Random Roger's Retirement Planning

MARCH 21, 2025

One of the pre-market Bloomberg emails gave a positive mention to the Cambria Global Asset Allocation ETF (GAA) because it is up in what of course has been a tough tape for equities this year. It is an interesting asset allocation that targets 40% in equities, 40% in fixed income and 20% in alternatives.

Asset Allocation 52

Asset Allocation Portfolio Assets Numbers 52

Truemind Capital

JANUARY 10, 2025

I wonder what stories will be told when the portfolios will decline to such an extent for those who are not following a suitable asset allocation. After every major market crash, a large number of investors leave the equity markets believing it’s not for them. Of course, nobody can tell when & how.

Marketing 52

Marketing Marketing Asset Allocation Portfolio 52

The Irrelevant Investor

APRIL 13, 2016

Although constructing a portfolio has never been cheaper, it has also never been as confusing. You'll probably notice that those two numbers equal 127%, which doesn't make any sense. You're never going to be able to have the perfect portfolio year in and year out, but at the very least, make sure you understand what you own and why.

Asset Allocation 52

Asset Allocation Assets Portfolio Marketing 52

Truemind Capital

JUNE 21, 2024

Lessons to learn to get better value from your wealth manager We onboarded a client with a portfolio of around INR 50 Crores, earlier managed by a big & reputed wealth management company. The portfolio was constructed for retirement purposes with 12 years of investment horizon. 40% allocation in AIFs and 20% average in debt.

Wealth Management 69

Wealth Management Management Portfolio Commission 69

Carson Wealth

JANUARY 22, 2025

But what does this mean for your portfolio, and how can you continue to protect and grow your assets during these times? Higher numbers indicate more volatility, lower numbers mean less volatility, and a negative beta, which is rare, means an asset is expected to move in the opposite direction of the market.

Investing 52

Investing Investments Marketing Marketing 52

Fortune Financial

OCTOBER 14, 2024

It has been my experience when reviewing portfolios that diversification is typically expressed simply as a number of various stocks owned, or owning a handful of asset classes, usually stocks of various sizes and geographies, and bonds of varying maturities.

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Asset Allocation Government Portfolio Financial Advisor 131

Random Roger's Retirement Planning

MARCH 20, 2025

On these AI queries they run, they ask it to assign a ranking out of ten so 8, 9 or 10 out of 10 is good and lower numbers are not good. Adaptability is a great word for portfolio construction and ongoing management. My version of HEAT doesn't cherry pick themes from the portfolio, it's all of the holdings that I think are themes.

Investing 59

Investing Investments Portfolio Asset Allocation 59

Random Roger's Retirement Planning

FEBRUARY 14, 2025

Torsten Slok blogged about how ineffective bonds have been in terms of providing any return or diversification benefits lately in the context of a 60/40 portfolio. Based on the following excerpt; I built out the following leveraged allocation, taking some liberty with shortening the duration quite a bit. And a quick closing note.

Portfolio 52

Portfolio Asset Allocation Assets Management 52

Random Roger's Retirement Planning

NOVEMBER 21, 2023

First up was a webinar about model portfolios at ETF.com. The way my new firm is set up, I could outsource everything, for a fee, and the way this was positioned, I think there might be a decent number of advisors who do just that. I think that when investors hear about model portfolios they sort of think in terms of set and forget.

Portfolio 75

Portfolio Asset Allocation Math Management 75

Truemind Capital

APRIL 19, 2024

However, unsatisfactory progress to the falling inflation trajectory in the latest numbers has dampened the hope of cutting the rates anytime soon. Consequently, the portfolio allocation should reflect these probabilities depending on the risk profiles. The core inflation has remained sticky in the US and has moderated in India.

Financial Market 98

Financial Market Asset Allocation Marketing Marketing 98

Truemind Capital

FEBRUARY 23, 2024

I am also seeing an increasing exposure to equity even in those portfolios where investors have a very low-risk appetite. During times of euphoria and bubbles, a huge number of retail investors want to invest in the stock market. Asset allocation should follow probabilities of future outcomes along with risk profile.

Asset Allocation 98

Asset Allocation Marketing Marketing Assets 98

Darrow Wealth Management

OCTOBER 29, 2024

Rebalancing your 401(k) and investment portfolio is an important part of a successful investment strategy. Your asset allocation is the percentage of your portfolio that you distribute between different asset classes, like stocks and bonds. Why do you need to rebalance your portfolio? Why does this matter?

Asset Allocation 75

Asset Allocation Accounting Risk Tolerance Portfolio 75

Random Roger's Retirement Planning

JANUARY 22, 2025

The starting point today is the that Rational ReSolve Adaptive Asset Allocation Fund (RDMIX) has gone through a strategy change, renaming as the ReturnStacked Balanced Allocation & Systematic Macro Fund and keeping the same symbol. " balanced allocation and $1 of exposure to a systematic macro strategy."

Asset Allocation 52

Asset Allocation Portfolio Assets Taxes 52

Park Place Financial

MARCH 14, 2022

FINANCIAL PLANNING What is Portfolio Rebalancing? Investments can be risky since markets constantly fluctuate, but strategies are available to help you maintain a well-balanced portfolio. When people buy and sell sections of their portfolio to maintain a consistent asset allocation, they are rebalancing their investments.

Portfolio 52

Portfolio Financial Planner Asset Allocation Certified Financial Planner 52

Random Roger's Retirement Planning

NOVEMBER 8, 2024

I found their asset allocation and wanted to see from the top down if there's a way to mimic them to some extent and get decent results. Here's how I built the portfolio. The kurtosis numbers are odd. For Portfolios 1, 2 and 3 the kurtosis readings are 0.46, 0.44 and for some reason, Portfolio 3 was 1.42.

