Random Roger's Retirement Planning

APRIL 17, 2024

The idea of building an All-Weather portfolio of course has its appeal. The basic idea is to be much less volatile than the broad market or the typical 60/40 portfolio. It raises the question though of how much performance should an investor expect or be willing give up for the potential emotional comfort of an All-Weather portfolio.

Portfolio 102

Portfolio Asset Allocation Advertising Numbers 102

The Big Picture

JANUARY 21, 2025

You would offer three of their stock picks where they were probably touting stocks they wanted to unload from their portfolio. 00:12:41 [Speaker Changed] If nothing in your portfolio is performing badly, you’re not diversified. And the managers you selected were all based on past performance. That’s exactly right.

Investing 147

Investing Investments Management Retirement 147

Discipline Funds

JUNE 6, 2023

On one side you have optimists who have been saying that the US economy remains robust and on the other side you have pessimists who are worried about recession and a potential 2008 scenario. In a way both of these groups have been right. This is not a good risk adjusted return so being less aggressive in recent years has been the right move.

Economy 105

Economy Asset Allocation Valuation Communication 105

Random Roger's Retirement Planning

DECEMBER 22, 2024

GAA stands for Global Asset Allocation and it has been lagging for 15 years. We spend a lot of time here on how to diversify to try to smooth out the ride and how to hold up better when markets have a year like 2022 or 2008. This slice of the portfolio will go down more often than not, it is a tool to smooth out the ride.

Portfolio 52

Portfolio Management Clients Asset Allocation 52

Dear Mr. Market

APRIL 2, 2025

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.

Investing 62

Investing Investments Valuation Advertising 62

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. Take Europe, for instance.

Portfolio 52

Portfolio Asset Allocation Valuation Economics 52

Brown Advisory

MAY 31, 2017

EUROPEAN RE-ENTRY: Why We Are Shifting Portfolios Toward European Stocks. 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. Thu, 06/01/2017 - 02:47. Take Europe, for instance.

Portfolio 52

Portfolio Asset Allocation Valuation Economics 52

James Hendries

DECEMBER 12, 2022

during the month, which was the best month for core bonds since December 2008. The Strategic and Tactical Asset Allocation Committee’s (STAAC) S&P 500 year-end fair value target of 4,000-4,100 is based on a price-to-earnings ratio of 17.5 Core bonds, as measured by the Bloomberg Aggregate Bond index, were up 3.7%

Portfolio 52

Portfolio Taxes Asset Allocation Investing 52

Truemind Capital

JUNE 30, 2022

In this piece, we are trying to understand what the future holds and how we can prepare our investment portfolio to deal with future outcomes. After the subprime crisis in 2008, many developed countries’ Central Banks started printing money and flooding the global economies with cheap liquidity. But first a quick recap.

Asset Allocation 52

Asset Allocation Marketing Marketing Valuation 52

Random Roger's Retirement Planning

JULY 8, 2023

Barron's had a fun article that looked at some ideas from William Bernstein titled The Trick To A Bullet Proof Portfolio? Based on the title, it would seem to be in the neighborhood of creating an all-weather portfolio which we've looked at in several different forms over the course of my full 19 years of blogging.

Asset Allocation 74

Asset Allocation Math Portfolio Assets 74

The Irrelevant Investor

JUNE 13, 2017

Below are two nearly identical portfolios; both are sixty percent stocks and forty percent bonds. Each portfolio has twelve slices, with identical allocations in each sleeve. For example, portfolio 1 has a 10% position to U.S. Portfolio 2 also has a 10% position to U.S. Portfolio 2 sold after the 23.3%

Asset Allocation 52

Asset Allocation Portfolio Assets Investing 52

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.

Investing 101

Investing Investments Portfolio Assets 101

Validea

DECEMBER 7, 2022

Quick Links Validea Special Discount Offer Top Value Stocks in Today’s Market Choose from 20+ Actionable Model Portfolios – View Portfolios. In short, markets will always be cyclical, “so it’s best to be dynamic in asset allocation” and be ready for the next big trend, Matt Lloyd of Advisors Asset Management advises.

