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). It has been challenging as we've talked about in other posts recently but I believe the 2010's were even worse. Offering diversified exposure to U.S.

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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.

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Discipline Funds

FEBRUARY 21, 2024

It’s a very low cost and tax efficient way to get access to a diversified portfolio. And by adding in cash, T-bills, bonds or other assets you can reduce the aggregate volatility and uncertainty of your cash flows. That’s just the nature of the instruments inside any diversified portfolio.

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Random Roger's Retirement Planning

DECEMBER 22, 2024

GAA stands for Global Asset Allocation and it has been lagging for 15 years. This brings us to the heart of today's post about trying to build a set but don't completely forget portfolio. This slice of the portfolio will go down more often than not, it is a tool to smooth out the ride. GAA consistently had smaller drawdowns.

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The Big Picture

SEPTEMBER 12, 2022

They run over $800 billion in client assets, and Kristen’s group, the North American Group, is responsible for about half of the revenue that that massive organization generates. BITTERLY MICHELL: … across asset classes is the way that I think about it. perspective, how you hold your assets is just as important as what you hold, right?

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Nationwide Financial

JUNE 9, 2023

From 2010 to 2020, inflation as measured by the Consumer Price Index averaged around 2 percent, a relatively low level by historical standards. From 2010-2019, the average interest rate on a one-year certificate of deposit was about.5%, It wasn’t that long ago that inflation was almost non-existent in the economy.

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Validea

JANUARY 13, 2023

Arnott’s method focused on funds the increased the most in asset size from 2010 to 2021, recognizing that the funds that were historically the most successful would get higher inflows; i.e., “the big generally get bigger.”. Quick Links Warren Buffett Portfolio High Momentum Stocks Low Volatility / Conservative Stocks.

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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.

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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.

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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.

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Random Roger's Retirement Planning

OCTOBER 23, 2022

It was titled Should Investors Try To Hedge Tail Risk which I wrote in 2010. Here's what's going on under the hood of the Accelerate OneChoice Alternative ETF Portfolio for example. If you have any interest in sophisticated portfolio construction, bookmark and then get to work as best you can.

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Random Roger's Retirement Planning

JULY 5, 2024

He's been in the space as a hedge fund manager since the early 80's but has transitioned to the ETF wrapper with the Blueprint Chesapeake Multi-Asset Trend ETF (TFPN) which started trading a year ago and more recently, tying up with Meb to manage the newly listed Cambria Chesapeake Pure Trend ETF (MFUT). Meb is a huge believer in trend.

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Management Portfolio Assets Taxes 52

Walkner Condon Financial Advisors

MAY 31, 2024

Popular Tax Planning Strategies Roth IRA Conversions In simple terms, a Roth IRA conversion is the act of transferring (converting) pre-tax assets to a Roth IRA account. This will make the converted amount taxable in the year that you transfer the assets into a Roth IRA.

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The Big Picture

DECEMBER 6, 2022

And before that, Morgan Stanley, doing technology and operations planning for the wealth and asset management group. What percentage of the assets are in ETFs relative to mutual funds? So fast forward to where we are today, we have over $40 billion in assets under management. BERRUGA: You know, great question. BERRUGA: Exactly.

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The Big Picture

APRIL 18, 2023

When he began, PE was a little bit of a niche boutique sort of investment, and over the ensuing 25 years, it has grown to be really a major asset class with giant opportunities that have been expressed by then small, now very large companies, of which Blackstone is one of the largest. It is an institutionalized asset class.

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Validea

DECEMBER 19, 2022

The quant funds build their bets on growing trends as different assets rise or fall, switching into new positions if the algorithms they’ve set up warn them that a shift is coming. Quick Links Validea Special Discount Offer Top Value Stocks in Today’s Market Choose from 20+ Actionable Model Portfolios – View Portfolios.

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Carson Wealth

AUGUST 12, 2024

We will keep things very simple here, but the Bank of Japan (BOJ) surprised markets with a rate hike which lead to a big move in the yen, which in turn unwound the yen “carry trade,” causing many risk assets to sell off heavily. 2010 had a European banking crisis. In 1997 was saw a major Asian banking crisis.

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The Big Picture

JULY 19, 2022

The transcript from this week’s, MiB: Antti Ilmanen, Co-Head, Portfolio Solutions, AQR , is below. BARRY RITHOLTZ; HOST; MASTERS IN BUSINESS: This week on the podcast, I have an extra special guest, Antti Ilmanen is AQR’s Co-head of the Portfolio Solutions Group. CO-HEAD, AQR’S PORTFOLIO SOLUTIONS GROUP: Thanks, Barry.

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The Irrelevant Investor

AUGUST 12, 2019

Howard Marks recently said "The process of lowering rates causes assets to inflate. There will be more wealth piled up by the people who have assets and it'll be harder for people who just have a little bit of savings to make a return." a year since 2010. Marks is hardly alone in this line of thinking. Are they still working?

