index fund than playing with an active manager, be it mutual fund or high fee hedge funds? SEIDES: John Yeah, I said back then, the bet started in 2007 and I say today, being in the market and investing in hedge funds is completely apples and oranges. Was Warren Buffett right?

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The Big Picture

JULY 18, 2023

Equally, I was also trying to become acquainted with the people that were my customers, who are the asset managers, both on mutual funds, insurance companies, hedge funds, private equity firms that were our counterparties. We did really well in a relative basis in 2008 and exceptionally well in 2009.

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The Big Picture

FEBRUARY 20, 2024

I remember it really well because I just finished building this house in West Virginia and we, we were taking occupancy in early August, and it was, it was literally the same day that BMP Paraba shut off redemptions from some of their mutual funds, caused all sorts of chaos in Europe. So that was a big job in the spring of, of 2009.

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The Big Picture

APRIL 11, 2023

And again, some history, until 2009 or ‘10, Warren Buffett actually spoke out against buybacks. And I think, in a sense, to complete the story, you need to bring in what happened in 2009, in fact, the previous decade to these FAANG stocks — RITHOLTZ: Which was amazing. I mean, strong words for Buffett. RITHOLTZ: He was not a fan.

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Blackstone

DECEMBER 20, 2023

We were more constructive on the market than the economy in our Fourth Surprise, thinking that it would bottom by mid-year and begin a recovery that rivaled 2009’s. 2009; Surprise #1 : The Standard & Poor’s 500 rises to 1200. In 2009, Byron had his most successful year, getting some part of eight or nine surprises correct.

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