Truemind Capital
FEBRUARY 23, 2024
Thinking about all this, I felt I had read about this and observed it in 2007. However, I would insist on following an asset allocation plan with discipline, which is unaffected by the emotions of greed and fear. Asset allocation should follow probabilities of future outcomes along with risk profile.
Alpha Architect
AUGUST 3, 2022
But we do know that post-1973 we entered a world where, for several decades (at least up to around 2007), both bonds and commodities were an important component of a diversified portfolio. The last time this happened we entered a long period of high inflation and poor real returns. Will this happen again?
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Random Roger's Retirement Planning
OCTOBER 19, 2023
Here's the latest about Harvard from Bloomberg that included this chart of the asset allocation. It's not that someone could not copy the asset class exposure, just that the return streams would not look the same and often, various forms of sophistication replication does not really work in fund form. Black is 2023.
Discipline Funds
NOVEMBER 17, 2023
In other words, if you’re 65 in 2007 and 100% invested in stocks and then 2008 happens then you end up going back to work until you’re at least 70. And the only way that disaster happens is if your financial planner is making irrational projections about asset returns and your asset allocation.
Random Roger's Retirement Planning
JULY 8, 2023
That is not guessing what markets will do, that is just managing asset allocation and cash needs. Remember, the peak in the S&P 500 in October, 2007 was 1565. The Permanent Portfolio equal weights equities, long bonds, cash and gold with the theory that no matter what, at least one of those four will be doing well.
Darrow Wealth Management
MAY 22, 2023
The federal funds rate hasn’t been this high since 2007 when it peaked at 5.25%. Consider your objectives Before making an asset allocation decision, always keep in mind what you’re trying to accomplish. In fact, the Federal Reserve has raised the upper limit federal funds rate by 5% since the beginning of 2022.
Truemind Capital
MAY 19, 2020
One can prepare a customized plan depending upon their investment liking and understanding of different asset classes, sub-categories, and their own risk profile. Having a sense of market/asset class cycles and at which stage we could be in that cycle helps tremendously.
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