Posts filed under “Asset Allocation”

Annual Asset Class Returns


Source: Novel Investor

 

Have a look a the chart above (click on the chart for a larger interactive version). This chart ranks the past 15 years of returns for eight major asset classes (large-cap stocks, small-cap stocks, developed-market stocks, emerging-market stocks, real estate investment trusts, high-grade bonds, high-yield bonds and cash). We can divide these categories even further but we’ll use these for now.

What you should take away from the chart is how difficult it is to predict the best-performing asset class in any given year. To choose the right class consistently is almost impossible.

Continues here

Category: Asset Allocation, Data Analysis, Investing

30 Most Influential People in Finance & Wealth

Posted without comment Source: April Rudin, HuffPo

Category: Asset Allocation, Digital Media

Where Did All of the Volume Go?

Source: BCA   Today’s chart comes to us from Chen Zhao of the Bank Credit Analyst, who writes in a research report: The financial services industry have (sic) begun to feel the pinch of the fallout from low volatility and zero interest rates. The average return delivered by hedge funds has fallen sharply since the…Read More

Category: Asset Allocation, Bailouts, Trading

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