Aleph

SEPTEMBER 15, 2022

I have always kept my asset allocation around 70% risky, 30% safe. All that said, I haven’t had a good year prior to this since 2013. When the yield curve inverts, those who finance long assets with short-term debt blow up. So what to do? For me, not much. I am near that now, and don’t feel the need to panic.

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Truemind Capital

JANUARY 16, 2024

Most of the time, even the winners account for very low weight in the overall assets, resulting in miniscule contribution to the portfolio returns. For example, a stock rising by 100% in a year, if had a weightage of 1% in the overall assets, adds only 1% more return to the portfolio.

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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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The Irrelevant Investor

JULY 19, 2016

It's the assets you have to worry about. Investors were apparently seeking safer assets that morning, and the Bloomberg News service flashed this headline: U.S. TREASURIES FALL; HUSSEIN CAPTURES BOOSTS ALLURE OF RISKY ASSETS. Ferri was an early champion of indexing and asset allocation for financial advisors.

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Dear Mr. Market

APRIL 29, 2022

At the time of our writing in 2013 the market was climbing a “wall of worry” We always preach about people having short-term memory issues and emotions take hold more than does disciplined decision making. If you need a refresher from that time period where 2013 opened up the year +13%, it was very different from the -13.3%

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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). Plenty of other managed futures funds came onto the scene in 2013 and 2014 but I think RYMFX is the only one to test what was a terrible time for managed futures.

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Asset Allocation Management Portfolio Taxes 52

Brown Advisory

AUGUST 1, 2018

In spite of what some would argue is an atmosphere of increasingly elevated risk, many investors are stretching for incremental returns by adding to positions in the most richly valued stocks or in illiquid investments in asset classes with inflated valuations. Based on this very broad data set, the real return for bonds (i.e.,

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Brown Advisory

AUGUST 1, 2018

In spite of what some would argue is an atmosphere of increasingly elevated risk, many investors are stretching for incremental returns by adding to positions in the most richly valued stocks or in illiquid investments in asset classes with inflated valuations. Bond Returns Since 2013. Annualized Returns, 04/30/2013-06/30/2018.

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The Irrelevant Investor

NOVEMBER 5, 2018

He has an infectious personality and I remember saying to Barry after I first met him in 2013. His famous paper, A Quantitative Approach to Tactical Asset Allocation is the most downloaded paper at the SSRN network. Holy s**t that guy's awesome." I first met Meb through his writing, like so many others.

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The Big Picture

NOVEMBER 8, 2022

No, I — the first thing I spoke at was a Goldman Sachs Asset Management conference, strange enough in a place called Carefree, Arizona. 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: Yes.

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Truemind Capital

OCTOBER 22, 2021

Low interest rates have also played a major role to push people towards speculative asset classes. Poor suffer the most from the impact of inflation since they have very low exposure to assets whereas food & fuel accounts for a major part of their household budget. Remember the taper tantrum of 2013?

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Marketing Marketing Banking Economics 52

Brown Advisory

OCTOBER 4, 2021

For investors with a portfolio covering multiple asset classes, the tasks of excising climate risk and finding new climate-related opportunities can be daunting. In our role as a strategic asset allocator, we want to dig deeper: Are there asset-class subsegments with greater or lesser risk that we can differentiate?

Portfolio 52

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Brown Advisory

OCTOBER 4, 2021

For investors with a portfolio covering multiple asset classes, the tasks of excising climate risk and finding new climate-related opportunities can be daunting. In our role as a strategic asset allocator, we want to dig deeper: Are there asset-class subsegments with greater or lesser risk that we can differentiate?

Portfolio 52

Portfolio Asset Allocation Clients Assets 52

Brown Advisory

MARCH 28, 2017

Assets in investments aligned to environmental, social or governance factors increased nearly fivefold between 2012 and 2016, according to US SIF Foundation. Still, nearly three out of four investors wait for their advisors to raise the topic of sustainability in relation to their portfolios, according to a 2013 survey by Calvert Investments.

