Truemind Capital

FEBRUARY 8, 2024

Simply, by applying a dynamic asset allocation plan – increase equity allocation when equity gets cheaper and reduce equity allocation when it is expensive compared to historical standards. Many investors do not realize the importance of asset allocation which contributes 80% of the outcome of the overall return.

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Truemind Capital

NOVEMBER 8, 2024

CONNECT WITH TRUEMIND ADVISOR The post Negative effects of a prolonged bull market appeared first on Investment Blog. The one who is undeterred by greed (due to FOMO) or fear (due to loss aversion) gets the staying power and enjoys the fruits of investments in the long term.

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A Wealth of Common Sense

JANUARY 7, 2024

That means we’re going on a decade’s worth of asset allocation quilts on this blog. I’ve been writing at A Wealth of Common Sense for more than 10 years now. The moral of the story is I’m getting old.

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Meb Faber Research

SEPTEMBER 20, 2022

Ben Inker, GMO – Dispelling Myths in The Value vs. Growth Debate (The Best Investment Writing Volume 6) Author: Ben Inker is co-head of GMO’s Asset Allocation team and a member of the GMO Board of Directors. Summary: Each year, our team carefully sorts through tons of research from some of the most respected money […].

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Truemind Capital

JANUARY 22, 2024

People get conditioned to this pattern and over-allocate in the asset class out of greed and by overlooking/undermining the risk factors. One of the biggest mistakes people commit is ignoring their risk profile and suitable asset allocation, especially during runaway prices in one asset class.

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Validea

FEBRUARY 18, 2023

Meb Faber explains how a simple asset allocation strategy has stood the test of time. See Full Episode The post Investing Shorts: An Asset Allocation Strategy That Has Worked for 2000 Years appeared first on Validea's Guru Investor Blog.

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Validea

NOVEMBER 9, 2024

The Ancient Wisdom of Asset Allocation Interestingly, Faber draws inspiration from a 2000-year-old investment principle found in the Talmud, which suggests dividing one’s portfolio into thirds: business, land, and reserves. This balanced approach to asset allocation has stood the test of time and remains relevant today.

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Truemind Capital

APRIL 4, 2025

AI could eventually take over such tasks: – Investment recommendations based on past performance – Standard asset allocation models taught in theory and even used by many wealth managers – Service aspects regarding operations like transactions, reporting, changes in credentials, etc.

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Truemind Capital

NOVEMBER 8, 2024

CONNECT WITH TRUEMIND ADVISOR The post Negative effects of Bull Market appeared first on Investment Blog. The one who is undeterred by greed (due to FOMO) or fear (due to loss aversion) gets the staying power and enjoys the fruits of investments in the long term. You can write to us at connect@truemindcapital.com or call us at 9999505324.

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Investment Writing

MAY 7, 2024

Check out the five-step process in my blog post on “ 5 steps for rewriting your investment commentary ”! Here’s an excerpt from the summary: Asset allocators favored the White-led, racially homogenous team when credentials were stronger, but the Black-led, racially diverse team when credentials were weaker. Buy it now!

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Meb Faber Research

JULY 19, 2023

Known for his website on asset allocation and portfolio theory, Efficient Frontier, Bill is also a co-principal in the money management […] The post Episode #490: Bill Bernstein on Financial History, Star Managers & The 4 Pillars of Investing appeared first on Meb Faber Research - Stock Market and Investing Blog.

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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. appeared first on Investment Blog. Of course, nobody can tell when & how. You can write to us at connect@truemindcapital.com or call us at 9999505324.

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Truemind Capital

APRIL 19, 2024

Consequently, the portfolio allocation should reflect these probabilities depending on the risk profiles. Therefore, we maintain our underweight position to equity (check the Model Portfolio Current asset allocation below). One can consider debt portfolios with floating rate instruments for long-term allocation.

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International College of Financial Planning

MARCH 12, 2025

What to Do Instead: Stick to fundamentals: Learn about asset allocation, risk management, and diversification before investing. But many jump into stocks, crypto, or NFTs without understanding risk, diversification, or asset allocation.

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Random Roger's Retirement Planning

AUGUST 4, 2024

We spend a lot of time and have a lot of fun here modeling out different types of asset allocation strategies. For the purposes of modeling and blogging we use large allocations to the various alts but I try to be very consistent in saying that in real life, I wouldn't put anywhere near 20-25% in any single alternative strategy.

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Truemind Capital

FEBRUARY 23, 2024

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. Therefore, the current asset allocation shouldn’t be too exposed to risky assets.

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Gen Y Planning

MARCH 10, 2025

Diversifying portfolios across asset classes, sectors, and geographies to reduce concentrated risks. Strategic rebalancing as needed to maintain your target asset allocation, without making sweeping changes that could derail your plan.

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The Chicago Financial Planner

FEBRUARY 5, 2022

That said, they did play in the AFC in their first year of existence but that’s getting too technical for this blog post. Perhaps it’s time to rebalance and to rethink your ongoing asset allocation. Technically Tampa Bay is not an original NFL team, but they are in the NFC. Take stock of where you are. Costs matter.

