2007, Asset Allocation and Numbers - Financial Advisor Source

A Few Thoughts On Diversification Strategies

Fortune Financial

OCTOBER 14, 2024

It has been my experience when reviewing portfolios that diversification is typically expressed simply as a number of various stocks owned, or owning a handful of asset classes, usually stocks of various sizes and geographies, and bonds of varying maturities.

Asset Allocation

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The Frenzy in the Stock Market

Truemind Capital

FEBRUARY 23, 2024

Thinking about all this, I felt I had read about this and observed it in 2007. During times of euphoria and bubbles, a huge number of retail investors want to invest in the stock market. However, I would insist on following an asset allocation plan with discipline, which is unaffected by the emotions of greed and fear.

Asset Allocation

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Transcript: Julian Salisbury, GS

The Big Picture

MAY 9, 2023

He is the Chief Investment Officer of Asset and Wealth Management at Goldman Sachs. He co-chairs a number of the asset management investment committees. So I interviewed with a bunch of banks, got a number of job offers by the end of the week, and joined Goldman Sachs in October 1998. So I got to know banks a little bit.

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Let's Talk About Replication

Random Roger's Retirement Planning

JULY 15, 2024

Usually a replication strategy will build a portfolio based on reported hedge fund holdings filed on a 13f or in the case of managed futures will sample maybe the ten biggest futures markets believing they can get 90% (or some high number) of the full effect, do it for cheaper such that the cost advantage ends up being the difference in performance.

Asset Allocation

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How Americans Save

The Irrelevant Investor

JUNE 15, 2019

They anticipate that by 2023 80% of all assets at Vanguard will be in an automatic investment program. Automatic enrollment has tripled since 2007. These numbers are pretty encouraging. 18,500, $24,500 for people 50 or older) The chart below shows overall asset allocation in these plans. This is a beautiful chart.

Asset Allocation

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Bernstein on Bulletproof

Random Roger's Retirement Planning

JULY 8, 2023

That is not guessing what markets will do, that is just managing asset allocation and cash needs. Remember, the peak in the S&P 500 in October, 2007 was 1565. The Permanent Portfolio equal weights equities, long bonds, cash and gold with the theory that no matter what, at least one of those four will be doing well.

Asset Allocation

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Transcript: Kristen Bitterly Michell

The Big Picture

SEPTEMBER 12, 2022

I wasn’t that typical person that did a number of, you know, internships during the summer, had that …. At Citi, in 2007, fantastic timing, you take over as Head of Structured Solutions. And so, 2007, I came over to Citi. One, we also saw a record number of credit card openings in Q1 and Q2. I was econ and kind of geeky.

Clients

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Market Responses to Fed (in)Action | Weekly Market Commentary | June 20, 2023

James Hendries

JUNE 20, 2023

As the economy is likely downshifting, investors should take heed that the Federal Reserve’s (Fed) current stance is eerily similar to early 2007. As such, we don’t think it will be long before official government numbers reflect the decrease in rent prices. A Lot Can Change in a Few Quarters So, why bring up a Fed statement from 2007?

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Transcript: Edward Chancellor

The Big Picture

NOVEMBER 8, 2022

I was having lunch with Jeremy in the summer of 2007, just after the Bear Stearns hedge fund started blowing up. Jeremy called and said, “Would you like to join the asset allocation team?” So he wanted a sort of non-quanty view input into the asset allocation process. CHANCELLOR: Well, I said no initially.

Banking

Banking Valuation Economy Investing

Investment Perspectives | Real Returns

Brown Advisory

JULY 1, 2016

Changes in their assumed rate of return can impact decisions ranging from asset allocation to the spending level that a portfolio can rationally support. Looking back over the 30 years beginning in 1985, a number of factors contributed to the strong performance of equities. According to the report, annual inflation-adjusted U.S.

Investing

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Investment Perspectives | Real Returns

Brown Advisory

JULY 1, 2016

Changes in their assumed rate of return can impact decisions ranging from asset allocation to the spending level that a portfolio can rationally support. Looking back over the 30 years beginning in 1985, a number of factors contributed to the strong performance of equities. According to the report, annual inflation-adjusted U.S.

