Truemind Capital

APRIL 11, 2025

Have exposure to Gold: We have been investing 15-20% of all our client’s portfolios in Gold since 2018 (when quantitative tightening was reversed to easing) 2. Don’t overexpose your portfolio to the winners of the last decade. How to protect your investments against this backdrop? Focus on valuations.

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Nerd's Eye View

SEPTEMBER 19, 2022

Early on, the ‘financial plan’ was primarily used as a way to demonstrate a prospective client’s ‘gaps’ and needs for products such as mutual funds or life insurance (which the advisor would then be ready to sell to the client). What’s notable, however, is that the most ‘productive’ (i.e.,

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Random Roger's Retirement Planning

APRIL 19, 2024

The potential work would be to write up a quick "don't panic" note to email to clients. We work on theoretical portfolios here all the time that blend in strategies that really are negatively correlated or at least very little correlation. Enduring a bear market is about both, behavior and portfolio construction.

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Brown Advisory

NOVEMBER 26, 2018

2018 Impact Report: Sustainable Core Fixed Income Strategy ajackson Mon, 11/26/2018 - 08:01 A Letter of Introduction From The Portfolio Managers Brown Advisory is deeply committed to sustainable investing. 30, 2018, our firm managed approximately $4.1 30, 2018, our firm managed approximately $4.1 As of Sept.

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Brown Advisory

NOVEMBER 26, 2018

2018 Impact Report: Sustainable Core Fixed Income Strategy. Mon, 11/26/2018 - 08:01. A Letter of Introduction From The Portfolio Managers. . 30, 2018, our firm managed approximately $4.1 billion* in client assets under various sustainable investment mandates for individuals, families and institutions. As of Sept.

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Brown Advisory

DECEMBER 19, 2018

Our clients are interested in learning more about the impact component of their sustainable investing strategies. On their behalf, we are proud to present this Impact Report to our clients. We hope you find it informative, and we welcome a continuing conversation with you about the work we are doing.

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Brown Advisory

DECEMBER 19, 2018

2018 Impact Report: Large-Cap Sustainable Growth Strategy. Wed, 12/19/2018 - 11:16. A Letter of Introduction From The Portfolio Managers. . Our clients are interested in learning more about the impact component of their sustainable investing strategies. Portfolio Manager and. Portfolio Manager. . . . . .

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Brown Advisory

MARCH 30, 2018

Outlook for 2018 | Confronting the Unknown. Fri, 03/30/2018 - 11:57. Throughout 2017, our meetings and conversations with clients very frequently focused on the topic of risk. As always, we want to avoid skewing portfolios toward a specific market scenario, because we can’t accurately predict which scenario will come to pass.

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Brown Advisory

MAY 31, 2018

NOW 2018 | China and the Race for Artificial Intelligence achen Thu, 05/31/2018 - 09:20 The advent of artificial intelligence (AI) is one of the top technology stories in recent years. Not surprisingly, AI has also permeated public policy discussions, especially with the U.S. Sharpened by both the U.S.

Startup 52

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Brown Advisory

MAY 31, 2018

NOW 2018 | China and the Race for Artificial Intelligence. Thu, 05/31/2018 - 09:20. The race is on to lead the world in AI innovation, and a panel of experts at NOW 2018 offered insight on the competitive dynamics between the two global superpowers driving progress in AI. Sharpened by both the U.S.

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Random Roger's Retirement Planning

AUGUST 7, 2022

A couple of months ago we looked at The Cockroach Portfolio , a sort of all-weather portfolio that seems like it could be an attempt to update and evolve the Permanent Portfolio which allocates an equal 25% to stocks, long bonds, gold and cash. Starting in 2018 causes the performance to change as follows.

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Brown Advisory

FEBRUARY 7, 2019

Muni Bonds: Winners in 2018 and Bright Skies Ahead for 2019 ajackson Thu, 02/07/2019 - 08:44 Municipal bonds held their ground in 2018, and truly shined when equity markets were punished during the fourth quarter. Here’s a quick recap of 2018 and our thoughts heading into 2019. Treasury yields in late November and December 2018.

