The Big Picture

MAY 9, 2023

But what was interesting about that was the quick need to both separate the portfolio between the old stuff and the new stuff, because there were a lot of new investment opportunities. So you’re Chief Investment officer of Asset and Wealth Management. So you’re Chief Investment officer of Asset and Wealth Management.

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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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Random Roger's Retirement Planning

MARCH 30, 2025

MCW also did great in 2021, 2020 and 2019. A portfolio with an enormous weighting to one or two broad based factors is not really what I do but it clearly can work but just like any other strategy you can find, it won't always be optimal. Speaking of AI, Grok seems to like the portfolio. Occasionally of course, MCW gets pasted.

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Park Place Financial

MARCH 14, 2022

FINANCIAL PLANNING What is Portfolio Rebalancing? Investments can be risky since markets constantly fluctuate, but strategies are available to help you maintain a well-balanced portfolio. When people buy and sell sections of their portfolio to maintain a consistent asset allocation, they are rebalancing their investments.

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ClearMoney

JANUARY 4, 2022

(An investor pondering those questions might take comfort knowing that many assets in the past have outpaced even above-average inflation.). Throughout the year, the market continued a relatively steady rise, with large cap stocks in the US ending 2021 near a record high. The S&P 500 Index1 generated returns of 28.71%.

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Random Roger's Retirement Planning

APRIL 22, 2024

Some other alternatives do their own thing in such a way that they complement equity exposure to reduce volatility and drawdowns without lowering the long term growth of the portfolio. It offers this pie chart to show its current asset allocation. VOLSX outperformed in 2021 and 2023 but fell twice as much as the others in 2022.

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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. Fortunately, our process for managing multiasset sustainable portfolios was built to handle exactly these kinds of complex, overarching, intersectional issues.

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Brown Advisory

OCTOBER 4, 2021

Considering Climate within Portfolios. Mon, 10/04/2021 - 11:00. For investors with a portfolio covering multiple asset classes, the tasks of excising climate risk and finding new climate-related opportunities can be daunting. CLIMATE DASHBOARD: SUSTAINABLE MODEL PORTFOLIO AS OF 6/30/21.

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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. This brings us to the heart of today's post about trying to build a set but don't completely forget portfolio. This slice of the portfolio will go down more often than not, it is a tool to smooth out the ride.

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WiserAdvisor

DECEMBER 21, 2022

Diversification refers to investing in a wide mix of investments within a portfolio. No matter the asset allocation, keeping a healthy mix of stocks is always advised, especially if you are not nearing retirement anytime soon. How many stocks should I have in my portfolio? They also indicate your ownership of a company.

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Random Roger's Retirement Planning

JULY 7, 2022

According to the interwebs, this is the All Weather asset allocation and the funds that capture the portfolio; Equities 30% VTI Long Term Treasuries 40% VGLT Intermediate Treasuries 15% VGIT Commodities 7.5% Crunching the numbers for 2021 I get a gain of 3.5% PDBC Gold 7.5% If you don't understand it, don't buy it.

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Dear Mr. Market

MARCH 11, 2023

We’re proud to say that 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. With regard to China, let us first say that we ( My Portfolio Guide, LLC ) has a policy to never buy Chinese stocks directly. earthquakes.

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Random Roger's Retirement Planning

JUNE 10, 2024

According to the article, the only "asset allocation" fund to outperform the S&P 500 over the last 15 years has been the PIMCO StocksPLUS Long Duration Fund (PSLDX) which ironically enough is a leveraged fund tracking 100% each to stocks and long term bonds. In thinking about diversification, what problem are you trying to solve?

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Discipline Funds

DECEMBER 31, 2023

May of 2021 I said the Fed should be hinting at rate hikes and balance sheet reduction because the financial markets and economy seemed to be overheating. In other words, diversify your portfolio even if you have tilts in favor of specific baseline forecasts. And yes, diversification still works. 2) Stock picking is getting harder.

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Assets Asset Allocation Financial Planning Economy 102

Random Roger's Retirement Planning

OCTOBER 7, 2024

GMO posted a short paper in support of its Benchmark Free Asset Allocation Strategy (BFAAS). For this post we'll focus on BFAAS' asset allocation. The asset mix is 53.6% A more detailed look at the asset mix shows the the following. No portfolio can always be best. to equities, 29.7% in fixed income.

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Truemind Capital

AUGUST 12, 2023

We continue to stay under-allocated to equity (check the 3rd page for asset allocation) at the current valuation levels. At this stage, we strongly recommend minimizing exposure to small & mid-cap portfolios on the back of excessive valuations driven by the retail craze.

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Truemind Capital

APRIL 21, 2023

One should not be over-allocated to equity (check the 3rd page for asset allocation) at the current levels and any exposure should primarily be towards large cap-oriented value portfolios against growth stocks. years (Oct 2021-Mar 2023) when the benchmark indices produced negligible returns. For the last 1.5

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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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Good Financial Cents

MAY 1, 2023

Diversifying Your Contributory IRA Portfolio Diversification is an essential strategy for maximizing the returns of a Contributory IRA account while minimizing risks. Diversification involves investing in a variety of asset classes, such as stocks, bonds, and cash, to spread out the risk and reduce the impact of market volatility.

