Posts filed under “Asset Allocation”

Batnick: Why it’s important to diversify globally

Category: Asset Allocation, Investing, Video

Congratulations! You just signed a $325 million deal. Now what?

Congratulations! You just signed a $325 million deal. Now what? Barry Ritholtz Washington Post November 23, 2014       Last week, we learned that Giancarlo Stanton signed an enormous contract: a 13-year, $325 million deal with the Miami Marlins. Before the 25-year-old slugger starts to celebrate, there are quite a few things he needs…Read More

Category: Apprenticed Investor, Asset Allocation, Investing, Wages & Income

Last Few Slots Left: NYC Open House (December 8-12)

We just had a trip to Washington D.C. Coming up in the new year will be visits to Seattle, Austin, and San Francisco, But a number of you suggested New York City as our next place for a meet and greet, and so that is what we decided to do. We have scheduled the week…Read More

Category: Asset Allocation, Investing

A $325 Million Deal Still Needs a Plan

>   My Sunday Washington Post Business Section column is out. This morning, we look at Giancarlo Stanton’s enormous a 13-year, $325 million contract with the Miami Marlins. The print version had the full headline A $325 million deal still needs a plan, while the online version was Congratulations! You just signed a $325 million deal. Now what?….Read More

Category: Apprenticed Investor, Asset Allocation, Investing

World’s Total AuM = Record $68.7 Trillion

Boston Consulting Group has a new report out concluding that, “The asset management industry has achieved its strongest year of growth since the onset of the financial crisis.” As always, the consulting firm’s annual report on global asset management is a dry, number-laden and utterly fascinating look at the business of overseeing money. Ignore the…Read More

Category: Asset Allocation, Investing

Tony Robbin’s Recent Weather Portfolio

Jim O’Shaugnessy took a closer look at what I am now dubbing the Tony Robbin’s Recent Weather portfolio. It is akin to taking an umbrella today because it rained yesterday. Jim is a quant extraordinaire, and his analysis confirms what I wrote earlier this morning: This is a biased sample, form fitted to have done…Read More

Category: Apprenticed Investor, Asset Allocation, Quantitative, Really, really bad calls

Tony Robbins is a self-help genius. He has sold millions of books that many people believe helped them realize their full potential. He understands the human psyche. As a motivational speaker, he knows what a person must do to overcome everyday struggles to “self-actualize,” and awaken the giant within. People love his seminars (although I…Read More

Category: Apprenticed Investor, Asset Allocation, Investing, Really, really bad calls

RWM: Open House in NYC, December 8-12

A few weeks back I asked readers “What city next?” for our regular visits with clients. A surprising number of you suggested New York City. I thought that was a fantastic idea. We have scheduled the week of December 8th for our open house. If you are interested in learning more about what we do,…Read More

Category: Asset Allocation, Investing

Asset Classes: Real 10-Year Expected Return

Source: Research Affiliates   Rob Arnott of Research Affiliates writes: In a world of low bond yields and slow economic growth, historically realized 5-6% real (7-8% nominal) asset class returns may be unrealistic expectations for the future. In other words, assets with above-average valuations may not deliver the sort of returns people came to expect…Read More

Category: Asset Allocation, Investing, Markets

What Town Should We Visit Next?

  We just got back from D.C. where we visited lots of existing (and future) clients. We also met lots of folks who were interested in LiftOff. We are planning our next trip for earlier next year, and decided to throw this open to the crew: What town should we visit next? If you would…Read More

Category: Asset Allocation, Investing