The Chicago Financial Planner

NOVEMBER 8, 2021

After a significant drop in March of 2020 in the wake of the pandemic, the S&P 500 has staged an amazing recovery. The index finished 2020 with a gain in excess of 18%. If so, this is a good time to revisit your asset allocation and perhaps reduce your overall risk. Learn from the past .

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Darrow Wealth Management

MARCH 13, 2025

If one stock makes up more than 10% of your overall asset allocation, it’s probably too much. Between 1980 and 2020, nearly 45% of all companies that were ever in the Russell 3000 experienced a 70% drop in stock price from the peak and never recovered. What is a concentrated stock position?

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A Wealth of Common Sense

NOVEMBER 15, 2022

This is in stark contrast to the FOMO days of 2020 and 2021 when it felt like the only place to put your money was the. Those old stodgy blue chip stocks in the Dow that pay dividends and have stable cash flows are crushing the innovation-led stocks that have more potential than profits in 2022.

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Random Roger's Retirement Planning

FEBRUARY 14, 2025

Right or wrong, I think of endowment style investing as being a similar to the Permanent Portfolio, not so much quadrants but more like disparate asset class segments which gets us to a paper about endowment asset allocation from True North Institute. It's only down year was 2018 with a decline of 7.91%.

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Random Roger's Retirement Planning

JANUARY 22, 2025

The starting point today is the that Rational ReSolve Adaptive Asset Allocation Fund (RDMIX) has gone through a strategy change, renaming as the ReturnStacked Balanced Allocation & Systematic Macro Fund and keeping the same symbol. " balanced allocation and $1 of exposure to a systematic macro strategy."

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The Big Picture

MAY 9, 2023

But in some ways, those events, and we saw it again in March of 2020, we saw it again around where you see these big moments where it draws people together. So what we find, and then of course we have a multi-asset solutions business where we talk to clients about the entirety of their portfolio, their strategic asset allocation models.

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Random Roger's Retirement Planning

MARCH 30, 2025

MCW also did great in 2021, 2020 and 2019. The prompt was a mention of the Cambria Global Asset Allocation ETF (GAA) somewhere and since the market has done so poorly, I though it would be worth revisiting. Occasionally of course, MCW gets pasted. It certainly has been valid the whole time.

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Nationwide Financial

MARCH 27, 2023

Market disruption has driven investors to safety, with money market funds adding $143 billion in the latest week, the largest since March 2020. Over the past four weeks, money markets have added $300 billion, on par with surges in 2008 and 2020, bringing the total to a record $5.1 at the best level in nearly a year. from a year ago.

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Trade Brains

SEPTEMBER 26, 2024

Indian households traditionally invested most savings in physical assets. However, financial asset allocation increased recently. Its revenue surged from ₹3,508 crore in March 2020 to ₹14,780 crore in March 2024. It increased from ₹1,885 crore in March 2020 to ₹8,306 crore in March 2024. in March 2020 to ₹167.79

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Random Roger's Retirement Planning

APRIL 22, 2024

It offers this pie chart to show its current asset allocation. The fact sheet does not define what 75/25 means but the prospectus says it allocates 75% to long volatility and 25% to short volatility. Below, we compare VOLSX to a home made version of their exact, most recent allocation and VBAIX a proxy for a 60/40 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. That leads to a Tweet from Krishna Memani who worked at Oppenheimer for a long time and who has been running the Endowment at Lafayette College since 2020. The min vol version is valid longer term but 2020 would have been a challenging time to hold.

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Discipline Funds

NOVEMBER 8, 2023

Asset Allocation The Discipline Index is our core benchmark index and has an average duration, as measured in the Defined Duration strategy , of 10 years. It’s a long only stock/bond index that seeks to generate growth, but will never be as low risk as a bond index or as risky as an all stock index.

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Random Roger's Retirement Planning

APRIL 17, 2024

It only dropped 6% during the Pandemic Crash in 2020 versus 12% for VBAIX. Reacting in the middle of 2022 after learning too much was allocated to risk assets? In terms of being less volatile and faring better during market it turmoil, TRTY Replication has worked looking backwards.

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Fortune Financial

JUNE 21, 2022

With similarly high duration, the effect of a long, benign inflation regime, long-term bonds in particular can subject holders to equity-like volatility.

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eMoney Advisor

DECEMBER 27, 2022

In 2020, The Advisor Channel (founded by partners New York Life Investments and Visual Capitalist) created a hierarchy that categorizes financial needs and demonstrates how wealth management plays an important role in financial health. ” Advisor Channel , 2020. The Hierarchy of Financial Needs. September 17. 3 Deckers, Lambert.

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Discipline Funds

NOVEMBER 17, 2023

according to Dimson (2020) or 6.6% And the only way that disaster happens is if your financial planner is making irrational projections about asset returns and your asset allocation. But I don’t think that’s right. The worst narrative in finance is this idea that stocks generate 10%+. according to Siegel (2014).

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Truemind Capital

JUNE 30, 2022

The liquidity support since 2008 and massive stimulus post March 2020 has inflated all the asset prices be it equity, debt, or real estate. This strategy based on possibilities is called tactical asset allocation which always leads to higher portfolio returns at a given level of risk. trillion to ~$8-8.5 Source: ICICI MF.