Asset Allocation 52

Asset Allocation Portfolio Medical Government 52

WiserAdvisor

SEPTEMBER 8, 2022

Investing your money involves a number of strategies and instruments. 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 fact, it can be good for your portfolio.

Risk Management 52

Risk Management Portfolio Management Asset Allocation 52

MainStreet Financial Planning

DECEMBER 20, 2023

Factors to consider would include – job changes, a change in the number of dependents, or a change in the number of breadwinners. If you are unsure if your portfolio aligns with your risk tolerance, time horizon and goals, reach out to us at Mainstreet and we would be happy to help!

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Risk Tolerance Budgeting Asset Allocation Portfolio 93

Harness Wealth

JANUARY 29, 2025

This type of strategy typically involves selling underperforming investments at a loss to offset capital gains (or ordinary income) to optimize portfolio returns. Portfolio rebalancing: Selling underperforming assets helps investors maintain an optimal asset allocation.

Taxes 52

Taxes Assets Sales Portfolio 52

Random Roger's Retirement Planning

FEBRUARY 9, 2023

He didn't specify which of the two (I believe that is the correct number) funds that Hussman managed back then. At the time, those funds were having success because of Hussman's generally defensive portfolio posture. The funds might play a role in a diversified portfolio but hard to peg either one as a single portfolio solution.

Asset Allocation 75

Asset Allocation Portfolio Assets Numbers 75

Random Roger's Retirement Planning

APRIL 17, 2024

The idea of building an All-Weather portfolio of course has its appeal. The basic idea is to be much less volatile than the broad market or the typical 60/40 portfolio. It raises the question though of how much performance should an investor expect or be willing give up for the potential emotional comfort of an All-Weather portfolio.

Portfolio 102

Portfolio Asset Allocation Advertising Numbers 102

Investment Writing

SEPTEMBER 5, 2023

Commentary about portfolio performance is part of every investment manager’s communications. It can consist of a single line giving portfolio returns. In this article, I review portfolio performance reports’ common components. In this article, I review portfolio performance reports’ common components. For example, “2.5%

Portfolio 52

Portfolio Clients Management Investing 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. Fortunately, our process for managing multiasset sustainable portfolios was built to handle exactly these kinds of complex, overarching, intersectional issues.

Portfolio 52

Portfolio Asset Allocation Clients Assets 52

Brown Advisory

OCTOBER 4, 2021

Considering Climate within Portfolios. 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

WiserAdvisor

APRIL 25, 2023

When investing in a 401(k), one of the most important decisions you can make is how often to rebalance your portfolio. Rebalancing involves adjusting the mix of assets in your 401(k) portfolio to maintain a desired level of risk and return. This article will explore how often to rebalance your 401(k). Need a financial advisor?

Risk Tolerance 76

Risk Tolerance Asset Allocation Portfolio Financial Advisor 76

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

WiserAdvisor

DECEMBER 21, 2022

Diversification refers to investing in a wide mix of investments within a portfolio. No matter the asset allocation, keeping a healthy mix of stocks is always advised, especially if you are not nearing retirement anytime soon. How many stocks should I have in my portfolio? They also indicate your ownership of a company.

Portfolio 52

Portfolio Financial Advisor Taxes Investing 52

James Hendries

AUGUST 15, 2022

The Strategic and Tactical Asset Allocation Committee (STAAC) made no changes to its recommended asset allocation for August. It is expressed as a number of years. We think the move lower in yields may be a bit premature as we expect the economy to stay out of a recession this year. We could see a retest of 3.5%

Portfolio 52

Portfolio Asset Allocation Taxes Investment Advisor 52

Random Roger's Retirement Planning

DECEMBER 22, 2024

GAA stands for Global Asset Allocation and it has been lagging for 15 years. This brings us to the heart of today's post about trying to build a set but don't completely forget portfolio. This slice of the portfolio will go down more often than not, it is a tool to smooth out the ride.

Portfolio 52

Portfolio Management Clients Asset Allocation 52

Random Roger's Retirement Planning

JULY 9, 2022

When we talk about this I usually lead with some version of "set aside some number of months worth of cash to cover expected expenses to ride out the bear market." You could use diversifiers to lower your portfolio's beta (your portfolio's sensitivity to the ups and downs of the broad market). of now anyway.

Asset Allocation 72

Asset Allocation Retirement Portfolio Assets 72

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 97

Portfolio Asset Allocation Assets Management 97

Dear Mr. Market

APRIL 2, 2025

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 78

Investing Investments Valuation Advertising 78

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 It is expressed as a number of years. Core bonds, as measured by the Bloomberg Aggregate Bond index, were up 3.7%

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 It is expressed as a number of years. times the STAAC’s 2023 S&P 500 earnings per share forecast of $230.

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. It is expressed as a number of years. 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 Investment Advisor Asset Allocation 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.

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Management Investing Investments Accounting 80

Random Roger's Retirement Planning

APRIL 29, 2024

To capture the ISPY dividends for a more accurate total return number, we'd need to add in about 2.5% Metz talked a little about using options to help derisk a portfolio as someone approaches or moves into retirement or the decumulation phase. BTAL in Portfolio 1 is a client and personal holding. to the 3.1%. How does 5.6%

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Asset Allocation Portfolio Clients Retirement 94

Validea

AUGUST 2, 2024

In the past 40 years, stocks and bonds have been an unbeatable portfolio. But developing strategies that incorporate other asset classes can be difficult since many of the alternatives do not perform as well as stocks and bonds on a buy and hold basis. But that hasn’t always been true.

Asset Allocation 52

Asset Allocation Assets Portfolio Management 52