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Asset Allocation Numbers Portfolio 
Nerd's Eye View
JUNE 14, 2024
Also in industry news this week: While an infusion of Private Equity (PE) capital has shaken up the RIA M&A market, the ultimate implications for advisors, their clients, and the PE firms themselves remain unclear A recent study has found that a significant portion of 'DIY' investors are open to working with a human advisor (and paying for the (..)
Abnormal Returns
DECEMBER 3, 2023
wsj.com) Strategy Remember all that talk about how the 60/40 portfolio was broken? awealthofcommonsense.com) There are a lot of different asset allocations you can live with. downtownjoshbrown.com) College-educated women with children under 10 are in the workforce at record numbers.
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Book of Secrets on the Month-End Close
What Your Financial Statements Are Telling You—And How to Listen!
Are Robots Replacing You? Keeping Humans in the Loop in Automated Environments
Data Talks, CFOs Listen: Why Analytics Is The Key To Better Spend Management
The Chicago Financial Planner
FEBRUARY 3, 2022
My thoughts on how investors should react to this type of stock market decline haven’t changed since I first wrote this post a number of years ago. Investors who are well-diversified may be hurt but generally not to the extent of those who are highly allocated to stocks. Review your asset allocation .
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Nerd's Eye View
JANUARY 4, 2023
And when it comes to retirement planning, one popular technique is the use of ‘guardrails’, which set an initial monthly withdrawal rate that can be later adjusted as the size of the client’s portfolio changes. If the portfolio balance declines due to excess distributions (e.g.,
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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.
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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.
The Big Picture
MAY 9, 2023
He is the Chief Investment Officer of Asset and Wealth Management at Goldman Sachs. He co-chairs a number of the asset management investment committees. So I interviewed with a bunch of banks, got a number of job offers by the end of the week, and joined Goldman Sachs in October 1998. So I got to know banks a little bit.
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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. 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.
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The Irrelevant Investor
APRIL 13, 2016
Although constructing a portfolio has never been cheaper, it has also never been as confusing. You'll probably notice that those two numbers equal 127%, which doesn't make any sense. You're never going to be able to have the perfect portfolio year in and year out, but at the very least, make sure you understand what you own and why.
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. Adaptability is a great word for portfolio construction and ongoing management. My version of HEAT doesn't cherry pick themes from the portfolio, it's all of the holdings that I think are themes.
59 
Truemind Capital
JUNE 21, 2024
Lessons to learn to get better value from your wealth manager We onboarded a client with a portfolio of around INR 50 Crores, earlier managed by a big & reputed wealth management company. The portfolio was constructed for retirement purposes with 12 years of investment horizon. 40% allocation in AIFs and 20% average in debt.
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.
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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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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. The core inflation has remained sticky in the US and has moderated in India.
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. And a quick closing note.
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Random Roger's Retirement Planning
NOVEMBER 21, 2023
First up was a webinar about model portfolios at ETF.com. The way my new firm is set up, I could outsource everything, for a fee, and the way this was positioned, I think there might be a decent number of advisors who do just that. I think that when investors hear about model portfolios they sort of think in terms of set and forget.
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Truemind Capital
FEBRUARY 23, 2024
I am also seeing an increasing exposure to equity even in those portfolios where investors have a very low-risk appetite. During times of euphoria and bubbles, a huge number of retail investors want to invest in the stock market. Asset allocation should follow probabilities of future outcomes along with risk profile.
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."
Random Roger's Retirement Planning
DECEMBER 22, 2023
With that preamble, I started thinking about the 75/50 portfolio that I first started writing about during the Financial Crisis. I've mentioned 75/50 a couple of times in passing but the big idea was to create a portfolio that captures 75% of the upside of the equity market with only 50% of the downside. ARBFX 3.7%
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Park Place Financial
MARCH 14, 2022
FINANCIAL PLANNING What is Portfolio Rebalancing? Investments can be risky since markets constantly fluctuate, but strategies are available to help you maintain a well-balanced portfolio. When people buy and sell sections of their portfolio to maintain a consistent asset allocation, they are rebalancing their investments.
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Darrow Wealth Management
OCTOBER 29, 2024
Rebalancing your 401(k) and investment portfolio is an important part of a successful investment strategy. Your asset allocation is the percentage of your portfolio that you distribute between different asset classes, like stocks and bonds. Why do you need to rebalance your portfolio? Why does this matter?
Random Roger's Retirement Planning
APRIL 10, 2024
There is of course the unpleasant reality that some number of people buying in will die right after the cutoff to sell getting nothing or almost nothing out of it and surrendering their investment. If you have a combined $40,000 benefit, that's like having another $1 million in your portfolio. The relevance ties into asset allocation.
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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. Here's how I built the portfolio. The kurtosis numbers are odd. For Portfolios 1, 2 and 3 the kurtosis readings are 0.46, 0.44 and for some reason, Portfolio 3 was 1.42.
