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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Park Place Financial

MARCH 14, 2022

FINANCIAL PLANNING What is Portfolio Rebalancing? Investments can be risky since markets constantly fluctuate, but strategies are available to help you maintain a well-balanced portfolio. When people buy and sell sections of their portfolio to maintain a consistent asset allocation, they are rebalancing their investments.

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Random Roger's Retirement Planning

MARCH 30, 2025

MCW also did great in 2021, 2020 and 2019. A portfolio with an enormous weighting to one or two broad based factors is not really what I do but it clearly can work but just like any other strategy you can find, it won't always be optimal. Speaking of AI, Grok seems to like the portfolio. Occasionally of course, MCW gets pasted.

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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. Fortunately, our process for managing multiasset sustainable portfolios was built to handle exactly these kinds of complex, overarching, intersectional issues.

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Brown Advisory

OCTOBER 4, 2021

Considering Climate within Portfolios. 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. CLIMATE DASHBOARD: SUSTAINABLE MODEL PORTFOLIO AS OF 6/30/21.

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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. This brings us to the heart of today's post about trying to build a set but don't completely forget portfolio. This slice of the portfolio will go down more often than not, it is a tool to smooth out the ride.

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Random Roger's Retirement Planning

APRIL 22, 2024

Some other alternatives do their own thing in such a way that they complement equity exposure to reduce volatility and drawdowns without lowering the long term growth of the portfolio. It offers this pie chart to show its current asset allocation. VOLSX outperformed in 2021 and 2023 but fell twice as much as the others in 2022.

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WiserAdvisor

DECEMBER 21, 2022

Diversification refers to investing in a wide mix of investments within a portfolio. No matter the asset allocation, keeping a healthy mix of stocks is always advised, especially if you are not nearing retirement anytime soon. How many stocks should I have in my portfolio? They also indicate your ownership of a company.

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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% If you don't understand it, don't buy it.

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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. No portfolio can always be best. to equities, 29.7% in fixed income.

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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. At this stage, we strongly recommend minimizing exposure to small & mid-cap portfolios on the back of excessive valuations driven by the retail craze.

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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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Darrow Wealth Management

MAY 22, 2023

Interest rates have skyrocketed since the end of 2021. Cash vs stocks: growth of $1M With an average annualized return under 1%, the cash portfolio only gains $92,000 over a decade. Consider your objectives Before making an asset allocation decision, always keep in mind what you’re trying to accomplish.

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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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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. I specifically refer to people’s “investment” portfolios as their “savings” portfolios because the financial markets are not where we make real investments.

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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. Neither Portfolios 1 or 2 are stock market proxies but offer compelling long term results versus VBAIX.

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The Big Picture

MARCH 7, 2023

But in my case, it was very helpful because I had the opportunity to spend over 10 years doing intensive research in the intersection of macro and finance and asset pricing. And all these questions that I was trying to answer had direct applications to hedge fund strategies and portfolio management.

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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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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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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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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. Bitcoin, however, was a dud.

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Random Roger's Retirement Planning

JULY 22, 2024

The current paper looks at a strategy they call the Yieldy Put and how to blend it in with a 60/40 portfolio. They compare the following allocations. The sweet spot is 50/50 into a 60/40 portfolio and the other half into Yieldy Put. I mentioned work from Man Institute back in April. Attack wins games, defense wins titles."

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The Big Picture

SEPTEMBER 19, 2023

Her job is portfolio and product solutions and that means she could go anywhere in the world and do anything. I thought this conversation was absolutely fascinating and I think you will also, with no further ado, Goldman Sachs asset managements Elizabeth Burton. That sounds great, but I only have spots in my portfolio for a Cape Cod.

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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. For equity exposure, for someone who needs equity market growth for their numbers to work, I believe you gotta have something close to a normal allocation to equities (repeated for emphasis).

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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.

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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. It is not representative of an actual portfolio. Estimated returns as of June 30, 2021. Are Alternatives Right for Our Organization?

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Validea

JANUARY 4, 2023

We’ve been running quantitative model portfolios since 2003. In reviewing the returns for our portfolios in 2022, which were difficult for the markets and investors, things mostly played out as you may have expected as we look back with hindsight, although there are a few surprises and important lessons I think we can draw from the results.

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Carson Wealth

JANUARY 2, 2024

Artificial Intelligence Grabs the Spotlight Jake Bleicher, Portfolio Manager To me, the narrative of 2023 is captured by a chart showing the performance of NVIDIA, the maker of high-end computer chips that have become the bedrock of artificial intelligence (AI). This is a massively underrated story of what’s happening in the U.S.

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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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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. All index data from FactSet.

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WiserAdvisor

DECEMBER 13, 2023

The best retirement advice isn’t just about saving money; it’s about creating a diversified portfolio that’s robust enough to weather economic shifts. Adapt your approach Late starters should consider a strategic shift in their asset allocation.

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Tucker Advisors

NOVEMBER 3, 2021

Let’s look at a few of the more common options people choose for their portfolios. . Equities should be a part of any portfolio, and some people go so far as fill their portfolios exclusively with equities. But for someone retired or nearing retirement, this strategy could be fatal to their portfolio. . All Equities.

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Brown Advisory

JUNE 16, 2022

This follows an unusually tranquil 2021 where markets seemed to only glide upwards. We recently assembled a great group of colleagues to discuss the recent volatility, market conditions and how we are positioning client portfolios. We look forward to discussing these topics with you in the coming weeks. Rodrigo is now available.

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Brown Advisory

AUGUST 19, 2022

This follows an unusually tranquil 2021 where markets seemed to only glide upwards. We recently assembled a great group of colleagues to discuss the recent volatility, market conditions and how we are positioning client portfolios. Inflection Points: 2022 Asset Allocation Perspectives and Outlook Report. Read more >.

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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. There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. All index data from FactSet.

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Truemind Capital

SEPTEMBER 13, 2021

Here is the front page of Economic Times, 1 st Sept 2021 edition. That’s why many investors prepare a trap for themselves as any minor correction is looked like an opportunity to invest more and overexpose the portfolio to already expensive valuations. Do I need to say more? So, this checks our second observation point. Observation 3.

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Investing Caffeine

FEBRUARY 1, 2022

T he stock market has been like a rocket ship over the last three years 2019/2020/2021, advancing +90% as measured by the S&P 500 index, and +136% for the NASDAQ. With that said, I am always quick to point out that diversification in a portfolio is important (i.e., Source: Edward Yardeni.

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