Discipline Funds

APRIL 19, 2023

This piece was inspired by this fantastic Josh Brown rant on CNBC about how the 60/40 stock/bond portfolio isn’t dead. The 60/40 stock/bond portfolio is the gold standard of portfolios. So yes, as Josh notes in his interview, these criticisms were more valid in 2020 when interest rates were at 0%. Give it a watch.

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Random Roger's Retirement Planning

SEPTEMBER 19, 2023

When I was working on yesterday's post I stumbled back into the Return Stacked 60/40 Absolute Return Index which is a portfolio funds blended together with a lot of embedded leverage in pursuit of capital efficiency. It's a very sophisticated portfolio. Here's what it is in the portfolio and the notional exposures.

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Random Roger's Retirement Planning

DECEMBER 26, 2023

Where I talk about portfolios that are simplicity hedged with a little complexity, while the simplicity is usually cheap, hopefully the complexity, although probably expensive in nominal terms, is also cheap versus the benefit delivered to the portfolio. Having almost half the portfolio in funds that cost 1.5-2%

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Random Roger's Retirement Planning

NOVEMBER 26, 2022

Here's CWB compared to a couple of other funds we've looked at recently as possible game over funds and Vanguard Balanced Income Fund (VBAIX) which is a proxy for a 60/40 portfolio. The best year for CWB which was in 2020 skews the CAGR to 9.82 And the results; The CWB portfolio lands in between SPY and VBAIX.

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The Irrelevant Investor

MAY 27, 2022

"Most portfolios are still dominated based on what's been great for the last decade" Greg Jensen, the co-CIO at Bridgewater was talking about this on the Odd Lots podcast. The post What Dominates Portfolios appeared first on The Irrelevant Investor. The last decade has been dominated by U.S. megacap tech stocks.

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Brown Advisory

JANUARY 28, 2021

2020 Impact Report: Sustainable Core Fixed Income Strategy ajackson Thu, 01/28/2021 - 12:56 A Letter of Introduction From The Portfolio Managers At Brown Advisory, we are deeply committed to sustainable investing. Enclosed is our 2020 Impact Report for the Sustainable Core Fixed Income strategy.

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Brown Advisory

JANUARY 28, 2021

2020 Impact Report: Sustainable Core Fixed Income Strategy. A Letter of Introduction From The Portfolio Managers. Enclosed is our 2020 Impact Report for the Sustainable Core Fixed Income strategy. Portfolio Manager. . Portfolio Manager. . . . . . . Thu, 01/28/2021 - 12:56. . Sincerely, . Tom Graff, CFA.

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Trade Brains

DECEMBER 13, 2023

Best Anil Kumar Goel Portfolio Stocks : Stock markets generate wealth for anyone who is patient and knows what they are doing. In this article, we will look at some of Anil Kumar Goel portfolio stocks and learn about the company in which he made investments. Best Anil Kumar Goel Portfolio Stocks #5 – Uttam Sugar Mills Ltd.

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Brown Advisory

JANUARY 28, 2021

2020 Impact Report: Tax-Exempt Sustainable Fixed Income Strategy ajackson Thu, 01/28/2021 - 15:15 A Letter of Introduction From The Portfolio Managers At Brown Advisory, we are deeply committed to sustainable investing. 31, 2020. 31, 2020. and Brown Advisory Trust Company of Delaware, LLC.

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Brown Advisory

JANUARY 28, 2021

2020 Impact Report: Tax-Exempt Sustainable Fixed Income Strategy. A Letter of Introduction From The Portfolio Managers. 31, 2020. 31, 2020. Enclosed is our 2020 Impact Report for the Tax-Exempt Sustainable Fixed Income strategy. Portfolio Manager. Portfolio Manager. . . . . Sincerely, .

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Random Roger's Retirement Planning

AUGUST 1, 2022

Bodie still believes in this, here's a paper he wrote in 2020 , doubling down. If you need portfolio growth in order for your financial plan to work, like most people, a portfolio chock full of TIPS is not the answer. A big allocation to TIPS in a game over portfolio though is a different story. Here are the results.

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Brown Advisory

OCTOBER 31, 2020

Global Leaders Investment Letter - Q3 2020 ajackson Sat, 10/31/2020 - 09:50 Global Leaders Strategy Investment Letter - Q3 2020 In this letter, the Portfolio Managers discuss the way they embrace ESG in their analysis whilst being cognizant of the power of confirmation bias. Download the Letter Past performance is not a guarantee of future (..)

