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. There are 50 U.S.

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Discipline Funds

MARCH 2, 2024

I recall one particularly glaring moment during 2009 when AIG became mostly owned by the US government and failed to meet S&P liquidity requirements, but they just ignored it. It forced me to think in a multi-temporal sense which has completely changed how I think about asset allocation.

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Random Roger's Retirement Planning

DECEMBER 22, 2023

Amusingly, about the only content I found was stuff I'd written including this at Seeking Alpha from October, 2009. Where John's approach veers from mine is how complex his portfolio was in 2009. It was an active portfolio though with changes made as necessary. ARBFX 3.7% JRS 3.9% (short position) MERFX 3.7%

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The Irrelevant Investor

JANUARY 3, 2018

In February 2009, it fell to a low of 12.4, I would have thought that financials have had the best returns since March 2009, and was surprised to see that consumer discretionary has done better, returning 617% (oh my god 617%) compared with 548% for financials. investors who allocate to emerging markets. This is a scary chart.

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Random Roger's Retirement Planning

MAY 10, 2023

Sure, I'm $200,000 short of my goal but you know what, I beat the market five years in a row from 2009-2013." When you get close to retirement, you know what will matter? What will matter is whether you have enough to retire to the lifestyle you want plus maybe having some sort of margin for error in your accumulated savings.

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Darrow Wealth Management

JUNE 27, 2022

assets the cold shoulder. Between 2000 – 2009, the cumulative total return for the S&P 500 was negative 9.1% Since trying to time regime changes is very difficult in real time without the benefit of hindsight, there are reasons to consider allocating both U.S. equities to an asset allocation. Source: J.P.

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Good Financial Cents

JUNE 11, 2023

They charge either a percentage of assets managed or a flat hourly rate that can run as high as several hundred dollars per hour, plus trading commissions and administrative fees. You can also get information on your performance and asset allocation. And, that’s it. There are no additional fees.

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The Irrelevant Investor

JUNE 15, 2019

trillion in assets. They anticipate that by 2023 80% of all assets at Vanguard will be in an automatic investment program. 18,500, $24,500 for people 50 or older) The chart below shows overall asset allocation in these plans. Vanguard is out with a new monster research report called How America Saves.

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Brown Advisory

NOVEMBER 29, 2016

1 Also, from fiscal year 2009 until fiscal year 2016, federal agencies cut annual grants to private and public organizations by 3.4% Alternatively, nonprofits can boost potential portfolio returns, which often means tolerating more risk and illiquidity, through a recalibration of asset allocation— the single biggest driver of long-term gains.

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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. .

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The Irrelevant Investor

MARCH 29, 2020

With the wild swings in the stock and bond market this year, it's likely that your asset allocation has gotten a bit out of whack. A portfolio rebalance is simply the act of returning to your pre-determined asset allocation. Asset allocation is all about trade offs. stock.bond) is now 54/46. Treasury Notes).

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Asset Allocation Portfolio Assets Planning 52

Truemind Capital

MAY 19, 2020

The chart below illustrates that the smart money enters when valuations are low and the majority of the investors aren’t looking at that asset class or security. The important takeaway is that there should be an allocation plan prepared for asset class volatility and it shouldn’t be just an ad-hoc emotional buying or selling.

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The Big Picture

FEBRUARY 6, 2024

So it’s, 00:09:11 [Speaker Changed] You’ve become an enterprise, it’s 10 x what it once was in terms of headcount, it’s much bigger in terms of assets. I could maybe flip that around a little bit since I think particularly post 2008, 2009, the quality style of investing has become a lot more popular.

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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. Diversification does not protect against market risk.

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Investing Caffeine

MAY 2, 2022

For long-term stock investors who have reaped the massive +520% rewards from the March 2009 lows, they understand this gargantuan climb was not earned without some rocky times along the way.

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Electronics Economy CFP Government 59

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.

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Clients Asset Allocation Economics Estate Planning 52

Brown Advisory

DECEMBER 2, 2015

We work with clients to create—either in writing or verbally—a “mission statement” detailing how they want their assets to serve their well-being in coming decades. The “core” allocation is made up of a mix of assets aimed at stability and growth. By Taylor Graff, CFA, Asset Allocation Analyst.

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The Irrelevant Investor

MARCH 23, 2020

Since the March 2009 low, there have been 17 pullbacks of 5% or more. In the case of risk management via asset allocation, it's the size in stocks versus your size bonds. This doesn't happen suddenly, it slowly builds over time. One of the most important and least spoken about aspects of risk management is position sizing.

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Risk Management Management Asset Allocation Investing 52

Brown Advisory

APRIL 1, 2015

Almost exactly five years ago, we wrote a piece entitled Bubbles, which discussed the sharp rally in stocks from the lows of early 2009 and the risks of the growing federal deficit that resulted from government bail-outs and fiscal stimulus during the financial crisis. Investment Perspectives | Bubbles II. Wed, 04/01/2015 - 16:48.

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Brown Advisory

MARCH 13, 2018

From a longer-term perspective, stocks rose from 2009 until this recent correction with only a few setbacks along the way. increase in the average hourly wage rate, the fastest rise in that rate since 2009. (It Even after recent record-setting gains, investors remained positive about the prospects for further profits. 2, the U.S.

