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Wednesday links: sub-optimal portfolios

Abnormal Returns

Strategy Investing is ultimately based on optimism. fortunesandfrictions.com) Medical knowledge builds on itself. Financial knowledge not so much. collabfund.com) Five arguments against a value stock revival.

Portfolio 182
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The Sherman Show: Clients, Advisers, Markets & Portfolios

The Big Picture

TSS Episode 125: Barry Ritholtz on Financial Advisers, Clients, Market Outlooks and Building Portfolios. The post The Sherman Show: Clients, Advisers, Markets & Portfolios appeared first on The Big Picture.

Portfolio 197
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Rekha Jhunjhunwala’s Portfolio! Top Stocks & Analysis

Trade Brains

In this article, we will have a look at the portfolio of his wife Rekha Jhunjhunwala, who also has sizable investments under her name in the Indian Stock Market. We will also take a closer look at Rekha Jhunjhunwala’s Portfolio 2022 and further analyze her investments.

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Permanent Portfolio Review

Dear Mr. Market

In a year where the stock market has provided zero safe places to hide…you may have changed, the markets certainly have, but one thing has not; the Permanent Portfolio. If you didn’t hit the embedded article links above, the Permanent Portfolio is pretty simple at face value.

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Do We Implement Portfolio Construction Completely Backwards?

Pragmatic Capitalism

I’ve had three big investing epiphanys in my investing career. The first big epiphany was that macro matters much more than micro. The direction of the river is much more [ …

Portfolio 168
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Deconstructing Modern Portfolio Theory to Build Better Investment Portfolios with Miguel Sosa

Steve Sanduski

At the 2022 CAIS Alternative Investment Summit in Beverly Hills, Miguel and I discussed a paper he wrote on Advanced Diversification , where he used modern portfolio theory to deconstruct the three elements of diversification to quantify the benefits of each of those elements.

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Portfolio Construction Quick Hits

Random Roger's Retirement Planning

With that part gone over many times, the next experiment in the portfolio lab is trying to figure out whether there is a way to blend a couple of factors together in such a way as to get a better risk adjusted result than market cap weighting, so less volatility but a competitive annualized return and maybe a few extra basis points of yield. I was curious to see what including it into a couple of different types of portfolios would do.

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MiB: Antti Ilmanen, Co-Head, Portfolio Solutions, AQR

The Big Picture

This week, we speak with Antti Ilmanen, who is the principal and global co-head of the portfolio solutions group at AQR Capital Management. The post MiB: Antti Ilmanen, Co-Head, Portfolio Solutions, AQR appeared first on The Big Picture.

Portfolio 200
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Global Portfolio Strategy | December 7, 2022

James Hendries

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. Global Portfolio Strategy ResearchStocks added to strong October gains in November as the S&P 500 returned 5.6%

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Top 10 Dividend Growth Portfolio

Dear Mr. Market

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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Is Private Debt Worth Considering As An (Alternative) Asset Class In Client Portfolios?

Nerd's Eye View

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.

Assets 160
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Global Portfolio Strategy | November 8, 2022

James Hendries

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. Global Portfolio Strategy ResearchKey changes from October report: Downgrading real estate view from positive to neutral.

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Kestra Launches Model Portfolios

Wealth Management

The models are part of Kestra’s efforts to bring investment services to advisors across the firm’s business channels, executives say

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Selectively Adding Complexity Into A Diversified Portfolio

Random Roger's Retirement Planning

A common reason to have fixed income exposure, often 40% of a portfolio, is to help manage equity market volatility. A 67% allocation to NTSX should equal 100% to VBAIX leaving 33% leftover in Portfolio 2 to put into something else. Portfolio 2 allows for much more equity exposure compared to VBAIX leading to a much higher CAGR but with a somewhat lower standard deviation. I do believe it is something to learn about and can influence portfolio construction.

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Talk Your Book: Portfolio Premortem

The Irrelevant Investor

On today’s show we discuss: Rick’s background and the beginnings of Fabric Risk How Fabric is approaching risk for advisors Looking at risk through the lens of an advisor/individual vs a portfolio manager Financial plan ma.

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Global Portfolio Strategy | October 5, 2022

James Hendries

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. Global Portfolio Strategy ResearchKey changes from September report: Downgrading financials view to negative from neutral.

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Talk Your Book: Portfolio Premortem

A Wealth of Common Sense

On today’s show we discuss: Rick’s background and the beginnings of Fabric Risk How Fabric is approaching risk for advisors Looking at risk through the lens of an advisor/individual vs a portfolio manager Financial plan ma.

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Kitces & Carl Ep 97: Talking Clients Down From Making Politically Motivated Portfolio Changes

Nerd's Eye View

In recent years, politically charged topics have become the forefront of news and media, and with the rise of access to digitally distributed media, it has become commonplace for clients to have concerns about the possible impact of political events on their portfolios.

Portfolio 173
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Global Portfolio Strategy | September 7, 2022

James Hendries

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. Global Portfolio Strategy Research

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The Anti-60/40 Portfolio

Random Roger's Retirement Planning

Corey Hoffstein had a Tweet making fun of Blackrock for lack of conviction for allocating just 1% to some commodity alt (it was not Bitcoin) in model portfolios. As we've been using portfoliovisualizer to build portfolios that offer similar (or even better) results than 60/40 portfolios while avoiding interest rate risk, we looked to alts, they can work, but in percentages that are much higher than I'd ever use in the real world.

