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The Bond Bear Market & Asset Allocation

A Wealth of Common Sense

I’m generally not a fan of completely rethinking your asset allocation just because you wish you would have invested in something else with the benefit of hindsight. Fighting the last war can be a damaging strategy if you’re constantly investing in the rearview mirror based strictly on performance.

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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? These huge pools of capital liked to call themselves “sophisticated” invest.

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How Should You Choose Your Asset Allocation?

A Wealth of Common Sense

Following up on last week’s question about when to change your asset allocation, a reader asks a logical follow-up: For the average investor who is looking to do a mix of stocks/bonds, should they use some simple heuristic for bond allocation, such as bond% = 10 x interest rate, up to a max of 50%?

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DIY Asset Allocation Weights: August 2022

Alpha Architect

DIY Asset Allocation Weights: August 2022 was originally published at Alpha Architect. No exposure to domestic equities. No exposure to international equities. No exposure to REITs. Full exposure to commodities. No exposure to intermediate-term bonds. Please read the Alpha Architect disclosures at your convenience.

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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. Each year, the Annual Outlook report assesses the current investment landscape and discusses some of the main themes being expressed in client portfolios.

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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. Some examples include U.S.

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How Asset Allocation Impacts Your Portfolio

WiserAdvisor

However, what is equally critical when it comes to creating a portfolio is asset allocation and selection. Asset allocation aims to balance risk and reward through a portfolio composition of different kinds of assets. If not allocated efficiently, you may become subject to a slew of taxes and other charges.