When Should You Change Your Asset Allocation?

A Wealth of Common Sense

A reader asks: My question is how does asset allocation strategy change with your net worth? For example, should someone of the same age with $10 million in net worth have the same allocation as someone with $1 million? Asset Allocation

How Should You Choose Your Asset Allocation?

A Wealth of Common Sense

If not, how would they know when to shift that relative allocation? Asset Allocation

Insiders

Sign Up for our Newsletter

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

Asset Allocation

MainStreet Financial Planning

There are many steps in building an investment portfolio, in this article, I’ll discuss how asset allocation and risk tolerance are important considerations when investing. In simple terms, asset allocation is the mix of all the different types of investments you have in your portfolio.

DIY Asset Allocation Weights: August 2022

Alpha Architect

DIY Asset Allocation Weights: August 2022 was originally published at Alpha Architect. Index Updates Research Insights Tool Updates Tactical Asset Allocation ResearchNo exposure to domestic equities. No exposure to international equities. No exposure to REITs.

Asset Allocation: Is It Enough?

Wealth Management

Asset allocation is one of the most important portfolio decisions for investors. However, advisors who rely solely on asset allocation-based analyses may face inherent blind spots that negatively impact their clients.

How Asset Allocation Impacts Your Portfolio

WiserAdvisor

When investors create an investment portfolio, they consider several factors, like risk, asset class, inflation, etc., However, what is equally critical when it comes to creating a portfolio is asset allocation and selection. What is asset allocation?

Fed Finally Vanquishes Stocks From Asset Allocation Throne

Advisor Perspectives

For years, asset allocators had it easy: Buy the biggest American tech companies and watch the returns rack up. Those days are gone, buried under a crush of central bank rate hikes that are rewriting the playbooks for investment managers across Wall Street

Asset Allocation: Developing a Long-Term Investment Strategy for Mission-Driven Organizations

Brown Advisory

Asset Allocation: Developing a Long-Term Investment Strategy for Mission-Driven Organizations. When putting a plan in place, we believe it is critical for any mission-driven organization to develop an effective, long-term asset allocation strategy to manage its endowment assets.

CIO Perspectives Webinar, 2022 Asset Allocation Outlook

Brown Advisory

CIO Perspectives Webinar, 2022 Asset Allocation Outlook. CIO Perspectives Webinar, 2022 Asset Allocation Outlook . The themes and topics discussed include: The performance of various markets and asset classes over recent years and since the onset of the Ukraine conflict.

2021 Asset Allocation Perspectives and Outlook

Brown Advisory

2021 Asset Allocation Perspectives and Outlook. Valuations across asset classes, and the importance of interest rates to these valuations. Assets that can serve as a hedge for inflation, including real estate and infrastructure assets.

Inflection Points: 2022 Asset Allocation Perspectives and Outlook Report

Brown Advisory

Inflection Points: 2022 Asset Allocation Perspectives and Outlook Report. Inflationary dynamics, which may be at an inflection point but may have been important in supporting elevated asset class valuations for more than a decade.

Boring is Beautiful in Investing

A Wealth of Common Sense

Asset AllocationBoring is better this year in the markets. The more exciting your portfolio, the worse your performance is in this bear market.

DIY Trend-Following Allocations: December 2022

Alpha Architect

DIY Trend-Following Allocations: December 2022 was originally published at Alpha Architect. Index Updates Research Insights Tool Updates Tactical Asset Allocation ResearchNo exposure to domestic equities. Partial exposure to international equities. No exposure to REITs.

Five Things to do During a Stock Market Correction

The Chicago Financial Planner

Ideally you’ve been rebalancing your portfolio along the way and your asset allocation is largely in line with your plan and your risk tolerance. Investing Asset allocation ETF Financial Planning Mutual fund Stock Market Correction

Which Asset Class is More Attractive Right Now: Stocks or Bonds?

A Wealth of Common Sense

Asset AllocationA reader asks: Wow, unusual year with both stocks and bonds down at the same time. I’m in my early 60’s and still 5-7 years from retirement.

DIY Trend-Following Allocations: November 2022

Alpha Architect

DIY Trend-Following Allocations: November 2022 was originally published at Alpha Architect. Index Updates Research Insights Tool Updates Tactical Asset Allocation ResearchNo exposure to domestic equities. No exposure to international equities. No exposure to REITs.

4 Things To Do When The Stock Market Drops

The Chicago Financial Planner

Investors who are well-diversified may be hurt but generally not to the extent of those who are highly allocated to stocks. Review your asset allocation . If you haven’t done so recently, perhaps it is time to review your asset allocation and make some adjustments.

Global Factor Performance: November 2022

Alpha Architect

Index Updates Factor Investing Research Insights Tool Updates Tactical Asset Allocation ResearchStandardized Performance. Factor Performance. Factor Exposures. Factor Premiums. Factor Attribution. Factor Data Downloads.

Global Factor Performance: October 2022

Alpha Architect

Index Updates Research Insights Factor Investing Tool Updates Tactical Asset Allocation ResearchStandardized Performance. Factor Performance. Factor Exposures. Factor Premiums. Factor Attribution. Factor Data Downloads.

The Best & Worst Years in Stock Market History

A Wealth of Common Sense

Asset Allocation Market HistoryA reader asks: As a long term investor (10-20 year horizon) is it worth selling portions of a stock when it’s up and taking some profits, maybe reinvesting when the price goes down or pocketing the money?

