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Asset Allocation Revisited

If any single concept were the focal point of this blog it would be Asset Allocation.  Therefore, it is time to review this all important topic.  While each investor will set up an asset allocation plan to fit their financial needs ... of investing. Strategic Asset Allocation (SAA) is the “normal’ mix of assets given the objectives [more...]

Date: 2009-01-08 14:43:43

Blog posts (664) | Videos (269)
 


Liquidity is king and the Feds are emperors

By Fester: Right now the only people and organizations that are able to function effectively in this economic environment are people with ready ... of US investment banks.  But they are available cheaply, and the more tangible and physical assets should ... in the infrastructure or other state asset backed by revenues. This way assets bought at high [more...]

Date: 2008-12-31 11:52:32


Agile investing?

I’m a big fan of Agile methodologies, an example of which is Simplicity in Extreme Programming: ... all, if you can’t work out the value of an asset it seems obvious that that asset is too complicated. It’s also ... this apply to my personal investments? I’m carefully considering whether any aspects of my asset [more...]

Date: 2009-01-12 15:31:01


Compute Your Net Worth Once a Year

The following is a guest post from Marotta Asset Management ... . Compute your net worth by creating four lists.  Liquid assets: An asset is something you own that has significant value. A liquid asset can be sold in a matter of days. Include personal bank accounts [more...]

Date: 2009-01-13 17:34:21


Ten Ideas to Save Newspapers

Dear Mr. Newspaper Editor, I have been studing the demise of the newspaper for some time. It is more of an interest then anything else ... ? Is it a dyeing asset or growing one? Your strongest asset is your skilled writers no matter the medium where they write (paper, phone, internet, on a napkin.) Cultivate your strongest asset. Funnel [more...]

Date: 2009-01-08 22:02:20


Conflicting Housing Market Data?

Real Estate markets are inefficient and involve non-homogenous assets being negotiated and purchased by private parties ... and insight on your local market. Integrated Asset Services provides full service asset management ... the National Association of Realtors’ Housing Affordability Index. They take into account access [more...]

Date: 2008-11-13 16:24:41


Macquarie Group (ASX:MQG) Profits Fall By 43%

Selling stuff you bought with borrowed money is a process that’s mostly been confined to the financial markets in 2008 ... one was the 43% decline in income from asset and equity investments. There were some strange assets ... mortgages and fund management assets. It did not, however, take any write downs on Macquarie Airports [more...]

Date: 2008-11-19 17:05:14


An Example of the Perils of Tactical Asset Allocation

Reading through the Management Discussion of Fund Performance for the Accumulus Talisman Fund reveals a textbook example of a major problem with tactical asset allocation: your call might eventually prove to be the right one but the market ... index futures contracts to freeze the Fund’s asset value until we could determine whether [more...]

Date: 2009-01-14 14:20:43


Court Freezes Assets of Alleged 'Scareware' Purveyors

Court Freezes Assets of Alleged 'Scareware' Purveyors A federal court has frozen the assets of several businesses accused of conspiring to trick more ... alerts to frighten consumers into paying for bogus computer security software. According ... Internet Services, LLC -- embedded extra computer code in online ads, which they placed on Web sites [more...]

Date: 2008-12-11 17:45:51


Saturday, Jan 10 LinkStuff

Weight 183.0 - I gained 3 pounds over the holidays which is unfortunate but to be expected ... investors. ABCs of Investing wrote about asset allocation and the reasons for owning different asset ... it out. Canadian Capitalist reports on asset class returns for 2008 - most of them weren’t good [more...]

Date: 2009-01-10 09:00:41


Financial Goals for 2008: Reviewing Our Progress

A year ago I wrote up a list of financial goals for 2008. Today, I thought I’d take a look back at them and see how we did ... describing the changes that we made: Reconsidering Our Asset Allocation How to Manage Your Asset Allocation With Multiple Accounts Our Investment Portfolio: Asset Allocation and Location Market Turmoil [more...]

Date: 2009-01-02 22:28:10


Live-Blogging the GM Earnings Call

Cars General Motors is not in good shape. The company burned through $6.9 billion in cash in the most recent quarter, sporting losses of $2 ... early next year if the auto sales environment does not turn rapidly. Of course, it plans asset sales — but it is always planning asset sales, and those assets just aren’t worth what they used [more...]

Date: 2008-11-07 17:15:57


Finding Foreclosures: Ideas for Investors

Josh Sloan asked: In today's market, ... might be in dire straits. Asset Managers help clients (lenders) dispose of their assets. Many asset management companies have listings of properties they represent on their websites. One subset [more...]

