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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

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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

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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.

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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.

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2023 Asset Allocation Perspectives and Outlook

Brown Advisory

2023 Asset Allocation Perspectives and Outlook ajackson Mon, 03/06/2023 - 14:43 We are pleased to share Brown Advisory’s 2023 Outlook.

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Relative Sentiment and Machine Learning for Tactical Asset Allocation: Out-of-Sample Results

Alpha Architect

We examine Sentix sentiment indices for use in tactical asset allocation. Relative Sentiment and Machine Learning for Tactical Asset Allocation: Out-of-Sample Results was originally published at Alpha Architect.

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2023 Asset Allocation Perspectives and Outlook

Brown Advisory

2023 Asset Allocation Perspectives and Outlook ajackson Mon, 03/06/2023 - 14:43 We are pleased to share Brown Advisory’s 2023 Outlook.

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Cambria Fund Profile Series – Cambria Asset Allocation ETFs (GAA) (GMOM) (TRTY)

Meb Faber Research

Cambria Fund Profile Series – Cambria Asset Allocation ETFs (GAA) (GMOM) (TRTY) Host: Meb Faber is Co-Founder and Chief Investment Officer of Cambria Investment Management.

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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?

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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.

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Investing Shorts: An Asset Allocation Strategy That Has Worked for 2000 Years

Validea

Meb Faber explains how a simple asset allocation strategy has stood the test of time. See Full Episode The post Investing Shorts: An Asset Allocation Strategy That Has Worked for 2000 Years appeared first on Validea's Guru Investor Blog.

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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

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CIO Perspectives Webinar, 2022 Asset Allocation Outlook

Brown Advisory

CIO Perspectives Webinar, 2022 Asset Allocation Outlook mhannan Fri, 03/18/2022 - 06:42 Markets have been unsteady at the start of 2022, driven by geopolitical tensions, inflation, and concerns about equity valuations.

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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.

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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.

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Is It Realistic to Have 100% of Your Portfolio in Stocks?

A Wealth of Common Sense

And another reader asks a similar question: I don’t get why people work a 30+ year career while investing in stocks only to glide path into a heavier bond allocation around retirement. Asset Allocation

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Does International Diversification Work?

Alpha Architect

Research Insights Factor Investing Basilico and Johnsen Academic Research Insight Tactical Asset Allocation ResearchIn this article, the authors examine the research on the benefits of international diversification.

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Market Timing & Interest Rates

A Wealth of Common Sense

Asset Allocation Bonds/Interest Rates Current MarketsShort-term interest rates continue to charge higher as the economy remains stronger than anticipated. We’re looking at 5% yields across the board for short-term government bonds.

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A Short History of Interest Rate Cycles

A Wealth of Common Sense

The huge losses in fixed income last year have forced investors to become more thoughtful about how they allocate to this asset class. Asset Allocation Bonds/Interest Rates

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How Do Stocks & Bonds Perform Following Big Down Years?

A Wealth of Common Sense

Asset Allocation Market HistoryIt’s now well-documented that 2022 is one of the worst years in history for financial markets. Last year was one of the worst years ever for stocks and the worst year ever for bonds.

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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.

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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.

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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

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Global Factor Performance: January 2023

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.

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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.

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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?

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DIY Trend-Following Allocations: February 2023

Alpha Architect

DIY Trend-Following Allocations: February 2023 was originally published at Alpha Architect. Index Updates Research Insights Tool Updates Tactical Asset Allocation ResearchPartial exposure to domestic equities. Partial exposure to international equities. No exposure to REITs.

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DIY Trend-Following Allocations: March 2023

Alpha Architect

DIY Trend-Following Allocations: March 2023 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.

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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.

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March Madness: Final Four Investing Bracket 2023 

Dear Mr. Market

We break down and assign each of the four “regions” with an asset class and then pick teams (stocks) that we think have the best chance at doing well relative to others. We’ve historically actually been bearish of the shiny metal as it’s simply a non-yielding asset.

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A Short History of Interest Rate Cyles

A Wealth of Common Sense

The huge losses in fixed income last year have forced investors to become more thoughtful about how they allocate to this asset class. Asset Allocation Bonds/Interest Rates

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Global Factor Performance: February 2023

Alpha Architect

Index Updates Research Insights Factor Investing Tool Updates Tactical Asset Allocation Research

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DIY Trend-Following Allocations: January 2023

Alpha Architect

DIY Trend-Following Allocations: January 2023 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.

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Everyone is Getting it Wrong

Dear Mr. Market

Dear Mr. Market: You’ve behaved fairly well after some insanely raucous behavior last year. You (the market) has actually surprised a lot of folks just barely six weeks into the year.

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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.

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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.

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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.

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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.

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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.

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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