The Big Picture

FEBRUARY 6, 2024

If you’re at all interested in focused portfolios, the concept of quality as a sub-sector under value and just how you build a portfolio and a track record, that’s tough to beat. Dick Mayo was a traditional, I’d say portfolio, strong portfolio manager focused on US stocks. He’s a big picture guy.

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Valuation Investing Investments Assets 130

Clever Girl Finance

AUGUST 22, 2022

The wealth accumulation definition is simply building up your net worth and wealth over time. million households having at least one million in assets. And you definitely don't want to fall for a get-rich-quick scheme. Now that you know the wealth accumulation definition, why should you want to do this?

Wealth Accumulation 97

Wealth Accumulation Budgeting Estate Planning Insurance 97

James Hendries

OCTOBER 7, 2022

While the Fed may still gradually increase rates throughout this year, it has already done a lot even as asset prices have come under increasing pressure. Said another way, this is the longest period since 1976 that bonds haven’t played the traditional role in portfolios by offsetting losses in the stock market.

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Clients Asset Allocation Portfolio Assets 52

eMoney Advisor

MARCH 21, 2023

When portfolio values fall, that loss can cause intense feelings that could lead to irrational decisions. Portfolio Rebalancing Depending on what has been going on in the market, you may have clients whose portfolio asset allocations are no longer in balance. Tax-Loss Harvesting: Definition and Example.”

Financial Planning 72

Financial Planning Planning Marketing Marketing 72

James Hendries

NOVEMBER 3, 2022

The market is always forward-looking, and asset prices tend to reflect what may happen months or quarters ahead. As we look ahead, the months of November and December have historically been constructive for asset prices. References to markets, asset classes, and sectors are generally regarding the corresponding market index.

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Clients Asset Allocation Investment Advisor Economics 52

Dear Mr. Market

MAY 27, 2022

For starters, yes indeed the definition of a bear market is when we’ve drawn down -20% from a fresh market high. If your portfolio is down less than -18% this year… you’re beating the stock market. It’s been said that stocks slowly take the stairs on the way up but the elevator swiftly on the way down.

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Dear Mr. Market

MARCH 17, 2024

My Portfolio Guide, LLC was the first investment firm to publish a March Madness investing bracket where we share our picks and match them up against each other. 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.

Investing 105

Investing Investments Portfolio Assets 105

WiserAdvisor

JANUARY 31, 2023

These strategies involve investing money in assets for a minimum of five years and more. The idea is to invest in assets that have the potential to grow in value over time, such as stocks, bonds, real estate, and mutual funds. It becomes a generational asset and can be passed on to your children and grandchildren.

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Investing Investments Taxes Retirement 52

WiserAdvisor

SEPTEMBER 22, 2022

Invest as per your risk appetite: One of the ways to tame risk in your portfolio is to invest according to your risk appetite. Therefore, your investment portfolio must reflect it at all times. Ideally, financial experts recommend following the rule of 100, where you can subtract your age from 100 to determine your asset allocation.

Investing 52

Investing Investments Insurance Retirement 52

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. For investors with a portfolio covering multiple asset classes, the tasks of excising climate risk and finding new climate-related opportunities can be daunting.

Portfolio 52

Portfolio Asset Allocation Clients Assets 52

Brown Advisory

OCTOBER 4, 2021

Considering Climate within Portfolios. For investors with a portfolio covering multiple asset classes, the tasks of excising climate risk and finding new climate-related opportunities can be daunting. Mon, 10/04/2021 - 11:00. Of equal or greater interest to many investors are the opportunities being spawned by climate change.

Portfolio 52

Portfolio Asset Allocation Clients Assets 52

The Big Picture

JULY 11, 2023

One is we were securitizing the assets in the auto loan and selling them off to other asset managers because we weren’t able to buy them ourselves. The requirements for asset managers to have a bank were such that it would inhibit us a bit. JOHNSON: …for most assets. What led to that decision? JOHNSON: Yes, exactly.

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Management Investing Investments Assets 211

Truemind Capital

SEPTEMBER 13, 2021

For those who are uninitiated, the below chart represents the cycle of greed and fear in any asset class with varying degrees of emotions. Not just equity, a huge participation of retail can be witnessed in speculative assets like futures & options, and cryptocurrencies to name a few. The sentiment cycles are permanent.

