Darrow Wealth Management
FEBRUARY 9, 2025
Simulated portfolio income using historical dividends Imagine you invested $1,000,000 on the last day of 2004. Hypothetical simulation assumes $1M was invested on 12/31/2004, 50% in SPY and 50% in AGG, portfolio was never rebalanced, dividends not reinvested, and no other contributions/withdrawals in the account. Source: J.P.
The Irrelevant Investor
JUNE 15, 2019
18,500, $24,500 for people 50 or older) The chart below shows overall asset allocation in these plans. Target date funds are giving people a more appropriate asset allocation than they would have if they were left to do it on their own. More than one-third of that $900,000 is added in the last 5 years.
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Random Roger's Retirement Planning
DECEMBER 22, 2023
There's a lot of neat things about 19+ years of blogging, I started in Sept 2004, including circling back around to ideas that we started talking about a longggggg time ago. Where some of the diversifiers I use might go a little ways down the hedge fund path, John's version of the 75/50 portfolio went much further down hedge fund path.
Brown Advisory
MAY 31, 2017
EUROPEAN RE-ENTRY: Why We Are Shifting Portfolios Toward European Stocks achen Thu, 06/01/2017 - 02:47 Asset allocation—at least for us—is an exercise in nuance. We move slowly and carefully when it comes to shifting our portfolios away from one asset class or region and toward another. stocks since the middle of 2004.
Brown Advisory
MAY 31, 2017
Asset allocation—at least for us—is an exercise in nuance. We move slowly and carefully when it comes to shifting our portfolios away from one asset class or region and toward another. We maintain a model portfolio internally to track the results of our asset allocation stances. stocks since the middle of 2004.
James Hendries
JANUARY 13, 2023
And on the asset allocation side, the team’s preference for value stocks throughout the year turned out to be a win. Moreover, if you look at the rate hiking campaign that began in 2004, the Fed didn’t actually get to its terminal rate until 2006—a full two years after it started.
The Big Picture
JUNE 6, 2023
So, you start the blog in 2004, more or less. Once you have your asset allocation dialed in, your automatic contributions dialed in, all the basics, then you can move on. Have I managed my asset allocation and my investment fees? We’d rather dream about having 10 million then start investing $100 a week.
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