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Brown Advisory

OCTOBER 31, 2020

Global Leaders Investment Letter - Q3 2020. Sat, 10/31/2020 - 09:50. Global Leaders Strategy Investment Letter - Q3 2020. In this letter, the Portfolio Managers discuss the way they embrace ESG in their analysis whilst being cognizant of the power of confirmation bias. . . Download the Letter. . .

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Brown Advisory

JANUARY 28, 2021

2020 Impact Report: Large-Cap Sustainable Growth Strategy ajackson Thu, 01/28/2021 - 15:09 A Letter of Introduction From The Portfolio Managers At Brown Advisory, we are deeply committed to sustainable investing. We are pleased to report continued progress and advancement of our sustainable investment initiatives at the firm.

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Brown Advisory

JANUARY 28, 2021

2020 Impact Report: Large-Cap Sustainable Growth Strategy. A Letter of Introduction From The Portfolio Managers. We remain focused on developing helpful client-focused reporting, with recent developments including impact reporting tools for our fixed income strategies and for our private client portfolios. Portfolio Manager .

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Brown Advisory

AUGUST 4, 2020

Brown Advisory’s 2020 PRI Assessment Report ajackson Tue, 08/04/2020 - 08:00 Brown Advisory has been a signatory to the PRI (Principles for Responsible Investment) since 2014. We are pleased to share the PRI’s 2020 assessment of Brown Advisory’s sustainable investing practices; our scorecard is provided below.

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Brown Advisory

AUGUST 4, 2020

Brown Advisory’s 2020 PRI Assessment Report. Tue, 08/04/2020 - 08:00. We are pleased to share the PRI’s 2020 assessment of Brown Advisory’s sustainable investing practices; our scorecard is provided below. Brown Advisory 2020 Score. Industry Median 2020 Score. Module Name. Strategy & Governance. Listed Equity.

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Brown Advisory

JUNE 30, 2020

Global Leaders Investment Letter - Q2 2020. Tue, 06/30/2020 - 09:50. Global Leaders Strategy Investment Letter - Q2 2020. In this letter the Portfolio Managers discuss experiencing FOJI (the Fear of Joining In) in the current COVID crisis. They also comment on the team’s recent annual offsite. . .

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Abnormal Returns

DECEMBER 20, 2023

downtownjoshbrown.com) A lot of stuff matters beside your portfolio. obliviousinvestor.com) Splitting your portfolio in two. savantwealth.com) The IRS is extending an olive branch to taxpayers who owe money from 2020-2021. (financialsamurai.com) Investing Five ways you lost money in 2023 including overtrading.

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The Big Picture

OCTOBER 7, 2022

If only the Fed didn’t do X, our portfolio would have been much better” seems to be a terrible approach to managing assets for clients. 2020s : Remained on emergency footing post Covid, despite broad evidence of economic recovery. Following those March 2020 rate cuts, the Fed stayed at Zero until March 2022.

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Validea

AUGUST 9, 2022

In the past, the 60% stocks and 40% bonds portfolio strategy was an easy-to-maintain winning approach that offered good returns alongside solid protection during market turmoil. But when bond yields hit bottom in March 2020, the global economy was already undergoing a massive shift. The post The 60/40 Portfolio: Is It Dead?

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The Big Picture

NOVEMBER 2, 2023

BAML’s Chief Equity Technician Stephen Suttmeier likens the 2020 crash to the modern version of the 1987 crash: A substantial crash that took place 7 years into the start of a new bull. Secular Bull Market : US stocks are in the 5-6th inning of a bull market. Historical comparisons imply this market may have another 3-7 years to go.

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The Big Picture

NOVEMBER 27, 2023

Staying long through the 60-day 34% drop during the 2020 pandemic; getting out of the market ahead of the 2022 rate hiking cycle; and getting back in October 2022 for the next bull leg. Consider what you would have had to do over the past 2 decades to be a successful timer.

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The Irrelevant Investor

JULY 29, 2020

The permanent portfolio, which is an equal-weighting of everything from stocks to bonds, gold, and cash, just had its best run in 40 years! The permanent portfolio gained 7.9% The appeal of this portfolio, as I see it, is it is an effective way to avoid a catastrophe. I think of this as a set it and forget it portfolio.