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Investing Investments Economy Assets 52

Brown Advisory

MARCH 13, 2018

From a longer-term perspective, stocks rose from 2009 until this recent correction with only a few setbacks along the way. increase in the average hourly wage rate, the fastest rise in that rate since 2009. (It Even after recent record-setting gains, investors remained positive about the prospects for further profits. 2, the U.S.

Investing 52

Investing Investments Economy Assets 52

Carson Wealth

JUNE 12, 2023

We found there were two times during the tech bubble that stocks gained 20% and again moved to new lows, and it also happened during the global financial crisis of 2007-2009. It was developed a decade ago and is a key input into our asset allocation decisions.

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Brown Advisory

SEPTEMBER 3, 2015

Morgan began tracking this data in 2009. That is the highest level since quarterly data collection began in 2009. . By Taylor Graff, CFA, Asset Allocation Analyst. Protecting inherited assets from a claim by a family member’s ex-spouse can help limit those losses. Dream or Opportunity?

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Economy Economics Asset Allocation Banking 40

James Hendries

AUGUST 15, 2022

is dragged down by 2008-2009 when the index tumbled 37%. We maintain our preference for equities over fixed income and cash in our recommended tactical asset allocation. References to markets, asset classes, and sectors are generally regarding the corresponding market index. The average of 1.1% How can this be?

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Marketing Marketing Economy Valuation 52

Brown Advisory

MARCH 30, 2020

For the past year, we have been preparing client portfolios for the end of the extended bull market run that began in 2009—building cash and liquidity reserves, and also exploring opportunities in private and alternative asset classes that historically have offered lower correlation with public markets. Despite the U.S.

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Brown Advisory

MARCH 30, 2020

For the past year, we have been preparing client portfolios for the end of the extended bull market run that began in 2009—building cash and liquidity reserves, and also exploring opportunities in private and alternative asset classes that historically have offered lower correlation with public markets. Despite the U.S. Harsh Reaction.

Management 52

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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. In terms of the economic cycle, we think the risk of a recession is at its highest level since 2009, but it is still far from a certainty.

Investing 52

Investing Investments Clients Portfolio Management 52

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. In terms of the economic cycle, we think the risk of a recession is at its highest level since 2009, but it is still far from a certainty.

Investing 52

Investing Investments Clients Portfolio Management 52

Brown Advisory

JUNE 21, 2017

Generally, index fund fees are low because management costs are minimal (investment judgment is not required to track an index) and administrative expenses are typically spread over a large asset base. are there better or worse moments in time to enact an indexing strategy) and choice of asset class (i.e.,

Investing 52

Investing Investments Portfolio Management 52

Brown Advisory

JUNE 21, 2017

Generally, index fund fees are low because management costs are minimal (investment judgment is not required to track an index) and administrative expenses are typically spread over a large asset base. are there better or worse moments in time to enact an indexing strategy) and choice of asset class (i.e., Less Efficient Asset Classes.

Investing 52

Investing Investments Portfolio Management 52

Brown Advisory

SEPTEMBER 22, 2017

This work builds on the Capital Asset Pricing Model developed in the 1960s.) 84 One study concluded that investors "pay a financial cost in abstaining from [sin] stocks" (Hong, 2009). Company case studies and practitioner-oriented books provide an outlook on the business case for corporate environmental strategies (Esty, 2009).

Portfolio 52

Portfolio Investments Investing Management 52

Brown Advisory

SEPTEMBER 22, 2017

This work builds on the Capital Asset Pricing Model developed in the 1960s.) 84 One study concluded that investors "pay a financial cost in abstaining from [sin] stocks" (Hong, 2009). Company case studies and practitioner-oriented books provide an outlook on the business case for corporate environmental strategies (Esty, 2009).

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Portfolio Investments Investing Management 52

The Big Picture

JUNE 6, 2023

I’ll tell you something funny and people you know, we never quite had that accusation, but for the better part of 15 years before I started accepting capital, it was, “Hey, everybody’s telling you how to manage your assets the wrong way. And I think that has been true since 2009 until now. You could do it.

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The Better Letter

JANUARY 26, 2024

The DJIA closed 1999 at 11,497 and 2009 at 10,428. At the GFC bottom, March 9, 2009, the Dow traded at 6,547. who became a professor at the University of Michigan before setting up his own asset management firm. Hussman’s current assets under management have declined by about 95 percent from $6.7 billion. .”

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Assets Valuation Management Marketing 104

ClearMoney

NOVEMBER 4, 2021

As with many things in life, the truth is somewhere between the extremes: While both simulated and real-world data suggest momentum may not be suitable as a driver of long-term asset allocations, we believe momentum considerations can be integrated in a cost-effective way to help inform daily portfolio management decisions.

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The Big Picture

MARCH 14, 2023

He launched his own firm right into the teeth of the collapse in ’09, which turned out to be quite a fortuitous time to launch an asset management shop. RITHOLTZ: So you’re there for 20 years, from 1988 to 2009. So, you know, 2009, what had happened was I was very burnt out. They wanted to hear a bear story post 2009.

Economy 162

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The Big Picture

APRIL 4, 2023

 The transcript from this week’s, MiB: Ken Kencel, Churchill Asset Management , is below. BARRY RITHOLTZ, HOST, MASTERS IN BUSINESS: This week on the podcast, I have an extra special guest, Ken Kencel of Churchill Asset Management, CEO, Founder, President. This is really a fascinating story. Ken Kencel, welcome to Bloomberg.

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