Abnormal Returns

JULY 26, 2022

alphaarchitect.com) Performance The performance of tactical asset allocation mutual funds has been no great shakes. morningstar.com) How have multi-factor portfolios performed in practice. klementoninvesting.substack.com) The research shows that short sellers are informed investors.

Risk Management 130

Risk Management Management Asset Allocation Media 130

Random Roger's Retirement Planning

APRIL 10, 2024

If you have a combined $40,000 benefit, that's like having another $1 million in your portfolio. The relevance ties into asset allocation. In this context, a $1 million Social Security "portfolio" is considered fixed income. Even if all $500,000 is allocated to equities, that's only 1/3 in equities.

Portfolio 69

Portfolio Asset Allocation Retirement Taxes 69

WiserAdvisor

SEPTEMBER 8, 2022

This is why portfolio risk management can be very critical. However, it is crucial to understand how to manage portfolio risk and what can trigger it. What is portfolio risk? In the case of an investment portfolio, risk refers to the likelihood of your combination of assets and investments not meeting your financial goals.

Risk Management 52

Risk Management Portfolio Management Asset Allocation 52

Random Roger's Retirement Planning

MARCH 30, 2024

I stumbled into some content about model ETF portfolios including one interesting portfolio that was comprised of ETFs that I'd mostly never heard of. It was impressive that the portfolio was not just a collection of the largest Vanguard, iShares or Schwab ETFs. The above goes back to GHTA's inception.

Asset Allocation 74

Asset Allocation Portfolio Assets Management 74

The Chicago Financial Planner

JUNE 13, 2022

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. You should continue to monitor your portfolio and make these types of adjustments as needed. Assess whether your portfolio has held up in line with your expectations.

Risk Tolerance 188

Risk Tolerance Marketing Marketing Financial Planner 188

Random Roger's Retirement Planning

MAY 24, 2024

Barron's had an interesting article about a BofA study showing that over a period of many decades an asset allocation of 60% equities/40% commodities outperformed an allocation of 60% equities/40% fixed income by 0.80% per year. The standard deviation was 3.5%

Asset Allocation 84

Asset Allocation Risk Management Taxes Portfolio 84

Random Roger's Retirement Planning

MAY 10, 2024

For all the blog posts about about how to build alternatives into a portfolio, the idea from my perspective is how to compliment the equity allocation in a manner that is more effective than traditional fixed income exposure which hopefully leads to a better long term, risk adjusted returns. So far, it hasn't done that.

Asset Allocation 76

Asset Allocation Financial Planning Portfolio Planning 76

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.

Portfolio 52

Portfolio Asset Allocation Valuation Assets 52

Brown Advisory

OCTOBER 28, 2016

Asset Allocation: Caution Toward High Dividend Yielding Stocks achen Fri, 10/28/2016 - 11:25 Why Have High Dividend Yielding Sectors Done Well This Year? According to Morningstar, overall assets in dividend-focused ETFs and mutual funds have ballooned to $672.6 billion in assets they held in 2011. Reach for yield.

Asset Allocation 52

Asset Allocation Assets Valuation Banking 52

Brown Advisory

OCTOBER 28, 2016

Asset Allocation: Caution Toward High Dividend Yielding Stocks. According to Morningstar, overall assets in dividend-focused ETFs and mutual funds have ballooned to $672.6 billion in assets they held in 2011. Fri, 10/28/2016 - 11:25. Why Have High Dividend Yielding Sectors Done Well This Year? Reach for yield.

Asset Allocation 52

Asset Allocation Assets Valuation Banking 52

Carson Wealth

MARCH 7, 2024

Let’s look at a few of the starting points today for a healthy retirement savings portfolio. While we plan with the most accurate information we have today, it’s inevitable that life will move in directions we didn’t expect. This article is designed to provide accurate and authoritative information on the subjects covered.

Retirement Planning 143

Retirement Planning Retirement Planning Risk Tolerance 143

WiserAdvisor

FEBRUARY 29, 2024

They help with asset allocation Asset allocation is an important component of successful retirement planning, and working with the best financial advisors for retirement can provide invaluable guidance in navigating this complex terrain. This can help optimize your wealth accumulation while mitigating unnecessary risks.

Financial Advisor 59

Financial Advisor Retirement Asset Allocation Risk Tolerance 59

Random Roger's Retirement Planning

DECEMBER 30, 2023

If all you use is a broad index fund then it will either be a good year or not so good, but assuming the proper asset allocation, who cares? That's enough to get it done assuming an adequate savings rate, appropriate asset allocation and no panicking.

