Nerd's Eye View

AUGUST 8, 2023

Lori is the CEO of LVW Advisors, an independent RIA based in Pittsford, New York, that oversees more than $2 billion in assets under management for over 450 small-to-mid-sized institutions and ultra-high-net-worth families. Welcome back to the 345th episode of the Financial Advisor Success Podcast !

Investments 246

Investments Investing Financial Advisor Compensation Planning 246

Darrow Wealth Management

FEBRUARY 26, 2025

During times of economic, financial, and political uncertainty, investors often wonder where to invest or what changes to make to their portfolio. The chart below shows what happened to fixed income (bonds) in 2008. The returns are normalized total returns of various bond indices during the 2008 -2009 financial crisis.

Marketing 52

Marketing Marketing Retirement Portfolio 52

The Big Picture

DECEMBER 8, 2022

It’s a rarity for the two main asset classes, almost always negatively correlated, to perform a duet. Blackstone is the world’s largest owner of commercial real estate globally with a $565 billion portfolio and $319 billion in investor capital. New York Times ). • So When Will Stocks and Bonds Un-Link? Source: @Markzandi.

Transportation 278

Transportation Retail Portfolio Assets 278

The Big Picture

SEPTEMBER 19, 2023

The transcript from this week’s, MiB: Elizabeth Burton, Goldman Sachs Asset Management , is below. Elizabeth Burton is Goldman Sachs asset management’s client investment strategist. Her job is portfolio and product solutions and that means she could go anywhere in the world and do anything. Elizabeth Burton : Hi Barry.

Assets 147

Assets Management Investments Investing 147

Random Roger's Retirement Planning

MARCH 26, 2024

Let's continue the conversation about all-weather generically and then the Cockroach Portfolio. First a comparison of the Permanent Portfolio Mutual Fund (PRPFX) versus a 60/40 portfolio comprised of two Vanguard mutual funds. Putting 20% in VIXM pretty much doomed that version of the portfolio.

Portfolio 93

Portfolio Management Banking Financial Planning 93

The Big Picture

SEPTEMBER 23, 2023

This week, we speak with Armen Panossian , managing director and head of performing credit at Oaktree Capital Management , which has $179 billion in assets under management. He oversees the firm’s liquid and private credit strategies, and also serves as a portfolio manager within Oaktree’s global private debt and global credit strategies.

Management 182

Management Medical Portfolio Management Economics 182

Trade Brains

SEPTEMBER 28, 2023

It was founded in 1943 and operates through 5 segments – Corporate Banking, Commercial Banking, Branch & Business Banking, Retail Assets and Treasury & Financial Markets Operations and is one of the leading private banks in the nation. The bank currently has over 13.6 It is also constructing the largest office complex of Rs.

Portfolio Analysis 115

Portfolio Analysis Portfolio Banking Engineering 115

Random Roger's Retirement Planning

FEBRUARY 12, 2025

The idea is that you get the full beta (stocks and bonds) return with just a portion of the portfolio often with futures or some other form of leverage, leaving dollars left over to add alternatives all in pursuit of better nominal returns or better risk adjusted returns. The fourth portfolio more closely aligns with what we do here.

Portfolio 52

Portfolio Retail Assets Clients 52

Trade Brains

OCTOBER 23, 2023

Best Stocks Held By HDFC Small Cap Fund : On April 3, 2008, the HDFC Small Cap Fund was launched. HDFC Small Cap Fund holds Assets under Management worth Rs. The product portfolio includes rear axle shafts, spindles, and splined shafts, and rear axle shafts contributing to the majority of revenue. Cr as of August 2023.

Portfolio Analysis 105

Portfolio Analysis Portfolio Manufacturing Engineering 105

Abnormal Returns

SEPTEMBER 22, 2022

wsj.com) Fund management What are the most owned private companies in mutual fund portfolios? morningstar.com) Breaking down which assets are still ripe for active management. citywireusa.com) Women are still not making much headway in the asset management business. Think Elon Musk.

Financial Advising 130

Financial Advising Media Valuation Assets 130

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.

