Alpha Architect

SEPTEMBER 8, 2023

The correlation between stocks and bonds should be a critical component of any asset allocation decision, as it impacts not only the overall risk of a diversified multi-asset class portfolio but also the risk premia one should expect to receive for taking risk in different asset classes.

Asset Allocation 137

Asset Allocation Assets Economics Portfolio 137

Abnormal Returns

MAY 23, 2023

Gold Gold is not portfolio insurance. mrzepczynski.blogspot.com) Economics How does the stock market do when the Fed is on pause? systematicindividualinvestor.com) Does economic trend add value above price trend? alphaarchitect.com) What is Bitcoin worth? papers.ssrn.com) What can we learn from the meme stock phenomenon?

Asset Allocation 148

Asset Allocation Insurance Economics Assets 148

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. ” We discuss how his unusual career developed, with his covering both Investment strategy AND economic analysis.

Asset Allocation 173

Asset Allocation Advertising Engineering Media 173

Dear Mr. Market

AUGUST 5, 2022

Inflation is currently at 40 year highs with increasing signs of slowing economic growth. Not only are we sharing the importance of dividends in this article, but it’s also the official roll-out of the Top 10 Dividend Growth Portfolio strategy managed by My Portfolio Guide, LLC.

Portfolio 102

Portfolio Risk Tolerance Valuation Investing 102

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 Financial Advisor Portfolio 131

Validea

OCTOBER 12, 2022

One of the things we do at Validea is track a variety of ETF based risk management approaches that utilize different methods to diversify equity portfolios. Here is a look at what has worked from a risk management perspective in our quantitative ETF portfolios this year, and what has not. Permanent Portfolio – Grade: C.

Risk Management 115

Risk Management Management Asset Allocation Portfolio 115

Discipline Funds

AUGUST 16, 2024

The Great Financial Crisis was wonderful because it got people interested in economics. And it was terrible in that it convinced a lot of people that mainstream economics was wrong about almost everything. I am a big fan of boring ETFs because I think asset allocation should be boring. But I think this is wrong.

Asset Allocation 122

Asset Allocation Financial Planning Assets Retirement 122

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.

Financial Market 98

Financial Market Asset Allocation Marketing Marketing 98

Advisor Perspectives

DECEMBER 20, 2023

Our 2024 Economic & Market Outlook covers: Is the recession of 2023 coming in 2024? What the “new rate regime” means for portfolios and strategic asset allocations Trends and opportunities in Fixed Income and Equities But not until inflation has sufficiently cooled.

Economics 52

Economics Asset Allocation Marketing Marketing 52

Discipline Funds

AUGUST 2, 2024

And that’s the ultimate measure of the Fed’s success – are they able to normalize interest rates or do they end up having to shift interest rates because they flew too low for too long and now they have to try to enact an emergency engine thrust to avoid an economic stall? What Does it Mean for Your Portfolio?

Financial Planning 114

Financial Planning Assets Asset Allocation Economy 114

WiserAdvisor

SEPTEMBER 8, 2022

This is why portfolio risk management can be very critical. However, it is crucial to understand how to manage portfolio risk and what can trigger it. What is portfolio risk? In the case of an investment portfolio, risk refers to the likelihood of your combination of assets and investments not meeting your financial goals.

Risk Management 52

Risk Management Portfolio Management Asset Allocation 52

James Hendries

JULY 13, 2022

Increased equity exposure in tactical asset allocation from 62% to 65%. Reduced low duration core bond allocation and increased allocation to small cap equities. Although energy prices came down some, weakening economic data and the lack of a cease-fire in Ukraine offset the modest gas price relief.

Portfolio 52

Portfolio Asset Allocation Taxes Investment Advisor 52

James Hendries

AUGUST 15, 2022

due to expectations of slowing economic growth. The Strategic and Tactical Asset Allocation Committee (STAAC) made no changes to its recommended asset allocation for August. Any economic forecasts set forth may not develop as predicted and are subject to change. We could see a retest of 3.5%

Portfolio 52

Portfolio Asset Allocation Taxes Investment Advisor 52

WiserAdvisor

DECEMBER 3, 2023

Creating a well-diversified portfolio is a pivotal task in investing. However, your work is far from complete, even after drafting a diversified portfolio. It is also essential to recheck your allocation from time to time. Rebalancing is a critical step that can help you optimize your portfolio’s performance.

