Brown Advisory

SEPTEMBER 6, 2022

Asset Allocation: Developing a Long-Term Investment Strategy for Mission-Driven Organizations. When putting a plan in place, we believe it is critical for any mission-driven organization to develop an effective, long-term asset allocation strategy to manage its endowment assets. Tue, 09/06/2022 - 10:30.

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Abnormal Returns

APRIL 16, 2024

Asset allocaiton Is regret a better measure to target for portfolio allocations? blogs.cfainstitute.org) Why asset allocation is sensitive to goals and assumptions. priceactionlab.com) The case against a cryptocurrency allocation. insights.finominal.com) Global macro hedge funds are mid.

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A Wealth of Common Sense

NOVEMBER 26, 2023

In a rational world every investor would set their asset allocation based on their willingness, ability and need to take risk. One would balance a range of expectations for the various asset classes and match those possibilities with their goals and objectives.

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Brown Advisory

MARCH 6, 2023

2023 Asset Allocation Perspectives and Outlook ajackson Mon, 03/06/2023 - 14:43 We are pleased to share Brown Advisory’s 2023 Outlook. Each year, the Annual Outlook report assesses the current investment landscape and discusses some of the main themes being expressed in client portfolios.

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Nerd's Eye View

APRIL 10, 2024

Every document that considers the facts around any particular asset class will invariably include that disclaimer, but constructing a portfolio consisting of a mix of equities, fixed income, and other assets requires investors and advicers to make some fundamental assumptions around long-term expected returns and correlations between assets.

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Validea

JANUARY 25, 2024

In our latest episode of Show Us Your Portfolio, we are joined by Fairlead Strategies founder Katie Stockton. We discuss how Katie thinks about managing her personal portfolio and the investing process.

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Abnormal Returns

AUGUST 21, 2023

Asset allocation Asset allocation is not a science. calculatedriskblog.com) Earlier on Abnormal Returns Adviser links: reducing portfolio volatility. obliviousinvestor.com) Diversification reduces the risk of adverse outcomes. barrons.com) Strategy Everyone and everything ends up underperforming at some point.

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Abnormal Returns

NOVEMBER 19, 2023

blog.validea.com) Some behavioral hacks to prevent you from blowing up your portfolio. ritholtz.com) What it going to happen to all those assets in money market fund when yields eventually fall? awealthofcommonsense.com) Why asset allocators usually fail when it comes to manager selection.

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A Wealth of Common Sense

SEPTEMBER 1, 2023

Rob Isbitts at ETF.com says Jerome Powell’s speech at Jackson Hole is bad news for 60/40 investors: For nearly two decades, investment advisors and self-directed investors came to understand and appreciate “asset allocation” as a complementary combination of stocks and bonds.

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Nerd's Eye View

JANUARY 18, 2023

And in the midst of a rough market for publicly traded debt, high-net-worth individuals (and their advisors) who might be seeking alternatives for the fixed-income portions of their portfolio may be curious about what private debt might have to offer.

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Brown Advisory

FEBRUARY 26, 2021

2021 Asset Allocation Perspectives and Outlook. Each year, our Investment Solutions Group (ISG) assess the current investment landscape and discuss how we are positioning client portfolios. Each year, the Annual Outlook report assesses the current investment landscape and discusses how we are positioning client portfolios.

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Wealth Management

JANUARY 22, 2024

The new platform is meant to help advisors achieve portfolio personalization at scale, and bridge an industry gap between financial planning and asset allocation.

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Asset Allocation Financial Planning Portfolio Assets 119

Validea

SEPTEMBER 30, 2022

In this episode of Show Us Your Portfolio, we speak with SpotGamma founder Brent Kochuba. In this episode, we talk about how Brent uses that expertise to construct his personal portfolio. The post Show Us Your Portfolio: Brent Kochuba appeared first on Validea's Guru Investor Blog. Listen on Apple. Listen on Spotify.

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A Wealth of Common Sense

NOVEMBER 9, 2023

Last year was one of the worst years ever for a 60/40 portfolio of U.S. These are the 10 worst calendar year returns for a portfolio comprising the S&P 500 and 10 year Treasuries going back to 1928: By my calculations, 2022 was the third worst year for. stocks and bonds.

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Validea

APRIL 20, 2023

is forgoing the traditional 60/40 portfolio and turning to public and private investments instead, reports an article in Bloomberg. In a recent note, strategists from the research department of the firm advised dividing up the standard asset allocation and shifting “from broad allocations to public equities and bonds.”

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The Big Picture

SEPTEMBER 16, 2023

This week, we speak with Elizabeth Burton , managing director and client investment strategist at Goldman Sachs Asset Management. She advises institutional clients on investment strategies and portfolio objectives, working alongside global client advisers and product strategists across public and private markets.

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Random Roger's Retirement Planning

NOVEMBER 21, 2023

First up was a webinar about model portfolios at ETF.com. Outsourcing the work related to actually being an advisor would not feel right to me and I enjoy what I get to do including portfolio construction. I think that when investors hear about model portfolios they sort of think in terms of set and forget.