Date: 2009-01-15 01:39:06


Lehman gets $2.15 billion for Neuberger Berman

The price tag was less than one would have liked, but these are desperate times for sellers of financial assets ... still a solvent company, the price tag was estimated at $4 billion. In August, those same assets would ... about the fate of all the operations that were part of Lehman’s asset management division [more...]

Date: 2008-09-29 19:30:05


Victims (III): Prudent Person in Switzerland?

Until the beginning of this year, Swiss pension funds were obliged to follow a detailed set of investment restrictions laid down in a government ... of small iorps which appear to feel more comfortable following a prescribed asset allocation ... asset allocation strategy should be. It is unfortunate that even the most moderate of reasonable changes [more...]

Date: 2009-01-12 11:46:09


Back to School

I came across this article “Six Lessons for Investors” from The Wall St Journal last week and didn’t have the chance to read it until last night, ... , even by experts. Never underrate the importance of asset allocation. Mutual funds with superior ... into alternative asset classes. Beware of financial innovation. Now, I’m no expert, but here’ [more...]

Date: 2009-01-14 22:27:07


How to Find Underpriced Opportunities in a Monetary Crisis

Regardless of what side of the inflation/deflation debate you're on, one thing is certain: false forms of value are being destroyed, and there is a " ... to rally as well. So what's this mean for other asset classes, like commodities? To answer ... the crisis as deflationary in nature, the asset classes most appealing to you will be as follows [more...]

Date: 2009-01-12 18:50:47


Nothing will come from nothing.....

Most people in the IT world know, or at least have a passing knowledge of something called ITIL (Information Technology Infrastructure Library) ... , Service Management, Incident Management and Asset Management. Of the last of those an organisation ... , to removable media drives, to servers. Everything is on the asset register. When you get rid [more...]

Date: 2008-12-09 13:37:29


FinancialSense interview with Louis-Vincent Gave

#fullpost{display:inline;}Even though I have no access to their publications, based on what little I hear from them, I'm a big fan of GaveKal ... that this may be because these investors changed their asset allocation in the last decade to include hedge ... of their government.) Cites 3 phases to every crisis...first, asset prices decline... 2nd, banking [more...]

Date: 2009-01-13 02:26:00


Sweetheart Deals

I’m prepared to be convinced that some form of assistance for Citigroup was necessary, ... from its portfolio of risky assets – from residential mortgages to commercial real estate and leveraged loans ... government’s troubled asset relief programme (Tarp) and receive dividends at a rate of 8 per cent annually [more...]

Date: 2008-11-24 13:42:35


Employment, Jobs Report, and Links

The market was doing so well until the ADP job report came out on Wednesday.  Then all of a sudden, a decline of 270 points on the Dow! ... illustrative post of a pyramid that explains asset allocation! ABC have a follow up on reasons why you want to own different asset classes! Carnivals Bankruptcy and Debt Carnival Making Real Money [more...]

Date: 2009-01-09 14:00:56


Market Sentiment Review

We are fond of all manner of sentiment measures, including anecdotal info like this. However, we always find ourselves going back to the data. While sentiment surveys produce a chartable data stream, we especially prefer Asset Allocation ... what they are doing. > American Association of Individual Investors (AAII) Average Asset Allocation Surve [more...]

Date: 2009-01-08 06:26:08


At Clinton Confirmation Hearing, a Glimmering of Possibility for Asset Building in Foreign Assistance

As all of Washington-- and indeed, the United States, ... , a glimmering of possibility regarding a more prominent role for asset-building strategies ... strategy, we can't help but suggest how an asset-building framework would enhance the impact [more...]

Date: 2009-01-14 22:20:25


The Ethics of Revenue-Sharing: An Oxymoron? By Richard J. Gladney and Sydney LeBlanc

Whose Best Interest is Served? For all of us in this business, the challenge to capture more assets and gather new clients is paramount, particularly for those who are just entering the asset management arenas. By aligning yourself ... . But if you accept a referral from a CPA, for example, who needs total wealth management which may include [more...]

Date: 2009-01-08 02:36:54


Blogging Krugman's The Return of Depression Economics Over at TPM Cafe...

TPMCafe | Talking Points Memo | What Is Non-Depression Economics? ... by influencing asset prices--pushing asset prices up when unemployment threatens to rise, and pushing them down when an inflationary spiral appears on the horizon. Central banks should influence asset [more...]

Date: 2008-12-18 17:52:22


The Best Stimulus Right Now?

