Discipline Funds
FEBRUARY 21, 2023
Traditional portfolio management applies allocation models that account for risk per unit of return, but fail to account for the problem of time within this process. This means the portfolio manager plugs in a certain risk profile and then spits out an “efficient” asset allocation such as a 60/40 stock/bond portfolio.
Random Roger's Retirement Planning
JUNE 17, 2023
Meb Faber posted a short white paper titled What Is The Safest Investment Asset ? He devised what he calls the Global Asset Allocation (GAA) which takes in equities, fixed income, commodities, REITs and a couple of others, built out as follows. The white paper plays with the following mixes of GAA and T-bills.
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Discipline Funds
DECEMBER 28, 2022
Understanding Money If you start with the following book, white paper and videos you’ll have a very solid starting point for understanding money: Pragmatic Capitalism – What Every Investor Needs to Know About Money and Finance (the only item on this page that is not free.
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.
The Big Picture
SEPTEMBER 19, 2023
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. And they took it out of their asset allocation in favor of other strategies. 00:26:07 [Speaker Changed] No.
Brown Advisory
JUNE 21, 2017
A white paper entitled " Active Alpha ," published by Brown Advisory in 2014, highlights several factors, including: Independent thinking: Studies have shown that managers whose portfolios differ significantly from their benchmarks are more likely to outperform. In short, every situation is different.
Brown Advisory
JUNE 21, 2017
A white paper entitled " Active Alpha ," published by Brown Advisory in 2014, highlights several factors, including: Independent thinking: Studies have shown that managers whose portfolios differ significantly from their benchmarks are more likely to outperform. Manager Characteristics. In short, every situation is different.
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