Random Roger's Retirement Planning

DECEMBER 21, 2023

The Global X S&P 500 Covered Call ETF (XYLD) has been around since 2014 and while it has lagged the plain vanilla S&P 500 badly, its annualized total return is still 5.78%. They build out a few different types with various allocation percentages for each type.

Portfolio 75

Portfolio Asset Allocation Marketing Marketing 75

Brown Advisory

DECEMBER 2, 2015

Within the $450 billion high-yield market, less than 60% of high-yield bonds sell for more than face value compared with more than 90% in June 2014. By Taylor Graff, CFA, Asset Allocation Analyst. The low volume indicates a reluctance among investors to roll over debt for stressed companies.

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Clients Asset Allocation Economics Estate Planning 52

Truemind Capital

MARCH 20, 2020

In my multiple conversations with investors during the bull-run since 2014, there was no one who said that I will not take advantage of investing in equity when the market will crash. 🔊 Play Audio. In good times i.e. when the market valuations are usually very high, everyone agrees to the logic of buying low and selling high.

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Asset Allocation Valuation Investing Investments 52

The Irrelevant Investor

JULY 19, 2016

I first met Wes Gray, CEO/CIO of Alpha Architect in late 2014 and remember thinking, holy s**t, this guy rules. These are two of my favorite quotes From The Intelligent Asset Allocator : Asset allocation is the only factor affecting your investments that you can actually influence.

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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. stocks growing more expensive.

Portfolio 52

Portfolio Asset Allocation Valuation Economics 52

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.

Portfolio 52

Portfolio Asset Allocation Valuation Economics 52

Investing Caffeine

MAY 2, 2022

As you can see from the chart below, there have been no shortage of issues and events to worry about over the last 15 years (2007 – 2022): 2008-2009: Financial Crisis 2010: Flash Crash (electronic trading collapse) 2011: Debt Ceiling – Eurozone Collapse 2012: Greek Debt Crisis – Arab Spring (anti-government protests) 2012: Presidential Elections (..)

Economy 59

Economy Electronics CFP Government 59

The Irrelevant Investor

SEPTEMBER 19, 2015

Alpha Architect on investing systems The sad conclusion is that few if these ideas stand up to intense robustness tests except for the simplest technical rules (much like asset allocation- simpler is often better). This is close to five times the spread between value and growth firms.

Financial Advisor 52

Financial Advisor Economics Asset Allocation Portfolio 52

Brown Advisory

JULY 1, 2016

Changes in their assumed rate of return can impact decisions ranging from asset allocation to the spending level that a portfolio can rationally support. over the last 100 years (1915–2014), but interestingly, they increased to 7.9% Thus, it’s important to have a view on this key question. over the more recent 30-year period.

Investing 52

Investing Investments Portfolio Assets 52

Brown Advisory

JULY 1, 2016

Changes in their assumed rate of return can impact decisions ranging from asset allocation to the spending level that a portfolio can rationally support. over the last 100 years (1915–2014), but interestingly, they increased to 7.9% Thus, it’s important to have a view on this key question. over the more recent 30-year period.

Investing 52

Investing Investments Portfolio Assets 52

Dear Mr. Market

FEBRUARY 24, 2022

Click here if you need to catch up on a conflict that’s been in flux since February of 2014. We often talk about people having short memories but don’t think that the Ukraine and Russia conflict just started last week. The point of our “letter to Mr. Market” today, however, is on what to do with your investments.

Marketing 52

Marketing Marketing Asset Allocation Investing 52

Brown Advisory

SEPTEMBER 3, 2015

in 2014, according to the International Monetary Fund (IMF). The ratio for the 19 countries in the eurozone rose to 93% at the end of the first quarter from 92% at the end of 2014, according to the European Union. By Taylor Graff, CFA, Asset Allocation Analyst. Eurozone growth will probably speed up to 1.5%

Economy 40

Economy Economics Asset Allocation Banking 40

Brown Advisory

SEPTEMBER 3, 2015

Public-sector debt has expanded every year since 2000, hitting 100% of gross national product at the end of fiscal year 2014. By Taylor Graff, CFA, Asset Allocation Analyst. Moreover, emigration has reduced the population to about 3.5 million from about 3.8 The island’s fiscal health has also slid steadily. Dream or Opportunity?

Transportation 52

Transportation Economy Government Asset Allocation 52

Brown Advisory

SEPTEMBER 22, 2017

For example, one study revealed that beta is often confounded with alpha, and this can mistakenly attribute outperformance to the value-add of an active manager rather than market risk premia (Bender, 2014). Risk Factors as Building Blocks for Portfolio Diversification: The Chemistry of Asset Allocation." Hammond, and W.

Portfolio 52

Portfolio Investing Investments Management 52

Brown Advisory

SEPTEMBER 22, 2017

For example, one study revealed that beta is often confounded with alpha, and this can mistakenly attribute outperformance to the value-add of an active manager rather than market risk premia (Bender, 2014). Risk Factors as Building Blocks for Portfolio Diversification: The Chemistry of Asset Allocation." References.

