Random Roger's Retirement Planning

MAY 10, 2023

Meb Faber had a poll on Twitter that asked "how many years do you think you could withstand your portfolio underperforming the S&P 500?" Sure, I'm $200,000 short of my goal but you know what, I beat the market five years in a row from 2009-2013." It's a great question. That outperformance would be meaningless.

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Truemind Capital

OCTOBER 18, 2024

Our strategy of building a portfolio with diversification across asset classes and geographies is right on track to handle this. The assumption that asset prices will keep rising can quickly be challenged by things like escalating geopolitical tensions, a U.S. That’s how we’ll build, preserve, and grow wealth.

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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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Truemind Capital

JANUARY 16, 2024

They like to talk about Bajaj Finance and not Yes Bank in their portfolio. Most of the time, even the winners account for very low weight in the overall assets, resulting in miniscule contribution to the portfolio returns. One can consider debt portfolios with floating rate instruments for long-term allocation.

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The Big Picture

SEPTEMBER 12, 2022

We have seen strong, strong demand pretty consistently for building out alternatives, portfolios, particularly when it comes to opportunities with great financial sponsors on the private equity side, looking at these long-term secular trends, right? RITHOLTZ: Let’s talk a little bit about inflation. You mentioned 8.5 percent inflation rate.

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Brown Advisory

MARCH 28, 2017

Still, nearly three out of four investors wait for their advisors to raise the topic of sustainability in relation to their portfolios, according to a 2013 survey by Calvert Investments. One family we advise wants to support local businesses with a regionally focused portfolio. That can be a mistake.

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Brown Advisory

MARCH 28, 2017

Still, nearly three out of four investors wait for their advisors to raise the topic of sustainability in relation to their portfolios, according to a 2013 survey by Calvert Investments. One family we advise wants to support local businesses with a regionally focused portfolio. That can be a mistake.

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Brown Advisory

AUGUST 1, 2018

Market conditions may indeed be changing, and in ways that warrant a reassessment of portfolio positioning. Adding risk to portfolios at this stage in the economic cycle does not seem like a prudent strategy to us. A primary mechanism for managing risk is rebalancing, with particular focus on the role of bonds in the portfolio.

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Brown Advisory

AUGUST 1, 2018

Market conditions may indeed be changing, and in ways that warrant a reassessment of portfolio positioning. Adding risk to portfolios at this stage in the economic cycle does not seem like a prudent strategy to us. A primary mechanism for managing risk is rebalancing, with particular focus on the role of bonds in the portfolio.

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The Irrelevant Investor

JULY 19, 2016

Further, if you want those high stock returns, you are going to have to pay for them by bearing risk; this is a polite way of saying that in the course of earning those higher returns, your portfolio is going to lose a truckload of money from time to time. Ferri was an early champion of indexing and asset allocation for financial advisors.

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Brown Advisory

SEPTEMBER 22, 2017

Hundreds of academic studies and thousands of media commentaries have taken different angles on this issue, with the conversation centered on one key question: Does the incorporation of ESG factors in portfolios help, hurt, or do nothing to returns? Can we also generate predictable utility from managing portfolios around an "ESG factor?"

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Brown Advisory

SEPTEMBER 22, 2017

Hundreds of academic studies and thousands of media commentaries have taken different angles on this issue, with the conversation centered on one key question: Does the incorporation of ESG factors in portfolios help, hurt, or do nothing to returns? Can we also generate predictable utility from managing portfolios around an "ESG factor?"

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Truemind Capital

OCTOBER 22, 2021

Higher interest rates will lead to heavy mark to market losses on long-term debt papers and could lead to contagion in all the asset classes which have been inflated by massive systematic liquidity. Remember the taper tantrum of 2013? Having a 15-20% allocation in Gold could also help in times of hyperinflation.

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WiserAdvisor

JANUARY 23, 2024

Here are five steps you can take to gauge your financial advisor’s performance: Step 1: Evaluate the performance of your investment portfolio Assessing the performance of your investment portfolio is a critical aspect of managing your financial well-being and ensuring that your money is working effectively toward your goals.

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Brown Advisory

JUNE 14, 2018

I wanted to make sure we considered those ideas and their implications for the portfolios we manage for our clients, with truly open minds. Jane Korhonen, a portfolio manager in our Washington, D.C. This was in 2013. She commuted in a self-driving car for an extended period, and the car worked perfectly. The technology is there.

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Brown Advisory

JUNE 14, 2018

I wanted to make sure we considered those ideas and their implications for the portfolios we manage for our clients, with truly open minds. Jane Korhonen, a portfolio manager in our Washington, D.C. This was in 2013. She commuted in a self-driving car for an extended period, and the car worked perfectly. The technology is there.

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The Big Picture

MAY 9, 2023

But what was interesting about that was the quick need to both separate the portfolio between the old stuff and the new stuff, because there were a lot of new investment opportunities. SALISBURY: So I led the European Special Situations Group from 2008 to 2013. So you’re Chief Investment officer of Asset and Wealth Management.

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Dear Mr. Market

OCTOBER 11, 2022

In a year where the stock market has provided zero safe places to hide…you may have changed, the markets certainly have, but one thing has not; the Permanent Portfolio. For some quick background, our first original review was written in June of 2013 ( click here to see that). 25% Long-Term Bonds (deflation). 25% Gold (inflation).

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The Better Letter

JANUARY 26, 2024

2013 : “[S]tock returns prospectively are very low.” Former Reagan White House Budget Director David Stockman has predicted market crashes in 2012 , 2013 , 2014 , 2015 , 2016 , 2017 , 2018 , 2019 , 2020 , 2021 , 2022 , and 2023. .” That year, as the S&P 500 barely broke even (2.10 percent), HSGFX did worse (1.64

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The Big Picture

JANUARY 27, 2025

He worked as a, essentially a high yield portfolio manager before going to the president and then CEO of the company. First, what was the transition like going from being on a training desk and managing portfolios to running the complete organization to CEO? The parent company handles all the asset liability management side of things.

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The Big Picture

MARCH 26, 2024

And I was a portfolio manager, so I was doing bottom up research and picking stocks. He wasn’t tactical asset allocator. Hey, if you knew with perfect clarity, if that bird landed on your shoulder and told you here’s where equity prices are gonna be in 10 years, position your portfolio for that.

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The Big Picture

NOVEMBER 25, 2024

Not only did he stand up a research shop from a dorm room in college and started selling model portfolios to fund managers, but eventually created a suite of first mutual funds. Corey Hoffstein : So throughout 2013, I was doing a lot of this research. And then ETFs really pioneering the concept of return stacking.

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