Portfolio 52

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Brown Advisory

MARCH 28, 2017

Assets in investments aligned to environmental, social or governance factors increased nearly fivefold between 2012 and 2016, according to US SIF Foundation. . . The numbers tell a clear story about the growing number of investors interested in sustainable investing.

Portfolio 52

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Investing Caffeine

MAY 2, 2022

As you can see from the chart below, there have been no shortage of issues and events to worry about over the last 15 years (2007 – 2022): 2008-2009: Financial Crisis 2010: Flash Crash (electronic trading collapse) 2011: Debt Ceiling – Eurozone Collapse 2012: Greek Debt Crisis – Arab Spring (anti-government protests) 2012: Presidential Elections (..)

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Brown Advisory

SEPTEMBER 22, 2017

This work builds on the Capital Asset Pricing Model developed in the 1960s.) Moreover, they must understand that the correlation of traditional factors with performance outcomes (such as portfolio returns and volatility) is highly sensitive to market conditions and the exact time-periods reviewed (Podkaminer, 2013). 2013(1): 1-15.

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Brown Advisory

SEPTEMBER 22, 2017

This work builds on the Capital Asset Pricing Model developed in the 1960s.) Moreover, they must understand that the correlation of traditional factors with performance outcomes (such as portfolio returns and volatility) is highly sensitive to market conditions and the exact time-periods reviewed (Podkaminer, 2013). 2013(1): 1-15.

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WiserAdvisor

JANUARY 23, 2024

For instance, events like a market downturn in June 2013 allowed some services to capture losses promptly, providing tax savings for clients. It is crucial to note that tax-loss harvesting is not about avoiding certain asset classes that are not doing well.

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Brown Advisory

JUNE 14, 2018

This was in 2013. As such, we’ve tried to account for this rising risk in our asset allocation work, leaning away from large caps and into smaller companies, in both the U.S. It should not be assumed that investments in such securities or asset classes have been or will be profitable. The technology is there.

Investing 52

Investing Investments Clients Numbers 52

Brown Advisory

JUNE 14, 2018

This was in 2013. As such, we’ve tried to account for this rising risk in our asset allocation work, leaning away from large caps and into smaller companies, in both the U.S. It should not be assumed that investments in such securities or asset classes have been or will be profitable. The technology is there.

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Investing Investments Clients Numbers 52

The Better Letter

JANUARY 26, 2024

who became a professor at the University of Michigan before setting up his own asset management firm. 2013 : “[S]tock returns prospectively are very low.” 2021 : “Nothing so animates a speculative herd as a parabolic price advance in an asset detached from any standard of value. Hussman is a smart guy.

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Dear Mr. Market

OCTOBER 11, 2022

For some quick background, our first original review was written in June of 2013 ( click here to see that). The Permanent Portfolio is a seemingly basic portfolio allocation strategy created by investment advisor Harry Browne in the 1980’s and outlined in his book Fail-Safe Investing back in 2001. 25% Long-Term Bonds (deflation).

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Portfolio Assets Economics Marketing 59

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 26, 2024

He wasn’t tactical asset allocator. And the sort of narrative embedded in that, I suppose might matter to institutions, but our eight plus trillion dollars of client assets are for the most part individual investors. So my firm launched in 2013 with very little money. It wasn’t the case. TD was our custodian.

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The Big Picture

NOVEMBER 25, 2024

We were talking about luck earlier, got introduced to a local asset manager outside of Boston who saw what I was working on and said, this is really interesting. And so as those assets grew, I’m now a young 20-year-old going out trying to go to other asset managers saying, Hey, I have this quantitative research.

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The Big Picture

JANUARY 31, 2023

I mean, by 2013, the household deleveraging was basically over, and the economy was gaining a lot of momentum. And you know, the Fed can play a role in sort of backtracking sentiment in the short run, but the Fed can’t permanently increase the level of asset values. And that’s pretty much what happened, right?

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