Brown Advisory

MARCH 18, 2022

CIO Perspectives Webinar, 2022 Asset Allocation Outlook mhannan Fri, 03/18/2022 - 06:42 Markets have been unsteady at the start of 2022, driven by geopolitical tensions, inflation, and concerns about equity valuations. The war in Ukraine is causing even more uncertainty. Rodrigo is now available. The index is quoted in USD.

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Brown Advisory

MARCH 18, 2022

CIO Perspectives Webinar, 2022 Asset Allocation Outlook. Our CIOs recently discussed current market conditions, how we are positioning portfolios, and an array of other topics such as major trends in technology across public and private markets, inflationary dynamics, sustainable investing, the outlook for China, and more.

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Random Roger's Retirement Planning

JANUARY 29, 2023

From Twitter on Sunday; I've been referring to bonds with duration as being sources of unreliable volatility. A common reason to have fixed income exposure, often 40% of a portfolio, is to help manage equity market volatility. I do believe it is something to learn about and can influence portfolio construction.

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Yardley Wealth Management

AUGUST 20, 2024

Market volatility refers to the rate at which prices rise and fall in financial markets. Diversify Your Portfolio: Diversification is a key strategy for managing risk and reducing the impact of market volatility on your investments. To maintain the desired level of risk in your portfolio, it’s important to rebalance regularly.

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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.

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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.

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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? Typically, risk refers to any threat or an unlikely event that can lead to failure. In fact, it can be good for your portfolio.

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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?

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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.

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Random Roger's Retirement Planning

NOVEMBER 17, 2024

There was a stretch many years ago that I recall a lot of them were trading above their NAV which is referred to a a premium. MDCEX is in Morningstar's Tactical Asset Allocation (TAA) category and the Fidelity info page for the fund offers the following comparison to other funds. Portfolio 1's Kurtosis is pretty bad at 2.47.

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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. For investors with a portfolio covering multiple asset classes, the tasks of excising climate risk and finding new climate-related opportunities can be daunting.

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Brown Advisory

OCTOBER 4, 2021

Considering Climate within Portfolios. For investors with a portfolio covering multiple asset classes, the tasks of excising climate risk and finding new climate-related opportunities can be daunting. There is risk some of these assets go unused and may become stranded in the future. Mon, 10/04/2021 - 11:00.

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Random Roger's Retirement Planning

FEBRUARY 9, 2023

He was referring to one of the mutual funds managed by John Hussman. 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.

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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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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.

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Random Roger's Retirement Planning

SEPTEMBER 2, 2022

There was also a reference to the term on an episode of The Simpsons. New assets in to the fund and the passing of existing fund holders become potential sources for higher payouts. I've mentioned several times that I was test driving Rational/Resolve Adaptive Asset Allocation Fund (RDMIX) for possible use in client accounts.

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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? More than 60 stocks.

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Random Roger's Retirement Planning

NOVEMBER 12, 2023

The idea that fund company determines the asset allocation, referred to in this context as a glide path, makes no sense to me and then factor in that fund companies uses different glide paths. I've been crapping on target date funds since they first became a thing.

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Truemind Capital

JUNE 30, 2022

In this piece, we are trying to understand what the future holds and how we can prepare our investment portfolio to deal with future outcomes. With so much uncertainty around future outcomes, it’s always important to position the portfolios based on possibilities rather than certainties. But first a quick recap. Source: ICICI MF.

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Brown Advisory

MARCH 28, 2019

Investment committees for endowments and foundations have a wide range of responsibilities, but ultimately their job boils down to a single task: Ensure that the portfolio can deliver funds to the organization in the short term, without unintentionally spending down principal over the long term. SOURCE: Bloomberg. Bureau of Labor Statistics.

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Brown Advisory

MARCH 28, 2019

Investment committees for endowments and foundations have a wide range of responsibilities, but ultimately their job boils down to a single task: Ensure that the portfolio can deliver funds to the organization in the short term, without unintentionally spending down principal over the long term. SOURCE: Bloomberg. Bureau of Labor Statistics.

