The Big Picture

MAY 17, 2024

She explains what she is concerned about: “The areas that I worry about are that bottomless pit of “unmarked” assets that have doubled or quadrupled in size and asset allocation… Think about the average teacher or firefighter pension plan – it’s 30% illiquid today versus 5% back in the 2000s.

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Meb Faber Research

DECEMBER 5, 2022

Cambria Fund Profile Series – Cambria Asset Allocation ETFs (GAA) (GMOM) (TRTY) Host: Meb Faber is Co-Founder and Chief Investment Officer of Cambria Investment Management. Meb has authored numerous books, whitepapers and blog posts, and is the host of The Meb Faber Show podcast.

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Nerd's Eye View

APRIL 10, 2024

Every document that considers the facts around any particular asset class will invariably include that disclaimer, but constructing a portfolio consisting of a mix of equities, fixed income, and other assets requires investors and advicers to make some fundamental assumptions around long-term expected returns and correlations between assets.

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The Big Picture

MAY 31, 2024

Sherman oversees and administers DoubleLine’s investment management subcommittee; serves as lead portfolio manager for multisector and derivative-based strategies; and is a member of the firm’s executive management and fixed-income asset allocation committees. He is host of the podcast The Sherman Show and a CFA charter holder.

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A Wealth of Common Sense

FEBRUARY 26, 2024

Today’s Talk Your Book is brought to you by Franklin Templeton: We had Josh Greco, Senior VP and Senior Institutional Portfolio Manager for Franklin Income Investors to discuss Franklin Templeton’s Income Focus ETF.

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The Big Picture

OCTOBER 22, 2022

The firm manages or advises on about $250 billion in advisor assets. Norton’s responsibilities include equity, alternative and fixed income research, asset allocation, and portfolio management. A list of her favorite books is here ; A transcript of our conversation is available here Tuesday. Marta Norton Favorite Books.

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The Big Picture

APRIL 26, 2024

This week, we speak with Dr. Ed Yardeni, President of Yardeni Research , a provider of global investment strategies and asset-allocation analyses and recommendations. A list of his favorite books is here ; A transcript of our conversation is available here Tuesday.

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The Irrelevant Investor

FEBRUARY 25, 2024

Today’s Talk Your Book is brought to you by Franklin Templeton: We had Josh Greco, Senior VP and Senior Institutional Portfolio Manager for Franklin Income Investors to discuss Franklin Templeton’s Income Focus ETF. The post Talk Your Book: Investing for Income appeared first on The Irrelevant Investor.

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Abnormal Returns

DECEMBER 13, 2024

(podcasts.apple.com) Matt Zeigler talks with Yuri Khodjamirian, Chief Investment Officer at Tema ETFs (epsilontheory.com) Corey Hoffstein talks with Victor Haghani about the case for tactical asset allocation. twopct.com) Jonathan Fields talks with Alex Elle, author of the book "Do Walk: Navigate earth, mind and body."

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Abnormal Returns

NOVEMBER 4, 2022

Strategy When should you change your asset allocation? amycastor.com) Books Five insights from Edward Chancellor's new book "The Price of Time: The Real Story of Interest." nextbigideaclub.com) Tyler Cowen recommends Jon Hilsenrath's new book "The Trailblazing Economist Who Navigated an Era of Upheaval."

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The Big Picture

NOVEMBER 14, 2022

My back-to-work morning train WFH reads: • Big Investors Are Giving Up on Crypto Markets Going Mainstream : Bitcoin as a portfolio diversifier hasn’t worked for investors Crypto won’t ‘find a home in institutional asset allocation’. Bloomberg ). Wall Street Journal ). • Morningstar ). Institutional Investor ).

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The Big Picture

MAY 9, 2023

At the end of 2008, we owned a lot of illiquid assets. And whilst on a relative basis, those assets outperformed what was going on in a lot of other private firms, you know, it was certainly, I think we had 169 positions on the book at the time. So you’re Chief Investment officer of Asset and Wealth Management.

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Investment Writing

MAY 7, 2024

For a handy overview of my approach to investment commentary, you can buy my mini e-book. 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. Is that really a word?

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MainStreet Financial Planning

MARCH 2, 2023

I’ve been asked if there is a textbook we use, and as part of the required reading, we use a book that originally came out in 1975! My class uses this book to understand the history of the markets and theories such as the efficient market hypothesis, capital assets market theory and fundamental and technical analysis.

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The Big Picture

JANUARY 21, 2025

Two, I got my first Wall Street bonus three, I sold another book, which meant I got a big advance. I contacted the journal about writing for them again, I also started working on a book. Tell us about some of your favorite books. And a, a number of things happened. I realized I had enough to retire if I wanted to.

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A Wealth of Common Sense

SEPTEMBER 26, 2024

Further Reading: How Much Money You Need For Retirement 1We’ve talked about JEPI on Animal Spirits in a past Talk Your Book episode with the portfolio manager of the strategy —

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The Big Picture

NOVEMBER 8, 2022

His book on the history of speculation and manias and bubbles, “Devil Take the Hindmost” is just legendary. His latest book could not be more timely, “The Price of Time: The Real Story of Interest,” it’s all about the history of interest rates, money lending, investing speculation, funded by banks and loans and credit.

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A Wealth of Common Sense

SEPTEMBER 3, 2023

If you look back at enough charts and read enough books about market history, you’re invariably drawn to the booms and busts. You can’t predict the future by learning about the past but it can help you better understand the relationship between risk, reward and human nature. The to.