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Random Roger's Retirement Planning

FEBRUARY 14, 2025

Torsten Slok blogged about how ineffective bonds have been in terms of providing any return or diversification benefits lately in the context of a 60/40 portfolio. Based on the following excerpt; I built out the following leveraged allocation, taking some liberty with shortening the duration quite a bit.

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Truemind Capital

JULY 5, 2024

Certainly not if you are sticking to your asset allocation. But that shouldn’t sway you from carefully designed asset allocation suitable to your risk and returns objective. The biggest mistake many investors make is not reducing equity exposure in their portfolio as per their asset allocation plan.

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Validea

OCTOBER 12, 2022

We also run a version of this portfolio called the Modified All Weather portfolio that uses the same exact asset classes, but runs a trend following overlay that will move any asset class to cash if it is in a down trend. Protective Asset Allocation and Generalized Protective Momentum – Grade: A.

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A Wealth of Common Sense

MAY 25, 2023

Here is the data I showed in a recent blog post: Since 1926, the U.S. 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.

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Validea

APRIL 5, 2025

Debunking the myth of the “dead” 60/40 portfolio and tailoring asset allocation to individual needs. Practical tips for sticking to your asset allocation through market ups and downs. Approaches to rebalancing and when to let asset allocations glide.

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Truemind Capital

APRIL 5, 2024

That’s why you need an optimum asset allocation strategy that takes care of your risk and return objectives and provides balance to your portfolio. CONNECT WITH TRUEMIND ADVISOR The post Three key learnings from sports to win the investment game appeared first on Investment Blog.

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Zoe Financial

MARCH 21, 2025

In this blog, well break down the role of financial advisors, when you might consider working with one, and how they can support your financial goals. Provide insights on asset allocation and risk management. What Does a Financial Advisor Do? A financial advisor provides personalized guidance to help manage and grow your wealth.

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Random Roger's Retirement Planning

DECEMBER 30, 2023

If all you use is a broad index fund then it will either be a good year or not so good, but assuming the proper asset allocation, who cares? That's enough to get it done assuming an adequate savings rate, appropriate asset allocation and no panicking.

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Validea

SEPTEMBER 30, 2022

We discuss his asset allocation, the volatility trigger he uses to manage equity market risk and some interesting things he invests in on the fixed income side. The post Show Us Your Portfolio: Brent Kochuba appeared first on Validea's Guru Investor Blog. Listen on Apple. Listen on Spotify. Watch on YouTube.

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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. Most of the holdings I used are regulars in blog posts. First, the Alberta Investment Management Company, the province's public pension system, cleaned house due to poor performance.

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Random Roger's Retirement Planning

MARCH 30, 2025

S o not even asking for a specific fund, just a strategy and it spat out AQR Managed Futures (AQMIX) which we use all the time for blogging purposes. The prompt was a mention of the Cambria Global Asset Allocation ETF (GAA) somewhere and since the market has done so poorly, I though it would be worth revisiting.

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Validea

APRIL 17, 2023

Most investors pay close attention to their asset allocation. And that makes sense since research has shown that the asset classes a portfolio is allocated to drive the majority of its return over time. But asset allocation isn’t the whole story.

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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. This is certainly not aligned with the client’s interests.

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Carson Wealth

APRIL 25, 2024

Investment strategy: Determine asset allocation and investment vehicles aligned with risk tolerance and financial goals. This blog is not intended to provide specific legal, tax, or other professional advice. Emergency fund: Establish and maintain an emergency fund to cover unexpected expenses.

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Meb Faber Research

JUNE 21, 2023

Episode #486: Ben Inker & Tom Hancock, GMO – The Value and Quality Opportunity Guest: Ben Inker is co-head of GMO’s Asset Allocation team, a member of the GMO Board of Directors and a partner of the firm.

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Random Roger's Retirement Planning

MAY 10, 2024

For all the blog posts about about how to build alternatives into a portfolio, the idea from my perspective is how to compliment the equity allocation in a manner that is more effective than traditional fixed income exposure which hopefully leads to a better long term, risk adjusted returns. So far, it hasn't done that.

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Validea

JANUARY 25, 2024

We cover Katie’s approach to asset allocation, how she incorporates technical analysis into her strategy, international diversification, the benefits of a financial advisor, her views on leaving money to kids and a lot more.

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Truemind Capital

JULY 8, 2024

BOOK ONE TIME FREE CONSULTATION SESSION WITH OUR EXPERT ADVISORS ARRANGE CALL BACK The post A guide to best tax saving instruments in India appeared first on Investment Blog. Originally posted on LinkedIn : www.linkedin.com/shivanichopra Email us at connect@truemindcapital.com or call us at 9999505324.

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Validea

JUNE 22, 2023

The post Factor Investing for Retirement with DFA’s Mathieu Pellerin appeared first on Validea's Guru Investor Blog. We talk both retirement planning and factor investing with Dimensional Fund Advisors Senior Researcher Mathieu Pellerin.

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