2007 Asset Allocation Retirement 
Random Roger's Retirement Planning
NOVEMBER 21, 2024
There's no fact sheet yet and while the holdings are available, the asset allocation is vague without calculating the spreadsheet yourself which I did (hopefully correctly). To my knowledge, RYMFX was the first managed futures mutual fund and it had the space to itself for several years after in launched in 2007.
Random Roger's Retirement Planning
FEBRUARY 28, 2025
Based on Cambria's other multi-asset funds, ENDW will probably have fixed income duration but that's a space I will continue to avoid. The S&P 500 hit 1500 in March 2000, then again in the fall of 2007 and then the third and final time in January, 2013. The results. Most of us of course lived through that from 2000 through to 2009.
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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. 18,500, $24,500 for people 50 or older) The chart below shows overall asset allocation in these plans. This is a beautiful chart. There is way too much of it.
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 15, 2024
First up, the Harvard Endowment which posted the following asset allocation. Here's an article at theStreet.com from 2007 where I bagged on PSP. Arguably neither one is very close in terms of how it replicates but borrowing the asset allocation from the top down yields what I would call a valid result. I used PSP.
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.
Random Roger's Retirement Planning
AUGUST 12, 2024
Or you could look at the 2007 high which was within a few points of the 2000 high and say it took 12 years to double. The first is to build a portfolio that you have a reasonable basis to believe can get you to where you need to be can stick with emotionally and maintain an asset allocation that allows you to manage sequence of return risks.
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