2021 Asset Allocation Commission License 
ClearMoney
JANUARY 4, 2022
(An investor pondering those questions might take comfort knowing that many assets in the past have outpaced even above-average inflation.). Throughout the year, the market continued a relatively steady rise, with large cap stocks in the US ending 2021 near a record high. The S&P 500 Index1 generated returns of 28.71%.
ClearMoney
FEBRUARY 22, 2022
The report examined the results of two types of funds7, each holding a mix of stocks and bonds: Balanced: Minimal change in allocation to stocks. Tactical Asset Allocation: Periodic shifts in allocation to stocks. Arnott, “Tactical Asset Allocation: Don’t Try This at Home,” Morningstar, September 20, 2021.
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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.
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.
The Big Picture
JUNE 20, 2023
And so I would see how the over-the-counter desk, over-the-counter stock desk would push stocks and encourage brokers to sell them, put a lot of commission in them, to move them because some big seller was coming into the market. MORGENSON: And by 2021, they were extracting 70 billion in dividend recapitalizations. RITHOLTZ: Right.
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