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The Big Picture

JANUARY 3, 2023

We can credit three elements for this massive outperformance: -Substantial prices resets: 57% in 2008-09 and 34% in 2020. Fiscal stimulus 2020-22. – Covid Pandemic Crash, March 2020 : Fast and furious, it took a mere 22 trading days from February 19 to March 20 to see a fall of 33.9% The next ~12 years saw gains of 608.5%

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Brown Advisory

OCTOBER 4, 2021

Considering Climate within Portfolios ajackson Mon, 10/04/2021 - 11:00 An increasing number of investors are seeking to incorporate climate change in their investment calculus. For investors with a portfolio covering multiple asset classes, the tasks of excising climate risk and finding new climate-related opportunities can be daunting.

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Brown Advisory

OCTOBER 4, 2021

Considering Climate within Portfolios. For investors with a portfolio covering multiple asset classes, the tasks of excising climate risk and finding new climate-related opportunities can be daunting. Mon, 10/04/2021 - 11:00. An increasing number of investors are seeking to incorporate climate change in their investment calculus.

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Brown Advisory

FEBRUARY 1, 2021

Global Leaders Investment Letter - Q4 2020 jharrison Mon, 02/01/2021 - 08:25 Just want the PDF? One of the most important investing reminders of 2020 was around one of the few sources of investment edge: time. Download it here > What is Time? What is Space? In particular, what is the right time-frame?

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Brown Advisory

FEBRUARY 1, 2021

Global Leaders Investment Letter - Q4 2020. One of the most important investing reminders of 2020 was around one of the few sources of investment edge: time. The power of our clear and disciplined process was evident throughout 2020 as it enabled us to focus on our long investment horizon during a stressful and uncertain period.

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Random Roger's Retirement Planning

MARCH 2, 2023

Over the summer we looked at the Cockroach Portfolio which is an all-weather sort of strategy that is not intended to look like the stock market. Portfolio 2 is the S&P 500 and Portfolio 3 is the Vanguard Balanced Index Fund (VBAIX) which is a proxy for a 60/40 portfolio. Here's one link and the second post.

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Calculated Risk

NOVEMBER 18, 2024

million borrowers since March 2020. Ginnie Mae loans in forbearance increased by 30 basis points to 1.06%, and the forbearance share for portfolio loans and private-label securities (PLS) increased 6 basis points to 0.43%. Mortgage servicers have provided forbearance to approximately 8.4

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Calculated Risk

SEPTEMBER 18, 2023

From the MBA: Share of Mortgage Loans in Forbearance Decreases to 0.33% in August The Mortgage Bankers Association’s (MBA) monthly Loan Monitoring Survey revealed that the total number of loans now in forbearance decreased by 6 basis points from 0.39% of servicers’ portfolio volume in the prior month to 0.33% as of August 31, 2023.

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Fortune Financial

OCTOBER 14, 2024

It has been my experience when reviewing portfolios that diversification is typically expressed simply as a number of various stocks owned, or owning a handful of asset classes, usually stocks of various sizes and geographies, and bonds of varying maturities.

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The Irrelevant Investor

JULY 10, 2020

If there was a way to protect your portfolio from periodic blowups like the one earlier this year, would you want it? These strategies are neither good nor bad and like everything else, it depends how you use them in concert with the rest of your portfolio, how much they cost, and what you're trying to accomplish.

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The Big Picture

JULY 8, 2023

Johnson joined the firm in 1988 and held leadership roles in all its major divisions before becoming CEO in February 2020. She also led the historic acquisition of Legg Mason in 2020, and Putnam in 2023, with the organization now managing more than $1.5 trillion globally.

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Abnormal Returns

JULY 18, 2022

Treasuries The MOVE index is at 2020-like levels. twitter.com) 60/40 Portfolio A reason why the 60/40 portfolio isn't working this time around. twitter.com) 60/40 Portfolio A reason why the 60/40 portfolio isn't working this time around. axios.com) Investors are shunning the 20-year Treasury.

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Abnormal Returns

JULY 19, 2022

Portfolio management Byrne Hobart, "Inverse correlations tend to go away when people rely on them. thediff.co) Concentrated portfolios are at-risk of missing out on overall equity market gains. evidenceinvestor.com) What's the best way to take distributions from a portfolio? stock returns from 1963-2020.

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