Wealth Management

SEPTEMBER 30, 2024

Fidelity's Mike Scarsciotti discusses the growing popularity of ETFs, the resurgence of active management and the evolving approaches to asset allocation.

Wealth Management 285

Wealth Management Asset Allocation Management Retail 285

Wealth Management

SEPTEMBER 30, 2024

Fidelity's Mike Scarsciotti discusses the growing popularity of ETFs, the resurgence of active management and the evolving approaches to asset allocation.

Wealth Management 264

Wealth Management Asset Allocation Management Retail 264

Abnormal Returns

MAY 21, 2024

morningstar.com) Retail A look at the performance of Seeking Alpha stock recommendations. papers.ssrn.com) Retail traders pay attention to analyst revisions. papers.ssrn.com) A round-up of research on market analytics including 'Regime-Based Strategic Asset Allocation.' capitalspectator.com)

Asset Allocation 262

Asset Allocation Retail Media Financial Market 262

Brown Advisory

FEBRUARY 26, 2021

2021 Asset Allocation Perspectives and Outlook. The 2021 ISG Annual Outlook examines key market dynamics including: Signs of speculative excess including the boom in special purpose acquisition corporations (SPACs), the boom in retail trading volumes, and the sharp rise in the price of cryptocurrencies. Fri, 02/26/2021 - 13:22.

Asset Allocation 52

Asset Allocation Assets Valuation Clients 52

Abnormal Returns

NOVEMBER 4, 2022

Strategy When should you change your asset allocation? morningstar.com) Crypto Fidelity is prepping a retail crypto trading platform. Not all that often. awealthofcommonsense.com) For the first time in a decade, TIPS finally look attractive. morningstar.com) Old school Would Ben Graham buy Meta ($META) stock?

Asset Allocation 130

Asset Allocation Financial Advising Startup Economy 130

Truemind Capital

FEBRUARY 23, 2024

During times of euphoria and bubbles, a huge number of retail investors want to invest in the stock market. However, I would insist on following an asset allocation plan with discipline, which is unaffected by the emotions of greed and fear. Asset allocation should follow probabilities of future outcomes along with risk profile.

Asset Allocation 98

Asset Allocation Marketing Marketing Assets 98

James Hendries

DECEMBER 4, 2022

Economic and corporate data support the initial strong reads on holiday retail sales despite the macro headwinds, reinforcing the idea that today’s consumer is in a better position than usual at this point in the business cycle. Will a Resilient Consumer Support Holiday Retail?

Retail 52

Retail Marketing Marketing Sales 52

Alpha Architect

MARCH 8, 2024

That’s another example of why retail investors are called “dumb money.” One way to do that is to turn a blind eye to social media sites like Robinhood and Reddit so you don’t get caught up in the hype and excitement. Forewarned is forearmed. Betting on a Short Squeeze as Investment Strategy was originally published at Alpha Architect.

Investing 120

Investing Investments Distribution Retail 120

Carson Wealth

MAY 30, 2025

The duo also breaks down recent market behavior, performance gaps between retail and institutional money, and the critical importance of having (and sticking to) a financial plan. Volatility is Normal, Not a Red Flag: Market pullbacks of 5%-10% happen regularly, and near-bear markets every few years.

Asset Allocation 52

Asset Allocation Retail Financial Planning Assets 52

Random Roger's Retirement Planning

APRIL 17, 2024

The Permanent Portfolio Mutual Fund (PRPFX) was an early, retail accessible fund in the All-Weather space going back to the early 90's. Reacting in the middle of 2022 after learning too much was allocated to risk assets?

Portfolio 102

Portfolio Asset Allocation Advertising Numbers 102

Random Roger's Retirement Planning

JUNE 6, 2024

I don't know if the current batch of derivative income funds are the final solution or not but I think at a higher level these funds are part of a movement that is trying to figure out how to harness volatility as a strategy in a retail accessible fund to improve nominal returns or risk adjusted returns.

Asset Allocation 92

Asset Allocation Retail Clients Taxes 92

Random Roger's Retirement Planning

NOVEMBER 27, 2023

To run the Cockroach, Buck appears to function as the asset allocator and then a manager of managers. It seems like a fund of funds but not in funds that are exchange traded or otherwise available to retail brokerage investors. Portfolio 3 is 100% VBAIX.

Portfolio 75

Portfolio Retail Asset Allocation Accounting 75

Truemind Capital

JULY 19, 2024

Although, the sharp uninterrupted equity rally over the last few years have emboldened heightened retail participation and speculation leading to excessive valuations in many market segments, there are no signs of bad news that could disrupt this rally. The top two laggards were BSE IT (+3.19%) and BSE Energy (+4.62%).

