The Big Picture

OCTOBER 7, 2022

If only the Fed didn’t do X, our portfolio would have been much better” seems to be a terrible approach to managing assets for clients. All too often, Fed criticism is thinly-veiled excuse-making for underperforming alpha chasers. “If During the same period of time, the S&P 500 rose 67.9% (2020) and 28.7% (2021).

Economics 333

Economics Banking Portfolio Assets 333

The Big Picture

SEPTEMBER 23, 2023

This week, we speak with Armen Panossian , managing director and head of performing credit at Oaktree Capital Management , which has $179 billion in assets under management. He oversees the firm’s liquid and private credit strategies, and also serves as a portfolio manager within Oaktree’s global private debt and global credit strategies.

Management 173

Management Medical Portfolio Management Economics 173

Nerd's Eye View

AUGUST 8, 2023

Lori is the CEO of LVW Advisors, an independent RIA based in Pittsford, New York, that oversees more than $2 billion in assets under management for over 450 small-to-mid-sized institutions and ultra-high-net-worth families. Welcome back to the 345th episode of the Financial Advisor Success Podcast !

Investing 193

Investing Investments Financial Advisor Compensation Planning 193

Brown Advisory

SEPTEMBER 19, 2023

Business Resilience in Portfolio Construction bgregorio Tue, 09/19/2023 - 05:12 Only Time Will Tell While the old adage “only time will tell” generally refers to a future outcome, it reflects our belief that a truly enduring investment must have proven to be resilient under a variety of macroeconomic circumstances. Others such as U.S.

Portfolio 52

Portfolio Financial Services Investing Investments 52

Abnormal Returns

SEPTEMBER 22, 2022

wsj.com) Fund management What are the most owned private companies in mutual fund portfolios? morningstar.com) Breaking down which assets are still ripe for active management. citywireusa.com) Women are still not making much headway in the asset management business. Think Elon Musk.

Financial Advising 130

Financial Advising Media Valuation Assets 130

Zoe Financial

APRIL 4, 2023

A diversified portfolio means investing in a variety of asset classes. Let’s discuss asset classes in terms of something everyone understands – shoes. Like asset classes, they each serve a purpose, and it is a good idea for your closet, and your portfolio, to have some of each. Boat Shoes – U.S.

Assets 52

Assets Portfolio Taxes Financial Services 52

Brown Advisory

SEPTEMBER 21, 2022

Resilience is Core to Sustainable Portfolio Construction. While the old adage “only time will tell” generally refers to a future outcome, it is apropos of our belief that a truly sustainable portfolio must consist of businesses that have proven to be resilient under a variety of macroeconomic circumstances. Wed, 09/21/2022 - 10:50.

Portfolio 86

Portfolio Manufacturing Financial Services Investing 86

Random Roger's Retirement Planning

APRIL 4, 2024

We have a lot of fun here with backtesting portfolios. There was news going around that Daffy.org was adding Bitcoin in 5% or 10% weightings to a couple of its portfolios , presumably to improve returns for otherwise "normal" looking portfolios. The process can be informative but not definitive. It allocates as follows.

Portfolio 83

Portfolio Assets Taxes Investing 83

The Big Picture

DECEMBER 12, 2022

Has private equity avoided the asset-price crash? Survival Lessons From Past Tech Downturns : The current tech downturn could be much worse than it appears now, say those who lived through the 2001 and 2008 crashes—but those who make it have the chance to fuel the next bubble. New York Times ). • Economist ). Wall Street Journal ). •

Math 297

Math Economy Communication Economics 297

Nerd's Eye View

APRIL 11, 2023

Thomas is a Senior Partner for Signature Estate & Investment Advisors, an independent RIA based in Los Angeles, California, that oversees nearly $16 billion in assets under management, with $570 million of those assets being managed by Thomas' practice that serves more than 250 client households.

Financial Advisor 130

Financial Advisor Medical Financial Planning Clients 130

Brown Advisory

SEPTEMBER 19, 2023

Importance of Business Resilience in Portfolio Construction bgregorio Tue, 09/19/2023 - 05:12 Only Time Will Tell While the old adage “only time will tell” generally refers to a future outcome, it reflects our belief that a truly enduring investment must have proven to be resilient under a variety of macroeconomic circumstances.

Portfolio 52

Portfolio Financial Services Investing Investments 52

The Big Picture

DECEMBER 8, 2022

It’s a rarity for the two main asset classes, almost always negatively correlated, to perform a duet. Blackstone is the world’s largest owner of commercial real estate globally with a $565 billion portfolio and $319 billion in investor capital. New York Times ). • So When Will Stocks and Bonds Un-Link? Source: @Markzandi.

