Abnormal Returns

NOVEMBER 27, 2024

Podcasts Peter Lazaroff talks with Jason Zweig about neuroeconomics and the future of finance. peterlazaroff.com) Christine Benz and Amy Arnott and talk with Mark Berg about helping your kids financially. morningstar.com) Thomas Kopelman and Jacob Turner talk with Daniel Crosby author of "The Soul of Wealth."

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Wealth Management

NOVEMBER 15, 2024

Justin Lowry unveils how Global Beta Advisors enhances portfolio construction through cutting-edge integration with Nitrogen at the 2024 Fearless Investing Summit.

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A Wealth of Common Sense

JULY 14, 2024

Here’s a scenario I was presented with recently: Five years ago, a relatively conservative investor was sitting on some cash and seeking a more balanced portfolio. Five years later there is a clear winner in terms of performance within this 50/50 portfolio: You basically doubled.

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Wealth Management

NOVEMBER 12, 2024

At Nitrogen's 2024 Fearless Investing Summit, experts discuss how new technology is empowering advisors to deliver hyper-personalized portfolios through seamless integration and cost-saving strategies.

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Abnormal Returns

OCTOBER 25, 2023

Strategy A big regime shift has happened in the economy and financial markets. ritholtz.com) Rapid company growth comes with its own risks. onveston.substack.com) Not all share buybacks are created equal. investmenttalk.co) Finance Poor recent performance has put the IPO market back on ice.

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Trade Brains

NOVEMBER 23, 2023

Best RK Damani Portfolio Stocks: Investing in the stock market can be a daunting task, given the sheer number of stocks available to choose from. To simplify things, many investors follow the portfolio of successful investors such as RK Damani, who has amassed a fortune through stock investments. Who is RK Damani? Stock P/E 106.27

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Wealth Management

JULY 30, 2024

They've expanded the number of possible portfolio constructions from 15 to 100 quintillion.

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Random Roger's Retirement Planning

OCTOBER 30, 2024

The paper itself wasn't too in depth but they did provide a little bit of a framework for portfolio construction with alts. That sort of reminds me of the Permanent Portfolio or at least inspired by the Permanent Portfolio which allocates an equal 25% to equities, long bonds, gold and cash. and PRPFX is 0.67. and PRPFX is +0.61.

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Advisor Perspectives

JULY 1, 2024

With crypto going mainstream, it’s important that advisors understand the pros and cons of including crypto in a portfolio.

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Nerd's Eye View

OCTOBER 15, 2024

What's unique about Mark, though, is how he uses a liability-driven-investing approach to build retirement portfolios and manage sequence of return risk, with a particular focus on using closed end bond funds to generate income needed to cover his client's expenses during the early (and most financially dangerous) years of retirement.

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The Big Picture

APRIL 4, 2024

Investors should be considering capturing some of that yield in their portfolios. We’re going to discuss how these changes are likely to affect your portfolios and what you should do about it. My stock portfolio is recovering. In this new interest rate regime, TINA is no more. amongst institutional traders.

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Wealth Management

JULY 30, 2024

A new survey from Cerulli Associates found model portfolio providers are increasingly focused on offering custom options to keep their clients loyal.

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Alpha Architect

SEPTEMBER 3, 2024

This paper provides new evidence on the efficacy of prioritizing transactions so as to focus portfolio turnover on the trades that offer the strongest signals and hence the highest potential performance impact. Can smart rebalancing improve factor portfolios? was originally published at Alpha Architect.

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Random Roger's Retirement Planning

SEPTEMBER 14, 2024

Portfolio 2 "hedges" ICE with CBOE. Portfolio 3 dials down the ICE/CBOE blend to target the same return as the S&P 500 but we don't even have to get it that low before the standard deviation drops well below the S&P 500 with a much better Sharpe Ratio. It takes a little time to find and figure this stuff out.

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Nerd's Eye View

OCTOBER 20, 2022

In recent years, politically charged topics have become the forefront of news and media, and with the rise of access to digitally distributed media, it has become commonplace for clients to have concerns about the possible impact of political events on their portfolios.

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A Wealth of Common Sense

NOVEMBER 17, 2024

People are terrible at self-regulation and self-awareness when it comes to eating. One study asked people how much bread they ate after leaving an Italian restaurant. Nearly one-third of the diners couldn’t recall how much they had. And 12% of the people who ate bread denied having eaten any at all.

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Random Roger's Retirement Planning

OCTOBER 29, 2024

Fund provider Tidal/ETF Masters, more of a white label than an actual provider, had a fun article titled Building A Financial Independence/Retire Early Portfolio With ETFs. The article spells out several alternative strategies to build out a portfolio once you achieve FIRE.

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A Wealth of Common Sense

NOVEMBER 9, 2023

Last year was one of the worst years ever for a 60/40 portfolio of U.S. These are the 10 worst calendar year returns for a portfolio comprising the S&P 500 and 10 year Treasuries going back to 1928: By my calculations, 2022 was the third worst year for. stocks and bonds.

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NAIFA Advisor Today

OCTOBER 10, 2024

New NAIFA member, Alexander Flecker, CFP, CIMA , Head of Distribution at Measured Risk Portfolios , shares insights into his journey in the financial services industry and the firm's rapid growth since joining in mid-2023.