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Portfolio Investing Investments Management 52

Brown Advisory

JUNE 21, 2017

A white paper entitled " Active Alpha ," published by Brown Advisory in 2014, highlights several factors, including: Independent thinking: Studies have shown that managers whose portfolios differ significantly from their benchmarks are more likely to outperform. In short, every situation is different.

Investing 52

Investing Investments Portfolio Management 52

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.” 10/15/2014 10-Yr U.S. Essentially, liquidity refers to how quickly an investment can be turned into cash. Reference Market/Index % Change No.

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Management Marketing Marketing Clients 52

Brown Advisory

APRIL 1, 2015

The five years ended December 31, 2014 ranked in the top 35 of 139 observations—first quartile, but just barely. Every client’s asset allocation is a function of his or her particular situation and objectives, but diversification remains an important component in controlling risk and avoiding the possible consequences of bubbles.

Investing 52

Investing Investments Valuation Assets 52

Brown Advisory

JUNE 21, 2017

A white paper entitled " Active Alpha ," published by Brown Advisory in 2014, highlights several factors, including: Independent thinking: Studies have shown that managers whose portfolios differ significantly from their benchmarks are more likely to outperform. In short, every situation is different. 1 [link] AssetFlows/AssetFlowsJan2017.pdf

Investing 52

Investing Investments Portfolio Management 52

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.” 10/15/2014. Essentially, liquidity refers to how quickly an investment can be turned into cash. Reference Market/Index. of Standard Deviations.

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Management Marketing Marketing Clients 52

Truemind Capital

OCTOBER 17, 2023

We maintain our underweight position to equity (check the 4th page for asset allocation) on the back of pricey markets. The key to managing an uncertain investment outlook is to stick to time-tested asset allocation models without any emotional decision making.

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Financial Market Marketing Marketing Asset Allocation 52

Discipline Funds

NOVEMBER 17, 2023

according to Siegel (2014). And the only way that disaster happens is if your financial planner is making irrational projections about asset returns and your asset allocation. The worst narrative in finance is this idea that stocks generate 10%+. The reality is that stocks have averaged about 4.4%

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Dear Mr. Market

MARCH 17, 2024

We’ve been pounding the table for holding Gold for several years now starting with our first nibble at it in 2014. The real winners are the ones who are able to pick enough stocks in the right areas and maintain the proper asset allocation relative to their investment goals.

Investing 105

Investing Investments Portfolio Assets 105

The Big Picture

APRIL 4, 2023

And so, you know, I went to David and Bill in 2014, and we had kind of served out our three-year term there. But they also owned an asset management platform, so they had institutional distribution and the ability to raise capital from third parties globally. And you know, for me, I also saw the business changing.

Banking 144

Banking Management Investing Investments 144

Brown Advisory

NOVEMBER 14, 2017

While this shift in monetary policy may ultimately have important implications for asset allocation and other investment decisions, we’re not convinced that its near-term impact will be particularly significant. By 2014, when QE officially ended, assets on the Fed’s balance sheet totaled $4.3

Investing 52

Investing Investments Assets Numbers 52

Brown Advisory

NOVEMBER 14, 2017

While this shift in monetary policy may ultimately have important implications for asset allocation and other investment decisions, we’re not convinced that its near-term impact will be particularly significant. By 2014, when QE officially ended, assets on the Fed’s balance sheet totaled $4.3

Investing 52

Investing Investments Assets Numbers 52

The Better Letter

JANUARY 26, 2024

2014 : “What concerns us beyond valuations is the full ensemble of overvalued, overbought, overbullish conditions.” percent in 2014; HSGFX declined 8.50 ” 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.

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Assets Valuation Marketing Marketing 107

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 (..)

Investing 52

Investing Investments Asset Allocation Investment Planning 52

The Better Letter

APRIL 20, 2023

Asset allocation is more important than the selection of a portfolio’s component parts. All other things being equal, ETFs are better than mutual funds. Simple generally beats complex. Complex instruments, reaching for yield, and illiquidity are usually more dangerous than they appear.

Investing 89

Investing Investments Distribution Risk Tolerance 89

The Big Picture

OCTOBER 6, 2024

Highly dependent on precise phrasing of questions That’s just about basic market, economic, and asset allocation questions. Operates on a substantial lag 4. Requires accurate self-reporting 5. ” In 2020, after a massive voter registration drive, the Census estimated that 168.3 million people were registered to vote.

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Media Asset Allocation Economics Numbers 362

The Big Picture

JUNE 3, 2024

And that was his boss, Jeffrey Gundlock, founder of Double Line Capital, back in July, 2014. The very first Masters in Business that was broadcast just about 10 years ago, July, 2014, episode number one, Jeffrey Gundlock, DoubleLine Capital. And so I worked a lot on the asset allocation side. They got here a little late.

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The Big Picture

JANUARY 31, 2023

DUTTA: And the thing is that it never got as low as it did in 2014 despite 7 percent mortgage rates, right? But a lot of the rally in the dollar, say, from 2014, to, you know, up until recently, I mean, a lot of that was just growth differentials, right? DUTTA: Right, exactly. So what does that tell you about underlying demand?

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Economics Economy Marketing Marketing 144