The Irrelevant Investor

JUNE 13, 2017

You'll notice they're very comparable, what put a little bit of space between them was the rebound in the twelve months following the 2009 bottom. Creating the proper asset allocation and staying with it has a much bigger impact on your returns than selecting the best performing funds within those asset classes.

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ClearMoney

NOVEMBER 4, 2021

As with many things in life, the truth is somewhere between the extremes: While both simulated and real-world data suggest momentum may not be suitable as a driver of long-term asset allocations, we believe momentum considerations can be integrated in a cost-effective way to help inform daily portfolio management decisions.

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The Irrelevant Investor

MARCH 29, 2020

With the wild swings in the stock and bond market this year, it's likely that your asset allocation has gotten a bit out of whack. A portfolio rebalance is simply the act of returning to your pre-determined asset allocation. Asset allocation is all about trade offs. stock.bond) is now 54/46. Treasury Notes).

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Asset Allocation Portfolio Assets Planning 52

Investing Caffeine

MAY 2, 2022

For long-term stock investors who have reaped the massive +520% rewards from the March 2009 lows, they understand this gargantuan climb was not earned without some rocky times along the way.

Electronics 59

Electronics Economy CFP Government 59

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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The Irrelevant Investor

MARCH 23, 2020

Since the March 2009 low, there have been 17 pullbacks of 5% or more. In the case of risk management via asset allocation, it's the size in stocks versus your size bonds. This doesn't happen suddenly, it slowly builds over time. One of the most important and least spoken about aspects of risk management is position sizing.

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The Big Picture

FEBRUARY 6, 2024

I could maybe flip that around a little bit since I think particularly post 2008, 2009, the quality style of investing has become a lot more popular. And actually Ben Inker is the head of our asset allocation group. We, we call asset allocation at GMO. That’s the key to quality investing.

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Brown Advisory

DECEMBER 2, 2015

built up substantial reserve capital while recovering from the Great Recession in 2008-2009. By Taylor Graff, CFA, Asset Allocation Analyst. We are recommending that clients consider high-yield bonds and other asset classes that can offer the prospect of solid gains that diverge from the path of traditional stocks and bonds.

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Clients Asset Allocation Economics Estate Planning 52

Brown Advisory

DECEMBER 2, 2015

After the 2008-2009 financial crisis, many clients could use loss carry-forwards to reduce taxes against gains taken in subsequent years. By Taylor Graff, CFA, Asset Allocation Analyst. There are few pieces of news more exasperating for investors than a significant tax bill following a period of meager returns.

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Taxes Clients Estate Planning Compliance 52

Random Roger's Retirement Planning

DECEMBER 22, 2023

Amusingly, about the only content I found was stuff I'd written including this at Seeking Alpha from October, 2009. Where John's approach veers from mine is how complex his portfolio was in 2009. It was an active portfolio though with changes made as necessary. ARBFX 3.7% JRS 3.9% (short position) MERFX 3.7%

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Brown Advisory

SEPTEMBER 3, 2015

Morgan began tracking this data in 2009. That is the highest level since quarterly data collection began in 2009. . By Taylor Graff, CFA, Asset Allocation Analyst. The momentum helped push up the proportion of European companies beating estimates for second-quarter earnings to 65%, the highest level since J.P.

Economy 40

Economy Economics Asset Allocation Clients 40

Brown Advisory

APRIL 1, 2015

Almost exactly five years ago, we wrote a piece entitled Bubbles, which discussed the sharp rally in stocks from the lows of early 2009 and the risks of the growing federal deficit that resulted from government bail-outs and fiscal stimulus during the financial crisis. Simply stated, asset classes tended to move together: When U.S.

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Brown Advisory

SEPTEMBER 22, 2017

84 One study concluded that investors "pay a financial cost in abstaining from [sin] stocks" (Hong, 2009). Company case studies and practitioner-oriented books provide an outlook on the business case for corporate environmental strategies (Esty, 2009). Deutsche Asset & Wealth Management White Paper. John Wiley and Sons.