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Random Roger's Retirement Planning

SEPTEMBER 11, 2024

If you read this blog regularly, you are already putting the time to understand the various strategies we talk about that do what Mark describes and so can draw your own conclusion on whether you believe in a given strategy, the appropriateness for your portfolio and whether you think it lives up to its billing.

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Trade Brains

SEPTEMBER 17, 2023

Best Porinju Veliyath Portfolio Stocks: Investors are always on the lookout for small-cap companies which can lead to multi-bagger returns. In this article, we’ll read about such best Porinju Veliyath portfolio stocks. In this article, we’ll read about such best Porinju Veliyath portfolio stocks. EPS ₹8 Stock P/E 196 RoE 3.2%

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Random Roger's Retirement Planning

APRIL 19, 2024

We work on theoretical portfolios here all the time that blend in strategies that really are negatively correlated or at least very little correlation. Both portfolios have higher standard deviations than the Trinity Replication but much higher returns. Enduring a bear market is about both, behavior and portfolio construction.

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Random Roger's Retirement Planning

AUGUST 3, 2023

Portfolio 1 is 70% allocated to a low vol equity proxy and 30% to an alternative strategy that is intended to look like a horizontal line that tilts upward. Portfolio 2 is 100% Vanguard Balanced Index Fund (VBAIX) which is a proxy for a 60/40 portfolio and Portfolio 3 is the SPDR S&P 500 (SPY).

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Trade Brains

DECEMBER 1, 2023

Best Mukul Agrawal Portfolio Stocks : Every world has its celebrity, who set the benchmark in their field. As of September 30 th , 2023 Mukul Agrawal’s portfolio had about 53 stocks with a Net Worth of about Rs. Best Mukul Agrawal Portfolio Stocks Now let us take a look at some of the best stocks held by this Ace Investor.

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Wealth Management

MAY 6, 2024

iCapital Multi-Asset Portfolio will give financial advisors access to funds focusing on private equity, private credit and real asset strategies.

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Random Roger's Retirement Planning

JUNE 14, 2024

With so much allocated to T-bills, it makes sense that the standard deviations of the barbell portfolios is so much lower. The better takeaway is more along the lines of how risk is managed, maybe allocating a little to asymmetry to maybe dial down the volatility elsewhere in the portfolio or using alternatives to manage volatility and risk.

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Random Roger's Retirement Planning

SEPTEMBER 18, 2024

My interest goes back long before the ReturnStacked ETFs existed and I believe long before the term capital efficiency was common, to Nassim Taleb writing about barbelling returns where most of the risk is allocated to just 10% of a portfolio with the rest in very conservative things like T-bills. Here is some modeling we did on August 19th.

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Wealth Management

DECEMBER 5, 2023

Commonwealth's PPS Select Compass is intended to provide advisors with more control and flexibility in portfolio construction.

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Wealth Management

JUNE 5, 2024

BlackRock, Fidelity Investments, Franklin Templeton and State Street will collaborate with the technology provider more than ever before to personalize creation of investment portfolios.

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Alpha Architect

JUNE 23, 2023

The “Intangible Value Factor” (IHML) can play an additive role in factor portfolios alongside the established market, size, value, quality, and momentum factors. This Six-Factor Model avoids the problematic “anti-innovation” bias of traditional factor portfolios and can be easily implemented using ETFs.

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Random Roger's Retirement Planning

JANUARY 14, 2024

Long time readers might know my fascination with Nassim Taleb's idea about barbelling portfolios to concentrate risk into a small slice while having the vast majority in safe assets. What I am curious to see is if we can combine this barbell idea with the 75/50 portfolio to get a market equaling (or beating) returns over longer periods.

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Random Roger's Retirement Planning

AUGUST 31, 2024

One of my many quirks (we all have them) is a never ending fascination with investment portfolios that either are or are thought to be sophisticated like the Permanent Portfolio, various endowment portfolios and so on. The Trinity Portfolio by Meb Faber and Cambria Investments is another example. It was up 23% that year.

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Integrity Financial Planning

OCTOBER 9, 2023

An investment portfolio focused on income generation has unique qualities, goals, and risks. [1] Instead of focusing on developing a portfolio specifically around cash returns, a total return portfolio is optimized for generating growth by considering all forms of wealth generation, namely, equity growth. [1]

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A Wealth of Common Sense

NOVEMBER 26, 2023

Sure, plenty of investors consider their risk profile and time horizon when building a portfolio. One would balance a range of expectations for the various asset classes and match those possibilities with their goals and objectives. But we live in an irrational world — one in which experienc.

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Wealth Management

SEPTEMBER 21, 2023

That gives the firm’s RIA custody clients free access to performance reporting, fee billing, portfolio rebalancing, a client portal and portfolio accounting software.

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Advisor Perspectives

NOVEMBER 4, 2024

Thematic portfolios that tap into big global trends offer exciting opportunities for equity investors. But the devil is in the detail.

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Portfolio 52

Wealth Management

DECEMBER 21, 2023

Education about gold investments is key to ensuring clients have a well-balanced portfolio that can withstand economic fluctuations.

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