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. If you are unsure if your portfolio aligns with your risk tolerance, time horizon and goals, reach out to us at Mainstreet and we would be happy to help!
WiserAdvisor
SEPTEMBER 8, 2022
Investing your money involves a number of strategies and instruments. 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 fact, it can be good for your portfolio.
Random Roger's Retirement Planning
APRIL 17, 2024
The idea of building an All-Weather portfolio of course has its appeal. The basic idea is to be much less volatile than the broad market or the typical 60/40 portfolio. It raises the question though of how much performance should an investor expect or be willing give up for the potential emotional comfort of an All-Weather portfolio.
102 
Harness Wealth
JANUARY 29, 2025
This type of strategy typically involves selling underperforming investments at a loss to offset capital gains (or ordinary income) to optimize portfolio returns. Portfolio rebalancing: Selling underperforming assets helps investors maintain an optimal asset allocation.
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. At the time, those funds were having success because of Hussman's generally defensive portfolio posture. The funds might play a role in a diversified portfolio but hard to peg either one as a single portfolio solution.
Investment Writing
SEPTEMBER 5, 2023
Commentary about portfolio performance is part of every investment manager’s communications. It can consist of a single line giving portfolio returns. In this article, I review portfolio performance reports’ common components. In this article, I review portfolio performance reports’ common components. For example, “2.5%
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Brown Advisory
OCTOBER 4, 2021
Considering Climate within Portfolios ajackson Mon, 10/04/2021 - 11:00 An increasing number of investors are seeking to incorporate climate change in their investment calculus. Fortunately, our process for managing multiasset sustainable portfolios was built to handle exactly these kinds of complex, overarching, intersectional issues.
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Brown Advisory
OCTOBER 4, 2021
Considering Climate within Portfolios. An increasing number of investors are seeking to incorporate climate change in their investment calculus. For investors with a portfolio covering multiple asset classes, the tasks of excising climate risk and finding new climate-related opportunities can be daunting.
52 
WiserAdvisor
APRIL 25, 2023
When investing in a 401(k), one of the most important decisions you can make is how often to rebalance your portfolio. Rebalancing involves adjusting the mix of assets in your 401(k) portfolio to maintain a desired level of risk and return. This article will explore how often to rebalance your 401(k). Need a financial advisor?
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. The Strategic and Tactical Asset Allocation Committee (STAAC) changed its recommended asset allocation for July, shifting from core bonds to small cap equities.
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The Big Picture
JANUARY 21, 2025
You would offer three of their stock picks where they were probably touting stocks they wanted to unload from their portfolio. But the numbers you can’t argue with, I mean, we all know that the brutal math of investing before costs investors collectively will earn the market return after costs. And a, a number of things happened.
147 
WiserAdvisor
DECEMBER 21, 2022
Diversification refers to investing in a wide mix of investments within a portfolio. No matter the asset allocation, keeping a healthy mix of stocks is always advised, especially if you are not nearing retirement anytime soon. How many stocks should I have in my portfolio? They also indicate your ownership of a company.
52 
Random Roger's Retirement Planning
DECEMBER 22, 2024
GAA stands for Global Asset Allocation and it has been lagging for 15 years. This brings us to the heart of today's post about trying to build a set but don't completely forget portfolio. This slice of the portfolio will go down more often than not, it is a tool to smooth out the ride.
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James Hendries
AUGUST 15, 2022
The Strategic and Tactical Asset Allocation Committee (STAAC) made no changes to its recommended asset allocation for August. It is expressed as a number of years. We think the move lower in yields may be a bit premature as we expect the economy to stay out of a recession this year. We could see a retest of 3.5%
52 
Random Roger's Retirement Planning
APRIL 29, 2024
To capture the ISPY dividends for a more accurate total return number, we'd need to add in about 2.5% Metz talked a little about using options to help derisk a portfolio as someone approaches or moves into retirement or the decumulation phase. BTAL in Portfolio 1 is a client and personal holding. to the 3.1%. How does 5.6%
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." You could use diversifiers to lower your portfolio's beta (your portfolio's sensitivity to the ups and downs of the broad market). of now anyway.
Random Roger's Retirement Planning
MARCH 29, 2024
Return Stacked ETFs wrote a short paper in support of their ETF suite about how to incorporate return stacking into a portfolio. For anyone new, return stacking, also known as capital efficient, involves leverage to build a diversified portfolio. The idea is not that you would put 100% of a portfolio into that fund.
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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 It is expressed as a number of years. Core bonds, as measured by the Bloomberg Aggregate Bond index, were up 3.7%
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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 It is expressed as a number of years. times the STAAC’s 2023 S&P 500 earnings per share forecast of $230.
52 
James Hendries
OCTOBER 7, 2022
The Strategic and Tactical Asset Allocation Committee (STAAC) upgraded its view of duration to neutral. It is expressed as a number of years. Alternative investments may not be suitable for all investors and should be considered as an investment for the risk capital portion of the investor’s portfolio.
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