Nerd's Eye View

MARCH 8, 2024

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Financial Planner 246

Financial Planner Asset Allocation Clients Risk Management 246

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.

Asset Allocation 52

Asset Allocation Assets Portfolio Marketing 52

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.,

Retirement 246

Retirement Distribution Retirement Planning Asset Allocation 246

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.

Asset Allocation 52

Asset Allocation Portfolio Assets Numbers 52

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.

Assets 147

Assets Management Investing Investments 147

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.

Investing 52

Investing Investments Marketing Marketing 52

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%.

Financial Market 98

Financial Market Asset Allocation Marketing Marketing 98

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?

Asset Allocation 130

Asset Allocation Banking Financial Advising Economy 130

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.

Asset Allocation 131

Asset Allocation Government Portfolio Financial Advisor 131

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.

Asset Allocation 98

Asset Allocation Marketing Marketing Assets 98

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.

Investing 59

Investing Investments Portfolio Asset Allocation 59

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.

Marketing 52

Marketing Marketing Asset Allocation Portfolio 52

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?

Asset Allocation 109

Asset Allocation Communication Clients Assets 109

Tobias Financial

NOVEMBER 4, 2024

Each horizontal dash represents one month, and each vertical bar shows the cumulative number of months for which returns were within a given 1% range (e.g., The graphic below shows the frequency of monthly returns (expressed in 1% increments) for a broad-market index of US stocks from January 1926–December 2023.

Marketing 52

Marketing Marketing Asset Allocation Commission 52

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.

Portfolio 52

Portfolio Asset Allocation Assets Management 52

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)?

Asset Allocation 72

Asset Allocation Accounting Risk Tolerance Portfolio 72

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."

Asset Allocation 52

Asset Allocation Portfolio Assets Taxes 52

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.

Taxes 52

Taxes Assets Sales Portfolio 52

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?

Asset Allocation 75

Asset Allocation Portfolio Assets Numbers 75

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.

Risk Tolerance 93

Risk Tolerance Budgeting Asset Allocation Portfolio 93

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.

Wealth Management 69

Wealth Management Management Portfolio Commission 69

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.

Asset Allocation 52

Asset Allocation Portfolio Medical Government 52

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.

Numbers 145

Numbers Marketing Marketing Asset Allocation 145

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.

Portfolio 102

Portfolio Asset Allocation Advertising Numbers 102

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?

Risk Tolerance 76

Risk Tolerance Asset Allocation Portfolio Financial Advisor 76

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.

Marketing 145

Marketing Marketing Numbers Asset Allocation 145

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.

Asset Allocation 52

Asset Allocation Assets Portfolio Management 52

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.

Asset Allocation 72

Asset Allocation Retirement Portfolio Assets 72

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.

Assets 173

Assets Management Marketing Marketing 173

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.

Banking 98

Banking Marketing Marketing Economics 98

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

Investing 62

Investing Investments Valuation Advertising 62

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.

Management 80

Management Investments Investing Accounting 80

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.

Asset Allocation 52

Asset Allocation Portfolio Assets Management 52

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.

Clients 299

Clients Wealth Management Banking Investing 299

Validea

OCTOBER 25, 2023

With over $230 billion in total assets, the SPDR Select Sector ETFs are considered the go-to funds for investors looking to make sector bets or investment allocations. There are a number of things worth bringing to light now that we can see all this data in a snapshot view and as we look under the hood of these funds.

Investing 72

Investing Investments Communication Assets 72

Brown Advisory

MARCH 28, 2019

The “5% rule” was instituted in 1981 by the IRS; this rule requires private foundations to distribute at least 5% of portfolio assets each year, and over time this rule has been voluntarily adopted by nonprofits of all types. Each “shoestring” curve represents the expected outcomes for various allocation targets, assuming a given spend rate.

Asset Allocation 52

Asset Allocation Portfolio Assets Clients 52

Brown Advisory

MARCH 28, 2019

The “5% rule” was instituted in 1981 by the IRS; this rule requires private foundations to distribute at least 5% of portfolio assets each year, and over time this rule has been voluntarily adopted by nonprofits of all types. Each “shoestring” curve represents the expected outcomes for various allocation targets, assuming a given spend rate.

Asset Allocation 52

Asset Allocation Portfolio Assets Clients 52