Asset Allocation 57

Asset Allocation Assets Taxes Investing 57

Random Roger's Retirement Planning

APRIL 22, 2024

Some other alternatives do their own thing in such a way that they complement equity exposure to reduce volatility and drawdowns without lowering the long term growth of the portfolio. It offers this pie chart to show its current asset allocation. Getting information from the website is not easy. to short volatility.

Portfolio 80

Portfolio Asset Allocation Assets Management 80

WiserAdvisor

DECEMBER 15, 2023

It also ensures that your portfolio caters to your risk appetite, irrespective of whether you are risk-averse or risk-tolerant. They understand the unique challenges and responsibilities associated with such a scenario and can guide you in making informed decisions about your savings, investments, and other financial aspects.

Financial Advisor 59

Financial Advisor Retirement Risk Tolerance Retirement Planning 59

Random Roger's Retirement Planning

MARCH 29, 2024

Return Stacked ETFs wrote a short paper in support of their ETF suite about how to incorporate return stacking into a portfolio. For anyone new, return stacking, also known as capital efficient, involves leverage to build a diversified portfolio. The idea is not that you would put 100% of a portfolio into that fund.

Portfolio 77

Portfolio Asset Allocation Management Assets 77

Brown Advisory

MARCH 9, 2023

Asset allocation for a year where bonds offer the most attractive returns they have compared to the expected returns for stocks in decades. MORE ON THIS TOPIC 2023 Asset Allocation Perspectives and Outlook We are pleased to share Brown Advisory’s 2023 Outlook. multinationals and aggregate demand.

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Asset Allocation Startup Clients Investing 98

Random Roger's Retirement Planning

APRIL 29, 2024

Metz talked a little about using options to help derisk a portfolio as someone approaches or moves into retirement or the decumulation phase. If you have a portfolio with 20-40 holdings without a disproportionate weighting in one stock (from your employer or anywhere else), I'm not sure using options to derisk each position makes sense.

Asset Allocation 69

Asset Allocation Portfolio Clients Retirement 69

Trade Brains

DECEMBER 7, 2023

The course covers an introduction to personal finance, credit cards, life insurance, health insurance, investment instruments, loans, income tax and planning, budgeting and building a strong portfolio. Also, you will learn how to plan your taxes, credit score importance and how to budget your income to create a portfolio.

Budgeting 59

Budgeting Certification Education Asset Allocation 59

Fortune Financial

SEPTEMBER 29, 2022

While returns are important to overall growth, having the discipline to contribute on a regular basis over many years along with a well-diversified portfolio plays a more critical role in achieving a positive result. . Each year we update these projections based on current information such as changes in income, assets, inflation, etc. .

Retirement 52

Retirement Portfolio Retirement Planning Investing 52

WiserAdvisor

SEPTEMBER 6, 2023

Overindulgence in information can lead to poor decisions, and excessive monitoring of your retirement account balance can result in stress. The focus should be on staying informed without succumbing to obsessive behavior and overthinking. Therefore, it is important to check it to make an informed decision.

Accounting 52

Accounting Retirement Asset Allocation Retirement Planning 52

International College of Financial Planning

JULY 31, 2023

Let’s explore the role of investment advisors in helping individuals avoid these pitfalls and make informed decisions. The value of their expertise lies in their ability to analyze market trends, assess risk, and create diversified portfolios that align with individual objectives.

Investment Advisor 52

Investment Advisor Investing Investments Risk Tolerance 52

SEI

AUGUST 2, 2022

Discussions covered a range of topics, including foundation operations, inflation and return expectations, processes for unspent distributions, asset allocation changes, and governance findings. Generally, less than 10% of the portfolio was effected. Sessions were segmented by size to ensure relevant insights and idea sharing.

Asset Allocation 52

Asset Allocation Budgeting Nonprofit Distribution 52

Random Roger's Retirement Planning

OCTOBER 19, 2023

Here's the latest about Harvard from Bloomberg that included this chart of the asset allocation. It's not that someone could not copy the asset class exposure, just that the return streams would not look the same and often, various forms of sophistication replication does not really work in fund form. Black is 2023.

Asset Allocation 55

Asset Allocation Portfolio Assets Taxes 55

MarketWatch

FEBRUARY 14, 2023

Vanguard also said Tuesday it will merge its Vanguard Managed Allocation Fund VPGDX into its Vanguard LifeStrategy Moderate Growth Fund VSMGX, as they have similar asset class exposure with comparable asset allocations and similar risk profiles. The managed allocation fund has $1.22 billion in net assets.

