Carson Wealth
DECEMBER 18, 2023
At Carson Investment Research, we have moved our longer-term strategic asset allocations to their maximum equity overweight while continuing to favor U.S. 3% in 2023 after adjusting for inflation, which would be above the 2010-2019 trend. Stocks may gain 75-100% cumulatively over the next five years, which is 12-15% annualized.
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.
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Brown Advisory
MAY 31, 2017
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. We maintain a model portfolio internally to track the results of our asset allocation stances. Thu, 06/01/2017 - 02:47.
Brown Advisory
MARCH 30, 2020
Consider how we defined investment risk in our 2018 asset allocation publication, Confronting the Unknown: “The probability that a portfolio will not meet an investor’s needs.” of Standard Deviations 5/6/2010 S&P 500 Index -6.9 Essentially, liquidity refers to how quickly an investment can be turned into cash. Treasuries -15.0
Brown Advisory
MARCH 30, 2020
Consider how we defined investment risk in our 2018 asset allocation publication, Confronting the Unknown: “The probability that a portfolio will not meet an investor’s needs.” Criteria evaluated include: market capitalization, financial viability, liquidity, public float, sector representation, and corporate structure.
The Better Letter
JANUARY 26, 2024
In The Next Great Bubble Boom: How to Profit from the Greatest Boom in History: 2006-2010 , published in January 2006, Dent doubled down on his earlier predictions for the 2000s and called for big gains through the rest of the decade. who became a professor at the University of Michigan before setting up his own asset management firm.
The Big Picture
JULY 11, 2023
JOHNSON: So I spent a year, my father said to me, “Look, if you’re going to be in the financial services business you should probably work in New York.” Otherwise, the West Coast, if you were in the financial services business, it was rough life. RITHOLTZ: It was just Franklin. RITHOLTZ: Right.
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