Truemind Capital

FEBRUARY 8, 2024

Imagine you have invested 50% of your money in the Nifty Index Fund portfolio. And another 50% in a mutual fund portfolio with an average of 50% debt allocation and 50% in equity allocation. And the best part is that the ICICI BAF could do this by keeping a 53% average debt allocation. How could ICICI BAF do it?

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Random Roger's Retirement Planning

MARCH 21, 2025

One of the pre-market Bloomberg emails gave a positive mention to the Cambria Global Asset Allocation ETF (GAA) because it is up in what of course has been a tough tape for equities this year. It is an interesting asset allocation that targets 40% in equities, 40% in fixed income and 20% in alternatives.

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The Chicago Financial Planner

JUNE 13, 2022

After a strong finish in 2020 and very solid returns in 2021, we’ve seen a lot of market volatility so far in 2022. Ideally you’ve been rebalancing your portfolio along the way and your asset allocation is largely in line with your plan and your risk tolerance. The S&P 500 index was down about 17.6%

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Brown Advisory

MARCH 18, 2022

CIO Perspectives Webinar, 2022 Asset Allocation Outlook mhannan Fri, 03/18/2022 - 06:42 Markets have been unsteady at the start of 2022, driven by geopolitical tensions, inflation, and concerns about equity valuations. This year’s report examines several issues that the team is monitoring as we head into 2022.

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Brown Advisory

MARCH 18, 2022

CIO Perspectives Webinar, 2022 Asset Allocation Outlook. Fri, 03/18/2022 - 06:42. Markets have been unsteady at the start of 2022, driven by geopolitical tensions, inflation, and concerns about equity valuations. CIO Perspectives Webinar, 2022 Asset Allocation Outlook . Download transcript.

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Dear Mr. Market

AUGUST 5, 2022

Not only are we sharing the importance of dividends in this article, but it’s also the official roll-out of the Top 10 Dividend Growth Portfolio strategy managed by My Portfolio Guide, LLC. The Top 10 Dividend Growth Portfolio strategy is a concentrated portfolio.

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A Wealth of Common Sense

FEBRUARY 26, 2024

Today’s Talk Your Book is brought to you by Franklin Templeton: We had Josh Greco, Senior VP and Senior Institutional Portfolio Manager for Franklin Income Investors to discuss Franklin Templeton’s Income Focus ETF.

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Random Roger's Retirement Planning

NOVEMBER 28, 2024

I would describe the paper as seeking how to use low volatility equities in various ways to replace some or all of a traditional 60% equities/40% bonds portfolio. The first example to look at they call Leverage In The Strategic Asset Allocation via this table in the paper. The results here are consistent with the paper.

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Random Roger's Retirement Planning

MARCH 30, 2025

It was no more valid in 2023 as it was in 2022. It just so happens that 2022 was a year that it went down a lot. 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.

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The Big Picture

NOVEMBER 14, 2022

My back-to-work morning train WFH reads: • Big Investors Are Giving Up on Crypto Markets Going Mainstream : Bitcoin as a portfolio diversifier hasn’t worked for investors Crypto won’t ‘find a home in institutional asset allocation’. Bloomberg ). Wall Street Journal ). • Morningstar ). Institutional Investor ). Morningstar ).

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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

FEBRUARY 14, 2025

Torsten Slok blogged about how ineffective bonds have been in terms of providing any return or diversification benefits lately in the context of a 60/40 portfolio. Based on the following excerpt; I built out the following leveraged allocation, taking some liberty with shortening the duration quite a bit.

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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, 2024

I stumbled into some content about model ETF portfolios including one interesting portfolio that was comprised of ETFs that I'd mostly never heard of. It was impressive that the portfolio was not just a collection of the largest Vanguard, iShares or Schwab ETFs. The above goes back to GHTA's inception.

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Nationwide Financial

JANUARY 25, 2023

Review risk tolerance and current asset allocation strategy It’s important to ensure your clients’ portfolios align with their risk tolerance because taking too much risk can negatively impact their ability to navigate market fluctuations. Suppose they made emotional investment decisions during the market volatility of 2022.

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James Hendries

JULY 13, 2022

Increased equity exposure in tactical asset allocation from 62% to 65%. Reduced low duration core bond allocation and increased allocation to small cap equities. The Strategic and Tactical Asset Allocation Committee (STAAC) changed its recommended asset allocation for July, shifting from core bonds to small cap equities.

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A Wealth of Common Sense

JANUARY 10, 2023

It’s now well-documented that 2022 is one of the worst years in history for financial markets. The logical next step is to look at what has happened next following the prior worst years for stocks, bonds and diversified portfolios. Last year was one of the worst years ever for stocks and the worst year ever for bonds.

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A Wealth of Common Sense

NOVEMBER 15, 2022

The more exciting your portfolio, the worse your performance is in this bear market. 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. Boring is better this year in the markets.

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Random Roger's Retirement Planning

JANUARY 29, 2023

A common reason to have fixed income exposure, often 40% of a portfolio, is to help manage equity market volatility. Longer bonds were down just as much as the S&P 500 in 2022, the longest of bonds were down more. A 67% allocation to NTSX should equal 100% to VBAIX leaving 33% leftover in Portfolio 2 to put into something else.