Writing in the Wall Street Journal on December 23, Robert Lucas expresses approval of the Fed’s latest reduction of its target range for the Federal ... assets (the banks’ collateral securities) for a riskless asset (deposits at the Fed), thereby ... controls on the operation of individual businesses, and no government role in the allocation of capital [more...]

Date: 2008-12-30 18:05:21


The Best Income Generating Assests

The key to financial independence (or “findependence” if you hate two-word phrases), is not a high-paying job or even a high net worth ... . Most people instinctively understand this concept:  after all, in the end an asset is only worth ... spending them. Introducing The Inverted Income-Generating Asset Matrix As long as we’re inventing [more...]

Date: 2009-01-14 20:52:03


Bulging Side Pockets: Turning Hedge Funds into Private Equity Funds?

Many hedge funds are in trouble. Whether due to bad security selection, issues that were once considered liquid that now "trade by appointment" ... . This has placed tremendous pressure on managers who are not only depressed to see management fees drop ... . These assets generally attract management fees but not performance fees until sold. The more assets [more...]

Date: 2008-11-22 20:26:12


THE FINTAG NEWSLETTER @ 14 January 2009

FINTAG COMMENT Junk. Interest rates are nearly zero; equities, real estate, ... asset with a high probability that you will lose your capital is an ideal strategy if there is a good ... of distressed debt funds is being driven by asset allocators who have lost a lot and want to make a quick buck [more...]

Date: 2009-01-14 11:53:57


Battle of the Titans

For those of you that prepare yourselves, the OPPORTUNITIES will be abundant and limitless; for those that don't it could be a very difficult period ... asset deflation (Mother Nature) versus the Inflate or Die mandate of the G7 governments who have tried to print wealth through monetary and asset inflation for decades. The first law the G7 is trying [more...]

Date: 2009-01-15 00:00:37


AIG to pare itself down

NEW YORK (CNNMoney.com) — The beleaguered insurance giant AIG announced plans Friday to hold on to its property and casualty insurance businesses, ... its aircraft leasing unit, asset management division, retirement services and U.S. life insurance ... and nimble after the asset sales. –From CNNMoney.com’s Tami Luhby and Aaron Smith [more...]

Date: 2008-10-03 19:41:53


“turn assets into tax relief” by selling crown assets, paying down the debt and applying interest savings toward tax relief, which is exactly what the government’s own “tax back guarantee” policy does. You can read the complete Western Standard interview with Kevin Gaudet here. ( [more...]

Date: 2008-11-28 02:38:25


Funky Rebalancing

Funky Rebalancing In today's (web-only) edition of Madison's Capital Times, ... . We may be missing something, but this is either a poor explanation of the shift in asset allocation ... %. (For comparative purposes, though it isn't exactly the right benchmark because it reflects just one asset class [more...]

Date: 2009-01-09 22:57:59


Lost Principles

As the economic crisis continues to unfold, recently a sense of uncertainty has begun to pervade the market ... . First, market players discovered that the longest-lasting asset bubble in recent history was made ... and failing to identify some of the riskiest asset classes. As a result, investors and all other economic [more...]

Date: 2008-11-27 15:20:54


John Bogle’s Six Lessons for Investors

John Bogle had an excellent opinion piece in today’s Wall Street Journal titled Six Lessons for Investors. His lessons (along with my commentary) ... underrate the importance of asset allocation. 3. Mutual funds with superior performance records often ... , you’re still going to lose money. 5. Look before you leap into alternative asset classes. - It [more...]

Date: 2009-01-08 18:38:14


Circuit City discusses possible sale

Here’s an excerpt from Circuit City’s press release issued Friday morning: On January 5, 2009, ... or as individual assets - including the sale of inventory. Presently, the company is engaged in significant ... into a transaction that will result in an asset liquidation process commencing soon after the sale hearing [more...]

Date: 2009-01-09 17:09:10


Six Step Guide to Rebuilding Your Retirement

2008 could be marked as the year that many people change their retirement goals. Reading our 401(k) ... on it. Always Check Your Asset Allocation The article suggests being cautious about target-date ... no”. While stocks, bonds and pretty much every investable asset has gone down in value this year [more...]

Date: 2008-12-19 16:51:37


Free Guidelines with Useful Secrets About Typical Investment Scheme

It is know that the government only represents about 30% of our retirement income, ... the independent asset assessment, history of company business and years of experience in such business ... of asset as first mortgage for a bond issue. • Your Personal Real Estate It is evident that real [more...]

Date: 2009-01-14 15:47:04


The Citigroup Empire Dismantles

One year ago, I wrote: "In the end, I expect Citigroup will be broken into pieces and eventually be a shell of its former self ... may also dump the CitiFinancial consumer-lending unit, tag Tokyo-based Nikko Asset Management Co ... of Citigroup shareholder Smith Asset Management Inc. in New York, who has repeatedly called [more...]

