Random Roger's Retirement Planning

JULY 15, 2023

We wrote a few posts last year about the Rational ReSolve Adaptive Asset Allocation Fund (RDMIX) which is intended to be an all weather strategy. in 2018 when VBAIX dropped 2.8%, not very all weatherish. Managed futures is great but it did badly in 2018, a down year for plain vanilla 60/40. In 2022 it was down 5.5%

Management 68

Management Asset Allocation Portfolio Assets 68

Random Roger's Retirement Planning

APRIL 9, 2023

Do you even remember why stocks crashed in late 2018? Any retirement plan runs the risk of coming up short for any number of reasons. Russia invaded Ukraine. Markets had a slow, steep decline. The pandemic was declared and stocks crashed and snapped back pretty quickly.

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Retirement Asset Allocation Planning Numbers 75

Brown Advisory

MARCH 28, 2019

As we stated in “Confronting the Unknown,” our 2018 asset allocation publication, standard deviation is “a helpful shortcut for thinking about risk, but it is not a fully effective proxy.” The “shoestring curve” below depicts these risks for a hypothetical portfolio, assuming various asset allocation targets.

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Asset Allocation Portfolio Assets Clients 52

Brown Advisory

MARCH 28, 2019

As we stated in “Confronting the Unknown,” our 2018 asset allocation publication, standard deviation is “a helpful shortcut for thinking about risk, but it is not a fully effective proxy.” The “shoestring curve” below depicts these risks for a hypothetical portfolio, assuming various asset allocation targets.

Asset Allocation 52

Asset Allocation Portfolio Assets Clients 52

Dear Mr. Market

MAY 27, 2022

There have been a few times in recent history where we didn’t officially touch that magic number (2018 for example) but it was still an absolutely miserable environment. We would argue three, if you look at how nasty 2018 was as we alluded to earlier. On average bear markets actually hit your doorstep every 3.6

Marketing 52

Marketing Marketing Asset Allocation Assets 52

Truemind Capital

NOVEMBER 29, 2020

However, due to the finite supply of silver and gold, the spending was limited by the number of Denarii that could be minted. There is no price for guessing that gold as an asset class can protect against the risk created by the actions of our policy makers. Rising number of cases in Europe has been affecting the economic recovery.

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Asset Allocation Valuation Assets Portfolio 52

Random Roger's Retirement Planning

DECEMBER 22, 2023

It is very difficult to do but anyone able to pull that off would obviously have a smoother ride and if you play with the numbers, you'd see that you'd come out ahead over the long term. In 2018 though, VOO was down 4.5%, Portfolio 2 down 5.52% and Portfolio 3 was down 0.40%.

Portfolio 74

Portfolio Asset Allocation Accounting Management 74

Good Financial Cents

MAY 1, 2023

To open a Contributory IRA account, individuals will need to provide their personal information, including name, address, Social Security number, and employment information. Rebalance their portfolio : Individuals should regularly rebalance their portfolio to maintain the desired asset allocation and minimize the risks.

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Risk Tolerance Taxes Retirement Accounting 95

Brown Advisory

AUGUST 1, 2018

Investment Perspectives | Managing Risk ajackson Wed, 08/01/2018 - 10:37 In 1963, Bob Dylan warned us that the times, they are a-changin’—and while he wasn’t talking about capital markets, his words ring as true today for investors as they did for those growing up in the turbulent '60s. Concentration: Much of the U.S. Many non-U.S.

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Management Investing Investments Valuation 52

Brown Advisory

AUGUST 1, 2018

Wed, 08/01/2018 - 10:37. Several evolving dynamics in the stock market, when taken together, suggest that risk levels have increased a bit over the last year or so: Valuations: To state the obvious, stock prices gained considerable ground during 2017 and are slightly higher so far in 2018. Investment Perspectives | Managing Risk.

Management 52

Management Investing Investments Valuation 52

Brown Advisory

MAY 10, 2018

achen Thu, 05/10/2018 - 11:18 Concerns over trade policy and potential trade wars have rattled equity markets in recent months. In this article, our head of asset allocation discusses how we are managing trade risk, while still embracing global growth opportunities in our portfolios. and China in 2018, through early April.

Economy 52

Economy Portfolio Clients Sales 52

Brown Advisory

MAY 10, 2018

Thu, 05/10/2018 - 11:18. In this article, our head of asset allocation discusses how we are managing trade risk, while still embracing global growth opportunities in our portfolios. FACT: The tariffs announced so far in 2018 affect a small sliver of the global economy. and China in 2018, through early April.

Economy 52

Economy Portfolio Clients Sales 52

Investment Writing

SEPTEMBER 5, 2023

Attribution analysis is typically measured by numbers, typically percentages. You’ll look at factors such as the contributions of security selection, sector weightings, asset allocation, and maybe even cash positions and the flows of money into and out of the portfolio. For example, “2.5% Please share your opinions and insights.

Portfolio 52

Portfolio Clients Management Investments 52

The Big Picture

SEPTEMBER 19, 2023

00:12:53 [Speaker Changed] I think number one, the team, my team at Goldman and the, a broader team even and the team at Maryland are, are some of my favorite people. I guess I got lucky in January or February of 2018. New York is number one. It depends on your asset allocation. You were just right back into it.

