The Irrelevant Investor

JUNE 15, 2019

There has been a pretty steep drop-off in participation for people under 25 years old, from 57% in 2014 to 38% in 2017. 18,500, $24,500 for people 50 or older) The chart below shows overall asset allocation in these plans. Finally, the chart below breaks down account balance by income and age. There is way too much of it.

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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 after I got my last urine bonus in early 2014, I walked in and handed, handed my notice.

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Truemind Capital

MARCH 20, 2020

In my multiple conversations with investors during the bull-run since 2014, there was no one who said that I will not take advantage of investing in equity when the market will crash. While benchmark Sensex is down by more than 25% in the last one year, our portfolios returns are in the range of 0% to 5%. 🔊 Play Audio.

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The Irrelevant Investor

JULY 19, 2016

I first met Wes Gray, CEO/CIO of Alpha Architect in late 2014 and remember thinking, holy s**t, this guy rules. Diversification among different kinds of stock asset classes works well over the years and decades, but often quite poorly over weeks and months. He taught me that asset allocation matters.

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Brown Advisory

DECEMBER 2, 2015

Within the $450 billion high-yield market, less than 60% of high-yield bonds sell for more than face value compared with more than 90% in June 2014. By Taylor Graff, CFA, Asset Allocation Analyst. By Mark Kodenski, Private Client Portfolio Manager. Anchoring Expectations.

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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).

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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.

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The Irrelevant Investor

SEPTEMBER 19, 2015

This book busts a lot of myths and empowers investors to take their portfolio into their own hands. Alpha Architect on investing systems The sad conclusion is that few if these ideas stand up to intense robustness tests except for the simplest technical rules (much like asset allocation- simpler is often better).

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Dear Mr. Market

MARCH 17, 2024

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.

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Brown Advisory

SEPTEMBER 22, 2017

Hundreds of academic studies and thousands of media commentaries have taken different angles on this issue, with the conversation centered on one key question: Does the incorporation of ESG factors in portfolios help, hurt, or do nothing to returns? Can we also generate predictable utility from managing portfolios around an "ESG factor?"

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Brown Advisory

SEPTEMBER 22, 2017

Hundreds of academic studies and thousands of media commentaries have taken different angles on this issue, with the conversation centered on one key question: Does the incorporation of ESG factors in portfolios help, hurt, or do nothing to returns? Can we also generate predictable utility from managing portfolios around an "ESG factor?"

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Brown Advisory

SEPTEMBER 3, 2015

Public-sector debt has expanded every year since 2000, hitting 100% of gross national product at the end of fiscal year 2014. The hazards of appropriation bonds underscore the value of a bottom-up approach to building a municipal bond portfolio. By Taylor Graff, CFA, Asset Allocation Analyst. million from about 3.8

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Brown Advisory

JUNE 21, 2017

Instead, they’ve turned to indexing their portfolios to the S&P 500 ® Index or some other relevant benchmark, thereby accepting “average” performance rather than trying for something better. Portfolios with greater active share could be said to reflect more independent thinking on the part of the managers.

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Brown Advisory

JUNE 21, 2017

Instead, they’ve turned to indexing their portfolios to the S&P 500 ® Index or some other relevant benchmark, thereby accepting “average” performance rather than trying for something better. Portfolios with greater active share could be said to reflect more independent thinking on the part of the managers. Manager Characteristics.

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Brown Advisory

SEPTEMBER 3, 2015

in 2014, according to the International Monetary Fund (IMF). The ratio for the 19 countries in the eurozone rose to 93% at the end of the first quarter from 92% at the end of 2014, according to the European Union. By Stephen Shutz, CFA, Tax-Exempt Portfolio Manager. By Taylor Graff, CFA, Asset Allocation Analyst.

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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. 10/15/2014 10-Yr 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. 10/15/2014. Treasuries.

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Brown Advisory

APRIL 1, 2015

The five years ended December 31, 2014 ranked in the top 35 of 139 observations—first quartile, but just barely. These extremes pose a serious challenge for portfolio managers because they can distort the benchmark indices against which portfolios are compared. stocks has been since the late 1920’s. Diversification Should Help.

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Truemind Capital

OCTOBER 17, 2023

We maintain our underweight position to equity (check the 4th page for asset allocation) on the back of pricey markets. We strongly reiterate our recommendation to minimize exposure to small & mid cap portfolios which have seen a sharp rally and therefore created very unfavourable risk-reward ratio.

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The Better Letter

JANUARY 26, 2024

2014 : “What concerns us beyond valuations is the full ensemble of overvalued, overbought, overbullish conditions.” percent in 2014; HSGFX declined 8.50 Some years ago, The Wall Street Journal asked him how, given his work, he structured his own portfolio. .” HSGFX’s returns were very low that year (-6.62

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Brown Advisory

NOVEMBER 14, 2017

While this shift in monetary policy may ultimately have important implications for asset allocation and other investment decisions, we’re not convinced that its near-term impact will be particularly significant. By 2014, when QE officially ended, assets on the Fed’s balance sheet totaled $4.3

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Brown Advisory

NOVEMBER 14, 2017

While this shift in monetary policy may ultimately have important implications for asset allocation and other investment decisions, we’re not convinced that its near-term impact will be particularly significant. By 2014, when QE officially ended, assets on the Fed’s balance sheet totaled $4.3 Big Balance Sheet.

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The Big Picture

APRIL 4, 2023

And so, you know, I went to David and Bill in 2014, and we had kind of served out our three-year term there. But they also owned an asset management platform, so they had institutional distribution and the ability to raise capital from third parties globally. And you know, for me, I also saw the business changing.

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The Irrelevant Investor

OCTOBER 20, 2015

Fisher, 1958 The Money Game - George Goodman, 1967 A Random Walk Down Wall Street - Burton Malkiel, 1973 Manias, Panics, and Crashes: A History of Financial Crises - Charles Kindleberger, 1978 The Alchemy of Finance - George Soros, 1987 Market Wizards - Jack Schwager, 1989 Liar's Poker - Michael Lewis, 1989 101 Years on Wall Street, An Investor's Almanac (..)

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The Big Picture

JUNE 3, 2024

And that was his boss, Jeffrey Gundlock, founder of Double Line Capital, back in July, 2014. The very first Masters in Business that was broadcast just about 10 years ago, July, 2014, episode number one, Jeffrey Gundlock, DoubleLine Capital. And so I worked a lot on the asset allocation side. They got here a little late.

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The Better Letter

APRIL 20, 2023

Asset allocation is more important than the selection of a portfolio’s component parts. Nassim Taleb’s rightly emphasizes the importance of “ skin in the game : “Don’t tell me what you think, just tell me what’s in your portfolio.” Simple generally beats complex.

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The Big Picture

OCTOBER 6, 2024

Highly dependent on precise phrasing of questions That’s just about basic market, economic, and asset allocation questions. It typically reflects your recent portfolio changes, not our true future expectations. Our ability to self-report our bullish or bearishness is faulty. million people were registered to vote.

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