Date: 2009-01-14 15:23:32


Scaling, Systems Required

People keep asking me about components that make up large scale systems. Below is a dump of the systems I typically see/build ... Caches Object Caches Software/Jumpstart Systems Asset software for deployment (Debiab/RHEL ... . I am sure people draw pretty pictures, but to me it is more of a check off list :) Asset [more...]

Date: 2009-01-13 02:59:24


Quelle Surprise! Banks Increase "Mark to Make-Believe" Assets to $610 Billion

Banks are, if nothing else, entirely predictable. If there is a way to game the system, they will avail themselves of it ... , which required financial firms to identify how they arrived at the "fair value" for their assets. Level ... firms have playes fast and loose with this rule: 1. In the first quarter of 2007, Wells Fargo created [more...]

Date: 2008-12-11 06:53:17


How Will Deflation Worries Affect Gold?

Gold has historically been an asset that people turned to when they are worried about inflation. Today, though, we are in a very unique situation ... of worry right now of deflation. Because inflation is tracking down and deflation is on the horizon ... gold, beginning with the 'ol "inflation hedge" saw. As the quintessential hard asset [more...]

Date: 2008-12-22 18:48:33


Understanding and Identifying the Winners of Tomorrow

My friends Fred and Howard each penned "Lost Decade" posts that offered valuable perspectives on who the winners of tomorrow might be ... (Asset Turnover) and Leverage. This decomposition of ROE is commonly called The Dupont Formula ... commoditized (so high margins were still available), but were also very asset intensive [more...]

Date: 2008-11-23 23:29:16


And now for the Great Satyam Whitewash/CoverUp/Public Subsidy! The wrong Minister appoints the wrong new Board who, probably, will choose the wrong policy

The old Satyam, call it Satyam-I, is dead.  It was a “Limited Liability” company which means its ordinary shareholders can walk away with zero ... be salvageable after a reconstitution in due course. Besides physical plant, fixed assets and other similar tangible things, the main assets of Satyam-I consist of “works-in-progress”, namely [more...]

Date: 2009-01-12 07:34:01


The Globe's Andy Willis, quite rightly, gets reamed out by his readers

It’s ludicrous to think that Andy Willis (Jim Flaherty apologist) claims to speaks for investors, with this logic (or complete lack thereof) ... biggest asset right now is the forced re-org that must occurr before 2011, & the positive change that comes with it. For those with a depleting asset base we need a better tax structure, & the fed [more...]

Date: 2009-01-14 23:02:00


TARP Oversight Panel Overlooks Underpants Gnomes Theory

Today a congressional oversight panel is releasing a report criticizing the Treasury's management of TARP, the Troubled Asset Relief Program ( ... With a Heart of Gold). Man, I think some people just like to hear themselves complain... "The panel's initial concerns about the Troubled Asset Relief Program have only grown, exacerbated [more...]

Date: 2009-01-09 16:07:44


Goldman Sachs and Morgan Stanley Are Buying. Who?s Selling?

Now that Goldman Sachs and Morgan Stanley have become bank holding companies, they are on the acquisition trail looking to boost their deposit bases ... talks with several suitors including PNC Financial. NatCity has an asset management business ... Stanley in particular, which has a sprawling asset management operation with $577 billion at Morgan [more...]

Date: 2008-10-13 09:51:00


You Can Sue for Anything in a Lawsuit--Even a Kidney!

When someone sues you, that person usually wants money.  But not always ... in New York, your spouse's kidney apparently isn't considered a "marital asset" subject to division ... and her estranged husband—both have good asset protection plans in place. Copyright © 2009 by Mark Nestmann [more...]

Date: 2009-01-14 21:27:11


The Lindens Stash Away My Axe of the Leviathan

I could have sworn I read this concept in Gwyn Llewelyn's blog -- or somebody who knows what the Lindens are going to do about five minutes before ... this was deliberate.) I'm all for Lindens doing something about inventory and the asset server ... items. Doesn't having to pull that up into every one's inventory lag the asset server? Or how does [more...]

Date: 2009-01-13 08:16:10


Retail Sales Sends Markets Spiraling

Retail Sales Sends Markets Spiraling The markets were greeted today with an economic report that disappointed even negative expectations ... , this level of debt reduces the amount of flexibility consumers had for holiday shopping. Weak Asset ... as mentioned under the debt category, a lower asset value means [more...]

Date: 2009-01-14 17:15:00



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