2004 Asset Allocation Numbers 
The Irrelevant Investor
JUNE 15, 2019
These numbers are pretty encouraging. 18,500, $24,500 for people 50 or older) The chart below shows overall asset allocation in these plans. The biggest takeaway for me here is the cash number. That number fell to 19% in 2018. I wonder if student loans have something to do with this. There is way too much of it.
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.
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The Big Picture
JUNE 6, 2023
So, you start the blog in 2004, more or less. And they do that for 35 years tweaking numbers I go you won, you won the game. Once you have your asset allocation dialed in, your automatic contributions dialed in, all the basics, then you can move on. SETHI: Yes, number one is eating out or dining. SETHI: Yes.
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
When LPL Research released the Outlook 2022: Passing the Baton in December 2021, the team’s view was that the hit from inflation would be manageable and would therefore limit the number and magnitude of interest rate increases, enable the U.S. economy to avoid recession, and support above-average valuations.
Brown Advisory
APRIL 1, 2015
In the private company world, total venture capital financings reached $59 billion last year, up from about $23 billion in 2004, according to PitchBook’s 2015 venture industry annual report. Unsurprisingly, as volume has increased, so have valuations. PitchBook points out that median “pre-money” valuations (i.e.,
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