ClearMoney
FEBRUARY 22, 2022
The report examined the results of two types of funds7, each holding a mix of stocks and bonds: Balanced: Minimal change in allocation to stocks. Tactical Asset Allocation: Periodic shifts in allocation to stocks. Arnott, “Tactical Asset Allocation: Don’t Try This at Home,” Morningstar, September 20, 2021.
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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James Hendries
NOVEMBER 3, 2022
Index performance is not indicative of the performance of any investment and do not reflect fees, expenses, or sales charges. Asset allocation does not ensure a profit or protect against a loss. Insurance products are offered through LPL or its licensed affiliates. All index data from FactSet.
ClearMoney
MARCH 1, 2022
2 It is reasonable to assume a portion of that trading activity represented asset allocation changes motivated by market viewpoints, rather than buy-and-hold position accumulation. For example, the largest S&P 500 ETF had the highest average daily trade volume of US-listed securities in 2021, at $31 billion USD.2
ClearMoney
JANUARY 4, 2022
Daily portfolio management can spare investors from such style drift by rebalancing portfolios incrementally over time, keeping them focused on the targeted asset allocation and putting investors in a better position to capture higher returns. These entities are Dimensional Fund Advisors LP, Dimensional Fund Advisors Ltd.,
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. Index performance is not indicative of the performance of any investment and do not reflect fees, expenses, or sales charges.
James Hendries
MARCH 13, 2023
Instead, we got a shockingly fast collapse of a financial institution with over $200 billion in assets, which turned the market’s focus toward the stability of the banking system and what systemic risks banks might be facing. Insurance products are offered through LPL or its licensed affiliates.
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