Financial Market 52

Financial Market Asset Allocation Marketing Marketing 52

Truemind Capital

AUGUST 12, 2023

We continue to stay under-allocated to equity (check the 3rd page for asset allocation) at the current valuation levels. At this stage, we strongly recommend minimizing exposure to small & mid-cap portfolios on the back of excessive valuations driven by the retail craze.

Financial Market 52

Financial Market Asset Allocation Marketing Marketing 52

Discipline Funds

DECEMBER 28, 2022

The Arithmetic of Active Management – William Sharpe Why Active Investing Is a Negative Sum Game – Fama & French Section 5 – Behavioral Finance 10 Behavioral Biases that Hurt Investors Why Retail Investors are so Bad at Investing The Psychology of Financial Decision Making Why do People Hate Rising Stock Prices?

Investing 52

Investing Investments Asset Allocation Portfolio 52

Trade Brains

SEPTEMBER 26, 2024

Indian households traditionally invested most savings in physical assets. However, financial asset allocation increased recently. Retail investor participation is low, and low free float levels have transformed the market into a para. Growing retail investor participation 4. This is due to: 1.

Compliance 90

Compliance Banking Management Risk Management 90

Discipline Funds

JUNE 4, 2025

This is especially cool in the asset-liability matching world where there’s virtually no tools for advisors and retail investors since it’s mostly used by pension funds and banks. As you probably know, I’ve become a big advocate of what’s called liability driven asset management. Really fast.

Asset Allocation 52

Asset Allocation Financial Planning Assets Retail 52

The Big Picture

FEBRUARY 6, 2024

And Tom has helped with the introduction of GMO’s first retail product, the quality ETF stock symbol Q-L-T-Y-G-M-O has been institutional since they launched in 1977. This is the first time they’re putting out a product for retail. And actually Ben Inker is the head of our asset allocation group.

Valuation 130

Valuation Assets Investing Investments 130

Truemind Capital

JANUARY 16, 2024

Euphoric retail investor sentiments boosted the BSE Mid and Small Cap index by 14% and 13% respectively. We maintain our underweight position to equity (check the 3rd page for asset allocation) due to an unfavorable risk-reward ratio. You can write to us at connect@truemindcapital.com or call us at 9999505324.

Financial Market 52

Financial Market Marketing Marketing Asset Allocation 52

Random Roger's Retirement Planning

JULY 11, 2024

I'm not too interested in the story but toward the end of the article there was a breakdown of the asset allocation as of the end of Q1 and I am fascinated. The allocation at the end of Q1 was 57% crypto, 21% in multi-strategy (presumably hedge funds), 7% in equities and 15% in structured credit.

Asset Allocation 52

Asset Allocation Portfolio Assets Retail 52

Truemind Capital

SEPTEMBER 13, 2021

In my previous blog on market cycles , I highlighted the following 5 observations during market peaks: Retail participation is huge. Huge Retail Participation: This is something we all have observed in our circle over the past few months. In this blog, I am attempting to understand where do we stand in the current market cycle.

Marketing 52

Marketing Marketing Valuation Retail 52

Dear Mr. Market

AUGUST 27, 2023

6) Retail as a whole is in a tenuous position and we’d be hard pressed to find one that is overly optimistic. (7) Nobody wants to see this happen but we’re increasingly skating on thin ice with rate hikes and further Quantitative Easing (QE). (5)

Economics 98

Economics Assets Government Marketing 98

Random Roger's Retirement Planning

SEPTEMBER 30, 2024

If you absolutely, positively have to have some exposure, as a retail sized investors with a brokerage account, I think the private equity operating companies like Blackstone or KKR would be better bets. This is the most recent asset allocation I could find from Harvard.

Asset Allocation 52

Asset Allocation Portfolio Assets Retail 52

Brown Advisory

DECEMBER 2, 2015

Here are some of our recent purchases, yielding between 4% and 6%: Synovus Financial , a commercial and retail bank operating primarily in the Southeastern U.S., By Taylor Graff, CFA, Asset Allocation Analyst. built up substantial reserve capital while recovering from the Great Recession in 2008-2009.

Clients 52

Clients Asset Allocation Economics Estate Planning 52

Brown Advisory

SEPTEMBER 1, 2015

During the year through July, retail sales increased only 2.4% E-commerce is especially threatening to retailers, where digital sales totaled $300 billion last year with annual growth of about 15%. By Taylor Graff, CFA, Asset Allocation Analyst. The rate of U.S. Dream or Opportunity?