Portfolio 52

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Brown Advisory

SEPTEMBER 22, 2017

84 One study concluded that investors "pay a financial cost in abstaining from [sin] stocks" (Hong, 2009). Company case studies and practitioner-oriented books provide an outlook on the business case for corporate environmental strategies (Esty, 2009). Deutsche Asset & Wealth Management White Paper. John Wiley and Sons.

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Good Financial Cents

JUNE 11, 2023

You can also get information on your performance and asset allocation. This will help you to create an asset allocation that will get you where you need to go with your investments. It can be used to help you with your asset allocation, at least based on the investment options that your plan includes.

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Management Investing Investments Wealth Management 80

James Hendries

JUNE 26, 2023

However, the impending end of the Federal Reserve (Fed) rate-hiking campaign, and the economy’s and corporate America’s resilience, help make the bull case that steers LPL Research toward a neutral, rather than negative, equities view from a tactical asset allocation perspective. Diversification does not protect against market risk.

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Brown Advisory

AUGUST 6, 2019

As head of asset allocation research in our Investment Solutions Group, he is responsible for analyzing the relative attractiveness of various asset classes and investment strategies. In terms of the economic cycle, we think the risk of a recession is at its highest level since 2009, but it is still far from a certainty.

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Brown Advisory

AUGUST 6, 2019

As head of asset allocation research in our Investment Solutions Group, he is responsible for analyzing the relative attractiveness of various asset classes and investment strategies. In terms of the economic cycle, we think the risk of a recession is at its highest level since 2009, but it is still far from a certainty.

Investing 52

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Brown Advisory

MARCH 30, 2020

For the past year, we have been preparing client portfolios for the end of the extended bull market run that began in 2009—building cash and liquidity reserves, and also exploring opportunities in private and alternative asset classes that historically have offered lower correlation with public markets.

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Management Marketing Marketing Clients 52

Brown Advisory

MARCH 30, 2020

For the past year, we have been preparing client portfolios for the end of the extended bull market run that began in 2009—building cash and liquidity reserves, and also exploring opportunities in private and alternative asset classes that historically have offered lower correlation with public markets.

Management 52

Management Marketing Marketing Clients 52

Random Roger's Retirement Planning

FEBRUARY 9, 2023

The funds did well in the Financial Crisis and they did well in 2022 but from 2009 onward, one of his two long standing funds has a negative annual growth rate and the one with a positive growth rate was less than 1/3 of a plain vanilla 60/40 portfolio.

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Asset Allocation Portfolio Assets Numbers 69

The Better Letter

JANUARY 26, 2024

The DJIA closed 1999 at 11,497 and 2009 at 10,428. At the GFC bottom, March 9, 2009, the Dow traded at 6,547. ” That may have been a perfectly appropriate asset allocation for Professor Markowitz, of course, but his thinking was far more fear-based than analytically driven. So, he missed it by a mile.

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Assets Valuation Management Investing 103

Brown Advisory

NOVEMBER 29, 2016

1 Also, from fiscal year 2009 until fiscal year 2016, federal agencies cut annual grants to private and public organizations by 3.4% Alternatively, nonprofits can boost potential portfolio returns, which often means tolerating more risk and illiquidity, through a recalibration of asset allocation— the single biggest driver of long-term gains.

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Nonprofit Asset Allocation Portfolio Budgeting 52

Carson Wealth

JUNE 12, 2023

We found there were two times during the tech bubble that stocks gained 20% and again moved to new lows, and it also happened during the global financial crisis of 2007-2009. It was developed a decade ago and is a key input into our asset allocation decisions.

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Marketing Marketing Economy Manufacturing 52

Brown Advisory

JUNE 21, 2017

Exhibit 1 at right illustrates this pattern; for example, it shows clearly how the relative performance of active managers has slipped during the bull market that started in 2009. Reasons for this tendency are varied. In short, every situation is different.

Investing 52

Investing Investments Portfolio Management 52

Brown Advisory

JUNE 21, 2017

Exhibit 1 at right illustrates this pattern; for example, it shows clearly how the relative performance of active managers has slipped during the bull market that started in 2009. Reasons for this tendency are varied. In short, every situation is different. 1 [link] AssetFlows/AssetFlowsJan2017.pdf

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Investing Investments Portfolio Management 52

The Irrelevant Investor

JUNE 15, 2019

18,500, $24,500 for people 50 or older) The chart below shows overall asset allocation in these plans. In 2009, 30% of participants in a plan that offered company stock had at least 20% of their assets in the company they worked for. More than one-third of that $900,000 is added in the last 5 years.

