Discipline Funds

JUNE 6, 2023

The economy has decelerated sharply in the last year, but we aren’t seeing data that is consistent with what the NBER would define as a “recession” So how concerned should we be about these technical definitions? In our view we’re still in the “muddle through” camp as it pertains to the economy.

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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. million households having at least one million in assets. And you definitely don't want to fall for a get-rich-quick scheme. And it is not as difficult as it might seem.

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Random Roger's Retirement Planning

MARCH 29, 2024

If you've ever studied top down portfolio construction you've probably read that getting asset allocation decisions correct accounts for about 70% of the return achieved. Our experience in past blog posts doing similar exercises, excluding bonds, supports this tenet of top down theory.

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eMoney Advisor

DECEMBER 27, 2022

After all, the definition of being rich is as personal as the definition of happiness. Our partners at Fidelity developed a concept that speaks to how the wealth management business can continue to provide value to clients. Matching Services to Client Needs. People don’t generally define wealth as being solely about money.

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The Irrelevant Investor

JULY 1, 2018

By Drew Voros When you chase outperformance, you catch underperformance. By Jason Zweig Podcasts Designing an index is the new active With Patrick O'Shaughnessy and Eric Balchunas “What’s the one thing about money you wish someone told you when you were younger?”

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The Big Picture

FEBRUARY 6, 2024

00:13:13 [Speaker Changed] It’s an improvement of value or refinement on the definition of value. 00:15:17 [Speaker Changed] So let’s get into some of the definitions of this. So as those assets, the relevance and then capital discipline are the key components for us. We, we call asset allocation at GMO.

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eMoney Advisor

MARCH 21, 2023

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. Loss Aversion: Definition, Risks in Trading, and How to Minimize.” Tax-Loss Harvesting: Definition and Example.” ” Investopedia , 2022. February 16.

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ClearMoney

MARCH 1, 2022

A more nuanced framework takes the spirit of active and passive definitions—betting against market prices vs. embracing them—and examines how it applies to an investment’s underlying philosophy and implementation. However, this stretches the definition of “passive.”

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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. 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.

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James Hendries

OCTOBER 7, 2022

Asset allocation does not ensure a profit or protect against a loss. For a list of descriptions of the indexes and economic terms referenced, please visit our website at lplresearch.com/definitions. Diversification does not protect against market risk. Past performance does not guarantee future results.

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James Hendries

NOVEMBER 3, 2022

Asset allocation does not ensure a profit or protect against a loss. For a list of descriptions of the indexes and economic terms referenced, please visit our website at lplresearch.com/definitions. Diversification does not protect against market risk. Past performance does not guarantee future results.

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Dear Mr. Market

AUGUST 5, 2022

While everyone is bantering about the official definitions of what a recession is, we’re very likely to see a period of stagflation. We’re currently seeing one of the largest disparities in valuations between growth and value stocks which in our opinion presents a very appealing opportunity for dividend seeking investors.

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The Big Picture

AUGUST 23, 2023

Perhaps this is why my definition of investing differs from the mainstream: “ Investing is the art of using imperfect information to make probabilistic assessments about an inherently unknowable future.” There is a lot of nuance packed into those 17 words. The process by which you make decisions is worth examining.

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Truemind Capital

SEPTEMBER 13, 2021

The observation list is definitely not exhaustive but captures some of the most common key parameters. For others, it’s important to follow a tactical asset allocation plan with utmost discipline to protect the portfolio on the downside and enjoy the upside returns. How far it will go before the burst is anybody’s guess.

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Brown Advisory

FEBRUARY 15, 2019

Bonds from issuers with an emerging markets country of risk, based on Barclays EM country definition, are excluded. Terms and definitions: Definitions for various valuation ratios (Price/Earnings, CAPE, EV/EBITDA, Price/Sales, Price/Book Value, and Price/Cash Flow) are provided in a table on page 10 of the full publication.

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WiserAdvisor

JANUARY 31, 2023

However, if you can look past these hassles, you can definitely benefit from investing in a property with a long-term view. Historically, stocks have provided a better yield than several other asset classes. In most cases, you would have to pay at least 20% of the price as a down payment. What is a 70/30 investment strategy?

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Dear Mr. Market

MARCH 17, 2024

Sadly, this is definitely a speculative play and while it can be rewarding for those who miraculously timed one of those oscillations, the odds of a person getting it right again is miniscule. The question is though…did you hold it through those wild swings and we’re pretty sure most of the public didn’t buy it under $10k.

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WiserAdvisor

SEPTEMBER 22, 2022

Ideally, financial experts recommend following the rule of 100, where you can subtract your age from 100 to determine your asset allocation. There are three primary asset classes – stocks, bonds, and cash. Financial jargon, figures, definitions, etc., Therefore, your investment portfolio must reflect it at all times.

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The Big Picture

SEPTEMBER 19, 2023

And I have to say Goldman Sachs definitely runs at 160 miles an hour. But it’s definitely a challenge. It depends on your asset allocation. I also don’t think you should ever really beat yourself up for sticking to your asset allocation and your beliefs. But I run it about 160 miles an hour.