Investing

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Transcript: Jenny Johnson, Franklin Templeton

The Big Picture

JULY 11, 2023

It’s actually great and especially because you can do some basic kind of asset allocation models, so the robo-advisor… RITHOLTZ: Right. ” Who are the number one users of TurboTax? And you see that in the numbers, right? You have half the number of public companies that you had in 2000. RITHOLTZ: Right.

Management

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Investment Perspectives | Cool Change

Brown Advisory

AUGUST 6, 2019

As head of asset allocation research in our Investment Solutions Group, he is responsible for analyzing the relative attractiveness of various asset classes and investment strategies. housing in 2007) or a spike in oil prices (1973, 1980 and 1990)—conditions that are not present today.

Investing

Investing Investments Clients Portfolio Management

Investment Perspectives | Cool Change

Brown Advisory

AUGUST 6, 2019

As head of asset allocation research in our Investment Solutions Group, he is responsible for analyzing the relative attractiveness of various asset classes and investment strategies. housing in 2007) or a spike in oil prices (1973, 1980 and 1990)—conditions that are not present today.

Investing

Investing Investments Clients Portfolio Management

ESG and the Stock-Picker’s Dilemma

Brown Advisory

SEPTEMBER 22, 2017

The United Nations Environment Program published a helpful review of key academic and broker reports on responsible investment and performance (UNEP, 2007). Risk Factors as Building Blocks for Portfolio Diversification: The Chemistry of Asset Allocation." Harvard Business School Working Paper 15 (73). Podkaminer, E. Statman, M.

Portfolio

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ESG and the Stock-Picker’s Dilemma

Brown Advisory

SEPTEMBER 22, 2017

The United Nations Environment Program published a helpful review of key academic and broker reports on responsible investment and performance (UNEP, 2007). Risk Factors as Building Blocks for Portfolio Diversification: The Chemistry of Asset Allocation." Harvard Business School Working Paper 15 (73). Podkaminer, E. Statman, M.

Portfolio

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Investment Perspectives | Bubbles II

Brown Advisory

APRIL 1, 2015

trillion last year, roughly the same as during the 2007 peak. Interestingly, in an unusually large number of instances, the stock prices of the target company and the acquirer have both risen following a deal announcement, while typically only the target’s stock price benefits. There is no obvious parallel today.

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Transcript: Ken Kencel

The Big Picture

APRIL 4, 2023

And then I left there and joined a number of my colleagues from Drexel and launched a business that as it turns out, was pretty much a carbon copy of the business we have today. So a very different dynamic than we saw back in 2007, 2008, 2009. Ken was there at the beginning of the private credit markets when he was working at Drexel.

Banking

Banking Management Investing Investments

Transcript: Sean Dobson, Amherst Holdings

The Big Picture

MARCH 12, 2024

So a lot of the headline names, you see a lot of the stories you see about, about the financial crisis, a significant number of, of those investors we were helping in security selection, modeling, and analytics. They’re asset allocation model driven folks. You’re actually crunching a lot of numbers.

Banking

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Transcript: Corey Hoffstein on Return Stacking

The Big Picture

NOVEMBER 25, 2024

Honest back testing, really looking at the numbers versus exaggerating returns and, and making up the claim that something’s live when it’s not. 12, 14 even that not a lot of numbers. I know you are not especially keen on back testing. 00:13:10 [Speaker Changed] Well, now, now definitely not keen on it.

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Transcript: Gretchen Morgenson

The Big Picture

JUNE 20, 2023

That’s a shocking number. I think there’s a number we have in the book, maybe $70 million or something in fees to take care of. In 2007, firms extracted — the private equity firms extracted $20 billion from companies in the form of dividend recapitalizations. RITHOLTZ: Really, that’s a big number.

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Bad Polling is a Behavioral Problem

The Big Picture

OCTOBER 6, 2024

Recall in 2007, the polls had a head-to-head featuring Rudy Giuliani and Hillary Clinton (neither became their party’s 2008 nominee). Highly dependent on precise phrasing of questions That’s just about basic market, economic, and asset allocation questions. November 2023 polls showed Biden vs Trump.

Media

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