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Discipline Funds

DECEMBER 31, 2023

I think we did a pretty good job forecasting the Covid inflation: In May of 2020 I said inflation was likely to surprise everyone to the upside as the fiscal deficits we were running were likely to result in stronger than expected demand and high inflation. You will hear an endless parade about 2024 forecasts in the coming weeks.

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James Hendries

SEPTEMBER 27, 2022

The LPL Research Strategic and Tactical Asset Allocation Committee is increasing its recommended interest rate exposure in its tactical allocation from underweight to neutral. from its August 2020 lows and has already seen the biggest move higher in yields since 1987, when rates moved higher by 3.2%.

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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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Darrow Wealth Management

MARCH 28, 2022

The key to weathering the storm is having a diversified asset allocation that’s truly aligned with your risk tolerance and appetite before there’s a personal financial problem or other negative event. Asset allocation. loss on March 12, 2020 only to close with a 9.3% So many things to say here.

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Random Roger's Retirement Planning

AUGUST 28, 2022

Rodrigo and Mike manage the Rational/Resolve Adaptive Asset Allocation Fund (RDMIX). It did not bounce back with the broad market from the 2020 Pandemic Crash. MENYX which I am test driving is more of an equity proxy, did not avoid the 2020 Pandemic Crash but has done very well this year.

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Random Roger's Retirement Planning

DECEMBER 16, 2024

That reality can change some of the calculus between endowments and individual investor accounts but there are things we can learn from their asset allocations all the same. If bonds were already in a positive trend like they were in the 2020 Pandemic Crash then managed futures will do well. BTAL went up of course.

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Discipline Funds

JULY 25, 2023

A good financial plan needs to allocate assets using a time blocking asset allocation like our All Duration strategy. This means allocating assets so that you increase the certainty of having a certain amount of assets for specific time based goals. 4) Don’t chase the panic and euphoria.

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eMoney Advisor

MARCH 21, 2023

When surveyed in 2020 after the onset of the COVID-19 pandemic, advisors indicated that 85 percent of their clients who had a financial plan felt more prepared to weather market volatility than those who did not. Sources: 1 eMoney COVID-19 Pulse Research, May 5 – May 19, 2020, n=227 2 Liberto, Daniel. ” Investopedia , 2022.

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Random Roger's Retirement Planning

NOVEMBER 11, 2022

A little less dramatic but more interesting is the idea we broached yesterday about extreme portfolio simplification becoming an appropriate asset allocation for an older retiree who is not cognitively impaired but wants to spend less time on their investments without hiring someone to help them.

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Investing Caffeine

JUNE 3, 2024

Remember that global pandemic back in 2020 called COVID-19 that killed over 350,000 people in the U.S.? What did the stock market actually do in 2020? That same year, the unemployment rate reached a sky-high level of 14.9% (vs. most recently) and the economy went into recession with GDP (Gross Domestic Product) declining by -2.2%.

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Random Roger's Retirement Planning

AUGUST 12, 2024

The most recent doubling took just four years from the week of April 5th, 2020 to where we are now which again is very short. Diversifying a small portion into strategies that should go up when the broad market goes down is a good way to go if you don't want to be a forced seller of assets after a large decline.

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Random Roger's Retirement Planning

OCTOBER 3, 2024

The asset allocation numbers are similar to what they were when we looked three months ago so comparing it VBAIX makes some sense. If someone had put some version of this portfolio on as soon as LCR listed in early 2020, they'd have been behind by a lot by the end of year and it would have been easy to throw in the towel.

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Truemind Capital

MARCH 20, 2020

Not understanding the role & importance of tactical asset allocation (overweight debt in euphoric times and overweight equity in a time of acute pessimism) in creating superior returns over the long term. Value by clicking here. Buying the best of businesses at wrong prices could turn out to be a bad investment.

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Brown Advisory

OCTOBER 4, 2021

renewable electricity generation equaled nuclear generation and surpassed coal generation in 2020, and IEA anticipates further rapid growth going forward. 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?

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Brown Advisory

OCTOBER 4, 2021

renewable electricity generation equaled nuclear generation and surpassed coal generation in 2020, and IEA anticipates further rapid growth going forward. 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?

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Carson Wealth

JANUARY 2, 2024

Source: FactSet 12/18/2023 Yields Back Where They Started Barry Gilbert, VP and Asset Allocation Strategist Nothing tells the story of the 2023 markets like yields, and the 10-year Treasury yield is a great reference point. in October 2022 and causing a heap of pain since the summer of 2020. economy, despite the skeptics.

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Good Financial Cents

MAY 1, 2023

To diversify their Contributory IRA portfolio, individuals should: Choose a mix of asset classes : Individuals should choose a mix of asset classes based on their risk tolerance and investment goals.

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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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The Big Picture

MARCH 5, 2024

So they’d give individual asset allocation to people and they’d go invest their money. The unrated piece yielded 2020 5% where the rated piece would yield three to 5%. Now we were the first institutional investor, so all the way back in, in 2020. This was gonna be a multi-strategy vehicle.

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Random Roger's Retirement Planning

SEPTEMBER 30, 2024

This is the most recent asset allocation I could find from Harvard. VNQ and IEF are pretty plain vanilla proxies for their respective asset classes. 2020 was the only year it lagged VBAIX by more than 5% and in 2022 my Harvard version outperformed VBAIX by 11.86% only dropping 5.01%.

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