Investments 78

Investments Investing Valuation Advertising 78

The Chicago Financial Planner

FEBRUARY 5, 2022

The New York Giants (an old NFL team) won in 2008 and the market tanked in what was the start of the financial crisis. 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.

Investments 184

Investments Investing Financial Planner Risk Tolerance 184

Brown Advisory

SEPTEMBER 21, 2022

Resilience is Core to Sustainable Portfolio Construction. While the old adage “only time will tell” generally refers to a future outcome, it is apropos of our belief that a truly sustainable portfolio must consist of businesses that have proven to be resilient under a variety of macroeconomic circumstances. Wed, 09/21/2022 - 10:50.

Portfolio 86

Portfolio Manufacturing Investments Investing 86

Abnormal Returns

MARCH 16, 2023

Markets Bonds are once again a risk-off asset. axios.com) Finance Why 2023 is not a replay of 2008-09. ft.com) Japan bank portfolios are full of long dated bonds. thereformedbroker.com) Markets are betting the Fed is closer to a pause. econbrowser.com) Oil prices are below where they were before the Ukraine war.

Government 130

Government Media Financial Advising Banking 130

Random Roger's Retirement Planning

MARCH 2, 2025

Barron's wrote about the difficulty of spending down accumulated assets in retirement. As is often the case for this subject, someone talked about building a dividend portfolio and living off the dividends. The yields of Portfolios 1 and 2 are now higher than SCHD due primarily to XYLD having a higher payout than it used to.

Taxes 52

Taxes Portfolio Assets Accounting 52

The Chicago Financial Planner

NOVEMBER 8, 2021

At some point we are bound to see a stock market correction of some magnitude, hopefully not on the order of the 2008-09 financial crisis. This is the time to review your portfolio allocation and rebalance if needed. If so, this is a good time to revisit your asset allocation and perhaps reduce your overall risk. Click To Tweet.

Retirement 130

Retirement Marketing Marketing Financial Planner 130

Validea

OCTOBER 19, 2022

Coming into 2022, the 60/40 stock/bond portfolio had been a stalwart strategy for your balanced investor. Even with bear markets like 2000-2002 and 2008-2009, the portfolio had strong returns for a very long period. at the start of the year) things are looking brighter for this simple portfolio. Tool: [link].

Investments 128

Investments Investing Valuation Portfolio 128

Random Roger's Retirement Planning

FEBRUARY 28, 2025

If you have a taxable portfolio of at least $1 million where selling or rebalancing would hit very hard tax-wise, you can exchange your portfolio for shares in a 351 ETF. Based on Cambria's other multi-asset funds, ENDW will probably have fixed income duration but that's a space I will continue to avoid. The results.

Portfolio 52

Portfolio Asset Allocation Taxes Assets 52

Validea

NOVEMBER 4, 2022

Now, DoubleLine Capital has put out a study touting a new approach: build a portfolio that follows market momentum as it goes up and down, a strategy known as “trend following,” according to an article in Chief Investment Officer. And the index has performed well, beating other alternatives, and returning 14% during the 2008 financial crisis.

Portfolio 52

Portfolio Assets Investing Investments 52

MarketWatch

MARCH 14, 2023

banks, one in which government bonds would be the “toxic asset” at the center of it all.That’s one of two scenarios being entertained by European global investment manager Eric Sturdza Investments, which managed $1.3 billion across eight funds as of January. The flip-side scenario is that the U.S. It is rather notable that toxic loans (e.g.

Government 76

Government Banking Assets Management 76

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

Validea

MARCH 13, 2025

Strong Liquidity (Current Ratio 2) A companys current assets must be at least twice its current liabilities, ensuring financial stability. Low Debt Levels (Long-Term Debt Net Current Assets) Limiting debt helps safeguard a companys financial health, especially during economic downturns.

Valuation 52

Valuation Investments Investing Portfolio 52

The Big Picture

AUGUST 28, 2024

On this episode, Bloomberg Intelligence ETF analyst Eric Balchunas joins us to discuss how fees can significantly impact your portfolio. ~~~ About this week’s guest: Eric Balchunas is been an ETF Analyst for Bloomberg Intelligence. Over the long term, the difference between a few basis points can turn into real, big money.

