Random Roger's Retirement Planning

JANUARY 22, 2025

The starting point today is the that Rational ReSolve Adaptive Asset Allocation Fund (RDMIX) has gone through a strategy change, renaming as the ReturnStacked Balanced Allocation & Systematic Macro Fund and keeping the same symbol. " balanced allocation and $1 of exposure to a systematic macro strategy."

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Random Roger's Retirement Planning

MARCH 30, 2025

MCW also did great in 2021, 2020 and 2019. The prompt was a mention of the Cambria Global Asset Allocation ETF (GAA) somewhere and since the market has done so poorly, I though it would be worth revisiting. Occasionally of course, MCW gets pasted. The first chart goes back to the mid February high for the S&P 500.

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Random Roger's Retirement Planning

APRIL 22, 2024

It offers this pie chart to show its current asset allocation. The fact sheet does not define what 75/25 means but the prospectus says it allocates 75% to long volatility and 25% to short volatility. I found a fact sheet from Q2 2021 that had about the same equity exposure but a much greater 13.5% to short volatility.

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Random Roger's Retirement Planning

JULY 7, 2022

According to the interwebs, this is the All Weather asset allocation and the funds that capture the portfolio; Equities 30% VTI Long Term Treasuries 40% VGLT Intermediate Treasuries 15% VGIT Commodities 7.5% Crunching the numbers for 2021 I get a gain of 3.5% PDBC Gold 7.5%

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Darrow Wealth Management

MAY 22, 2023

Interest rates have skyrocketed since the end of 2021. Consider your objectives Before making an asset allocation decision, always keep in mind what you’re trying to accomplish. If the funds aren’t earmarked for anything in the near term, holding cash could be short-sighted. Hold cash or invest?

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Truemind Capital

AUGUST 12, 2023

We continue to stay under-allocated to equity (check the 3rd page for asset allocation) at the current valuation levels. Real estate prices in India have seen a jump in a few regions after a lull period from 2014 to 2021 on the back of rising income levels and the increasing appetite of investors to park surpluses.

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Park Place Financial

MARCH 14, 2022

When people buy and sell sections of their portfolio to maintain a consistent asset allocation, they are rebalancing their investments. Individuals may also readjust their portfolios if their risk level changes and they need to develop a new asset allocation strategy. November 15, 2021. |. 0 Comments. 0 Comments.

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Random Roger's Retirement Planning

OCTOBER 7, 2024

GMO posted a short paper in support of its Benchmark Free Asset Allocation Strategy (BFAAS). For this post we'll focus on BFAAS' asset allocation. The asset mix is 53.6% A more detailed look at the asset mix shows the the following. The paper positions BFAAS as a substitute for 60/40. to equities, 29.7%

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Aleph

SEPTEMBER 15, 2022

As the end of December 2021 was near the recent highs, so the end of June 2022 was near the recent lows, projecting a nominal 3.32%/year return for the S&P 500 over the next ten years. I have always kept my asset allocation around 70% risky, 30% safe. So what to do? For me, not much.

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Random Roger's Retirement Planning

DECEMBER 22, 2024

GAA stands for Global Asset Allocation and it has been lagging for 15 years. They both look pretty good but if we stop the backtest at yearend 2021, they both lag VBAIX by 350 basis points annually. Here's a great chart to illustrate the point. GAA consistently had smaller drawdowns. We'll keep BTAL about the same.

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Discipline Funds

JULY 25, 2023

If you’d gone to sleep on December 31st of 2021 and just woken up you’d think nothing interesting happened during those two years. A good financial plan needs to allocate assets using a time blocking asset allocation like our All Duration strategy. 4) Don’t chase the panic and euphoria.

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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

APRIL 21, 2023

One should not be over-allocated to equity (check the 3rd page for asset allocation) at the current levels and any exposure should primarily be towards large cap-oriented value portfolios against growth stocks. years (Oct 2021-Mar 2023) when the benchmark indices produced negligible returns. For the last 1.5

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James Hendries

SEPTEMBER 27, 2022

The LPL Research Strategic and Tactical Asset Allocation Committee is increasing its recommended interest rate exposure in its tactical allocation from underweight to neutral. In late 2021, markets expected the Fed to largely stay on the sidelines and keep short-term interest rates low.

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Random Roger's Retirement Planning

DECEMBER 16, 2024

That reality can change some of the calculus between endowments and individual investor accounts but there are things we can learn from their asset allocations all the same. Look though from the start of the study until the end of 2021, both lagged considerably.

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Trade Brains

SEPTEMBER 26, 2024

Indian households traditionally invested most savings in physical assets. However, financial asset allocation increased recently. Revenue Segments Particulars Amount (Crores) Amount (Crores) Amount (Crores) Amount (Crores) Amount (Crores) Segments 2024 2023 2022 2021 2020 Trading ₹13,586.63 ₹11,182.54 ₹7,762.80 ₹4,848.29 ₹2,832.41

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Random Roger's Retirement Planning

JULY 22, 2024

And the BIVIX version is of course interesting but a fund that can go up a ton, it was up 61% in 2021 and up 49% in 2022, can also go down a ton. As long as you understand your time horizon and have the right asset allocation, you're (my nephew) account will do exactly what you need it to do.

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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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James Hendries

JUNE 26, 2023

However, the impending end of the Federal Reserve (Fed) rate-hiking campaign, and the economy’s and corporate America’s resilience, help make the bull case that steers LPL Research toward a neutral, rather than negative, equities view from a tactical asset allocation perspective. Diversification does not protect against market risk.