Permanent Portfolio Review

Dear Mr. Market

Dear Mr. Market: Simple allocation ? The Permanent Portfolio is a seemingly basic portfolio allocation strategy created by investment advisor Harry Browne in the 1980’s and outlined in his book Fail-Safe Investing back in 2001.

Global Factor Performance: September 2022

Alpha Architect

Index Updates Research Insights Factor Investing Tool Updates Tactical Asset Allocation ResearchStandardized Performance. Factor Performance. Factor Exposures. Factor Premiums. Factor Attribution. Factor Data Downloads.

Is Relative Sentiment an Anomaly?

Alpha Architect

Relative sentiment is an indicator that measures the positions, flows, and attitudes of institutional investors compared to those of individual investors–where institutions typically consist of large asset managers, insurance companies, pension funds, and endowments.

DIY Trend-Following Allocations: September 2022

Alpha Architect

DIY Trend-Following Allocations: September 2022 was originally published at Alpha Architect. Index Updates Research Insights Tool Updates Tactical Asset Allocation ResearchCurrent Exposures: No exposure to domestic equities.No exposure to international equities.No

Do Stocks Efficiently Predict Recessions?

Alpha Architect

Research Insights Factor Investing Basilico and Johnsen Academic Research Insight Tactical Asset Allocation Research Macroeconomics ResearchI find that returns are predictably negative for several months after the onset of recessions, becoming high only thereafter.

Global Factor Performance: August 2022

Alpha Architect

Index Updates Research Insights Factor Investing Tool Updates Tactical Asset Allocation ResearchStandardized Performance. Factor Performance. Factor Exposures. Factor Premiums. Factor Attribution. Factor Data Downloads.

DIY Trend-Following Allocations: October 2022

Alpha Architect

DIY Trend-Following Allocations: October 2022 was originally published at Alpha Architect. Index Updates Research Insights Tool Updates Tactical Asset Allocation ResearchNo exposure to domestic equities. No exposure to international equities. No exposure to REITs.

Trend Following Says Commodities…But Nothing Else!

Alpha Architect

The analysis above highlights that we are in a rare regime when commodities are the only long asset with a positive trend. Research Insights Trend Following Introduction Course Tactical Asset Allocation Research

Asset Allocation: Caution Toward High Dividend Yielding Stocks

Brown Advisory

Asset Allocation: Caution Toward High Dividend Yielding Stocks. According to Morningstar, overall assets in dividend-focused ETFs and mutual funds have ballooned to $672.6 billion in assets they held in 2011. achen. Fri, 10/28/2016 - 11:25.

Treasury Bonds: Buy and Hold or Trend Follow?

Alpha Architect

Research Insights Trend Following Introduction Course Tactical Asset Allocation ResearchIf one had to invest in buy and hold treasury bonds or trend-followed treasury bonds, it is likely that most investors would prefer the trend-followed bond investment.

Top 10 Dividend Growth Portfolio

Dear Mr. Market

For example, in a typical “60/40” type allocation, we can incorporate the Top 10 Dividend Growth Portfolio as part of the 60% that would be invested in equities. Dear Mr. Market: Dividends! Journalists write about you daily. Investors constantly think and talk about you.

A Look at How a Variety of Risk Management Approaches Have Worked in 2022

Validea

It is constructed by looking at the four major economic environments we can experience (growth, contraction, inflation and deflation) and investing 25% of the portfolio in an asset that has historically performed well in each of them. By Jack Forehand, CFA, CFP® ( @practicalquant ) —.

Stock Market Correction: Finally!

Dear Mr. Market

They get rattled and change their allocation because the news feels different. We’ve built an allocation towards gold over the better part of the past year for exactly this situation. Dear Mr. Market: Finally. It’s here… a bonafide stock market correction.

No Pain, No Gain

Investing Caffeine

L ong-term success is rarely achieved without some suffering. In other words, you are unlikely to enjoy gains without some pain. Last month was certainly painful for stock market investors.

Bear Market

Dear Mr. Market

We point you to an old article we wrote and specifically to the “four distinct phases” that you can shift your asset allocation in order to outlast the average bear market. Dear Mr. Market: Simple title. Simple reality. That’s exactly where we’re at right now.

Why would some investors want the stock market to go down?

Ron A. Rhodes

So, the above… Asset Class Expected Returns Investment Strategy and Investment Security Due Diligence Planning for Executives ARGI ARGI FINANCIAL GROUP ARGI Investment Services buy low equities investments market downturn Professor Money Bear rebalancing Ron Rhoades sell high stock market stocks strategic asset allocationby Ron A. Rhoades, JD, CFP(r) The U.S.

CFP 40

Insane Gain After Fed & Ukraine Pain

Investing Caffeine

If interest rates rise dramatically, all else equal, then that will be challenging for all asset pricing. After a painful start to 2022, the stock market surged last month, with the S&P 500 index gaining a respectable +3.6%, while the technology-heavy NASDAQ index rose by +3.4%.

End of the World or Status Quo?

Investing Caffeine

If you were the chief executive of a newspaper, television, or magazine company, what headline stories would you run to generate the most viewers and readers?

Is It A Bad Time To Retire?

Validea

But reducing that allocation at the start of retirement offers better protection if the market is in a downturn, Pfau told The Journal. Utilize different assets. All asset allocation Retirements Strategies For Retirement Withdrawal

The Stock Market Indicator that you won’t hear about…

Dear Mr. Market

Dear Mr. Market: We’ll open this letter to our friend “Mr. Market” by stating one thing that will be very obvious in six to 12 months. 90% of people reading this article will have gotten it wrong.