The Big Picture

AUGUST 23, 2023

Perhaps this is why my definition of investing differs from the mainstream: “ Investing is the art of using imperfect information to make probabilistic assessments about an inherently unknowable future.” – “ Imperfect information ” refers to the fact that no one can possibly know all there is to know at any given moment. .

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Investments Investing Asset Allocation Healthcare 246

Alpha Architect

DECEMBER 16, 2024

By evaluating various frameworks and proxies out-of-sample, free from biases like look-ahead bias, it provides more reliable methods for investors to make informed decisions about asset allocations. Estimating Long-Term Expected Returns was originally published at Alpha Architect.

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Brown Advisory

MARCH 6, 2023

2023 Asset Allocation Perspectives and Outlook ajackson Mon, 03/06/2023 - 14:43 We are pleased to share Brown Advisory’s 2023 Outlook. Each year, the Annual Outlook report assesses the current investment landscape and discusses some of the main themes being expressed in client portfolios.

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Nerd's Eye View

MARCH 8, 2024

Enjoy the current installment of “Weekend Reading For Financial Planners” – this week’s edition kicks off with the news that RIA clients of an insurance broker providing Errors & Omissions (E&O) coverage saw a 213% increase in claims paid in 2023, attributed to significant jumps in suitability claims (likely stemming (..)

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Financial Planner Asset Allocation Clients Risk Management 246

Brown Advisory

FEBRUARY 26, 2021

2021 Asset Allocation Perspectives and Outlook. Assets that can serve as a hedge for inflation, including real estate and infrastructure assets. We hope you find the report helpful and informative, and we welcome your questions and feedback. Fri, 02/26/2021 - 13:22. Download the full report >.

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Asset Allocation Assets Valuation Clients 52

Darrow Wealth Management

FEBRUARY 9, 2025

In another words, if your asset allocation is 60% stocks and 40% bonds, the current weighted average yield is 2.19%. Asset allocation Generally, dividend stocks tend to be older, more mature companies. However, it’s essential not to let dividends drive your entire asset allocation strategy.

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Retirement Asset Allocation Taxes Portfolio 67

Tobias Financial

MARCH 16, 2025

This is a publication of Tobias Financial Advisors.The information presented is believed to be factual and up to date, but we do not guarantee its accuracy and it should not be regarded as a complete analysis of the subjects discussed. It is for information and planning purposes only.

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Investing Investments Risk Tolerance Asset Allocation 52

Brown Advisory

MARCH 18, 2022

CIO Perspectives Webinar, 2022 Asset Allocation Outlook mhannan Fri, 03/18/2022 - 06:42 Markets have been unsteady at the start of 2022, driven by geopolitical tensions, inflation, and concerns about equity valuations. The war in Ukraine is causing even more uncertainty. Rodrigo is now available.

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Asset Allocation Assets License Investing 52

Brown Advisory

MARCH 18, 2022

CIO Perspectives Webinar, 2022 Asset Allocation Outlook. CIO Perspectives Webinar, 2022 Asset Allocation Outlook . The themes and topics discussed include: The performance of various markets and asset classes over recent years and since the onset of the Ukraine conflict. Fri, 03/18/2022 - 06:42. Watch the Video.

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Asset Allocation Assets License Investing 52

Abnormal Returns

JULY 26, 2022

alphaarchitect.com) Performance The performance of tactical asset allocation mutual funds has been no great shakes. klementoninvesting.substack.com) The research shows that short sellers are informed investors. Inflation Hedging inflation is harder than it looks.

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Risk Management Management Asset Allocation Media 130

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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Asset Allocation Portfolio Assets Numbers 52

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. The key is to strike a balance between enjoying the present and securing the future.

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Financial Planning Planning Asset Allocation Financial Advice 52

Alpha Architect

DECEMBER 9, 2022

For those investors who engage in tactical asset allocation strategies (market timing), their evidence suggests that it might be possible to exploit the information. Given that tightening monetary policy increases economic risks, Simpson and Grossman provided compelling evidence of a risk explanation for the size factor.

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Asset Allocation Economics Assets Marketing 110

The Chicago Financial Planner

JUNE 13, 2022

Ideally you’ve been rebalancing your portfolio along the way and your asset allocation is largely in line with your plan and your risk tolerance. I’m not discounting the great information CNBC and the rest of the financial media provides, but you need to take much of this with a grain of salt.

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Risk Tolerance Marketing Marketing Financial Planner 188

Darrow Wealth Management

MARCH 3, 2025

Because of these differences, stocks and bonds accomplish different things in an asset allocation. Why stocks and bonds belong in a diversified portfolio Investors have different needs, risk tolerances, time horizons, and financial situations which should be considered in an asset allocation.

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Brown Advisory

OCTOBER 28, 2016

Asset Allocation: Caution Toward High Dividend Yielding Stocks achen Fri, 10/28/2016 - 11:25 Why Have High Dividend Yielding Sectors Done Well This Year? Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. Reach for yield. All Rights Reserved.

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Asset Allocation Assets Valuation Banking 52

Brown Advisory

OCTOBER 28, 2016

Asset Allocation: Caution Toward High Dividend Yielding Stocks. The information contained herein has been prepared from sources believed reliable but is not guaranteed by us as to its timeliness or accuracy, and is not a complete summary or statement of all available data. Fri, 10/28/2016 - 11:25. Reach for yield.

