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

Having that much in asset classes that are intended to not look like equities should mean that the long term result won't look anything like the stock market. A 25% allocation to equities for someone who needs equity market growth for their plan to work won't get it done. 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

For investors with a portfolio covering multiple asset classes, the tasks of excising climate risk and finding new climate-related opportunities can be daunting. In our role as a strategic asset allocator, we want to dig deeper: Are there asset-class subsegments with greater or lesser risk that we can differentiate?

Portfolio 52

Portfolio Asset Allocation Clients Assets 52

Brown Advisory

OCTOBER 4, 2021

For investors with a portfolio covering multiple asset classes, the tasks of excising climate risk and finding new climate-related opportunities can be daunting. In our role as a strategic asset allocator, we want to dig deeper: Are there asset-class subsegments with greater or lesser risk that we can differentiate?

Portfolio 52

Portfolio Asset Allocation Clients Assets 52

The Big Picture

JANUARY 21, 2025

And suddenly you could buy index funds that cover all of the major asset classes. 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.

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