Truemind Capital

APRIL 19, 2024

Indian equity benchmark BSE Sensex went up by only 2% due to already stretched equity valuations. Mid & small cap indices witnessed some correction after the SEBI expressed concerns regarding frothy valuations and nudged mutual funds to restrict inflows. European indices also saw decent returns.

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The Big Picture

MAY 9, 2023

But what was interesting about that was the quick need to both separate the portfolio between the old stuff and the new stuff, because there were a lot of new investment opportunities. So you’re Chief Investment officer of Asset and Wealth Management. So you’re Chief Investment officer of Asset and Wealth Management.

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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. The index is quoted in USD.

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Brown Advisory

MARCH 18, 2022

CIO Perspectives Webinar, 2022 Asset Allocation Outlook. Markets have been unsteady at the start of 2022, driven by geopolitical tensions, inflation, and concerns about equity valuations. CIO Perspectives Webinar, 2022 Asset Allocation Outlook . Fri, 03/18/2022 - 06:42. Download transcript. Watch the Video.

Asset Allocation 52

Asset Allocation Assets License Government 52

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? According to Morningstar, overall assets in dividend-focused ETFs and mutual funds have ballooned to $672.6 billion in assets they held in 2011. Reach for yield.

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Asset Allocation Assets Valuation Banking 52

Brown Advisory

OCTOBER 28, 2016

Asset Allocation: Caution Toward High Dividend Yielding Stocks. According to Morningstar, overall assets in dividend-focused ETFs and mutual funds have ballooned to $672.6 billion in assets they held in 2011. Stretched Valuations. Fri, 10/28/2016 - 11:25. Why Have High Dividend Yielding Sectors Done Well This Year?

Asset Allocation 52

Asset Allocation Assets Valuation Banking 52

Truemind Capital

JULY 5, 2024

A client said – I understand market valuations are expensive but it doesn’t seem that it will correct much. The fundamental driver of market peaks and exorbitant valuations is the perception that there is nothing to worry about – there is no investment risk. Certainly not if you are sticking to your asset allocation.

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Truemind Capital

MAY 19, 2020

In this blog, I am going to give you insights on the important aspects of investment management employed by the best investors and how we can use them to maximize our portfolio returns besides minimizing the risk. Use tactical allocation to make your portfolio future-ready. Be Cautiously Optimistic.

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Portfolio Asset Allocation Valuation Investing 52

Darrow Wealth Management

JUNE 27, 2022

Since trying to time regime changes is very difficult in real time without the benefit of hindsight, there are reasons to consider allocating both U.S. equities to an asset allocation. equity may be able to help reduce risk in a portfolio. By way of example, consider this hypothetical 60/40 portfolio of stocks to bonds.

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Truemind Capital

NOVEMBER 8, 2024

Looking closely at your portfolio allocation should be done at all times and not just when the market corrects. 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. Morgan Housel rightly said “Calm Plants the Seeds of Crazy”.

Asset Allocation 64

Asset Allocation Marketing Marketing Valuation 64

Random Roger's Retirement Planning

FEBRUARY 9, 2023

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. The idea of a single fund, all-weather portfolio is intellectually appealing even if it probably doesn't exist.

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Asset Allocation Portfolio Assets Numbers 75

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. They end up overexposing their portfolios to equity when the markets have become extremely expensive. I am sure we will see such massive corrections in the future as well.

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Marketing Marketing Asset Allocation Portfolio 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. The Strategic and Tactical Asset Allocation Committee (STAAC) changed its recommended asset allocation for July, shifting from core bonds to small cap equities.

Portfolio 52

Portfolio Asset Allocation Taxes Investment Advisor 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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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. is not particularly notable.

Portfolio 52

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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. is not particularly notable.

Portfolio 52

Portfolio Asset Allocation Valuation Economics 52

James Hendries

AUGUST 15, 2022

The Strategic and Tactical Asset Allocation Committee (STAAC) made no changes to its recommended asset allocation for August. 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. We could see a retest of 3.5%

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Truemind Capital

JULY 19, 2024

Several factors were common between the two markets: robust corporate earnings growth, expected cuts in interest rates and a shift in investor expectations from a valuation-led phase to an earnings-led phase. With respect to market cap, value large cap portfolios are less expensive as they are closer to their historical average.

Financial Market 52

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Discipline Funds

JUNE 6, 2023

When you combine this with a very low unemployment rate and high market valuations you tend to see the sort of choppy stock market that we’ve been experiencing in the last few years. In the meantime, the overnight rate at 5% puts a lot of pressure on credit markets and this increases the probability of an outlier credit event.

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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 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.