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Asset Allocation Retirement Accounting Distribution 52

James Hendries

AUGUST 15, 2022

is dragged down by 2008-2009 when the index tumbled 37%. We maintain our preference for equities over fixed income and cash in our recommended tactical asset allocation. The entirety of a recession—particularly a mild one—hasn’t historically been all that bad for stocks from start to finish. The average of 1.1% How can this be?

Marketing 52

Marketing Marketing Economy Valuation 52

Brown Advisory

MARCH 13, 2018

From a longer-term perspective, stocks rose from 2009 until this recent correction with only a few setbacks along the way. increase in the average hourly wage rate, the fastest rise in that rate since 2009. (It Even after recent record-setting gains, investors remained positive about the prospects for further profits. 2, the U.S.

Investing 52

Investing Investments Economy Assets 52

Brown Advisory

MARCH 13, 2018

From a longer-term perspective, stocks rose from 2009 until this recent correction with only a few setbacks along the way. increase in the average hourly wage rate, the fastest rise in that rate since 2009. (It Even after recent record-setting gains, investors remained positive about the prospects for further profits. 2, the U.S.

Investing 52

Investing Investments Economy Assets 52

The Big Picture

JUNE 6, 2023

And I think that has been true since 2009 until now. Once you have your asset allocation dialed in, your automatic contributions dialed in, all the basics, then you can move on. Have I managed my asset allocation and my investment fees? So, they just looked at me like I was an alien. Let’s talk about that.

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The Irrelevant Investor

OCTOBER 20, 2015

Fisher, 1958 The Money Game - George Goodman, 1967 A Random Walk Down Wall Street - Burton Malkiel, 1973 Manias, Panics, and Crashes: A History of Financial Crises - Charles Kindleberger, 1978 The Alchemy of Finance - George Soros, 1987 Market Wizards - Jack Schwager, 1989 Liar's Poker - Michael Lewis, 1989 101 Years on Wall Street, An Investor's Almanac (..)

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Investing Investments Asset Allocation Investment Planning 52

Truemind Capital

SEPTEMBER 13, 2019

Below is the price chart of HUL from Jan 2000 to Jan 2009. If you do not have requisite skill-set or don’t have time, then you should hire an investment adviser who has the expertise to evaluate fair investment valuation and has the experience, temperament and skill-set to alter asset allocation with changing market dynamics and cycles.

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Marketing Marketing Management Asset Allocation 52

The Big Picture

MARCH 14, 2023

He launched his own firm right into the teeth of the collapse in ’09, which turned out to be quite a fortuitous time to launch an asset management shop. RITHOLTZ: So you’re there for 20 years, from 1988 to 2009. So, you know, 2009, what had happened was I was very burnt out. They wanted to hear a bear story post 2009.

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Economy Investing Investments Portfolio 152

The Big Picture

DECEMBER 20, 2022

KOENIGSBERGER: What I really like is on top of these four return streams that we have, we kind of have a multi-asset, dynamic asset allocation process. KOENIGSBERGER: So that’s what — with our multi-asset strategy, we wanted to solve for that problem, which is — I call it a governance problem.

Banking 152

Banking Assets Government Investing 152

The Big Picture

MARCH 12, 2024

And what we figured out in 2009, really when we started buying homes is that we made the bet that it, I mean, it wasn’t a very exotic bet, but we made the bet that the subprime mortgage market wasn’t coming back at all. And so, so starting in 2009, we, we, there was no flip market.

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Banking Investing Investments Marketing 141

The Big Picture

APRIL 4, 2023

So a very different dynamic than we saw back in 2007, 2008, 2009. I found this conversation really to be absolutely a master class and totally fascinating, and I think you will as well. Yes, there’s a lot of liquidity in private equity. But there’s also a lot of liquidity in private credit to be able to finance those transactions.

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