Portfolio 52

Portfolio Risk Tolerance Asset Allocation Financial Advisor 52

Brown Advisory

MAY 31, 2017

EUROPEAN RE-ENTRY: Why We Are Shifting Portfolios Toward European Stocks achen Thu, 06/01/2017 - 02:47 Asset allocation—at least for us—is an exercise in nuance. We move slowly and carefully when it comes to shifting our portfolios away from one asset class or region and toward another.

Portfolio 52

Portfolio Asset Allocation Valuation Economics 52

Brown Advisory

MAY 31, 2017

EUROPEAN RE-ENTRY: Why We Are Shifting Portfolios Toward European Stocks. Asset allocation—at least for us—is an exercise in nuance. We move slowly and carefully when it comes to shifting our portfolios away from one asset class or region and toward another. Thu, 06/01/2017 - 02:47.

Portfolio 52

Portfolio Asset Allocation Valuation Economics 52

Discipline Funds

NOVEMBER 8, 2023

The financial markets are especially jittery during periods like this because there is so much uncertainty about the future impact of policy and economic activity. Asset Allocation The Discipline Index is our core benchmark index and has an average duration, as measured in the Defined Duration strategy , of 10 years.

Asset Allocation 78

Asset Allocation Economy Financial Market Assets 78

James Hendries

DECEMBER 12, 2022

The Strategic and Tactical Asset Allocation Committee’s (STAAC) S&P 500 year-end fair value target of 4,000-4,100 is based on a price-to-earnings ratio of 17.5 Any economic forecasts set forth may not develop as predicted and are subject to change. Core bonds, as measured by the Bloomberg Aggregate Bond index, were up 3.7%

Portfolio 52

Portfolio Taxes Asset Allocation Investments 52

James Hendries

NOVEMBER 15, 2022

The Strategic and Tactical Asset Allocation Committee’s (STAAC) S&P 500 year-end fair value target of 4,000-4,100 is based on a price-to-earnings ratio of 17.5 Any economic forecasts set forth may not develop as predicted and are subject to change. times the STAAC’s 2023 S&P 500 earnings per share forecast of $230.

Portfolio 52

Portfolio Taxes Government Investment Advisor 52

James Hendries

OCTOBER 7, 2022

The Strategic and Tactical Asset Allocation Committee (STAAC) upgraded its view of duration to neutral. Any economic forecasts set forth may not develop as predicted and are subject to change. To determine which investment(s) may be appropriate for you, please consult your financial professional prior to investing.

Portfolio 52

Portfolio Taxes Investment Advisor Asset Allocation 52

Validea

AUGUST 2, 2024

In the past 40 years, stocks and bonds have been an unbeatable portfolio. 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. But that hasn’t always been true.

Asset Allocation 52

Asset Allocation Assets Portfolio Management 52

James Hendries

SEPTEMBER 8, 2022

The Strategic and Tactical Asset Allocation Committee (STAAC) downgraded its view of emerging market (EM) equities in August. Any economic forecasts set forth may not develop as predicted and are subject to change. Core bonds, as measured by the Bloomberg Aggregate Bond index, lost 2.8% It is expressed as a number of years.

Portfolio 52

Portfolio Taxes Investment Advisor Asset Allocation 52

The Big Picture

MARCH 5, 2024

So I switched to be an economics major. I graduated economics with, with a lot of coursework in accounting and finance. So we really have to understand what we’re gonna invest in, value everything in the universe, rank order ’em, and then only can we put together portfolios.

Banking 147

Banking Portfolio Assets Investing 147

Nationwide Financial

DECEMBER 7, 2022

A market downturn at the start of retirement, hitting portfolio values when retirees begin to take account withdrawals, can be unsettling, even for seasoned investors. Economic headwinds and market fluctuations make the anxiety even worse for investors close to retirement.

Retirement 52

Retirement Asset Allocation Marketing Marketing 52

Nationwide Financial

MARCH 1, 2023

Recessions often arrive unexpectedly, even for investors tuned in to the latest economic news. When a rough economic patch appears on the horizon, your clients seek your guidance to help them check their emotions and stick to a strategy to help them manage market risk. Diversify your client’s income sources.

Clients 72

Clients Retirement Risk Tolerance Asset Allocation 72

Truemind Capital

JULY 19, 2024

Excessive valuations do not become a reason in itself for market correction but they can cause a severe damage to the portfolio on any unexpected negative event which usually ends the bull markets, every time! With respect to market cap, value large cap portfolios are less expensive as they are closer to their historical average.