Asset Allocation 52

Asset Allocation Economy Valuation Portfolio 52

Darrow Wealth Management

MARCH 28, 2022

The key to weathering the storm is having a diversified asset allocation that’s truly aligned with your risk tolerance and appetite before there’s a personal financial problem or other negative event. Asset allocation. Having a diversified portfolio can increase the odds of staying the course.

Asset Allocation 52

Asset Allocation Marketing Marketing Planning 52

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%

Portfolio 52

Portfolio Asset Allocation Accounting Financial Advisor 52

Inside Information

JUNE 25, 2024

The test mashed up risk tolerance, risk capacity and risk perception (people see only upside during a bull market, and only risk during the bearish times), which means the scores could be different for different time periods, and might lead to clients taking on more volatility in their portfolios than they could afford, or perhaps less.

Risk Tolerance 40

Risk Tolerance Financial Planning Portfolio Asset Allocation 40

The Big Picture

SEPTEMBER 19, 2023

Her job is portfolio and product solutions and that means she could go anywhere in the world and do anything. I thought this conversation was absolutely fascinating and I think you will also, with no further ado, Goldman Sachs asset managements Elizabeth Burton. That sounds great, but I only have spots in my portfolio for a Cape Cod.

Assets 147

Assets Management Investing Investments 147

SEI

AUGUST 2, 2022

We are currently experiencing one of the most volatile times in decades, on top of the start of the pandemic and the 2008-2009 recession. That’s why, when facing market volatility, stewards of long-term assets held at all types of nonprofit institutions recognize the importance of a well-thought-out investment process. .

Nonprofit 52

Nonprofit Marketing Marketing Risk Management 52

The Big Picture

FEBRUARY 6, 2024

If you’re at all interested in focused portfolios, the concept of quality as a sub-sector under value and just how you build a portfolio and a track record, that’s tough to beat. Dick Mayo was a traditional, I’d say portfolio, strong portfolio manager focused on US stocks. He’s a big picture guy.

Valuation 130

Valuation Investing Investments Assets 130

Brown Advisory

DECEMBER 2, 2015

In advising clients over the years, we have seen the value of helping families buy into the longterm orientation essential to successful investing and portfolio management through all market conditions. Determine both your annual level of spending and a five- and 10-year goal for portfolio returns.

Taxes 52

Taxes Clients Estate Planning Portfolio 52

The Big Picture

AUGUST 20, 2024

Initially I joined to help them manage their equity portfolio. My background in the asset management space was originally going to small cap value, and Canyon Partners really gave me the platform that allowed me to branch that out into multiple different areas. I’m gonna hold it in my portfolio. I buy everything.

Assets 173

Assets Management Portfolio Marketing 173

Brown Advisory

JUNE 3, 2015

In anticipation of the policy switch, we have reallocated across a wide range of asset classes in an effort to limit risks and seize new opportunities. In many clients’ portfolios we have eliminated our overweight position in U.S. As a result, we have incrementally moved assets out of traditional U.S. Unemployment fell to 5.4%

Valuation 52

Valuation Economy Banking Economics 52

James Hendries

JUNE 26, 2023

However, the impending end of the Federal Reserve (Fed) rate-hiking campaign, and the economy’s and corporate America’s resilience, help make the bull case that steers LPL Research toward a neutral, rather than negative, equities view from a tactical asset allocation perspective. All index data from FactSet.

Marketing 52

Marketing Marketing Asset Allocation Valuation 52

Random Roger's Retirement Planning

SEPTEMBER 25, 2023

Here's a table of failure rates of various asset allocations and withdrawal percentages from an article at Return Stacked Portfolio Solutions. I've long maintained that the growth in the portfolio, presumably from the equity allocation, will take care of the inflation issue. Hopefully they're correct.

Asset Allocation 40

Asset Allocation Management Numbers Portfolio 40

Tucker Advisors

NOVEMBER 3, 2021

That tops the inflation fears that surged in 2008, just before the financial crisis, and a previous peak in early 2005, when the housing market was out of control.” . Let’s look at a few of the more common options people choose for their portfolios. . to 2016, a 60/40 stocks and bonds portfolio returned 7.6%, on average.

