2007 Asset Allocation Numbers 
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.
Truemind Capital
FEBRUARY 23, 2024
Thinking about all this, I felt I had read about this and observed it in 2007. During times of euphoria and bubbles, a huge number of retail investors want to invest in the stock market. However, I would insist on following an asset allocation plan with discipline, which is unaffected by the emotions of greed and fear.
This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
Random Roger's Retirement Planning
JULY 15, 2024
Usually a replication strategy will build a portfolio based on reported hedge fund holdings filed on a 13f or in the case of managed futures will sample maybe the ten biggest futures markets believing they can get 90% (or some high number) of the full effect, do it for cheaper such that the cost advantage ends up being the difference in performance.
The Irrelevant Investor
JUNE 15, 2019
They anticipate that by 2023 80% of all assets at Vanguard will be in an automatic investment program. Automatic enrollment has tripled since 2007. These numbers are pretty encouraging. 18,500, $24,500 for people 50 or older) The chart below shows overall asset allocation in these plans. This is a beautiful chart.
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.
The Big Picture
SEPTEMBER 12, 2022
I wasn’t that typical person that did a number of, you know, internships during the summer, had that …. At Citi, in 2007, fantastic timing, you take over as Head of Structured Solutions. And so, 2007, I came over to Citi. One, we also saw a record number of credit card openings in Q1 and Q2. I was econ and kind of geeky.
James Hendries
JUNE 20, 2023
As the economy is likely downshifting, investors should take heed that the Federal Reserve’s (Fed) current stance is eerily similar to early 2007. As such, we don’t think it will be long before official government numbers reflect the decrease in rent prices. A Lot Can Change in a Few Quarters So, why bring up a Fed statement from 2007?
Expert insights. Personalized for you.
131 
Let's personalize your content