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. 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.
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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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 recent past has arguably made investors complacent in their reliance on a stock/bond portfolio as an end-all-be-all solution.
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.
Random Roger's Retirement Planning
JULY 8, 2023
Barron's had a fun article that looked at some ideas from William Bernstein titled The Trick To A Bullet Proof Portfolio? Based on the title, it would seem to be in the neighborhood of creating an all-weather portfolio which we've looked at in several different forms over the course of my full 19 years of blogging.
The Irrelevant Investor
JUNE 13, 2017
Below are two nearly identical portfolios; both are sixty percent stocks and forty percent bonds. Each portfolio has twelve slices, with identical allocations in each sleeve. For example, portfolio 1 has a 10% position to U.S. Portfolio 2 also has a 10% position to U.S. Portfolio 2 sold after the 23.3%
Darrow Wealth Management
MAY 22, 2023
The federal funds rate hasn’t been this high since 2007 when it peaked at 5.25%. Cash vs stocks: growth of $1M With an average annualized return under 1%, the cash portfolio only gains $92,000 over a decade. In fact, the Federal Reserve has raised the upper limit federal funds rate by 5% since the beginning of 2022.
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