Retirement 52

Retirement Portfolio Retirement Planning Financial Advisor 52

James Hendries

JUNE 20, 2023

That’s not suggesting another 2008 is coming, but rather highlights how fast the economic environment can change. A lot changed over the course of 2007 and 2008 as the economy fell into the Great Financial Crisis. There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio.

Marketing 52

Marketing Marketing Economy Communication 52

Brown Advisory

JULY 1, 2016

Since equities typically comprise the largest single component of a balanced portfolio, they are the greatest single determinant of overall returns for institutional and private clients alike. Still, investors need to incorporate a reasonable long-term assumption into their portfolio projections. the “real” return).

Investing 52

Investing Investments Portfolio Assets 52

Brown Advisory

JULY 1, 2016

Since equities typically comprise the largest single component of a balanced portfolio, they are the greatest single determinant of overall returns for institutional and private clients alike. Still, investors need to incorporate a reasonable long-term assumption into their portfolio projections. the “real” return). Key Factors.

Investing 52

Investing Investments Portfolio Assets 52

Investing Caffeine

MARCH 1, 2024

At Sidoxia Capital Management , we have experienced this marvel on many of our investments, including our exponential gains in Amazon.com, which we first purchased in 2008 at s split-adjusted price of about $2.95 This is why Albert Einstein called compounding the “8th Wonder of the World.” The same concept holds true for investing.

Taxes 52

Taxes Risk Tolerance Retirement Investments 52

Brown Advisory

AUGUST 1, 2018

Market conditions may indeed be changing, and in ways that warrant a reassessment of portfolio positioning. Adding risk to portfolios at this stage in the economic cycle does not seem like a prudent strategy to us. A primary mechanism for managing risk is rebalancing, with particular focus on the role of bonds in the portfolio.

Management 52

Management Investing Investments Valuation 52

Brown Advisory

AUGUST 1, 2018

Market conditions may indeed be changing, and in ways that warrant a reassessment of portfolio positioning. Adding risk to portfolios at this stage in the economic cycle does not seem like a prudent strategy to us. A primary mechanism for managing risk is rebalancing, with particular focus on the role of bonds in the portfolio.

Management 52

Management Investing Investments Valuation 52

Truemind Capital

OCTOBER 22, 2021

However, this fiscal discipline was thrown out of the window in 2008 after the subprime crisis. – Compared to the money printing in 2008 which went to the banks, this time many Americans have also got money directly in their bank account. Having a 15-20% allocation in Gold could also help in times of hyperinflation.

Marketing 52

Marketing Marketing Banking Economics 52

Brown Advisory

DECEMBER 2, 2015

built up substantial reserve capital while recovering from the Great Recession in 2008-2009. By Taylor Graff, CFA, Asset Allocation Analyst. We are recommending that clients consider high-yield bonds and other asset classes that can offer the prospect of solid gains that diverge from the path of traditional stocks and bonds.

Clients 52

Clients Asset Allocation Economics Estate Planning 52

Brown Advisory

FEBRUARY 15, 2019

Valuation is one of the key drivers of long-term future equity market returns, and as such, we thought an appropriate topic for this year’s publication would be a deeper dive into valuation—the figures we examine to gauge valuation, the manner in which we adjust portfolios to valuation shifts, and the state of market valuations today in our view.

Valuation 52

Valuation Clients Portfolio Investing 52

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.

Marketing 52

Marketing Marketing Economy Manufacturing 52

Brown Advisory

MARCH 30, 2020

The background liquidity conditions for capital markets have changed substantively since the 2008-09 financial crisis, and to some extent these changes have contributed to the liquidity crunch in various segments of the market in the wake of the coronavirus outbreak. As we now know, this celebration was premature.

Management 52

Management Marketing Marketing Clients 52

Brown Advisory

MARCH 30, 2020

The background liquidity conditions for capital markets have changed substantively since the 2008-09 financial crisis, and to some extent these changes have contributed to the liquidity crunch in various segments of the market in the wake of the coronavirus outbreak. RECENT TRENDS AFFECTING LIQUIDITY.

Management 52

Management Marketing Marketing Clients 52