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Valuation Marketing Marketing Retail 52

The Big Picture

MARCH 5, 2024

00:01:59 [David Snyderman] I don’t know why I thought I could, but I definitely thought I could at the time and so I wanted to play at the highest level possible. So we really have to understand what we’re gonna invest in, value everything in the universe, rank order ’em, and then only can we put together portfolios.

Banking 140

Banking Portfolio Assets Investing 140

Brown Advisory

FEBRUARY 15, 2019

But the drop in valuations experienced at year’s end, alongside higher bond yields, offer a foundation for better long-term return expectations across most asset classes. During both of these events, asset prices became disconnected from reasonable estimates of intrinsic value. In non-U.S.

Valuation 52

Valuation Clients Portfolio Government 52

Brown Advisory

NOVEMBER 12, 2019

On the other hand, based on the normal relationship of earnings multiples to interest rates, stocks are meaningfully undervalued relative to bonds and appear to be one of the few asset classes offering the prospect of inflation-beating returns. And is there enough concern over such a prospect to seriously undermine investor confidence?

Investing 52

Investing Investments Assets Economics 52

Brown Advisory

NOVEMBER 12, 2019

On the other hand, based on the normal relationship of earnings multiples to interest rates, stocks are meaningfully undervalued relative to bonds and appear to be one of the few asset classes offering the prospect of inflation-beating returns. And is there enough concern over such a prospect to seriously undermine investor confidence?

Investing 52

Investing Investments Assets Economics 52

Random Roger's Retirement Planning

JANUARY 29, 2023

A common reason to have fixed income exposure, often 40% of a portfolio, is to help manage equity market volatility. Part of our conversation has looked at return stacking with this paper from ReSolve Asset Management spurring several blog posts. I do believe it is something to learn about and can influence portfolio construction.

Portfolio 70

Portfolio Asset Allocation Assets Management 70

James Hendries

JULY 13, 2022

Increased equity exposure in tactical asset allocation from 62% to 65%. Reduced low duration core bond allocation and increased allocation to small cap equities. The Strategic and Tactical Asset Allocation Committee (STAAC) changed its recommended asset allocation for July, shifting from core bonds to small cap equities.

Portfolio 52

Portfolio Asset Allocation Taxes Investment Advisor 52

Brown Advisory

MAY 10, 2018

In this article, our head of asset allocation discusses how we are managing trade risk, while still embracing global growth opportunities in our portfolios. As a result, our portfolios currently seek exposure to asset classes and holdings with less dependency on foreign trade. For now, the U.S.

Economy 52

Economy Portfolio Clients Sales 52

Brown Advisory

MAY 10, 2018

In this article, our head of asset allocation discusses how we are managing trade risk, while still embracing global growth opportunities in our portfolios. As a result, our portfolios currently seek exposure to asset classes and holdings with less dependency on foreign trade. HOW WE ARE POSITIONED.

Economy 52

Economy Portfolio Clients Sales 52

Brown Advisory

SEPTEMBER 22, 2017

Hundreds of academic studies and thousands of media commentaries have taken different angles on this issue, with the conversation centered on one key question: Does the incorporation of ESG factors in portfolios help, hurt, or do nothing to returns? Defining the question in this way is appealing: it demands a definitive yes-or-no answer.

Portfolio 52

Portfolio Investing Investments Management 52

Brown Advisory

SEPTEMBER 22, 2017

Hundreds of academic studies and thousands of media commentaries have taken different angles on this issue, with the conversation centered on one key question: Does the incorporation of ESG factors in portfolios help, hurt, or do nothing to returns? Defining the question in this way is appealing: it demands a definitive yes-or-no answer.

Portfolio 52

Portfolio Investing Investments Management 52

James Hendries

AUGUST 15, 2022

The Strategic and Tactical Asset Allocation Committee (STAAC) made no changes to its recommended asset allocation for August. Alternative investments may not be suitable for all investors and should be considered as an investment for the risk capital portion of the investor’s portfolio. We could see a retest of 3.5%

Portfolio 52

Portfolio Asset Allocation Taxes Investment Advisor 52

Brown Advisory

JUNE 3, 2015

Ahead of the first tightening by the Federal Reserve in nine years, we are shifting into less-traditional assets, anticipating that, at best, U.S. In anticipation of the policy switch, we have reallocated across a wide range of asset classes in an effort to limit risks and seize new opportunities. The Advisory | June 2015.