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Random Roger's Retirement Planning

SEPTEMBER 29, 2024

Risk parity equal weights assets by their risk (more like their volatility). Where stocks are far more volatile than bonds (usually), a risk parity program would have to own far more in bonds to equal out the volatility between the two assets. reassessing the risk/volatility of the assets held and reweighting accordingly.

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Brown Advisory

JUNE 3, 2015

The boom in sustainable strategies has made it far easier than even five years ago to construct a sustainable portfolio across asset classes—from stocks to fixed income to compelling private equity alternatives. That’s up a staggering 88% from 2010. Today, however, we can boost that to 80% in a balanced portfolio.

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Trade Brains

MAY 7, 2023

The company however found itself in trouble for asset liabilities mismatch. 50,000 crores in Assets under management in 2017 with deposits crossing Rs. Home First Finance Company Home First Finance Company was founded in 2010. The company successfully increased its gross loan assets to Rs. They crossed Rs. Market Cap (Rs.

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Trade Brains

SEPTEMBER 11, 2023

SAMHI Hotels IPO Review – About The Company SAMHI Hotels Limited, Incorporated in 2010, is a branded hotel ownership and asset management platform in India with the 3rd largest inventory of operational keys as of FY23. The company has granted security interests over its certain assets in order to secure its borrowings.

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The Irrelevant Investor

JULY 9, 2018

In Dissecting Anomalies, Eugene Fama and Kenneth French wrote "There are patterns in average stock returns that are considered anomalies because they are not explained by the Capital Asset Pricing Model.The premier anomaly is momentum." In fact, it's highly likely that momentum is nowhere to be found in your portfolio. Pretty simple.

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WiserAdvisor

FEBRUARY 29, 2024

They help with asset allocation Asset allocation is an important component of successful retirement planning, and working with the best financial advisors for retirement can provide invaluable guidance in navigating this complex terrain. Asset allocation is the foundation of diversification and prudent investment management.

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Brown Advisory

APRIL 1, 2016

After several years of relative calm, investors have had renewed reason to worry about protecting their portfolios. Following the turmoil of the Great Recession, many market participants were lulled into complacency by seemingly steady gains in asset prices and the extended period of low interest rates. Multiple Risks.

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The Irrelevant Investor

MAY 6, 2017

Where we differ, is that he allocates his "side" portfolio to one asset - Facebook. I try to highlight the dangers of being as concentrated in one asset as he is. And the fact is, Facebook is up 145% over the last three years while the S&P 500 is up 35% and a 60/40 portfolio is up 22%. Consistently, and by a lot.

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ClearMoney

DECEMBER 5, 2021

Given bitcoin’s dramatic price changes, it is not surprising that many are speculating about its possible role in a portfolio. Adding it to a portfolio could mean paring back the allocation to investments such as stocks, property, or fixed income. Assessing the merits of bitcoin as an investment can be problematic.

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Random Roger's Retirement Planning

JULY 10, 2024

The fund is a little over one year old and has just under $5 million in assets. A friend sent an article from Seeking Alpha called The Case For Alternative Assets with a joke asking if I wrote it under an assumed name. I've referred to the 2010's as a dark winter for managed futures. Always read the comments.

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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.

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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.

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Validea

MAY 5, 2023

And much like the investors and analysts who didn’t heed his warnings in 2008 or in the years since regarding the Dodd-Frank Act of 2010 and loose monetary policy, he doesn’t expect many to listen to him now. He also pointed to gold, which many have added to their portfolios as a stable asset.

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Carson Wealth

DECEMBER 18, 2023

At Carson Investment Research, we have moved our longer-term strategic asset allocations to their maximum equity overweight while continuing to favor U.S. 3% in 2023 after adjusting for inflation, which would be above the 2010-2019 trend. That is why we seek to control risk in our portfolios.

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Carson Wealth

MARCH 25, 2024

We like this definition from Forbes: A stock market bubble — also known as an asset bubble or a speculative bubble — is when prices for a stock or an asset rise exponentially over a period of time, well in excess of its intrinsic value. A diversified portfolio does not assure a profit or protect against loss in a declining market.

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Random Roger's Retirement Planning

SEPTEMBER 27, 2024

If you have a diversified portfolio then you have some value stocks in there already. Managed futures has generally struggled lately just kind of grinding around which as I said almost all the way through the 2010's is what you might expect a strategy that is usually negatively correlated to equities to do.

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Investment Writing

NOVEMBER 20, 2024

Use the Oracle of Omaha When I push for plain language, sometimes my asset manager clients say they’re worried they’ll be seen as “dumb.” For example, its 2010 full-service investor survey spurred J.D. I have made some updates and additions. ” That’s not justified. It’s entertaining.

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Carson Wealth

JANUARY 22, 2024

While our view on the economy leads us to favor stocks over bonds in 2024, we believe bonds are poised to return to their traditional roles as portfolio stabilizers and sources of diversification. The average yield from 2010-2021 was just 2.34%. That question is just as relevant for 2024, and we believe the answer is yes. 16 was 4.65%.

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