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Brown Advisory

FEBRUARY 7, 2019

Muni Bonds: Winners in 2018 and Bright Skies Ahead for 2019. Municipal bonds held their ground in 2018, and truly shined when equity markets were punished during the fourth quarter. Here’s a quick recap of 2018 and our thoughts heading into 2019. 2018: Tough Conditions Prove Helpful for Munis. Thu, 02/07/2019 - 08:44.

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Investment Writing

SEPTEMBER 5, 2023

Commentary about portfolio performance is part of every investment manager’s communications. It can consist of a single line giving portfolio returns. The longest reports typically target institutional clients—not individuals. In this article, I review portfolio performance reports’ common components.

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Brown Advisory

JUNE 14, 2018

NOW 2018 Conference: Our Investment Team’s Roundtable Recap achen Thu, 06/14/2018 - 10:27 The NOW conference is always memorable, but this year’s conference included some particularly compelling and provocative ideas. Jane Korhonen, a portfolio manager in our Washington, D.C.

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Brown Advisory

JUNE 14, 2018

NOW 2018 Conference: Our Investment Team’s Roundtable Recap. Thu, 06/14/2018 - 10:27. 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. On Artificial Intelligence.

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Random Roger's Retirement Planning

SEPTEMBER 18, 2024

My interest goes back long before the ReturnStacked ETFs existed and I believe long before the term capital efficiency was common, to Nassim Taleb writing about barbelling returns where most of the risk is allocated to just 10% of a portfolio with the rest in very conservative things like T-bills. Here is some modeling we did on August 19th.

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Random Roger's Retirement Planning

SEPTEMBER 18, 2023

RSST is similar to client/personal holding Standpoint Multi Asset (BLNDX/REMIX) in that both blend equities and managed futures but I think they are targeting different return profiles. The portfolio constituents are labeled on the screen grab. I think that is attributable to a terrible year for 100/100 in 2018.

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Random Roger's Retirement Planning

NOVEMBER 18, 2022

The general idea is that selling puts can lower portfolio volatility (I use a different fund, with a much different put strategy that does this) and help manage the downside but not during crashes. Ditto the Christmas Crash in 2018. LOTIX is a managed futures fund with a comparison to the standard 60/40 portfolio as proxied with VBAIX.

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Brown Advisory

AUGUST 1, 2018

2018 Berkshire Hathaway Annual Shareholder Meeting ajackson Wed, 08/01/2018 - 09:30 The Berkshire Hathaway annual meeting is an opportunity for shareholders and analysts to pose questions to Warren Buffett and Charlie Munger. They answered about 60 questions during the five-hour gathering.

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Brown Advisory

AUGUST 1, 2018

2018 Berkshire Hathaway Annual Shareholder Meeting. Wed, 08/01/2018 - 09:30. Though insurance produced an unusual underwriting loss in 2017, it provided $114 billion in investable float, which partially funds Berkshire’s $314 billion investment portfolio. They answered about 60 questions during the five-hour gathering.

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Random Roger's Retirement Planning

JUNE 12, 2023

I played around with SJB on Portfolio Visualizer and built the following comparison. Portfolio 3 is 100% Vanguard Balanced Index Fund (VBAIX) which is a proxy for a 60/40 portfolio. Below, Portfolio 1 and 3 are the same, Portfolio 2 I subbed in ProShares Short 20+ Year Treasury ETF (TBF).

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Brown Advisory

APRIL 22, 2020

Oil & Water: Fossil Fuel Divestment in Sustainable Bond Portfolios ajackson Wed, 04/22/2020 - 13:47 To many sustainable investors, owning fossil fuels is a black-and-white issue. The fossil fuel divestment “movement” has gained some momentum in recent years, and it is a topic we discuss with a growing number of clients.

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Brown Advisory

APRIL 22, 2020

Oil & Water: Fossil Fuel Divestment in Sustainable Bond Portfolios. The fossil fuel divestment “movement” has gained some momentum in recent years, and it is a topic we discuss with a growing number of clients. Should an investor looking for a fossil fuel-free portfolio consider this bond? Wed, 04/22/2020 - 13:47. Conclusion.

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Brown Advisory

MARCH 9, 2018

Our holy grail is the investment that offers our clients clear additional benefits without additional risk. We think that green bonds are a “no-brainer” for clients focused on sustainable investing. There are a number of reasons that clients may be interested in adding green bonds to their portfolios.

