The Big Picture

AUGUST 20, 2024

The transcript from this week’s, MiB: Mike Greene, Simplify Asset Management , is below. We have to pay attention to this, and we have to understand why this is potentially a risky asset. Precisely because we look at it and we’re like, wait a second, if this risk goes wrong, not only do I lose my assets, but I lose my job.

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The Irrelevant Investor

APRIL 13, 2016

Perhaps it is no surprise that this has left investors' paralyzed, with them opting to invest their 401(k)s in target-date funds, which experienced a record $69 billion in positive net asset flows in 2015. You'll probably notice that those two numbers equal 127%, which doesn't make any sense.

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The Big Picture

MAY 9, 2023

He is the Chief Investment Officer of Asset and Wealth Management at Goldman Sachs. He co-chairs a number of the asset management investment committees. trillion in assets under supervision. JULIAN SALISBURY, CHIEF INVESTMENT OFFICER OF ASSET AND WEALTH MANAGEMENT, GOLDMAN SACHS: Thanks, Barry.

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Nerd's Eye View

JANUARY 4, 2023

In addition to explaining withdrawals in dollar terms, advisors can also present a client’s asset allocation in dollar terms (instead of the more usual approach of explaining the allocation in percentages) by framing it as the number of years of income that would be protected from stock market fluctuations (e.g.,

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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 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. New York is number one. Previously she was Chief Investment Officer at various state pension funds, including Maryland and Hawaii.

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Carson Wealth

JANUARY 22, 2025

But what does this mean for your portfolio, and how can you continue to protect and grow your assets during these times? Higher numbers indicate more volatility, lower numbers mean less volatility, and a negative beta, which is rare, means an asset is expected to move in the opposite direction of the market.

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Truemind Capital

APRIL 19, 2024

However, unsatisfactory progress to the falling inflation trajectory in the latest numbers has dampened the hope of cutting the rates anytime soon. Consequently, the portfolio allocation should reflect these probabilities depending on the risk profiles. Other Asset Classes: Gold sparkled in the last quarter, going up by 9%.

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Abnormal Returns

MARCH 26, 2023

Strategy Shifting your asset allocation based on economic forecasts is a fool's errand. npr.org) An increasing number of guns are being stolen out cars these days. savantwealth.com) Gathering and interpreting information has a cost. mrzepczynski.blogspot.com) How wrapped up should you be in the market efficiency debate?

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Fortune Financial

OCTOBER 14, 2024

It has been my experience when reviewing portfolios that diversification is typically expressed simply as a number of various stocks owned, or owning a handful of asset classes, usually stocks of various sizes and geographies, and bonds of varying maturities.

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Truemind Capital

FEBRUARY 23, 2024

During times of euphoria and bubbles, a huge number of retail investors want to invest in the stock market. However, I would insist on following an asset allocation plan with discipline, which is unaffected by the emotions of greed and fear. Asset allocation should follow probabilities of future outcomes along with risk profile.

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Random Roger's Retirement Planning

MARCH 20, 2025

On these AI queries they run, they ask it to assign a ranking out of ten so 8, 9 or 10 out of 10 is good and lower numbers are not good. It's probably not ok to list out the ETFs he used but you can see for yourself of course but I want to try to replicate the asset class exposures. gave plain vanilla 60/40 a 2/10 going forward.

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Truemind Capital

JANUARY 10, 2025

I wonder what stories will be told when the portfolios will decline to such an extent for those who are not following a suitable asset allocation. After every major market crash, a large number of investors leave the equity markets believing it’s not for them. Of course, nobody can tell when & how.

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Investment Writing

MAY 7, 2024

You might also enjoy “ Investment commentary numbers: How to get them right.” That’s because, as Wylie Tollette, head of client investment solutions at Franklin Templeton Multi-Asset Services, said, that would take 30 years and a double-blind study, but no one would want to be in the control group. Is that really a word?

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Random Roger's Retirement Planning

FEBRUARY 14, 2025

Right or wrong, I think of endowment style investing as being a similar to the Permanent Portfolio, not so much quadrants but more like disparate asset class segments which gets us to a paper about endowment asset allocation from True North Institute. I'm not a fan of leverage but that doesn't mean it can't be used effectively.

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Darrow Wealth Management

OCTOBER 29, 2024

Your asset allocation is the percentage of your portfolio that you distribute between different asset classes, like stocks and bonds. To rebalance your portfolio, you’ll buy and sell certain investments to realign to your accounts with your desired asset allocation. How often should I rebalance my 401(k)?

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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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Harness Wealth

JANUARY 29, 2025

As effective as tax-loss harvesting can be, there are a number of important details that investors need to be aware of in order to implement the strategy successfully while following regulations. The tax treatment of this loss will depend on how long the asset has been held. All of this adds up to a total tax saving of $5,550.

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Random Roger's Retirement Planning

FEBRUARY 9, 2023

He didn't specify which of the two (I believe that is the correct number) funds that Hussman managed back then. For 20 years, holy cow, the numbers look great. The ten year numbers tell a much different story due, I think, to the fund's large allocation to gold. Put it all in the yellow line and forget about then?

