Random Roger's Retirement Planning

AUGUST 3, 2023

Portfolio 1 is 70% allocated to a low vol equity proxy and 30% to an alternative strategy that is intended to look like a horizontal line that tilts upward. Portfolio 2 is 100% Vanguard Balanced Index Fund (VBAIX) which is a proxy for a 60/40 portfolio and Portfolio 3 is the SPDR S&P 500 (SPY).

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Validea

OCTOBER 12, 2022

So as we entered 2022, many investors expected that if we got a bear market, that same formula would continue to work. One of the things we do at Validea is track a variety of ETF based risk management approaches that utilize different methods to diversify equity portfolios. Permanent Portfolio – Grade: C.

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Random Roger's Retirement Planning

SEPTEMBER 24, 2024

He didn't use what I think is a great example choosing all out sitting in cash or all in in a portfolio of 30% equities, 55% bonds and 15% commodities. That allocation was referred to in the post as 'assets.' Regardless, being invested in 'assets' outperformed cash while obviously being more volatile.

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The Big Picture

SEPTEMBER 19, 2023

The transcript from this week’s, MiB: Elizabeth Burton, Goldman Sachs Asset Management , is below. Elizabeth Burton is Goldman Sachs asset management’s client investment strategist. Her job is portfolio and product solutions and that means she could go anywhere in the world and do anything. Elizabeth Burton : Hi Barry.

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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

AUGUST 31, 2024

One of my many quirks (we all have them) is a never ending fascination with investment portfolios that either are or are thought to be sophisticated like the Permanent Portfolio, various endowment portfolios and so on. The Trinity Portfolio by Meb Faber and Cambria Investments is another example. It was up 23% that year.

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Validea

OCTOBER 19, 2022

Here are some lessons from 2022 that standout to me. Coming into 2022, the 60/40 stock/bond portfolio had been a stalwart strategy for your balanced investor. Even with bear markets like 2000-2002 and 2008-2009, the portfolio had strong returns for a very long period. Stocks and Bonds Can Fall at the Same Time.

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Random Roger's Retirement Planning

SEPTEMBER 18, 2024

My interest goes back long before the ReturnStacked ETFs existed and I believe long before the term capital efficiency was common, to Nassim Taleb writing about barbelling returns where most of the risk is allocated to just 10% of a portfolio with the rest in very conservative things like T-bills. Here is some modeling we did on August 19th.

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The Big Picture

NOVEMBER 15, 2023

After a big gap opening, latecomers piled in; many had been sitting on the sidelines following a challenging 2022, while others got panicked out during the 10% October drawdown. The problem is those behaviors are so destructive to a portfolio. and it stops you from messing with your primary portfolio. ~~~ Good investing is boring.

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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. 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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Abnormal Returns

AUGUST 13, 2024

Bonds Bonds are back as portfolio balance. ft.com) Fund management Index funds have succeeded in spite of the asset management industry. ft.com) Fund management Index funds have succeeded in spite of the asset management industry. nytimes.com) Asset managers keep snapping up boutique private credit managers.

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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. Watch the Video.

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Random Roger's Retirement Planning

FEBRUARY 17, 2024

It did very well in the Pandemic Crash but not so well in 2022. It is a complex fund that at a high level goes long and short various asset classes, pairing various attributes against each other. So a core holding, I think that conceptually it could be risk parity meets the Permanent Portfolio? We've looked at CAOS here before.

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Good Financial Cents

JANUARY 16, 2023

We all witnessed the stock market’s volatility in 2022, as soaring inflation led to aggressive rate hikes over the course of the year. Access to wide array of alternative asset classes Access to ultra-wealthy investments Can invest for income or growth Learn More Now. Unique Asset Classes. Key Features of Yieldstreet.

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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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Random Roger's Retirement Planning

AUGUST 10, 2024

The anchor was the iShares All Country World Index ETF, a small weighting into AGFiQ US Market Neutral Anti-Beta ETF which is a client and personal holding and Standpoint Multi-Asset Fund which is also a client and personal holding. Portfolio 2 is how the ReturnStacked guys position the fund. I sent him this on June 30.

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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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James Hendries

JULY 13, 2022

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

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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. Give it a watch. I don’t love a standalone bond aggregate as a 40% bond slice.

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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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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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Random Roger's Retirement Planning

JULY 4, 2024

Yesterday, we talked about Ray Dalio's investing utopia of blending together 15-20 uncorrelated return streams in pursuit of a beefed up version of his more commonly known All-Weather portfolio. All of the funds look to offer an enhancement on a balanced portfolio or otherwise be a core portfolio holding.

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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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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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Random Roger's Retirement Planning

MARCH 20, 2023

We've been seeing a small wave of multi-asset funds that use leverage coming to market lately. The way the math works, a 67% allocation to NTSX (Portfolio 2 with 33% in the T-bill ETF) equals 100% in Vanguard Balanced Index Fund (VBAIX) which is a proxy for 60/40 and Portfolio 3.

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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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Investment Writing

SEPTEMBER 5, 2023

Commentary about portfolio performance is part of every investment manager’s communications. It can consist of a single line giving portfolio returns. In this article, I review portfolio performance reports’ common components. In this article, I review portfolio performance reports’ common components.

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Brown Advisory

SEPTEMBER 6, 2022

Asset Allocation: Developing a Long-Term Investment Strategy for Mission-Driven Organizations. Tue, 09/06/2022 - 10:30. When putting a plan in place, we believe it is critical for any mission-driven organization to develop an effective, long-term asset allocation strategy to manage its endowment assets. 70–90% vs. 80%).

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Advisor Perspectives

JANUARY 6, 2023

Investors who use a 60/40 portfolio had a rough year. In the past, putting 60% in stocks and 40% in bonds has often helped investors hedge against losses in either asset class. But 2022 had other ideas.

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Trade Brains

OCTOBER 23, 2023

HDFC Small Cap Fund holds Assets under Management worth Rs. In 2022-23, the company in the automobile industry produced 2,59,31,867 vehicles, comprising Passenger Vehicles, Commercial Vehicles, Three Wheelers, Two Wheelers, and Quadricycles, compared to 2,30,40,066 units in 2021-22. Cr as of August 2023. EPS (TTM) 9.01 ROE (%) 15.31

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Advisor Perspectives

DECEMBER 23, 2022

Putting 60% of a portfolio in stocks and 40% in bonds is supposed to hedge against both assets dropping simultaneously. But it didn’t pan out that way in 2022.

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Random Roger's Retirement Planning

JULY 13, 2024

In 2022 it was better than the S&P 500 by 10 percentage points, falling 8% versus 18%. In the 2022 Pandemic Crash JHEQX only fell 5% to March 31 month end versus 20% for the S&P 500. The above comparison of JHEQX to Vanguard Balanced Index Fund (VBAIX), a proxy for a 60/40 portfolio, is interesting.

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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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Wealth Management

OCTOBER 4, 2022

Asset managers continue to own large office portfolios, according to Pensions & Investments. As more homebuyers step away from the market due to rising mortgage rates, home builders are selling new homes to SFR investors in bulk, reports The Wall Street Journal.

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The Big Picture

AUGUST 17, 2022

What’s obvious is that cheaper is better than more expensive; that there are inherent costs in managing an active portfolio that include more than just trading and taxes but research, analysis, PMs, etc. But that is not the same as becoming one of the most dominant asset managers in the world. Concentrated portfolio risk.

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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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