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Darrow Wealth Management

MAY 22, 2023

Interest rates have skyrocketed since the end of 2021. Cash vs stocks: growth of $1M With an average annualized return under 1%, the cash portfolio only gains $92,000 over a decade. Consider your objectives Before making an asset allocation decision, always keep in mind what you’re trying to accomplish.

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Discipline Funds

JULY 25, 2023

If you’d gone to sleep on December 31st of 2021 and just woken up you’d think nothing interesting happened during those two years. I specifically refer to people’s “investment” portfolios as their “savings” portfolios because the financial markets are not where we make real investments.

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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. Neither Portfolios 1 or 2 are stock market proxies but offer compelling long term results versus VBAIX.

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The Big Picture

MARCH 7, 2023

But in my case, it was very helpful because I had the opportunity to spend over 10 years doing intensive research in the intersection of macro and finance and asset pricing. And all these questions that I was trying to answer had direct applications to hedge fund strategies and portfolio management.

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The Big Picture

SEPTEMBER 12, 2022

We have seen strong, strong demand pretty consistently for building out alternatives, portfolios, particularly when it comes to opportunities with great financial sponsors on the private equity side, looking at these long-term secular trends, right? RITHOLTZ: Let’s talk a little bit about inflation. You mentioned 8.5 percent inflation rate.

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Clients Wealth Management Banking Investing 299

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. In late 2021, markets expected the Fed to largely stay on the sidelines and keep short-term interest rates low.

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Asset Allocation Marketing Marketing Assets 52

Truemind Capital

JANUARY 16, 2024

They like to talk about Bajaj Finance and not Yes Bank in their portfolio. Most of the time, even the winners account for very low weight in the overall assets, resulting in miniscule contribution to the portfolio returns. One can consider debt portfolios with floating rate instruments for long-term allocation.

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Financial Market Marketing Marketing Asset Allocation 52

Discipline Funds

JUNE 15, 2023

As it all pertains to portfolio management and asset allocation – this all means that the current high T-Bill rates are here to stay for now. More broadly, I think the Fed is going to wait until they are absolutely, 100% certain that inflation is dead before they start cutting.

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Validea

JULY 20, 2022

Comparing how stocks, long bonds, intermediate bonds, and cash performed starting from May 12, 2021 (when the BLS first reported inflation) through June 18, 2022, Rekenthaler found that while cash did not produce a positive real return, it still outperformed the other three assets. Bitcoin, however, was a dud.

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Assets Portfolio Asset Allocation 59

Random Roger's Retirement Planning

JULY 22, 2024

The current paper looks at a strategy they call the Yieldy Put and how to blend it in with a 60/40 portfolio. They compare the following allocations. The sweet spot is 50/50 into a 60/40 portfolio and the other half into Yieldy Put. I mentioned work from Man Institute back in April. Attack wins games, defense wins titles."

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The Big Picture

SEPTEMBER 19, 2023

Her job is portfolio and product solutions and that means she could go anywhere in the world and do anything. I thought this conversation was absolutely fascinating and I think you will also, with no further ado, Goldman Sachs asset managements Elizabeth Burton. That sounds great, but I only have spots in my portfolio for a Cape Cod.

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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. For equity exposure, for someone who needs equity market growth for their numbers to work, I believe you gotta have something close to a normal allocation to equities (repeated for emphasis).

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Brown Advisory

OCTOBER 11, 2021

ajackson Mon, 10/11/2021 - 11:55 Endowment and Foundation (E&F) Investment Committees often consider the value of alternatives for their nonprofit. We believe that the investment return needed to achieve that objective should be the most important guidepost for a portfolio’s asset allocation.

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Brown Advisory

OCTOBER 11, 2021

Mon, 10/11/2021 - 11:55. We believe that the investment return needed to achieve that objective should be the most important guidepost for a portfolio’s asset allocation. It is not representative of an actual portfolio. Estimated returns as of June 30, 2021. Are Alternatives Right for Our Organization?

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Assets Portfolio Risk Tolerance Asset Allocation 52

The Big Picture

AUGUST 20, 2024

Initially I joined to help them manage their equity portfolio. My background in the asset management space was originally going to small cap value, and Canyon Partners really gave me the platform that allowed me to branch that out into multiple different areas. I’m gonna hold it in my portfolio. I buy everything.

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Assets Management Portfolio Marketing 173

Validea

JANUARY 4, 2023

We’ve been running quantitative model portfolios since 2003. In reviewing the returns for our portfolios in 2022, which were difficult for the markets and investors, things mostly played out as you may have expected as we look back with hindsight, although there are a few surprises and important lessons I think we can draw from the results.

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Carson Wealth

JANUARY 2, 2024

Artificial Intelligence Grabs the Spotlight Jake Bleicher, Portfolio Manager To me, the narrative of 2023 is captured by a chart showing the performance of NVIDIA, the maker of high-end computer chips that have become the bedrock of artificial intelligence (AI). This is a massively underrated story of what’s happening in the U.S.

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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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