Asset Allocation 52

Asset Allocation Assets Valuation Banking 52

Abnormal Returns

MARCH 26, 2023

Strategy Shifting your asset allocation based on economic forecasts is a fool's errand. savantwealth.com) Gathering and interpreting information has a cost. mrzepczynski.blogspot.com) How wrapped up should you be in the market efficiency debate? blogs.cfainstitute.org) Banks Bitcoin is benefiting from the banking crisis.

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Asset Allocation Financial Advising Banking Economy 130

Abnormal Returns

NOVEMBER 4, 2022

Strategy When should you change your asset allocation? drorpoleg.com) Information disorder is a real thing. Not all that often. awealthofcommonsense.com) For the first time in a decade, TIPS finally look attractive. morningstar.com) Old school Would Ben Graham buy Meta ($META) stock? Then check out our weekly e-mail newsletter.

Asset Allocation 130

Asset Allocation Financial Advising Startup Economy 130

Carson Wealth

MARCH 7, 2024

While we plan with the most accurate information we have today, it’s inevitable that life will move in directions we didn’t expect. Develop Your Personal Asset Allocation Now that have your 401(k) and IRA open and funded, how can you determine the correct asset allocation for each? Talk to us today.

Retirement Planning 143

Retirement Planning Retirement Planning Risk Tolerance 143

Darrow Wealth Management

MARCH 13, 2025

If one stock makes up more than 10% of your overall asset allocation, it’s probably too much. This includes the stock itself, its sector, industry, and other highly correlated assets. What is a concentrated stock position? A diversified portfolio is the cornerstone of a risk-adjusted investment strategy.

Management 66

Management Taxes Estate Planning Asset Allocation 66

Random Roger's Retirement Planning

MARCH 20, 2025

The asset allocation was 10% to hedges, 30% to T-bills for asymmetry but that seems more like optionality to me, 9% to edges which included one broad stock picking ETF, a derivative income fund and a short volatility product. None of them were hideously wrong out of the blocks but it's too soon to declare victory with them.

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Investments Investing Portfolio Asset Allocation 59

The Big Picture

MAY 9, 2023

So what we find, and then of course we have a multi-asset solutions business where we talk to clients about the entirety of their portfolio, their strategic asset allocation models. So you’re Chief Investment officer of Asset and Wealth Management. So we start with a strategic asset allocation.

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Assets Clients Investments Investing 299

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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Asset Allocation Government Portfolio Financial Advisor 131

Gen Y Planning

MARCH 10, 2025

The recent yo-yo pattern reflects investors processing new information and adjusting expectations. 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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Marketing Marketing Financial Planning Asset Allocation 52

Zoe Financial

MARCH 21, 2025

Provide insights on asset allocation and risk management. Offering behavioral guidance Helping you make informed decisions during market shifts. Managing Market Volatility Market fluctuations can impact your portfolio and long-term goals. A financial advisor can: Help you maintain a disciplined investment strategy.

Financial Advisor 40

Financial Advisor Strategic Planning Estate Planning Retirement 40

Random Roger's Retirement Planning

MARCH 30, 2024

Circling back to model ETF portfolio mentioned at the top of this post, the asset allocation was as follows. US Equity 56% Trend Following/Tactical 38% Emerging Market Equity 5% Cash 1% I don't know often that changes but that there is not a permanent allocation to fixed income is of course intriguing to me.

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Asset Allocation Portfolio Assets Management 96

MarketWatch

MAY 31, 2023

Great-West will also provide an initial asset allocation of $25 billion to Franklin Templeton’s specialist investment managers. Founded in 1937, Putnam Investments currently manages about $136 billion in assets. Visit MarketWatch.com for more information on this news. Franklin Templeton stock is down about 0.1%

Investing 75

Investing Investments Asset Allocation Assets 75

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.

Portfolio 52

Portfolio Asset Allocation Assets Management 52

Carson Wealth

JANUARY 22, 2025

The process of diversifying among asset classes is known as asset allocation, and the exact composition should be based on your financial goals and risk profile. You can also further diversify within an asset class. You should be re-evaluating your asset allocation at regular intervals to keep your portfolio on track.

Investments 52

Investments Investing Marketing Marketing 52

Brown Advisory

MARCH 9, 2023

Asset allocation for a year where bonds offer the most attractive returns they have compared to the expected returns for stocks in decades. MORE ON THIS TOPIC 2023 Asset Allocation Perspectives and Outlook We are pleased to share Brown Advisory’s 2023 Outlook. multinationals and aggregate demand.

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Startup Asset Allocation Clients Investing 98

Random Roger's Retirement Planning

NOVEMBER 28, 2024

The first example to look at they call Leverage In The Strategic Asset Allocation via this table in the paper. The information, analysis and opinions expressed herein reflect our judgment and opinions as of the date of writing and are subject to change at any time without notice. These are easy to model.

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Distribution Asset Allocation Portfolio Taxes 52

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

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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Random Roger's Retirement Planning

MAY 24, 2024

Barron's had an interesting article about a BofA study showing that over a period of many decades an asset allocation of 60% equities/40% commodities outperformed an allocation of 60% equities/40% fixed income by 0.80% per year.

Asset Allocation 98

Asset Allocation Risk Management Taxes Portfolio 98

Random Roger's Retirement Planning

MAY 12, 2024

I've been critical of the actual FIG ETF, the Simplify Macro ETF, it is really struggling but I think the fund's idea for asset allocation works for the most part. We don't spend a ton of time talking about Sharpe Ratios but yikes, that is a huge difference for the same asset allocation.

Asset Allocation 98

Asset Allocation Portfolio Management Assets 98

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 information, analysis and opinions expressed herein reflect our judgment and opinions as of the date of writing and are subject to change at any time without notice.

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