The Big Picture

MAY 17, 2024

She explains what she is concerned about: “The areas that I worry about are that bottomless pit of “unmarked” assets that have doubled or quadrupled in size and asset allocation… Think about the average teacher or firefighter pension plan – it’s 30% illiquid today versus 5% back in the 2000s.

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The Big Picture

MAY 31, 2024

Sherman oversees and administers DoubleLine’s investment management subcommittee; serves as lead portfolio manager for multisector and derivative-based strategies; and is a member of the firm’s executive management and fixed-income asset allocation committees.

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The Big Picture

APRIL 26, 2024

This week, we speak with Dr. Ed Yardeni, President of Yardeni Research , a provider of global investment strategies and asset-allocation analyses and recommendations. He has put together an enviable track record of analyzing when risk is low or high, and how investors should be positioning their portfolios.

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The Big Picture

APRIL 29, 2025

Their focus is on generating alpha with high conviction concentrated portfolios. As you, as you may recall, the insurance companies had huge commercial loan portfolios in those days that they were using to backstop long dated life insurance liabilities. Jenison launched way back in 1969 as a growth equity shop.

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The Irrelevant Investor

FEBRUARY 25, 2024

Today’s Talk Your Book is brought to you by Franklin Templeton: We had Josh Greco, Senior VP and Senior Institutional Portfolio Manager for Franklin Income Investors to discuss Franklin Templeton’s Income Focus ETF. The post Talk Your Book: Investing for Income appeared first on The Irrelevant Investor.

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The Big Picture

MAY 7, 2025

Full transcript below. ~~~ About this weeks guest: Dr. William Bernstein is the author of numerous books, including mostr recently, “ The Delusions Of Crowds: Why People Go Mad in Groups. His firm, Efficient Frontier Advisors manages $400 million in client assets ($25m minimum). His most recent book is The Delusions of Crowds.

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The Big Picture

NOVEMBER 14, 2022

My back-to-work morning train WFH reads: • Big Investors Are Giving Up on Crypto Markets Going Mainstream : Bitcoin as a portfolio diversifier hasn’t worked for investors Crypto won’t ‘find a home in institutional asset allocation’. Bloomberg ). Wall Street Journal ). • Morningstar ). Institutional Investor ).

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A Wealth of Common Sense

SEPTEMBER 26, 2024

Further Reading: How Much Money You Need For Retirement 1We’ve talked about JEPI on Animal Spirits in a past Talk Your Book episode with the portfolio manager of the strategy —

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MainStreet Financial Planning

MARCH 2, 2023

I’ve been asked if there is a textbook we use, and as part of the required reading, we use a book that originally came out in 1975! My class uses this book to understand the history of the markets and theories such as the efficient market hypothesis, capital assets market theory and fundamental and technical analysis.

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Truemind Capital

MAY 19, 2020

In this blog, I am going to give you insights on the important aspects of investment management employed by the best investors and how we can use them to maximize our portfolio returns besides minimizing the risk. Use tactical allocation to make your portfolio future-ready. Be Cautiously Optimistic.

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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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Truemind Capital

JUNE 30, 2022

In this piece, we are trying to understand what the future holds and how we can prepare our investment portfolio to deal with future outcomes. With so much uncertainty around future outcomes, it’s always important to position the portfolios based on possibilities rather than certainties. But first a quick recap. Source: ICICI MF.

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Clever Girl Finance

OCTOBER 8, 2024

And if you haven’t started building your investment portfolio yet, you might be thinking about whether now is the right time to dive in. Even if your portfolio takes a hit in a single year or there is a market downturn, the likelihood of recovery increases if you have a long-term investment horizon. But first, is now a good time?

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Truemind Capital

SEPTEMBER 10, 2019

It requires not just sophisticated skill-set for asset allocation calls (across asset classes, sub-categories, and schemes), the temperament to keep emotions under check but also an ability to quickly understand the impact of the latest market developments (global and domestic) on various asset classes in a rapidly-changing world.

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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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The Irrelevant Investor

MARCH 3, 2019

By Ryan Krueger At a 4% initial withdrawal rate, the odds of nearly depleting the portfolio are equal to the odds of growing it by more than 800% By Michael Kitces The most expensive fund in the top ten inflows for 2018 charges 15 basis points By Ryan Kirlin Smart is not a unique skill.

