2013 Asset Allocation Numbers 
Carson Wealth
JANUARY 22, 2025
Higher numbers indicate more volatility, lower numbers mean less volatility, and a negative beta, which is rare, means an asset is expected to move in the opposite direction of the market. You can also further diversify within an asset class. The general trend of the market is upward.
Truemind Capital
JANUARY 16, 2024
We maintain our underweight position to equity (check the 3rd page for asset allocation) due to an unfavorable risk-reward ratio. We continue to hold positions in large-cap value stocks and maintain no allocation to mid & small-cap funds. You can write to us at connect@truemindcapital.com or call us at 9999505324.
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Brown Advisory
AUGUST 1, 2018
equity market’s gain since early 2017 has been concentrated in a relatively small number of sectors and specific stocks. Risks in Bonds In attempting to reduce portfolio risk by shifting assets from equities to bonds, it’s important to recognize that bonds carry risks of their own. Concentration: Much of the U.S. Many non-U.S.
Brown Advisory
AUGUST 1, 2018
equity market’s gain since early 2017 has been concentrated in a relatively small number of sectors and specific stocks. In attempting to reduce portfolio risk by shifting assets from equities to bonds, it’s important to recognize that bonds carry risks of their own. Concentration: Much of the U.S. Risks in Bonds. Many non-U.S.
The Irrelevant Investor
NOVEMBER 5, 2018
He has an infectious personality and I remember saying to Barry after I first met him in 2013. His famous paper, A Quantitative Approach to Tactical Asset Allocation is the most downloaded paper at the SSRN network. Holy s**t that guy's awesome." I first met Meb through his writing, like so many others.
Brown Advisory
MARCH 28, 2017
Starting Points achen Tue, 03/28/2017 - 14:11 The numbers tell a clear story about the growing number of investors interested in sustainable investing. Meanwhile, four out of five financial advisors wait for investors to begin the conversation, Calvert says. That can be a mistake.
Brown Advisory
MARCH 28, 2017
The numbers tell a clear story about the growing number of investors interested in sustainable investing. Assets in investments aligned to environmental, social or governance factors increased nearly fivefold between 2012 and 2016, according to US SIF Foundation. . . Starting Points. Tue, 03/28/2017 - 14:11.
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