2001 Asset Allocation Portfolio 
The Big Picture
MAY 17, 2024
Prior to joining the firm in 2001, Subramanian was an analyst at Scudder Kemper Investments in New York and San Francisco. He helps to oversee DoubleLine’s investment management committee implementing policies & processes, He is a member of DoubleLine’s executive management and fixed income asset allocation committee.
The Chicago Financial Planner
FEBRUARY 5, 2022
Baltimore (an old NFL team that was formerly the original Cleveland Browns) won in 2001 and the market dropped. What impact have the solid stock market gains of the past three years had on your portfolio? Perhaps it’s time to rebalance and to rethink your ongoing asset allocation. Costs matter.
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The Big Picture
MAY 9, 2023
And then I was the beneficiary of the TMT bubble bursting in 2001. But what was interesting about that was the quick need to both separate the portfolio between the old stuff and the new stuff, because there were a lot of new investment opportunities. So you’re Chief Investment officer of Asset and Wealth Management.
The Irrelevant Investor
JANUARY 22, 2019
Today I want to talk about practical tactical asset allocation. The portfolio is: 70% MSCI World Index TR, 30% Bloomberg Barclays U.S. Here are the hypothetical rules: Invest in the 70/30 portfolio until the account shows a 10% decline from its peak end of month balance. For example, this portfolio was down 5.3%
Dear Mr. Market
MARCH 11, 2023
We’re proud to say that My Portfolio Guide, LLC was the first investment firm to publish a March Madness investing bracket where we share our picks and match them up against each other. With regard to China, let us first say that we ( My Portfolio Guide, LLC ) has a policy to never buy Chinese stocks directly. earthquakes.
Dear Mr. Market
MARCH 17, 2024
My Portfolio Guide, LLC was the first investment firm to publish a March Madness investing bracket where we share our picks and match them up against each other. We break down and assign each of the four “regions” with an asset class and then pick teams (stocks) that we think have the best chance at doing well relative to others.
Carson Wealth
JUNE 12, 2023
It was developed a decade ago and is a key input into our asset allocation decisions. It declined ahead of the actual start of the 2001 and 2008 recessions. A diversified portfolio does not assure a profit or protect against loss in a declining market.
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