Valuation 52

Valuation Economy Banking Economics 52

Good Financial Cents

JUNE 11, 2023

One thing that I have craved for investors is a tool that allows you to sync all your financial accounts – your investment portfolio, checking and savings accounts, credit cards and other loan accounts – in one place, and then provides an investment-related analysis of your entire portfolio. And, that’s it.

Management 80

Management Investing Investments Wealth Management 80

James Hendries

DECEMBER 12, 2022

The Strategic and Tactical Asset Allocation Committee’s (STAAC) S&P 500 year-end fair value target of 4,000-4,100 is based on a price-to-earnings ratio of 17.5 Alternative investments may not be suitable for all investors and should be considered as an investment for the risk capital portion of the investor’s portfolio.

Portfolio 52

Portfolio Taxes Asset Allocation Investing 52

James Hendries

NOVEMBER 15, 2022

The Strategic and Tactical Asset Allocation Committee’s (STAAC) S&P 500 year-end fair value target of 4,000-4,100 is based on a price-to-earnings ratio of 17.5 Alternative investments may not be suitable for all investors and should be considered as an investment for the risk capital portion of the investor’s portfolio.

Portfolio 52

Portfolio Taxes Government Investment Advisor 52

James Hendries

OCTOBER 7, 2022

The Strategic and Tactical Asset Allocation Committee (STAAC) upgraded its view of duration to neutral. Alternative investments may not be suitable for all investors and should be considered as an investment for the risk capital portion of the investor’s portfolio. It is expressed as a number of years.

Portfolio 52

Portfolio Taxes Investment Advisor Asset Allocation 52

Brown Advisory

SEPTEMBER 1, 2015

We currently own several companies across our portfolios that align with this paradigm, including Costco , TripAdvisor and Priceline. By Mick Dillon, CFA, Portfolio Manager, Global Leaders Strategy and Priyanka Agnihotri, Equity Research Analyst. By Stephen Shutz, CFA, Tax-Exempt Portfolio Manager. Rude Awakening.

Food 52

Food Portfolio Management Sales Strategic Planning 52

James Hendries

SEPTEMBER 8, 2022

The Strategic and Tactical Asset Allocation Committee (STAAC) downgraded its view of emerging market (EM) equities in August. Alternative investments may not be suitable for all investors and should be considered as an investment for the risk capital portion of the investor’s portfolio. It is expressed as a number of years.

Portfolio 52

Portfolio Taxes Investment Advisor Asset Allocation 52

Brown Advisory

OCTOBER 11, 2021

In this brief paper, we will touch on what we believe are some of the most important issues and questions—including the different types of assets, return potential, fees, liquidity, diversification, volatility and transparency—that investment committees must understand as they weigh adding alternatives to their portfolios.

Assets 52

Assets Portfolio Risk Tolerance Asset Allocation 52

Brown Advisory

OCTOBER 11, 2021

In this brief paper, we will touch on what we believe are some of the most important issues and questions—including the different types of assets, return potential, fees, liquidity, diversification, volatility and transparency—that investment committees must understand as they weigh adding alternatives to their portfolios.

Assets 52

Assets Portfolio Risk Tolerance Asset Allocation 52

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 the form of high-quality bonds, interest rate exposure has been a good diversifier to equity risk. Core vs Core Plus Bond Implementation.

Asset Allocation 52

Asset Allocation Marketing Marketing Assets 52

Random Roger's Retirement Planning

MAY 2, 2024

We've looked at a lot of factor blends in pursuit of better risk adjusted portfolio construction without much luck. Finomial expanded the definition of factor funds to include long/short in addition to long only and it used the AQR Market Neutral Fund (QMNIX) which we use frequently in blog posts as the star of the group.

Portfolio 59

Portfolio Asset Allocation Investing Investments 59

The Big Picture

AUGUST 29, 2023

So I came down, met with our head of the portfolio review department, which oversees our external managers, met with our head of brokerage, and then met with the head of bind indexing, who was Ken Volpert at the time. And she was like, “You should come down and talk to some people at Vanguard.”

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Portfolio Investing Investments Numbers 130

Darrow Wealth Management

MARCH 28, 2022

Having cash and investable liquid assets gives you flexibility for the unknown. A strong savings rate relative to your income can help you build reserves before retirement—and during retirement, the focus should be maintaining a reasonable and flexible withdrawal rate relative to your investable assets. Asset allocation.

Asset Allocation 52

Asset Allocation Marketing Marketing Planning 52