Posts filed under “Asset Allocation”
Next month, myself and some staffers will be visiting a few clients and prospective clients in the Washington, D.C. area.
Many of you are familiar with my investing philosophy, but this is an opportunity to have a more in depth and personal conversation.
If you are interested in meeting with us, hearing our views on the markets, or simply having a discussing about your own personal financial planning, give us an email or call.
Send email to Info -at- RitholtzWealth -dot- com, with the subject “DC Trip.”
Or call 212-455-9122 and ask for Erika regarding DC trips.
> My Sunday Washington Post Business Section column is out. As a follow up to our previous discussion of the World’s Greatest Trader®, this morning, we look at the Worlds Greatest (and Worst) Market Timer®. As we did last time out, we assumed magical powers for our theoretical trader, giving him the ability to bottom…Read More
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…Read More
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
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
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