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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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Truemind Capital

JUNE 30, 2022

This strategy based on possibilities is called tactical asset allocation which always leads to higher portfolio returns at a given level of risk. Below is the sample asset allocation plan for a moderate risk profile investor for reference: For more detailed reading about the dynamic asset allocation strategy, click the link here.

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The Irrelevant Investor

MARCH 3, 2019

By Morgan Housel The smoothest life paths sometimes fail to teach us about what really brings us satisfaction day to day By Charles Duhigg You should always cherish your exceptions because markets are full of them By Ben Carlson Retirement comes down to your savings rate and asset allocation.

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The Irrelevant Investor

JULY 1, 2018

With Tim Ferriss and Adam Robinson Books Music that had ben merely good, the rock and roll soundtrack of our lives, turned into rapture and prophecy. By Drew Voros When you chase outperformance, you catch underperformance. By William Finnegan The post These Are the Goods appeared first on The Irrelevant Investor.

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The Big Picture

MARCH 5, 2024

So they’d give individual asset allocation to people and they’d go invest their money. How about books? 00:44:18 [Speaker Changed] You know, I always like Michael Lewis books. You remember, remember this book is one of my favorites, you know, memos from the Chairman by Alan Greenberg. Interesting.

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The Big Picture

JUNE 6, 2023

He started a blog, which eventually became a podcast and a book, and is now a Netflix series. Depending on the platform, it’s either “I Will Teach You to Be Rich,” the book, or the Netflix show “How to Get Rich.” So, before we get into the Netflix series and the book, let’s talk a little bit about your background.

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ClearMoney

NOVEMBER 4, 2021

As with many things in life, the truth is somewhere between the extremes: While both simulated and real-world data suggest momentum may not be suitable as a driver of long-term asset allocations, we believe momentum considerations can be integrated in a cost-effective way to help inform daily portfolio management decisions.

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Truemind Capital

SEPTEMBER 10, 2019

It requires not just sophisticated skill-set for asset allocation calls (across asset classes, sub-categories, and schemes), the temperament to keep emotions under check but also an ability to quickly understand the impact of the latest market developments (global and domestic) on various asset classes in a rapidly-changing world.

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The Irrelevant Investor

JULY 19, 2016

This list could easily be four times as long, but to avoid this post becoming a book, I had to draw a line somewhere. Here are two brilliant quotes from The Little Book of Common Sense Investing : Don't look for the needle in the haystack. Adam Smith's " The Money Game is one of my favorite investment books ever written.

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Truemind Capital

AUGUST 12, 2023

We continue to stay under-allocated to equity (check the 3rd page for asset allocation) at the current valuation levels. Other Asset Classes : After a strong rally, Gold cooled off in Q1FY24 on the back of profit booking and shifting focus towards equity.

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The Irrelevant Investor

JANUARY 7, 2018

By Dina Isola Asset allocation explains 93.6% With Bill Simmons and Chris Borland Books Before mirrors came along, the average person went through life without ever seeing a truly accurate representation of his or her face By Steven Johnson The post These Are the Goods appeared first on The Irrelevant Investor.

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Random Roger's Retirement Planning

OCTOBER 26, 2022

Client and personal holding Standpoint Multi Asset (BLNDX/REMIX) is an exception that proves the rule but it only blends two things together; equities and managed futures. I've written quite a few times about the Rational ReSolve Adaptive Asset Allocation Fund (RDMIX). What's going on?

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The Big Picture

JULY 11, 2023

It’s actually great and especially because you can do some basic kind of asset allocation models, so the robo-advisor… RITHOLTZ: Right. Let’s talk about books. Let’s talk about books. JOHNSON: I’m reading Walter Isaacson’s book on Kissinger. I loved his book on Steve Jobs.

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The Big Picture

SEPTEMBER 12, 2022

Everyone wants to — which is so intuitive now, but we became a lot more tactical with some of our allocations. Of course, we have strategic asset allocations, strategic portfolios. Let’s talk about books. He wrote this book called “San Manuel Bueno, Mártir,” which is San Manuel, Saint Manuel, the Good, Martyr.

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Discipline Funds

DECEMBER 28, 2022

Understanding Money If you start with the following book, white paper and videos you’ll have a very solid starting point for understanding money: Pragmatic Capitalism – What Every Investor Needs to Know About Money and Finance (the only item on this page that is not free.

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Truemind Capital

NOVEMBER 29, 2020

Amid high uncertainty of economic recovery and sky-high valuations of various asset classes, the only reliable investment strategy (after studying various strategies over the long period of time) to our mind is tactical asset allocation. BOOK ONE TIME FREE CONSULTATION SESSION WITH OUR EXPERT ADVISORS. ARRANGE CALL BACK.

Asset Allocation 52

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Validea

SEPTEMBER 29, 2022

I for one don’t think so and neither does Burton Malkiel, Princeton Economics professor and author of the classic finance book A Random Walk Down Wall Street. I wrote a more in-depth piece on the strategy , which is based on his book “ High Returns from Low Risk: A Remarkable Stock Market Paradox ”. Savers Finally Have Options.

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The Irrelevant Investor

NOVEMBER 5, 2018

If you Google " best investing books ," The Intelligent Investor is right at the top of the list. What jumps right off the cover is a quote from Warren Buffett- "By far the best book on investing ever written." His famous paper, A Quantitative Approach to Tactical Asset Allocation is the most downloaded paper at the SSRN network.

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Truemind Capital

MAY 19, 2020

One can prepare a customized plan depending upon their investment liking and understanding of different asset classes, sub-categories, and their own risk profile. Having a sense of market/asset class cycles and at which stage we could be in that cycle helps tremendously. book one time free consultation session with our expert advisors.

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