Transportation 270

Transportation Retail Portfolio Assets 270

Brown Advisory

SEPTEMBER 21, 2022

Resilience is Core to Sustainable Portfolio Construction mhannan Wed, 09/21/2022 - 10:50 As crucial as sustainability may be to investors and companies alike, gauging the long term resilience of their business model is just as important. Sustainable International Leaders views resilience as a crucial lens through which to analyze businesses.

Portfolio 52

Portfolio Manufacturing Financial Services Investing 52

Brown Advisory

SEPTEMBER 21, 2022

Resilience is Core to Sustainable Portfolio Construction. While the old adage “only time will tell” generally refers to a future outcome, it is apropos of our belief that a truly sustainable portfolio must consist of businesses that have proven to be resilient under a variety of macroeconomic circumstances. Wed, 09/21/2022 - 10:50.

Portfolio 52

Portfolio Manufacturing Financial Services Investing 52

Carson Wealth

JANUARY 16, 2024

Just as importantly, with higher starting yields and falling inflation, bonds are less vulnerable to losses and are once again more likely to add ballast to a portfolio during periods of volatility. The chart below is our version of the industry staple Quilt Chart of asset class returns.

Investing 96

Investing Investments Marketing Marketing 96

Random Roger's Retirement Planning

JANUARY 27, 2024

There was an interesting article at Seeking Alpha about how to build a portfolio that yields 9%. For comparison, from 2008 forward, the S&P 500 had a CAGR of 7.65% and a standard deviation of 16.19%. From the above chart, $30,000 invested in 2008 is now worth $36,875. In some circles volatility is considered an asset class.

Portfolio 54

Portfolio Assets Marketing Marketing 54

Aleph

DECEMBER 22, 2022

Think of our last two major crises, the Great Financial Crisis (2008) and the Dot-Com Bubble (2000). Pseudo-indexing is the asset managers who are benchmarked against the market as a whole. There are generally few asset managers that are willing to be unique. Were there many people warning about those events in advance?

Portfolio 59

Portfolio Assets Management Investing 59

Random Roger's Retirement Planning

APRIL 7, 2024

Let's have a little fun with a difference of opinion about how to incorporate managed futures into a portfolio between to big proponents, Corey Hoffstein from ReturnStacked ETFs and Andrew Beer who runs the iMPG DBi Managed Futures Strategy ETF (DBMF). Both of them talk about how to add managed futures to a portfolio.

Management 80

Management Portfolio Portfolio Management Risk Management 80

The Chicago Financial Planner

NOVEMBER 8, 2021

At some point we are bound to see a stock market correction of some magnitude, hopefully not on the order of the 2008-09 financial crisis. This is the time to review your portfolio allocation and rebalance if needed. If so, this is a good time to revisit your asset allocation and perhaps reduce your overall risk. Click To Tweet.

Retirement 130

Retirement Marketing Marketing Financial Planner 130

Discipline Funds

FEBRUARY 17, 2023

We founded the concept of Countercyclical Indexing by answering some simple questions: Is a “balanced index” like a 60/40 stock/bond portfolio actually balanced? A standard indexing strategy such as a 60/40 stock/bond portfolio has many wonderful characteristics. It’s diverse, low fee and tax efficient. This doesn’t make sense.

Portfolio 52

Portfolio Taxes Assets Marketing 52

The Chicago Financial Planner

FEBRUARY 5, 2022

The New York Giants (an old NFL team) won in 2008 and the market tanked in what was the start of the financial crisis. What impact have the solid stock market gains of the past three years had on your portfolio? Perhaps it’s time to rebalance and to rethink your ongoing asset allocation. Costs matter.

Investing 184

Investing Investments Financial Planner Risk Tolerance 184

Validea

OCTOBER 19, 2022

Coming into 2022, the 60/40 stock/bond portfolio had been a stalwart strategy for your balanced investor. Even with bear markets like 2000-2002 and 2008-2009, the portfolio had strong returns for a very long period. at the start of the year) things are looking brighter for this simple portfolio. Tool: [link].

Investing 128

Investing Investments Valuation Portfolio 128

Trade Brains

FEBRUARY 6, 2024

Jana Small Finance Bank IPO Review About The Company Jana Small Finance Bank was incorporated on July 24, 2006, registered as a non-banking finance company (“NBFC”) on March 4, 2008, and was awarded non-banking finance company-microfinance institution (“NBFC-MFI”) status on September 5, 2013. Gross non-performing assets (NPAs) peaked at 3.8%

Banking 59

Banking Assets Accounting Portfolio 59

Discipline Funds

MAY 8, 2023

Some even worry this is 2008 all over again. In this piece I will explain why this isn’t 2008 all over again, but that the current environment is still very challenging for banks (and the broader economy) and likely to remain this way for the foreseeable future. But the good news is that this isn’t 2008 either.

