Posts filed under “Asset Allocation”

Category: Asset Allocation, Investing, Psychology, Think Tank

Asset Class Dashboard

Nice way to show asset class performance from Russell Investments:   click for larger graphic Source: Russell Investments

Category: Asset Allocation, Digital Media, Markets, Research

Why Hire an Advisor?

Nice short list from Rick Ferri: There are other reasons to hire an adviser even if you’re an index believer. Here is a partial list: To put space between you and your investments so that you don’t make emotional decisions. To do detailed research on asset allocation or index funds because you would rather spend…Read More

Category: Asset Allocation, Investing, Psychology

Asset Class Dashboard

Click for an interactive graphic. Source: Russell Investments   This reminds me quite a bit of Riskalyze.   More here

Category: Asset Allocation, Markets

What is the Best Asset Class in 2014 Going to Be?

Source: JP Morgan   Whenever anyone asks me about my favorite sector or market for the coming year, I like to show the table above. While not quite a quintillion-to-one bet, the table reveals what a challenge it is to consistently identify the best asset class for the coming year. No one seems to be…Read More

Category: Asset Allocation, Digital Media, Investing

Your Best Investment Idea for the Next Decade

Yesterday, Business Insider posted a huge piece, wherein they ask various folks for their best idea for a decade. With the low key headlne, Wall Street’s Brightest Minds Reveal Their Best Investment Ideas For The Next Decade, here is how I responded: Financial planning: “As it turns out, that is an easy question: Our own…Read More

Category: Apprenticed Investor, Asset Allocation, Finance, Media

Surprising Consensus On Cross Asset Research

Source: iShares by BlackRock   If you want a sense of the consensus view of equities, this recent chart from BlackRock might provide some insight.   Continues here    

Category: Asset Allocation, Fixed Income/Interest Rates, Psychology

Financial Resolutions You Can Actually Keep

10 financial resolutions you can actually keep By Barry Ritholtz Washington Post, December 29, 2013     It’s that time of year, when many people resolve to be better: Gotta lose 20 pounds, stop smoking, start exercising. Human nature is such that come January, there will be a 20-minute wait for the elliptical machines in…Read More

Category: Apprenticed Investor, Asset Allocation, Investing, Psychology

How Much Cash Should You Hold In A Portfolio?

How much cash should you hold in your portfolio? By Barry Ritholtz, Washington Post December 13, 10:19 AM   When people discuss their investing portfolios, they typically refer to the stocks, bonds, commodities and real estate they hold. The conversation might also include model weightings, tilt toward and away from different asset classes, and rebalancing….Read More

Category: Asset Allocation, Investing

What Is the Right Amount of Cash In Your Portfolio?

  > My Sunday Washington Post Business Section column is out. This morning, we look at the question of How much cash should you hold in your portfolio?. This is yet another column  that looks like its about investing but really is about psychology.  As I noted prior, people have been sitting on big piles…Read More

Category: Apprenticed Investor, Asset Allocation, Investing