Asset Allocation 40

Asset Allocation Assets Management Portfolio 40

Workable Wealth

SEPTEMBER 16, 2020

Remember, each strategy has its pros and cons so the best way to maximize them is working with a financial planner who’ll help your portfolio reflect the right risk with your financial goals. Diversification is a risk management strategy that seeks to ensure your portfolio isn’t over- or underexposed in a certain area. Let’s jump in.

Investing 52

Investing Investments Asset Allocation Risk Tolerance 52

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.

Asset Allocation 52

Asset Allocation Commission Portfolio Distribution 52

Random Roger's Retirement Planning

NOVEMBER 27, 2023

Portfolio replication is a tricky thing that frequently doesn't work. We look at a lot of different ideas here, whether we are talking about replication or not, not to simply copy what someone else is doing but to see if some random strategy might have some piece of process or an idea to incorporate in a way that adds value to our portfolio.

Portfolio 68

Portfolio Retail Asset Allocation Management 68

Random Roger's Retirement Planning

MAY 10, 2023

Meb Faber had a poll on Twitter that asked "how many years do you think you could withstand your portfolio underperforming the S&P 500?" It's a great question. An important concept that we talk about here frequently is the ergodicity of the stock market.

Marketing 62

Marketing Marketing Wealth Advisor Asset Allocation 62

ClearMoney

FEBRUARY 22, 2022

Invariably, the question behind the question is, “Should I be doing something different in my portfolio?” If only we could find them, our portfolios would do so much better. How would her hypothetical portfolio have performed over the past 50 years following this simple annual readjustment strategy? Consider Felicity Foresight.

Asset Allocation 52

Asset Allocation Commission Portfolio Assets 52

Random Roger's Retirement Planning

NOVEMBER 14, 2023

Early today the Rational/ReSolve Adaptive Asset Allocation Fund (RDMIX) sent out it's monthly report providing an update on how things are going. RDMIX is a multi-asset and I would say multi-strategy fund that uses a lot of sophisticated strategies along with some amount of leverage. I enjoy their portfolio theory content.

Portfolio 40

Portfolio Asset Allocation Assets Management 40

Brown Advisory

MAY 31, 2017

EUROPEAN RE-ENTRY: Why We Are Shifting Portfolios Toward European Stocks achen Thu, 06/01/2017 - 02:47 Asset allocation—at least for us—is an exercise in nuance. We move slowly and carefully when it comes to shifting our portfolios away from one asset class or region and toward another.

Portfolio 52

Portfolio Asset Allocation Valuation Economics 52

Brown Advisory

MAY 31, 2017

EUROPEAN RE-ENTRY: Why We Are Shifting Portfolios Toward European Stocks. Asset allocation—at least for us—is an exercise in nuance. We move slowly and carefully when it comes to shifting our portfolios away from one asset class or region and toward another. Thu, 06/01/2017 - 02:47.

Portfolio 52

Portfolio Asset Allocation Valuation Economics 52

WiserAdvisor

MARCH 19, 2024

A financial advisor can help you employ similar strategies and create a robust financial portfolio similar to wealthy investors. Additionally, the lack of reliable information and transparency poses challenges for making informed investment decisions. It can also lead to financial losses. It reduces overall risk exposure.

Investing 59

Investing Investments Financial Advisor Taxes 59

WiserAdvisor

DECEMBER 13, 2023

The best retirement advice isn’t just about saving money; it’s about creating a diversified portfolio that’s robust enough to weather economic shifts. Adapt your approach Late starters should consider a strategic shift in their asset allocation.

Retirement 45

Retirement Risk Tolerance Retirement Planning Taxes 45

International College of Financial Planning

JULY 30, 2022

The key to building wealth is diversification and asset allocation. As investing experts, CFP professionals use their knowledge of diversification and asset allocation to help their clients create wealth through sound investing practices. It includes the importance of having a well-diversified portfolio.

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Random Roger's Retirement Planning

SEPTEMBER 17, 2023

The biggest takeaway I had was to try to not be overly reliant on just two income sources, Social Security and your portfolio. I realize that having an investment portfolio will be beyond many people but I would still try to add an income stream or two beyond the two big ones.

Asset Allocation 63

Asset Allocation Portfolio Retirement Management 63