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MainStreet Financial Planning

DECEMBER 20, 2023

Factors to consider would include – job changes, a change in the number of dependents, or a change in the number of breadwinners. Here is a list of some of the current best HYSA’s as of December 2023. Consider whether you should increase the target goal for your emergency fund.

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Truemind Capital

JUNE 21, 2024

Our solution : – Asset allocation alignment : Created a broader level asset allocation strategy across equity, debt, and gold to align with the risk profile and investment objective of the client. – Focused portfolio : Reduced the number of products to 14 after thorough research.

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Random Roger's Retirement Planning

NOVEMBER 8, 2024

I found their asset allocation and wanted to see from the top down if there's a way to mimic them to some extent and get decent results. The kurtosis numbers are odd. A few different things today. First, the Alberta Investment Management Company, the province's public pension system, cleaned house due to poor performance.

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A Wealth of Common Sense

MAY 9, 2023

stocks winning hands down over our foreign counterparts: Many investors look at these numbers and wonder: What’s the point of owning international stocks i. The performance over the past decade and change shows U.S.

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WiserAdvisor

APRIL 25, 2023

Rebalancing involves adjusting the mix of assets in your 401(k) portfolio to maintain a desired level of risk and return. Rebalancing a 401(k) refers to adjusting the asset allocation of your investment portfolio back to its original target percentages. Click to compare vetted advisors now. What is 401(k) rebalancing?

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Random Roger's Retirement Planning

APRIL 17, 2024

Unlike the 25% each to stocks, long bonds, gold and cash in the Permanent Portfolio, TRTY allocated 35% to trend following, 25% each to equities and fixed income and the last 15% to alternative strategies. I don't know whether those weightings can vary but the numbers come off the home page for the fund.

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Portfolio Asset Allocation Advertising Numbers 102

A Wealth of Common Sense

MAY 25, 2023

A reader asks: Ben showed the numbers for U.S. stock positive returns over the long-term. How does the data look for global ex-U.S. performance? Fair question. Here is the data I showed in a recent blog post: Since 1926, the U.S.

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Validea

AUGUST 2, 2024

But developing strategies that incorporate other asset classes can be difficult since many of the alternatives do not perform as well as stocks and bonds on a buy and hold basis. The three assets with the highest score across these two metrics are included in the portfolio. So a different approach is needed.

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Carson Wealth

JUNE 27, 2024

There are currently about 722,000 centenarians in the world, and it’s predicted that by 2050 that number will rise to 4 million. Based on these numbers, your retirement period can unexpectedly last 30 years instead of 20. As you get closer to retirement your asset allocation should change.

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Discipline Funds

DECEMBER 20, 2023

Asset and Liability Matching. Good financial planning is all about asset and liability matching across time. That means you need to make sure you understand how your income and assets relate to your expenses and liabilities. A financial plan with an asset liability mismatch is likely to fail over time.

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Dear Mr. Market

APRIL 2, 2025

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. Bonds & Alternatives: The Golden Run Continues If there’s one asset that has stood the test of time, it’s goldand in this market, it has only gained strength.#1

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Random Roger's Retirement Planning

JULY 9, 2022

When we talk about this I usually lead with some version of "set aside some number of months worth of cash to cover expected expenses to ride out the bear market." The 2 or 3 diversifiers would likely go up and you'd avoid selling other assets low. of now anyway. Like I often say, there's no wrong answer.

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The Big Picture

MARCH 7, 2023

 The transcript from this week’s, MiB: Maria Vassalou, Goldman Sachs Asset Management , is below. And that led her to various jobs at Wasserstein Perella McKinsey’s Asset Management Group. So I was relating asset prices to GDP growth, to investment growth, to default rest, to factors like this.

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Clever Girl Finance

AUGUST 22, 2022

million households having at least one million in assets. There are a number of reasons why it’s a good idea to accumulate wealth. Having wealth allows you to build up your retirement and have the opportunity to purchase more assets. The type of insurance you will need will depend on what the asset is.

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Nationwide Financial

MARCH 27, 2023

Fund managers remain historically conservative per Bank of America’s Global Fund Manager Survey showing asset allocators long cash and short equities. Cash levels rose in March at the fastest pace since last September and remain above average and allocation to equities remains significantly lower than in history.

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Good Financial Cents

JUNE 11, 2023

Mint does a fantastic job of giving you numbers, but falls short on providing any financial insight. They charge either a percentage of assets managed or a flat hourly rate that can run as high as several hundred dollars per hour, plus trading commissions and administrative fees. And, that’s it. There are no additional fees.

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Random Roger's Retirement Planning

JULY 15, 2024

Usually a replication strategy will build a portfolio based on reported hedge fund holdings filed on a 13f or in the case of managed futures will sample maybe the ten biggest futures markets believing they can get 90% (or some high number) of the full effect, do it for cheaper such that the cost advantage ends up being the difference in performance.

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The Big Picture

SEPTEMBER 12, 2022

They run over $800 billion in client assets, and Kristen’s group, the North American Group, is responsible for about half of the revenue that that massive organization generates. I wasn’t that typical person that did a number of, you know, internships during the summer, had that …. Her name is Kristen Bitterly Michell. RITHOLTZ: Right.

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