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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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Random Roger's Retirement Planning

OCTOBER 26, 2022

FIG is a multi-asset/multi-strategy fund that tries to modernize a balanced portfolio by leveraging up to gain most of its equity exposure and balance out the leverage up by using strategies like managed futures and risk parity to leverage down in such a way that they are trying to mitigate the downside. Two months later and.it

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Discipline Funds

DECEMBER 28, 2022

Understanding Money If you start with the following book, white paper and videos you’ll have a very solid starting point for understanding money: Pragmatic Capitalism – What Every Investor Needs to Know About Money and Finance (the only item on this page that is not free. Is the Global Financial Asset Portfolio the Perfect Indexing Portfolio?

Investing 52

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Validea

SEPTEMBER 29, 2022

I for one don’t think so and neither does Burton Malkiel, Princeton Economics professor and author of the classic finance book A Random Walk Down Wall Street. I wrote a more in-depth piece on the strategy , which is based on his book “ High Returns from Low Risk: A Remarkable Stock Market Paradox ”. Multi-Asset Portfolios.

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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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The Irrelevant Investor

JULY 19, 2016

This list could easily be four times as long, but to avoid this post becoming a book, I had to draw a line somewhere. Here are two brilliant quotes from The Little Book of Common Sense Investing : Don't look for the needle in the haystack. Adam Smith's " The Money Game is one of my favorite investment books ever written.

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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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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. VASSALOU: Yes.

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Truemind Capital

NOVEMBER 29, 2020

There is no price for guessing that gold as an asset class can protect against the risk created by the actions of our policy makers. That’s why we have been adding at least 10% of Gold exposure in our client’s portfolio since 2018. BOOK ONE TIME FREE CONSULTATION SESSION WITH OUR EXPERT ADVISORS. Reference: [link].

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Brown Advisory

NOVEMBER 29, 2016

The budget gap for nonprofits has widened because of a slump in their three sources of funds—donations, grants and portfolio returns. Yet the hardest funding challenge for many nonprofits is achieving sufficient portfolio returns. Consider changes to portfolio construction. Charitable giving to foundations in 2015 shrank 3.8%

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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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The Big Picture

NOVEMBER 14, 2023

So at our firm, putting portfolio managers in front of prospects and clients, we constantly have to train them, give them presentation training. 00:22:24 [Speaker Changed] Being client portfolio managers. We have our quant equity platform, which manages risk control equity portfolios that are, we’re quants. That is p gm.

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Good Financial Cents

SEPTEMBER 2, 2022

Ad Build a portfolio through a unique investing experience. Build your portfolio alongside over a million other community members. Ad Build a portfolio through a unique investing experience. This is especially true since Acorns invests your money in expertly curated portfolios that are fully diversified for long-term growth.

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Clever Girl Finance

DECEMBER 13, 2023

For example, you might open a taxable brokerage account through a platform like Vanguard to build an investment portfolio. Keep an eye on asset allocation Not all investments are created equally. As you build a portfolio for retirement, it’s important to strike the right balance of risk for your situation.

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Truemind Capital

MARCH 20, 2020

Not understanding the role & importance of tactical asset allocation (overweight debt in euphoric times and overweight equity in a time of acute pessimism) in creating superior returns over the long term. While benchmark Sensex is down by more than 25% in the last one year, our portfolios returns are in the range of 0% to 5%.

Asset Allocation 52

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Ron A. Rhodes

MAY 3, 2024

An excerpt from Ron’s forthcoming book, Mastering the Scienceand Art of Investing: Multi-Factor Strategies for Portfolios Both Prior to and During Retirement

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Investing Investments Retirement Portfolio 43

Trade Brains

SEPTEMBER 26, 2024

The company, in consultation with joint global coordinators and book-running lead managers, will finalize the minimum bid lot and price band. Indian households traditionally invested most savings in physical assets. However, financial asset allocation increased recently. The IPO will constitute 22.5% Comment below.

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The Irrelevant Investor

SEPTEMBER 19, 2015

This book busts a lot of myths and empowers investors to take their portfolio into their own hands. Here are some of my favorite bits from the book. This lower correlation gives some diversification benefits when combining the two portfolios. If you liked Quantitative Value , you're going to love DIY Financial Advisor.

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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

AUGUST 1, 2018

Market conditions may indeed be changing, and in ways that warrant a reassessment of portfolio positioning. Adding risk to portfolios at this stage in the economic cycle does not seem like a prudent strategy to us. A primary mechanism for managing risk is rebalancing, with particular focus on the role of bonds in the portfolio.

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Brown Advisory

AUGUST 1, 2018

Market conditions may indeed be changing, and in ways that warrant a reassessment of portfolio positioning. Adding risk to portfolios at this stage in the economic cycle does not seem like a prudent strategy to us. A primary mechanism for managing risk is rebalancing, with particular focus on the role of bonds in the portfolio.

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