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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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WiserAdvisor

DECEMBER 3, 2023

Creating a well-diversified portfolio is a pivotal task in investing. However, your work is far from complete, even after drafting a diversified portfolio. It is also essential to recheck your allocation from time to time. Rebalancing is a critical step that can help you optimize your portfolio’s performance.

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Portfolio Risk Tolerance Asset Allocation Financial Advisor 52

Abnormal Returns

APRIL 2, 2023

awealthofcommonsense.com) Shifting your asset allocation based on economic forecasts is a fool's errand. mailchi.mp) How portfolio complexity is too much? (realreturns.blog) The stock market is almost always in a drawdown. savantwealth.com) This is one big advantage that quantitative investors have over fundamental investors.

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Wealth Management

DECEMBER 11, 2023

Nick Zamparelli, CIO at Sequoia Financial Group, breaks down his asset allocation for the $15 billion RIA’s 50/50 model portfolio.

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Alpha Architect

SEPTEMBER 8, 2023

The correlation between stocks and bonds should be a critical component of any asset allocation decision, as it impacts not only the overall risk of a diversified multi-asset class portfolio but also the risk premia one should expect to receive for taking risk in different asset classes.

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Asset Allocation Assets Economics Portfolio 116

Abnormal Returns

AUGUST 9, 2022

mrzepczynski.blogspot.com) There's not much to see in tactical asset allocation ETF performance. evidenceinvestor.com) Customized portfolios are by definition more concentrated. (alphaarchitect.com) Why does trend following work better in a high inflation regime?

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Validea

FEBRUARY 29, 2024

In this episode of Show Us Your Portfolio, we speak with Unlimited Funds founder Bob Elliott. We discuss the unique multi strategy approach he uses to manage his personal portfolio. Audio Platforms Watch on YouTube The post Show Us Your Portfolio: Bob Elliott 🔍 appeared first on Validea's Guru Investor Blog.

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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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Abnormal Returns

SEPTEMBER 26, 2023

(morningstar.com) Alternative assets are not all that alternative. wired.com) Asset allocation How various asset classes performed during a recession. morningstar.com) Achieving these three portfolio goals simultaneously is tough. integratinginvestor.com) Will music royalties turn out to be a worthy investment?

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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.

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Abnormal Returns

DECEMBER 3, 2023

wsj.com) Strategy Remember all that talk about how the 60/40 portfolio was broken? awealthofcommonsense.com) There are a lot of different asset allocations you can live with. (tker.co) There are a lot of stocks, especially on the Nasdaq, trading below $1 a share.

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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.

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Portfolio Asset Allocation Retirement Taxes 69

Abnormal Returns

DECEMBER 15, 2023

youtube.com) Investing Barry Ritholtz talks with Joel Tillinghast, portfolio manager of the Fidelity Low-Priced Stock Fund. ritholtz.com) Christine Benz and Jeff Ptak talk with Ben Inker of GMO about asset allocation and quality investing.

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Nerd's Eye View

MARCH 8, 2024

Enjoy the current installment of “Weekend Reading For Financial Planners” – this week’s edition kicks off with the news that RIA clients of an insurance broker providing Errors & Omissions (E&O) coverage saw a 213% increase in claims paid in 2023, attributed to significant jumps in suitability claims (likely stemming (..)

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Financial Planner Asset Allocation Clients Risk Management 200

Abnormal Returns

MAY 23, 2023

Gold Gold is not portfolio insurance. aqr.com) Research Christopher Schelling, "Turning a descriptive asset allocation framework into a proscriptive decision-making process ensures the constantly adapting and evolving world of alternatives will leave you further behind the first adopters, who often capture much of the alpha."

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Dear Mr. Market

AUGUST 5, 2022

Not only are we sharing the importance of dividends in this article, but it’s also the official roll-out of the Top 10 Dividend Growth Portfolio strategy managed by My Portfolio Guide, LLC. The Top 10 Dividend Growth Portfolio strategy is a concentrated portfolio.

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Portfolio Risk Tolerance Valuation Investing 105

A Wealth of Common Sense

FEBRUARY 26, 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.

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Abnormal Returns

JANUARY 24, 2023

kitces.com) How higher interest rates affect a return-stacked portfolio. blog.thinknewfound.com) A century long look at various asset allocation strategies. (klementoninvesting.substack.com) Research A look at the returns of private debt funds.

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Advisor Perspectives

DECEMBER 26, 2023

Advisors are being asked to provide their clients with a full suite of solutions, ranging from estate and tax planning to portfolio management, and everything in between. Clients are increasingly eager to gain access to fully customizable solutions that meet their individual needs.

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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. However, I would insist on following an asset allocation plan with discipline, which is unaffected by the emotions of greed and fear. There is still reasonable value in large-cap value stocks.

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