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Random Roger's Retirement Planning

JULY 15, 2023

We wrote a few posts last year about the Rational ReSolve Adaptive Asset Allocation Fund (RDMIX) which is intended to be an all weather strategy. If everything went up together in 2021 then odds are high that they all went down together in 2022.

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James Hendries

DECEMBER 4, 2022

Retail sales data from the Census Bureau (we focus on the Retail Sales excluding Food Service, Autos, Building Materials, and Gas Stations statistics) has shown year-over-year growth, slow from the average mid-teens numbers seen in 2021, to a still healthy upper-single digits number in 2022 [Figure 2]. over the last 20 years, pre-2020.

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Validea

JULY 20, 2022

Comparing how stocks, long bonds, intermediate bonds, and cash performed starting from May 12, 2021 (when the BLS first reported inflation) through June 18, 2022, Rekenthaler found that while cash did not produce a positive real return, it still outperformed the other three assets.

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The Big Picture

MARCH 7, 2023

So for someone like me, who started my career in academia and spent my research years thinking about portfolio construction, asset allocation, macro, asset pricing, and then I went into the hedge fund industry. So you’re looking at the world late 2021, markets are just about at their all-time high. VASSALOU: Yes.

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Ron A. Rhodes

FEBRUARY 23, 2022

stock market was near its all-time highs in late 2021 and many analysts suggested that it was overvalued significantly. Rhoades, JD, CFP(r) The U.S. So, the above…

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Brown Advisory

JUNE 16, 2022

This follows an unusually tranquil 2021 where markets seemed to only glide upwards. MORE ON THIS TOPIC Inflection Points: 2022 Asset Allocation Perspectives and Outlook Report Our new publication “Outlook 2022: Inflection Points” by Sid Ahl, Erika Pagel, Taylor Graff and J.R. Rodrigo is now available.

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Investing Caffeine

APRIL 1, 2022

As I pointed out last month, we are coming off a heroic advance over the last three years (2019/2020/2021) with the S&P 500 soaring +90%. Not only are corporate profits at record levels, they are also expected to grow at a healthy rate (+10% in 2022, +10% in 2023) after mind-boggling growth of +50% in 2021 ( see chart below ).

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Carson Wealth

JANUARY 2, 2024

Source: FactSet 12/18/2023 Yields Back Where They Started Barry Gilbert, VP and Asset Allocation Strategist Nothing tells the story of the 2023 markets like yields, and the 10-year Treasury yield is a great reference point. In December, The Conference Board recorded the largest monthly increase since early 2021.

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Brown Advisory

OCTOBER 11, 2021

ajackson Mon, 10/11/2021 - 11:55 Endowment and Foundation (E&F) Investment Committees often consider the value of alternatives for their nonprofit. We believe that the investment return needed to achieve that objective should be the most important guidepost for a portfolio’s asset allocation. Source: BLOOMBERG.

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Brown Advisory

OCTOBER 11, 2021

Mon, 10/11/2021 - 11:55. We believe that the investment return needed to achieve that objective should be the most important guidepost for a portfolio’s asset allocation. With traditional assets like stocks and bonds at high valuations, the implications for future returns of those assets may be underwhelming.

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WiserAdvisor

DECEMBER 13, 2023

Adapt your approach Late starters should consider a strategic shift in their asset allocation. Consider increasing your contributions as your income grows, and rebalance your portfolio periodically to maintain the desired asset allocation.

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Brown Advisory

AUGUST 19, 2022

This follows an unusually tranquil 2021 where markets seemed to only glide upwards. Inflection Points: 2022 Asset Allocation Perspectives and Outlook Report. CIO Perspectives Webcast: A Soft Landing, or More Volatility Ahead? Fri, 08/19/2022 - 10:50. As we approach the first half of 2022, volatility is back with a vengeance.

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Brown Advisory

OCTOBER 4, 2021

Considering Climate within Portfolios ajackson Mon, 10/04/2021 - 11:00 An increasing number of investors are seeking to incorporate climate change in their investment calculus. For investors with a portfolio covering multiple asset classes, the tasks of excising climate risk and finding new climate-related opportunities can be daunting.

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Brown Advisory

OCTOBER 4, 2021

Mon, 10/04/2021 - 11:00. For investors with a portfolio covering multiple asset classes, the tasks of excising climate risk and finding new climate-related opportunities can be daunting. Security selection can have just as much impact on a portfolio’s carbon footprint as asset allocation. A 360-Degree Climate Evaluation.

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ClearMoney

MARCH 1, 2022

For example, the largest S&P 500 ETF had the highest average daily trade volume of US-listed securities in 2021, at $31 billion USD.2 2 It is reasonable to assume a portion of that trading activity represented asset allocation changes motivated by market viewpoints, rather than buy-and-hold position accumulation.

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James Hendries

JUNE 20, 2023

The latest Consumer Price Index (CPI) print decelerated toward the lower end of expectations, with overall headline inflation falling to the lowest level since April 2021. Asset allocation does not ensure a profit or protect against a loss. Diversification does not protect against market risk.

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James Hendries

MARCH 6, 2023

in 2021 and 2.1% The LPL Research Strategic and Tactical Asset Allocation Committee (STAAC) recommends a slight overweight allocation to equities, favors value over growth, small caps over large caps, and the energy, healthcare, and industrials sectors. What Does This Mean for You?

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Investing Caffeine

MARCH 1, 2022

Although the stock market as measured by the S&P 500 index has gone gangbusters over the last three years, almost doubling in value (2019: +29%, 2020: +16%, 2021: +27%), the S&P 500 has hit an air pocket during the first couple months of 2022 (-8%), including down -3% in February.

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