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Discipline Funds

JULY 25, 2023

I specifically refer to people’s “investment” portfolios as their “savings” portfolios because the financial markets are not where we make real investments. 1 The financial markets are where we allocate our savings. 1 – See “The Total Portfolio” perspective.

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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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Random Roger's Retirement Planning

NOVEMBER 11, 2022

A little less dramatic but more interesting is the idea we broached yesterday about extreme portfolio simplification becoming an appropriate asset allocation for an older retiree who is not cognitively impaired but wants to spend less time on their investments without hiring someone to help them.

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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.

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Darrow Wealth Management

MAY 22, 2023

It’s the reference interest rate for overnight borrowing between financial institutions like banks. So when the federal funds rate goes up, it can have an outsized impact on shorter term interest rates on assets like Treasury bills (T-bills). The current rate hike cycle illustrates this quite well, given the speed.

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Truemind Capital

NOVEMBER 29, 2020

There is no price for guessing that gold as an asset class can protect against the risk created by the actions of our policy makers. That’s why we have been adding at least 10% of Gold exposure in our client’s portfolio since 2018. Reference: [link]. Flood of cheap money is finding its way to the stock markets around the world.

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Carson Wealth

DECEMBER 13, 2022

Both should be fluent in the language of stocks, bonds, mutual funds, exchange traded funds, asset allocation, dollar cost averaging and both know the differences and applications of various types of retirement accounts. Wealth management is also a phrase used to describe the process of choosing a client’s investment portfolio.

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WiserAdvisor

JUNE 22, 2023

However, engaging in open and insightful conversations with your financial advisor is important to ensure you understand your portfolio well and can make informed decisions. Having a proactive approach can help you navigate the intricacies of investing and have a deeper understanding of your portfolio.

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Brown Advisory

MARCH 30, 2018

While February’s volatility did not materially change our asset allocation views, it reinforced to us the importance of a comprehensive discussion about how we think about risk and how we manage it. We then use medium-term scenario analysis to weigh pros and cons in each asset class and settle on a desired target allocation for each.

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Brown Advisory

OCTOBER 11, 2022

In this episode of CIO Perspectives, Keith Stone, Erika Pagel and Sid Ahl discuss some of the most notable market developments in recent weeks and how they are positioning portfolios accordingly. Inflection Points: 2022 Asset Allocation Perspectives and Outlook Report. Speakers: Keith Stone, Erika Pagel and Sid Ahl .

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WiserAdvisor

APRIL 16, 2025

If market conditions shift, they can guide you in rebalancing your investment portfolio to protect your wealth. Human emotions can often cloud your judgment and lead to decisions that harm your portfolios long-term performance. The right allocation helps ensure that your portfolio is balanced and diversified.

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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. References to markets, asset classes, and sectors are generally regarding the corresponding market index.

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eMoney Advisor

MARCH 21, 2023

Loss aversion refers to having an emotional reaction to a loss rather than making a rational conclusion. When portfolio values fall, that loss can cause intense feelings that could lead to irrational decisions. 2 Here are three things financial professionals must keep in mind to anticipate how their clients may react to a loss.

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Dear Mr. Market

AUGUST 27, 2023

So in summation, what should one possibly consider as an action step to incorporate TLT into their current bond allocation? Much of its delivery is on what and how you ask things and in this case here is the prompt/reply that we asked of it: Certainly!

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Walkner Condon Financial Advisors

MARCH 15, 2023

These weightings change over time, so the portfolio weights for each security would also have to be shifted. Tracking Error Tracking error refers to the difference between the weightings of the benchmark – in my earlier example, the S&P 500, and the actual weightings.

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James Hendries

OCTOBER 7, 2022

Said another way, this is the longest period since 1976 that bonds haven’t played the traditional role in portfolios by offsetting losses in the stock market. The value proposition for core bonds is that they tend to provide liquidity, diversification, and positive total returns to portfolios. So why own bonds at all?

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