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.

Retirement 98

Retirement Asset Allocation Math Marketing 98

Random Roger's Retirement Planning

JULY 8, 2023

That is not guessing what markets will do, that is just managing asset allocation and cash needs. Corporates bought when yields were low that are due in the 2030's are down massively. Remember, the peak in the S&P 500 in October, 2007 was 1565. Then it more than cut in half but is now at 4400.

Asset Allocation 74

Asset Allocation Math Portfolio Assets 74

Brown Advisory

OCTOBER 4, 2021

As we will discuss in this article, we conduct climate-related research and analysis (as part of our overall research efforts) along several separate but integrated tracks to guide our asset allocation, manager research and portfolio construction efforts.

Portfolio 52

Portfolio Asset Allocation Clients Assets 52

Brown Advisory

OCTOBER 4, 2021

As we will discuss in this article, we conduct climate-related research and analysis (as part of our overall research efforts) along several separate but integrated tracks to guide our asset allocation, manager research and portfolio construction efforts. A 360-Degree Climate Evaluation. CARBON ATTRIBUTION” of SUSTAINABLE PORTFOLIOS .

Portfolio 52

Portfolio Asset Allocation Clients Assets 52

The Big Picture

JANUARY 21, 2025

But it was a short 2030 Yeah. And you, you don’t need to fine tune your portfolio every month, just, you know, set up a sensible asset allocation, buy some index funds, save regularly, and good things will happen. I don’t, I don’t remember if it was the CFA Institute, but it was published somewhere.

Investing 147

Investing Investments Management Retirement 147

WiserAdvisor

DECEMBER 29, 2022

The favorable course of action here is to diversify and keep a suitable asset allocation in equity and debt according to your goals, risk appetite, and inflation trends. This means if you invest $2,000 in 2022, it will double to $4,000 in 2030 at a return rate of 9% per annum. Rule of 72.

Investing 52

Investing Investments Financial Advisor Planning 52