Banking 62

Banking Economy Assets Portfolio 62

BlueMind

SEPTEMBER 11, 2022

It is your duty as a financial advisor to determine where your client’s portfolio stands currently and the amount of risk it can bear. Hardly: don’t forget the unexpected and shocking financial crisis of 2008 in the United States which crippled the economy. However, risk capacity is a numbers game.

Risk Tolerance 98

Risk Tolerance Clients Portfolio Investing 98

Truemind Capital

JUNE 30, 2022

In this piece, we are trying to understand what the future holds and how we can prepare our investment portfolio to deal with future outcomes. After the subprime crisis in 2008, many developed countries’ Central Banks started printing money and flooding the global economies with cheap liquidity. But first a quick recap.

Asset Allocation 52

Asset Allocation Marketing Marketing Valuation 52

Random Roger's Retirement Planning

DECEMBER 10, 2023

A little more specifically the need for diversified portfolios persists with the implication that bonds are the way to get this done. This chart contributes to the logic supporting a 60/40 portfolio. Do you want that kind of volatility from the fixed income in your portfolio? The working answer here has been no.

Portfolio 60

Portfolio Math Assets Retirement 60

Validea

JULY 20, 2022

The article offers 3 options of how to readjust your portfolio: Stay the course. Keep your portfolio as it is and turn off the news to avoid panic selling or changing allocations based on fear. But there’s no guarantee that this bear market will follow the same path. Change Your Allocation.

Portfolio 59

Portfolio Economy Assets Investing 59

Validea

AUGUST 5, 2022

Junk bonds—high-yield debt from riskier companies that are rated below BB by Standard & Poor’s—could provide a solid source of dividend yield and capital appreciation, and investors should consider holding them in their portfolios, contends an article in MarketWatch. But they shot back up 55% in 2009.

Portfolio Management 59

Portfolio Management Portfolio Banking Management 59

Trade Brains

MARCH 22, 2023

Many others, even if they have the skills, do not have adequate time to manage their portfolio. We’ll compare them based on parameters like annualized returns, expense ratios, assets under management (AUM), and more. 51.69% of its assets are in its top ten holdings. Kotak Mahindra Asset Management Company.

Assets 52

Assets Banking Management Investing 52

The Richer Geek

MARCH 15, 2023

He, as author of three books, he's done a lot in industrial, what we're going to talk about one of his book’s legacies, investing legacy, and what it is where he's going to explain how 1% Invest, what kind of assets what gives him legitimacy? And what's the difference between them and the rest of us that are trying to get to where they're at.

Investing 52

Investing Investments Assets Management 52

Validea

SEPTEMBER 23, 2022

Nouriel Roubini, the economist known as Dr. Doom for predicting the 2008 financial crisis, has turned his forecasting skills on the current economy and foresees a “long and ugly” recession beginning at the end of this year and lasting well into next year, reports an article in Bloomberg.

Government 59

Government Economy Banking Portfolio 59

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.

Asset Allocation 62

Asset Allocation Math Portfolio Assets 62

Trade Brains

MAY 7, 2024

Best Crypto Brokers In The World #2: Exness Exness is a broker that was established in 2008 and provides access to trade in cryptocurrencies, equities, indices, commodities, and currencies. It provides access to a range of popular cryptocurrencies, allowing traders to diversify their portfolios.

Education 59

Education Accounting Portfolio Financial Services 59

Random Roger's Retirement Planning

MAY 30, 2023

The leverage used is the return stack, the one fund is capitally efficient exposure to the two asset classes. We can compare to a plainer vanilla 60/40 stock/bonds portfolio. The leverage in Portfolio 1 replicates a hypothetical long term exposure to RSBT and VBAIX is a proxy for a plain vanilla 60/40 portfolio.

Portfolio 57

Portfolio Management Investing Investments 57

Brown Advisory

MAY 31, 2017

EUROPEAN RE-ENTRY: Why We Are Shifting Portfolios Toward European Stocks achen Thu, 06/01/2017 - 02:47 Asset allocation—at least for us—is an exercise in nuance. We move slowly and carefully when it comes to shifting our portfolios away from one asset class or region and toward another. Take Europe, for instance.

Portfolio 52

Portfolio Asset Allocation Valuation Economics 52

Brown Advisory

MAY 31, 2017

EUROPEAN RE-ENTRY: Why We Are Shifting Portfolios Toward European Stocks. Asset allocation—at least for us—is an exercise in nuance. We move slowly and carefully when it comes to shifting our portfolios away from one asset class or region and toward another. Thu, 06/01/2017 - 02:47. Take Europe, for instance.

Portfolio 52

Portfolio Asset Allocation Valuation Economics 52