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Assets Management Investments Investing 147

Brown Advisory

NOVEMBER 20, 2018

Investment Perspectives | Diversification ajackson Tue, 11/20/2018 - 08:45 Last month’s sudden stock market “correction” serves as a vivid reminder that prices can move down at least as easily as they move up. In practice, a number of factors need to be taken into account in order to produce the desired result.

Investing 52

Investing Investments Assets Portfolio 52

Brown Advisory

NOVEMBER 20, 2018

Tue, 11/20/2018 - 08:45. Given how difficult it is to predict when any particular one is likely to outperform others, our philosophy is to create a strategic asset allocation plan based on each client’s risk/return objectives. In practice, a number of factors need to be taken into account in order to produce the desired result.

Investing 52

Investing Investments Assets Portfolio 52

The Big Picture

AUGUST 20, 2024

If you recall, back in 2018, vol Mageddon, he was on the right side of that trade, made hundreds of millions of dollars for his firm in identifying a structural problem that was about to blow up. But before I leave the teal macro, I gotta ask you about the famous Vage trade in 2018. Tell us a little bit about that trade.

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Assets Management Portfolio Marketing 173

Investing Caffeine

APRIL 1, 2022

On the surface this sounds scary, but do you remember what happened the last time the Fed tapped the interest rate brakes during 2015 – 2018? The Fed’s goal is to increase the cost of borrowing, thereby slowing down the economy and reducing inflation. In the meantime, what are companies doing with this flood of growing cash?

Economy 59

Economy Economics Valuation Investing 59

Brown Advisory

MARCH 13, 2018

Investment Perspectives | Corrections jsayo Tue, 03/13/2018 - 12:38 The abrupt stock market downturn in February was “officially” a market correction, according to the conventional definition (a market decline of more than 10%). January itself was one of the best months for stocks in decades, as the Dow rose nearly 8%.

Investing 52

Investing Investments Economy Assets 52

Brown Advisory

MARCH 13, 2018

Tue, 03/13/2018 - 12:38. Through January 2018, stocks had risen for 10 straight months, the longest consecutive monthly string since an 11-month streak in 1959. Our research contacts with a large number of companies in client portfolios tend to confirm that demand growth remains very much intact.

Investing 52

Investing Investments Economy Assets 52

Brown Advisory

OCTOBER 11, 2021

We believe that the investment return needed to achieve that objective should be the most important guidepost for a portfolio’s asset allocation. With traditional assets like stocks and bonds at high valuations, the implications for future returns of those assets may be underwhelming. Source: BLOOMBERG.

Assets 52

Assets Portfolio Risk Tolerance Asset Allocation 52

Brown Advisory

OCTOBER 11, 2021

We believe that the investment return needed to achieve that objective should be the most important guidepost for a portfolio’s asset allocation. With traditional assets like stocks and bonds at high valuations, the implications for future returns of those assets may be underwhelming. Source: BLOOMBERG.

Assets 52

Assets Portfolio Risk Tolerance Asset Allocation 52

Random Roger's Retirement Planning

JULY 3, 2022

Equities and traditional fixed income with nothing else can absolutely get the job done provided the savings rate is adequate, the asset allocation is suitable and succumbing to emotion is avoided. I've never thought about a ratio like that, 10 to 1 or whatever, I don't know what the actual number would be.

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Portfolio Management Clients Asset Allocation 40

Dear Mr. Market

MARCH 17, 2024

In other words, these investments (or “teams”) are ranked and seeded on a number of factors but one of the main drivers is how hot they recently performed within the past few months or recent year. With this exercise, however, we are able to build an intelligent portfolio that will have a number of “winners” along with some stinkers.

Investing 83

Investing Investments Portfolio Assets 83

The Big Picture

JUNE 13, 2023

Just background, Barry, when I moved here five years ago this year in 2018, we had barely no relationships in North America. RITHOLTZ: (LAUGHTER) CHABRAN: And find a reason why they would allocate there. So I think we’ve now entered a period where we have to swallow this whole mispriced, over-levered assets out there.

Banking 147

Banking Assets Investing Investments 147

The Better Letter

JANUARY 26, 2024

” The Dow closed at 23,327 a couple of years later – the end of 2018 – and has not dropped below 19,000 since the prediction. percent 2018 : “The music is fading out, and a trap-door has opened up in the floor, but they’re still dancing.” percent in 2018 while HSGFX was up 8.78 percent higher.

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Assets Valuation Management Marketing 105

The Big Picture

MAY 21, 2024

So it’s got this math angle where it, you know, it’s all numbers, but then there’s this behavioral angle and psychological angle where, you know, it’s, it’s kind of a fun problem to tackle. It’s kind of a silly number, but people are going to think you’re smart or dumb based on that number.

Numbers 147

Numbers Management Banking Marketing 147

Carson Wealth

MARCH 7, 2025

Note that this is one way a lot of Chinese goods making their way into the US have avoided tariffs (since 2018). Back in 2018, the Trump administration gave out subsidies to blunt the impact, but it may not be as easy this time around with the deficit already running high. Investors cannot invest directly in indices.

Economy 80

Economy Marketing Marketing Taxes 80