Assets 173

Assets Numbers Investments Investing 173

BlueMind

SEPTEMBER 11, 2022

It is your duty as a financial advisor to determine where your client’s portfolio stands currently and the amount of risk it can bear. Hardly: don’t forget the unexpected and shocking financial crisis of 2008 in the United States which crippled the economy. However, risk capacity is a numbers game.

Risk Tolerance 98

Risk Tolerance Clients Portfolio Investments 98

The Big Picture

AUGUST 16, 2022

The basic concept is when one of these asset classes starts a long move, they tend to go much further and much longer than people typically expect, and you want to capture as much of that move as possible. So different time horizons, different assets. What assets are they in? I don’t know if all our listeners are.

Management 305

Management Assets Risk Management Marketing 305

Random Roger's Retirement Planning

NOVEMBER 21, 2024

There's no fact sheet yet and while the holdings are available, the asset allocation is vague without calculating the spreadsheet yourself which I did (hopefully correctly). And since the other funds came along, RYMFX has shown to not be such a great representation of the strategy even though it helped in 2008.

Asset Allocation 52

Asset Allocation Management Portfolio Taxes 52

Brown Advisory

NOVEMBER 8, 2018

Private Credit: A Surprisingly All-Weather Asset Class. Private credit has experienced a post-recession boom, but with rates rising steadily and default risk possibly increasing as well, some view the asset class with caution. Since the credit crisis in 2008-2009, the private credit space has experienced robust growth.

Assets 52

Assets Portfolio Investing Investments 52

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 brings us to the heart of today's post about trying to build a set but don't completely forget portfolio.

Portfolio 52

Portfolio Management Clients Asset Allocation 52

Carson Wealth

JANUARY 16, 2024

Just as importantly, with higher starting yields and falling inflation, bonds are less vulnerable to losses and are once again more likely to add ballast to a portfolio during periods of volatility. The chart below is our version of the industry staple Quilt Chart of asset class returns.

Investments 96

Investments Investing Marketing Marketing 96

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 Investments 52

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

Random Roger's Retirement Planning

JANUARY 27, 2024

There was an interesting article at Seeking Alpha about how to build a portfolio that yields 9%. For comparison, from 2008 forward, the S&P 500 had a CAGR of 7.65% and a standard deviation of 16.19%. From the above chart, $30,000 invested in 2008 is now worth $36,875. In some circles volatility is considered an asset class.

Portfolio 72

Portfolio Assets Marketing Marketing 72

The Irrelevant Investor

JUNE 13, 2017

This fierce competition amongst asset management companies is driving down expense ratios, but investor's are potentially paying higher costs. Large Cap ETFs with over $500 million in assets, which means there will always be something in that category doing better than what you've selected. Portfolio 2 also has a 10% position to U.S.

Asset Allocation 52

Asset Allocation Portfolio Assets Investments 52

Brown Advisory

SEPTEMBER 19, 2023

Business Resilience in Portfolio Construction bgregorio Tue, 09/19/2023 - 05:12 Only Time Will Tell While the old adage “only time will tell” generally refers to a future outcome, it reflects our belief that a truly enduring investment must have proven to be resilient under a variety of macroeconomic circumstances. Others such as U.S.

Portfolio 52

Portfolio Investments Investing Financial Services 52

Trade Brains

SEPTEMBER 22, 2024

LICHF’s product portfolio includes plot loans, home loans, home improvement, construction and extension loans, loans against property and refinance home loans, among others. Bajaj Housing Finance Bajaj Housing Finance was founded in 2008. Most of their portfolio consists of salaried customers with low risk.

Assets 96

Assets Portfolio Retail Planning 96

Random Roger's Retirement Planning

APRIL 7, 2024

Let's have a little fun with a difference of opinion about how to incorporate managed futures into a portfolio between to big proponents, Corey Hoffstein from ReturnStacked ETFs and Andrew Beer who runs the iMPG DBi Managed Futures Strategy ETF (DBMF). Both of them talk about how to add managed futures to a portfolio.

Management 97

Management Portfolio Portfolio Management Risk Management 97