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The Big Picture

JULY 11, 2023

It’s actually great and especially because you can do some basic kind of asset allocation models, so the robo-advisor… RITHOLTZ: Right. And then the other piece of that, And this was definitely fueled by low interest rates, but private equity, the fact is, companies can stay private longer. It sounds challenging.

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Random Roger's Retirement Planning

MAY 2, 2024

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. The time period is short obviously but the asset allocation appears to work. MBXIX is a proxy for FIG's macro sleeve.

Portfolio 59

Portfolio Asset Allocation Investing Investments 59

Brown Advisory

SEPTEMBER 1, 2015

By Taylor Graff, CFA, Asset Allocation Analyst. Terms and definitions: Price-Earnings Ratio (P/E Ratio) and Price-to-Book Value Ratio are ratios of the price per share of a company’s stock compared to its per-share earnings and book value, respectively. Dream or Opportunity?

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Food Portfolio Management Sales Strategic Planning 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.

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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. Our European investments definitely include a large allocation to multinationals. Tariffs: Bark or Bite? These companies are far less exposed than 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. Our European investments definitely include a large allocation to multinationals. Tariffs: Bark or Bite? Thu, 05/10/2018 - 11:18.

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Economy Portfolio Clients Sales 52

Brown Advisory

NOVEMBER 12, 2019

Please see disclosure at the end of the article for a complete list of indexes and definitions used to represent Japanese and global asset classes in this chart. Given the many unknowns in today’s environment, we believe that a moderately defensive asset allocation that provides ample liquidity is prudent.

Investing 52

Investing Investments Assets Economics 52

Brown Advisory

NOVEMBER 12, 2019

Please see disclosure at the end of the article for a complete list of indexes and definitions used to represent Japanese and global asset classes in this chart. Given the many unknowns in today’s environment, we believe that a moderately defensive asset allocation that provides ample liquidity is prudent.

Investing 52

Investing Investments Assets Economics 52

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

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Brown Advisory

SEPTEMBER 22, 2017

Defining the question in this way is appealing: it demands a definitive yes-or-no answer. There are many challenges to finding definitive causality between ESG data and financial performance. Risk Factors as Building Blocks for Portfolio Diversification: The Chemistry of Asset Allocation." Podkaminer, E. 2013(1): 1-15.

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Portfolio Investing Investments Management 52

Brown Advisory

SEPTEMBER 22, 2017

Defining the question in this way is appealing: it demands a definitive yes-or-no answer. There are many challenges to finding definitive causality between ESG data and financial performance. Risk Factors as Building Blocks for Portfolio Diversification: The Chemistry of Asset Allocation." Podkaminer, E. 2013(1): 1-15.

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Good Financial Cents

JUNE 11, 2023

You can also get information on your performance and asset allocation. This will help you to create an asset allocation that will get you where you need to go with your investments. It can be used to help you with your asset allocation, at least based on the investment options that your plan includes.

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James Hendries

AUGUST 24, 2022

Target Date Funds Can Help Asset Allocation. These funds are designed to evolve over time, slowly transitioning fund assets into more conservative investments as the target date nears. 2 Lost Decade Definition, Investopedia, [link]. Asset allocation does not ensure a profit or protect against a loss.

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James Hendries

JUNE 26, 2023

However, the impending end of the Federal Reserve (Fed) rate-hiking campaign, and the economy’s and corporate America’s resilience, help make the bull case that steers LPL Research toward a neutral, rather than negative, equities view from a tactical asset allocation perspective. Diversification does not protect against market risk.

Marketing 52

Marketing Marketing Asset Allocation Valuation 52

Brown Advisory

SEPTEMBER 3, 2015

By Taylor Graff, CFA, Asset Allocation Analyst. Terms and definitions: Price-Earnings Ratio (P/E Ratio) and Price-to-Book Value Ratio are ratios of the price per share of a company’s stock compared to its per-share earnings and book value, respectively. Dream or Opportunity? One cannot invest directly in an Index.

Economy 40

Economy Economics Asset Allocation Clients 40

Darrow Wealth Management

MARCH 28, 2022

By its very definition, unknowns can’t be meticulously planned for. The key to weathering the storm is having a diversified asset allocation that’s truly aligned with your risk tolerance and appetite before there’s a personal financial problem or other negative event. Asset allocation.

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Asset Allocation Marketing Marketing Planning 52

Brown Advisory

OCTOBER 4, 2021

As we will discuss in this article, we conduct climate-related research and analysis (as part of our overall research efforts) along several separate but integrated tracks to guide our asset allocation, manager research and portfolio construction efforts.

Portfolio 52

Portfolio Asset Allocation Clients Assets 52

Brown Advisory

OCTOBER 4, 2021

As we will discuss in this article, we conduct climate-related research and analysis (as part of our overall research efforts) along several separate but integrated tracks to guide our asset allocation, manager research and portfolio construction efforts. A 360-Degree Climate Evaluation. CARBON ATTRIBUTION” of SUSTAINABLE PORTFOLIOS .

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