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Show Us Your Portfolio: Brent Kochuba

Validea

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.

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Global Portfolio Strategy | August 3, 2022

James Hendries

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. Global Portfolio Strategy ResearchKey changes from July report: No changes.

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Show Us Your Portfolio: Ben Hunt

Validea

When we started Show Us Your Portfolio, we assumed there would be one major requirement for each interview – a portfolio. We also get his take on public markets and how he would think about constructing a portfolio if he were to build one in today’s world.

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2 Reasons the Generic 60/40 Portfolio Fails

Integrity Financial Planning

This strategy tells you to put 60% of your portfolio in equities and 40% in bonds or other fixed-income offerings. 3] Because stocks account for 60% of the 60/40 allocation, their drop has affected 60/40 portfolios, sinking their value.

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Show Us Your Portfolio: Darius Dale

Validea

In our latest episode of Show Us Your Portfolio we speak with 42 Macro founder Darius Dale. We discuss his systematic macro process and how he applies it to managing his personal portfolio. The post Show Us Your Portfolio: Darius Dale appeared first on Validea's Guru Investor Blog.

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101 Things That Advisors Actually DO To Add Value (Beyond Just Allocating A Portfolio)

Nerd's Eye View

Traditionally, investment planning has been at the forefront of how financial advisors add value for their clients.

Portfolio 183
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Show Us Your Portfolio: Dr. Daniel Crosby

Validea

In this edition of Show Us Your Portfolio, we speak with Dr. Daniel Crosby. We speak with Daniel about how he thinks about constructing his personal portfolio and the steps he takes to limit the negative effects of behavior in it.

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Global Portfolio Strategy | July 7, 2022

James Hendries

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. Global Portfolio Strategy Research

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Show Us Your Portfolio: Rob Arnott

Validea

In this episode we speak with Research Affiliates founder Rob Arnott about how he manages his personal portfolio. We talk about how Rob thinks about the role of both bonds and equities is his portfolio and how he adjusts his exposure to them over time.

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Show Us Your Portfolio: Ryan Krueger

Validea

We have looked at a variety of different investing strategies so far in our Show Us Your Portfolio series. But regardless of the approach any of us use in our personal portfolios, we can often lose sight of what we are actually trying to achieve.

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What is Portfolio Rebalancing?

Park Place Financial

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. How to Rebalance your Portfolio. Compare Portfolio Changes.

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Show Us Your Portfolio: Phil Huber

Validea

In our latest episode of Show Us Your Portfolio we speak to Savant Wealth CIO Phil Huber. We discuss Phil’s approach to building his personal portfolio and the core principles that guide it. All Alternatives Excess Returns Podcast Featured Phil Huber Show Us Your Portfolio

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Operational Risk Management 2023 – Portfolio Go No Go Checklist!

David Nelson

Investors need to do their own due diligence and perform a full ORM review of their portfolio and its ability to navigate the many challenges we face at the start of a new year. Balanced portfolios embracing a variety of asset classes can and will help investors achieve their goals.

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Portfolio Diversification Needs To Make Sense

Random Roger's Retirement Planning

Brett Arends had a head scratcher of an article about a "crazy retirement portfolio" that has beaten the market for 50 years. The portfolio itself equal weights seven asset classes as follows. Where it is several asset classes, equal weighted and rebalanced once per year, it seems similar to The Permanent Portfolio that equal weights stocks, long bonds, gold and cash. An idea like Brett's portfolio seems valid enough to me.

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The Inside ETFs Podcast: Nancy Davis on Portfolio Management For 2023

Wealth Management

The portfolio manager for IVOL and BNDD discusses how those funds fit within modern investing portfolios

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Making It Easier to Transition Portfolios

Wealth Management

Model portfolios are an increasingly popular way for advisors to reduce the time needed to manage individual client portfolios. This way, advisors can spend more time growing their overall practice while providing existing clients with the benefits of a professionally-managed portfoli

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How to prepare your portfolio for the uncertain future?

Truemind Capital

In this blog, I am going to give you insights on the important aspects of investment management employed by the best investors and how we can use them to maximize our portfolio returns besides minimizing the risk. Use tactical allocation to make your portfolio future-ready.

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The 60/40 Portfolio: Is It Dead?

Validea

In the past, the 60% stocks and 40% bonds portfolio strategy was an easy-to-maintain winning approach that offered good returns alongside solid protection during market turmoil. This approach works best for investors who need steady, reliable income from their portfolios.

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Is It Realistic to Have 100% of Your Portfolio in Stocks?

A Wealth of Common Sense

A reader asks: Is it crazy to be 100% in stocks from age 32 to sometime in my 50s for my retirement accounts? And another reader asks a similar question: I don’t get why people work a 30+ year career while investing in stocks only to glide path into a heavier bond allocation around retirement.

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Why Have Equal-Weighted Portfolios Outperformed the Market?

Advisor Perspectives

Equal-weighted portfolios have long outperformed cap-weighted funds. Conventional wisdom is that was because of the small-cap factor, but new research shows more is at play