Portfolio 52

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Discipline Funds

SEPTEMBER 7, 2023

where I’ve laid out my overarching methodology and process for thinking about asset allocation. We covered a huge amount of ground here in an hour. I hope you learn something new from this interview. I hope you learn something new from this interview.

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Assets Asset Allocation Valuation Portfolio 59

Validea

SEPTEMBER 24, 2024

In the world of market valuation metrics, few have gained as much prominence as the Shiller P/E Ratio, also known as the Cyclically Adjusted P/E (CAPE) Ratio. Made famous during the late 1990s tech bubble, this metric continues to be a valuable tool for investors seeking to understand market valuations and potential future returns.

Asset Allocation 52

Asset Allocation Valuation Financial Planning Assets 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 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.

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. 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. It is expressed as a number of years.

Portfolio 52

Portfolio Taxes Investment Advisor Asset Allocation 52

Truemind Capital

AUGUST 12, 2023

The recent rally in the market has made the valuations more expensive compared to historical standards. However, heightened valuations do not provide comfort in replicating higher returns of the past in the medium term. Valuations across all sectors do not offer any margin of safety.

Financial Market 52

Financial Market Asset Allocation Marketing Marketing 52

Truemind Capital

JANUARY 19, 2024

The simple solution is asset allocation. The investment in equity or any other risky asset class should not be a 0 or 1 game – get out or get in 100%. Depending upon your risk appetite and market levels, you should accordingly maintain equity exposure in your portfolio. and Gold (ETFs, Funds, SGBs, etc.).

Asset Allocation 52

Asset Allocation Assets Valuation Portfolio 52

James Hendries

SEPTEMBER 8, 2022

The Strategic and Tactical Asset Allocation Committee (STAAC) downgraded its view of emerging market (EM) equities in August. 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. It is expressed as a number of years.

Portfolio 52

Portfolio Taxes Investment Advisor Asset Allocation 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. However, we can think of three possible scenarios ahead: Irrespective of what scenario will pan out, equity valuations inevitably have to adjust according to the principle of mean reversion.

Asset Allocation 52

Asset Allocation Marketing Marketing Valuation 52

Random Roger's Retirement Planning

MAY 2, 2024

Finomial looked at the excess return generated long only factors like momentum, quality, various valuation metrics and I would add covered call fund to this discussion too. We've looked at a lot of factor blends in pursuit of better risk adjusted portfolio construction without much luck. A few different things for this post.

Portfolio 83

Portfolio Asset Allocation Investing Investments 83

The Big Picture

FEBRUARY 6, 2024

If you’re at all interested in focused portfolios, the concept of quality as a sub-sector under value and just how you build a portfolio and a track record, that’s tough to beat. Dick Mayo was a traditional, I’d say portfolio, strong portfolio manager focused on US stocks. He’s a big picture guy.

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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. IBM loses to QCOM based on valuation. Pull up a five year chart on them compared to the rest of the market and you’ll see a picture of growth.

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Investing Investments Portfolio Assets 95

Random Roger's Retirement Planning

OCTOBER 7, 2024

GMO posted a short paper in support of its Benchmark Free Asset Allocation Strategy (BFAAS). For this post we'll focus on BFAAS' asset allocation. The asset mix is 53.6% A more detailed look at the asset mix shows the the following. A more detailed look at the asset mix shows the the following.

Asset Allocation 52

Asset Allocation Valuation Portfolio Assets 52

Truemind Capital

APRIL 21, 2023

Higher valuation of Indian markets compared to Global peers along with negligible earnings growth also didn’t help. One should not be over-allocated to equity (check the 3rd page for asset allocation) at the current levels and any exposure should primarily be towards large cap-oriented value portfolios against growth stocks.

Financial Market 52

Financial Market Marketing Marketing Asset Allocation 52

Truemind Capital

NOVEMBER 8, 2024

Looking closely at your portfolio allocation should be done at all times and not just when the market corrects. 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. Morgan Housel rightly said “Calm Plants the Seeds of Crazy”.

Marketing 52

Marketing Marketing Asset Allocation Valuation 52

The Big Picture

MARCH 5, 2024

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. And the second, and this is very credit specific, was when you own a credit portfolio, your short volatility. This was gonna be a multi-strategy vehicle. Oh, really?

Banking 148

Banking Portfolio Assets Investing 148

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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Investing Investments Asset Allocation Fiduciary Duty 52

Truemind Capital

NOVEMBER 29, 2020

There is no price for guessing that gold as an asset class can protect against the risk created by the actions of our policy makers. That’s why we have been adding at least 10% of Gold exposure in our client’s portfolio since 2018. This has resulted in skyrocketing valuations of the stock markets. K-shape recovery ?

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