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Random Roger's Retirement Planning

DECEMBER 22, 2023

With that preamble, I started thinking about the 75/50 portfolio that I first started writing about during the Financial Crisis. I've mentioned 75/50 a couple of times in passing but the big idea was to create a portfolio that captures 75% of the upside of the equity market with only 50% of the downside. ARBFX 3.7%

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James Hendries

AUGUST 15, 2022

The Strategic and Tactical Asset Allocation Committee (STAAC) made no changes to its recommended asset allocation for August. Alternative investments may not be suitable for all investors and should be considered as an investment for the risk capital portion of the investor’s portfolio. We could see a retest of 3.5%

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James Hendries

OCTOBER 7, 2022

in September, temporarily breaking below the June 2022 closing low. The Strategic and Tactical Asset Allocation Committee (STAAC) upgraded its view of duration to neutral. Surging interest rates, a likely recession in Europe, and concerns about a potential U.K. currency crisis also contributed to a tough month for stocks.

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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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The Irrelevant Investor

FEBRUARY 25, 2024

Today’s Talk Your Book is brought to you by Franklin Templeton: We had Josh Greco, Senior VP and Senior Institutional Portfolio Manager for Franklin Income Investors to discuss Franklin Templeton’s Income Focus ETF. The post Talk Your Book: Investing for Income appeared first on The Irrelevant Investor.

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James Hendries

DECEMBER 12, 2022

The Strategic and Tactical Asset Allocation Committee’s (STAAC) S&P 500 year-end fair value target of 4,000-4,100 is based on a price-to-earnings ratio of 17.5 Alternative investments may not be suitable for all investors and should be considered as an investment for the risk capital portion of the investor’s portfolio.

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James Hendries

NOVEMBER 15, 2022

The Strategic and Tactical Asset Allocation Committee’s (STAAC) S&P 500 year-end fair value target of 4,000-4,100 is based on a price-to-earnings ratio of 17.5 Alternative investments may not be suitable for all investors and should be considered as an investment for the risk capital portion of the investor’s portfolio.

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Random Roger's Retirement Planning

MAY 24, 2024

Barron's had an interesting article about a BofA study showing that over a period of many decades an asset allocation of 60% equities/40% commodities outperformed an allocation of 60% equities/40% fixed income by 0.80% per year. XRMI actually compounds negatively but didn't spare too much pain in 2022.

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James Hendries

SEPTEMBER 8, 2022

The Strategic and Tactical Asset Allocation Committee (STAAC) downgraded its view of emerging market (EM) equities in August. Alternative investments may not be suitable for all investors and should be considered as an investment for the risk capital portion of the investor’s portfolio. It is expressed as a number of years.

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Random Roger's Retirement Planning

MARCH 29, 2024

Return Stacked ETFs wrote a short paper in support of their ETF suite about how to incorporate return stacking into a portfolio. For anyone new, return stacking, also known as capital efficient, involves leverage to build a diversified portfolio. The idea is not that you would put 100% of a portfolio into that fund.

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Random Roger's Retirement Planning

NOVEMBER 21, 2024

There's no fact sheet yet and while the holdings are available, the asset allocation is vague without calculating the spreadsheet yourself which I did (hopefully correctly). It did decline about 5% in the 2020 Pandemic Crash and in 2022 it was up 1.36%. Offering diversified exposure to U.S. RAAX is much more volatile.

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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. We spend a lot of time here on how to diversify to try to smooth out the ride and how to hold up better when markets have a year like 2022 or 2008. 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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Random Roger's Retirement Planning

APRIL 10, 2024

If you have a combined $40,000 benefit, that's like having another $1 million in your portfolio. The relevance ties into asset allocation. In this context, a $1 million Social Security "portfolio" is considered fixed income. Even if all $500,000 is allocated to equities, that's only 1/3 in equities.

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Random Roger's Retirement Planning

APRIL 17, 2024

The idea of building an All-Weather portfolio of course has its appeal. The basic idea is to be much less volatile than the broad market or the typical 60/40 portfolio. It raises the question though of how much performance should an investor expect or be willing give up for the potential emotional comfort of an All-Weather portfolio.

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WiserAdvisor

SEPTEMBER 8, 2022

This is why portfolio risk management can be very critical. However, it is crucial to understand how to manage portfolio risk and what can trigger it. What is portfolio risk? In the case of an investment portfolio, risk refers to the likelihood of your combination of assets and investments not meeting your financial goals.

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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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Random Roger's Retirement Planning

MAY 10, 2024

For all the blog posts about about how to build alternatives into a portfolio, the idea from my perspective is how to compliment the equity allocation in a manner that is more effective than traditional fixed income exposure which hopefully leads to a better long term, risk adjusted returns. So far, it hasn't done that.

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The Big Picture

SEPTEMBER 11, 2024

To help us unpack all of this and what it means for your portfolio, let’s bring in Karen Veraa. I think where it gets tricky is that that’s just an average for the bond or for the bond portfolio. The Fed began raising rates in March 2022. She is head of iShares U. Fixed Income Strategy for investing giant BlackRock.

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