Food 52

Food Portfolio Management Sales Asset Allocation 52

The Big Picture

SEPTEMBER 19, 2023

So it’s a problem that institutions offer often suffer from that retail investors do not like you and me, we probably don’t have this bucketing issue. It depends on your asset allocation. I also don’t think you should ever really beat yourself up for sticking to your asset allocation and your beliefs.

Assets 144

Assets Management Portfolio Investing 144

James Hendries

MARCH 6, 2023

Watch for renewed demand for health care, communication services, retail, and financial services. The LPL Research Strategic and Tactical Asset Allocation Committee (STAAC) recommends a slight overweight allocation to equities, favors value over growth, small caps over large caps, and the energy, healthcare, and industrials sectors.

Marketing 52

Marketing Marketing Economy Economics 52

Random Roger's Retirement Planning

JUNE 30, 2022

Here's one comment that I think captures the sentiment; These funds are not appropriate for virtually any retail investors. That, combined with an adequate savings rate, suitable asset allocation and the wherewithal to avoid panic will probably get the job done. The comments might be a good indicator that a lot of people don't.

Investments 40

Investments Investing Portfolio Asset Allocation 40

Brown Advisory

AUGUST 1, 2018

Taking a more granular look at subsectors, internet retail stocks were up 48.2%, while packaged foods dropped 10.9%. Risks in Bonds In attempting to reduce portfolio risk by shifting assets from equities to bonds, it’s important to recognize that bonds carry risks of their own.

Management 52

Management Investing Investments Valuation 52

Brown Advisory

AUGUST 1, 2018

Taking a more granular look at subsectors, internet retail stocks were up 48.2%, while packaged foods dropped 10.9%. In attempting to reduce portfolio risk by shifting assets from equities to bonds, it’s important to recognize that bonds carry risks of their own. Risks in Bonds.

Management 52

Management Investing Investments Valuation 52

The Big Picture

MARCH 7, 2023

And as the time goes by, I think the two lines get blurred also because of technology, because of the increased presence of retail investors in the markets. VASSALOU: — which are effectively retail investors. Or is it clearly one is right and one is wrong, and that’s that? VASSALOU: I think it’s much more nuanced.

Assets 167

Assets Management Marketing Marketing 167

Brown Advisory

SEPTEMBER 3, 2015

Among consumer stocks, Next , a clothing and footwear retailer based in the U.K., By Taylor Graff, CFA, Asset Allocation Analyst. Accounting lesson: ROIC is net income minus dividends divided by total capital.). will likely gain from rising household consumption. and, eventually, in Europe. Dream or Opportunity?

Economy 40

Economy Economics Asset Allocation Banking 40

The Big Picture

SEPTEMBER 12, 2022

And so, with this gave me exposure to everything from investment banking to retail, looking at like checking account campaigns, like how do you get more assets in the door to credit risk. Everyone wants to — which is so intuitive now, but we became a lot more tactical with some of our allocations.

Clients 293

Clients Wealth Management Banking Investing 293

Brown Advisory

APRIL 1, 2015

Mutual fund flows also suggest that retail investors have not been caught up in the speculative fever characteristic of bubbles. It turns out that this top-quartile group produced a median annual return in the subsequent five years of 9%— which is about what the return on U.S. stocks has been since the late 1920’s. Flows into U.S.

Investing 52

Investing Investments Valuation Assets 52

Truemind Capital

OCTOBER 17, 2023

Some of the institutions dropped coverage or discouraged investing in Mid & Small Cap stocks owing to very expensive valuations boosted primarily by retail participation lured by past returns. We maintain our underweight position to equity (check the 4th page for asset allocation) on the back of pricey markets.

Financial Market 52

Financial Market Marketing Marketing Asset Allocation 52

Random Roger's Retirement Planning

DECEMBER 22, 2023

As more of an asset allocator and investor in equity market themes, global macro like John did probably isn't in my wheelhouse but understanding how a well executed strategy in a fund wrapper could help manage volatility, help smooth out the ride, might be in my wheelhouse.

Portfolio 74

Portfolio Asset Allocation Accounting Management 74

Discipline Funds

NOVEMBER 17, 2023

Not only do we know that shelter is making inflation look irrationally high, but we also know that the most important retailers in the US economy are saying exactly what the CPI ex-shelter says. And the only way that disaster happens is if your financial planner is making irrational projections about asset returns and your asset allocation.

Financial Planner 115

Financial Planner Budgeting Taxes Retirement 115