Financial Market 52

Financial Market Asset Allocation Marketing Marketing 52

Dear Mr. Market

MARCH 11, 2023

We’re proud to say that My Portfolio Guide, LLC was the first investment firm to publish a March Madness investing bracket where we share our picks and match them up against each other. With regard to China, let us first say that we ( My Portfolio Guide, LLC ) has a policy to never buy Chinese stocks directly. earthquakes.

Investing 102

Investing Investments Portfolio Assets 102

Discipline Funds

DECEMBER 28, 2022

Understanding Modern Portfolio Construction Understanding the Modern Monetary System Everything you need to know about finance and investing in less than an hour How The Economic Machine Works in 30 Minutes Section 1 – Understanding Money & the Macroeconomy What Is Money? What Backs the Value of Money?

Investing 52

Investing Investments Asset Allocation Portfolio 52

Truemind Capital

JUNE 30, 2022

In this piece, we are trying to understand what the future holds and how we can prepare our investment portfolio to deal with future outcomes. The quantum of money printing jumped massively after Corona-led economic shutdowns. But first a quick recap. US Fed increased its balance sheet size from ~$4-4.5 trillion to ~$8-8.5

Asset Allocation 52

Asset Allocation Marketing Marketing Valuation 52

Clever Girl Finance

OCTOBER 8, 2024

Prices can go from all-time highs to major lows in just a few days, all thanks to global economics, interest rates, and political happenings. And if you haven’t started building your investment portfolio yet, you might be thinking about whether now is the right time to dive in. But first, is now a good time?

Investing 86

Investing Investments Risk Tolerance Portfolio 86

Truemind Capital

AUGUST 12, 2023

All the sectors went up with major sectoral growth seen in auto (up 22%), realty (up 33%), and consumer durables (up 13%) on the back of an improving economic outlook. We continue to stay under-allocated to equity (check the 3rd page for asset allocation) at the current valuation levels.

Financial Market 52

Financial Market Asset Allocation Marketing Marketing 52

Fortune Financial

SEPTEMBER 29, 2022

While returns are important to overall growth, having the discipline to contribute on a regular basis over many years along with a well-diversified portfolio plays a more critical role in achieving a positive result. . If you have a lower-risk retirement portfolio, you should not expect annual market returns of 7-10%.

Retirement 52

Retirement Portfolio Retirement Planning Investing 52

Truemind Capital

OCTOBER 18, 2024

Combined with India’s own economic strength and lower interest rates, asset prices—stocks, real estate, gold—could rise even further. Our strategy of building a portfolio with diversification across asset classes and geographies is right on track to handle this. What does this mean for India? But so will inflation!

Financial Market 52

Financial Market Marketing Marketing Asset Allocation 52

Brown Advisory

MARCH 28, 2019

Investment committees for endowments and foundations have a wide range of responsibilities, but ultimately their job boils down to a single task: Ensure that the portfolio can deliver funds to the organization in the short term, without unintentionally spending down principal over the long term. SOURCE: Bloomberg. Bureau of Labor Statistics.

Asset Allocation 52

Asset Allocation Portfolio Assets Clients 52

Brown Advisory

MARCH 28, 2019

Investment committees for endowments and foundations have a wide range of responsibilities, but ultimately their job boils down to a single task: Ensure that the portfolio can deliver funds to the organization in the short term, without unintentionally spending down principal over the long term. SOURCE: Bloomberg. Bureau of Labor Statistics.

Asset Allocation 52

Asset Allocation Portfolio Assets Clients 52

Discipline Funds

NOVEMBER 11, 2024

This included: 2:44 Defined Duration Investing – my new asset allocation process by which I focus on quantifying the time horizons over which to use certain instruments and help match them to a financial plan. 39:58 Saving vs Investing – We call our investment portfolios the wrong thing.

Asset Allocation 52

Asset Allocation Portfolio Financial Planning Government 52

Validea

SEPTEMBER 24, 2024

This approach smooths out short-term fluctuations and provides a more stable view of earnings across a full economic cycle. Asset Allocation Insights The Shiller P/E can also inform asset allocation decisions. for US large-cap stocks over the next ten years. Emerging markets, for example, project an 9.0%

Asset Allocation 52

Asset Allocation Valuation Financial Planning Assets 52