Portfolio 52

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Brown Advisory

MARCH 9, 2018

Income and Impact: Adding Green Bonds to Investment Portfolios. Fri, 03/09/2018 - 13:46. Our holy grail is the investment that offers our clients clear additional benefits without additional risk. We think that green bonds are a “no-brainer” for clients focused on sustainable investing. Green Bonds 101.

Portfolio 52

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Random Roger's Retirement Planning

APRIL 3, 2024

It is similar with managed futures or client/personal holding BTAL. 90/40 had a higher CAGR than traditional 60/40 but lower than 60% equities/40% managed futures in Portfolio 3. The advantage that both managed futures portfolios had over traditional 60/40 is how well they did in 2022.

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Random Roger's Retirement Planning

JUNE 16, 2024

My longest tenured clients have had some holdings for a full 20 years now and quite a few more names for 15 years. In 2018, Nvidia was down 30% versus 4% for the S&P 500 and in 2022 it was cut in half versus 18% for the S&P 500. Coincidental to the Fisher quote, I bought client holding Motorola Solutions (MSI) in 2013.

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Trade Brains

FEBRUARY 22, 2024

They offer corporate banking, branch banking, and commercial banking services to their clients. 2018-19 ₹ 9,812.51 ₹ 3,460.77 In this article, we will compare Yes Bank vs IDFC First Bank in the banking sector. Yes Bank Company Overview Rana Kapoor founded the company in 2003 in Mumbai, India. 2020-21 ₹ 7,428.35 ₹ 7,383.03

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Risk Management Guru

APRIL 21, 2020

Why portfolio diversification is for the ignorant investor. This is often mentioned in the world of investing where clients trust their advisors to spread their money over a hundred stock funds among other asset classes such as bonds and commodities to protect their customers against risk. of the principal invested in Canada.

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Random Roger's Retirement Planning

JULY 3, 2022

I recently added very short term t-bills and a CD for many clients getting in the neighborhood of 2.5% Client accounts also own hedges, call them alts if you'd like, that will hopefully help avoid the full brunt of large equity market declines, so far so good as we've talked about in several recent posts.

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Random Roger's Retirement Planning

APRIL 11, 2024

One pushed back on the logic behind using the AGFiQ US Market Neutral Ant-Beta ETF (BTAL) in client accounts. Portfoliovisualizer shows the annual decline at 1.55% but taking out 2018 when it was up 15% and 2022 when it was up 20% and it would have been noticeably worse. There have been some engaging reader comments lately.

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Random Roger's Retirement Planning

JUNE 27, 2022

The first is from Nomadic Samuel who in a recent post on what I think is his quest to find the perfect portfolio said "When it comes to building portfolios that are prepared for every economic curveball thrown their way allocating assets in a balanced manner is crucial." A couple of thought provoking comments to consider.

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Random Roger's Retirement Planning

DECEMBER 12, 2023

The client was in his 70's when the story starts in 2015 and he had "at least $50 million." If portrayed correctly in the article, there is no way they were looking out for the client's interests. 500,000 back then would have grown into $6 million if they panic sold into the 2018 low.

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Random Roger's Retirement Planning

APRIL 9, 2024

Mutiny Funds put out a paper on the hows and whys of using alts for The Cockroach Portfolio that they manage and that we've looked at a few times. ASFYX is a client and personal holding. Merger arbitrage has been a pretty reliable way to reduce portfolio volatility and act like how investors hope fixed income will act.

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The Big Picture

DECEMBER 6, 2022

when I first moved from Spain, and I learned a lot because I spent a lot of time with financial advisors, which, as you know, is a key segment of our client base today. phenomenon, it’s a global phenomenon and we want to be able to service our clients in all regions of the world. Is that the clients you’re aiming for?

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The Big Picture

FEBRUARY 28, 2023

I found David Layton, CEO of the firm, to be very thoughtful and very much different in how he thinks about risk-reward liquidity, various market sectors, processes, just the whole gestalt of we are a steward of capital with our clients, and we are aligned with those clients. We have most of our clients from Europe. LAYTON: Yup.

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