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
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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
Why Stock Markets Are So Volatile? The Tale of 4 Masters
2008 as surely been one of the toughest years on the investors’ patience ... of their original trading strategy. Managed Portfolio – Master of asset allocation It’s been a few years ... and respect the original asset allocation. For example, if you have a balanced portfolio (50 [more...]
Date: 2009-01-08 10:00:41
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
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
how emerging markets seem to be heavily correlated with domestic markets
I've noticed over the last few months that emerging markets (mainly through index funds) ... of great than 1.0. Oddly, many discussions in asset allocation often assume that emerging ... a time when we need to rethink asset allocation classes.Regards, makingourway [more...]
Date: 2009-01-13 05:37:00
Stocks, Age and Asset Allocation
Hi All, This posting is about age and asset allocation ... this is stocks have historically outperformed other asset classes. So, when young people put their long [more...]
Date: 2009-01-08 19:26:56
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
2008 Investment Portfolio Review: Numbers and Lessons
Vacation is over, bring on 2009! Time for a quick look back ... is an all-in-one fund with an “asset allocation strategy designed for investors currently in retirement.” For 2008 it dropped only 10.9% with an asset allocation of 5% cash, 30% stocks, and 65% bonds [more...]
Date: 2009-01-05 06:32:27
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
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
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
Personal Finance Site Mint Opens to The Public With New Features
It seems that pretty much everyone who deals with personal finance has decided that this is the day for announcements. They’re right ... featured 401(k) management center, portfolio asset allocation info, and comparison of your investments ... ; from tracking your daily expenses to evaluating your stock portfolio. Of course, it still cannot match [more...]
Date: 2008-10-14 10:30:23
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
Investing Strategy: Set it and Forget It (Except Once Annually for Rebalancing)
It’s very tempting to quickly peek at your investments to see if they’ve gone up or down in the past twenty-four hours. The same technology that makes our lives so much easier, computer software, can drive us insane ... occasionally pulled the trigger and rebalanced my 401(k) asset allocation when I shouldn’t have. These days [more...]
Date: 2008-08-07 12:00:26
Weekly Roundup - Amazon Kindle Edition
This past week I had the opportunity to play around with an Amazon Kindle, and I must admit that I was impressed ... , if you have a Kindle, feel free to sing its praises or complain about its shortcomings in the comments ... of tips for asset allocation tips. Jaimie says that coupons are good for more than food. I must admit [more...]
Date: 2008-09-07 03:06:49
Bulletproof REIT Bargains: How to Profit From the Inevitable Real Estate Recovery
Editor’s Note: Our colleagues at The Oxford Club have been sorting through the debris from the mortgage and credit crisis ... and racking up a safe, consistent dividend. It fits in perfectly with our asset allocation portfolio ... . According to the latest data, the inventory of unsold homes sits at 4.23 million, representing [more...]
Date: 2009-01-08 01:36:03
Weekend Highlights, December 21, 2008
Christmas is quickly approaching and some of you may already be on your way to visit your family ... , ending in a few days (unspecified deadline). Win A Copy of TaxCut Tax Prep Software at Blueprint ... your moves now. Pre-Job-Interview Checklist at Amateur Asset Allocator — Need a refresher on how [more...]
Date: 2008-12-21 14:39:24
Bailout Politics: Is the Constitution Now Null and Void?
Article I, Section 9, Clause 7, U.S. ConstitutionNo money shall be drawn from the treasury, but in consequence of appropriations made by law; and a regular statement and account of receipts and expenditures of all public money shall ... of billions of dollars allocated to the Troubled Asset Relief Program, or TARP, reports that it can't [more...]
Date: 2009-01-10 06:02:00
Asset Allocation ETFs: Low Expenses Are Nice, Losing Less Money Is Nicer!
I'm a big fan of the folks over at Index Universe. Like myself, Matt Hougan and Jim Wiandt have been at the forefront of the inevitable exchange-traded fund revolution. Nevertheless, there are times when Mr. Hougan's penchant for simplification can undercut a darn good argument. Let me explain. Every now... [more...]
Date: 2009-01-12 10:09:50
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
When should you consider investing in dividend stocks?
Three readers asked me three separate questions on dividend investing ... one was wondering whether it wouldn’t be a bad idea to actually maintain an asset allocation ... contributing to fixed income investments in order to achieve a minimum 25% allocation to bonds at retirement [more...]
Date: 2008-10-16 12:30:00
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
Mint SMS: Monitor Your Finances On the Go
Personal finance service Mint has added a new feature for those who simply have to know what their entire net worth is in every imaginable situation ... recently added to Mint include a 401(k) management center, portfolio asset allocation info ... (696468) and they’ll receive info for savings, credit, and loans they’re tracking on Mint. The folks [more...]
Date: 2008-11-19 14:00:32
The mob is my broker: Cake launching crowdsourced stock fund
The stock tracking and community site Cake Financial is getting some interesting new features, including its first branded financial instrument, ... management services, "a lot is wasted." He's built a service that identifies the stock picks ... stocks that are performing better than yours, in users' accounts with similar asset allocation [more...]
Date: 2008-08-28 22:19:00
Why Do Fund of Funds Exist
Here’s a question for you: What is the actual purpose of FoF ? ... to allocate capital too, they are supposed to run the asset allocation (cash bonds stocks). Beyond [more...]
Date: 2008-12-16 18:09:27
Six Lessons for Investors
Six Lessons for Investors Be diversified and don't assume past performance will continue. JOHN C ... strategists on Wall Street's payroll don't survive for long.2) Never underrate the importance of asset allocation. Investing is not about owning only common stocks. Nor are historical stock returns [more...]
Date: 2009-01-08 18:23:00
Five Actionable Ideas for 2009
I thought I would summarize a few ideas I've mentioned on World Beta over the past few months as potential trading ideas based on some simple quant research: 1. Follow a simple tactical asset allocation model. With returns near flat, the model performed admirably in 2008 - look for an update to the white paper with out-of-sample numbers [more...]
Date: 2009-01-02 07:28:40
Five Market Ideas for 2009
I thought I would summarize a few ideas mentioned on World Beta over the past few months as potential trading ideas based on some simple quant research. 1. Follow a simple tactical asset allocation model. With returns near flat, the model performed admirably in 2008 - look for an update to the white paper with out-of-sample numbers [more...]
Date: 2009-01-02 07:28:40
Ten for Tuesday (January 13, 2009)
Here’s this week’s Ten for Tuesday. Enjoy! 1. My friend, Lindsay, details how she and her husband are handling allowances. 2. We have a food pyramid so why not an asset allocation pyramid too? 3. Rebuild Your Nestegg - 17 moves to secure your future now. 4. Jeremy agrees with Robert Kiyosaki—again… - Look for a Robert [more...]
Date: 2009-01-13 17:39:22
Relax — You Haven’t Missed Everything
The stock market unfortunately appeals to some of one’s more hysterical instincts, particularly in periods such as this ... investment strategist and director of asset allocation, RidgeWorth Capital Management. “We still [more...]
Date: 2009-01-05 17:37:50
Hedge Fund Perry Capital Lays Off 20 to 30 Staffers in Equities
Richard Perry, the 53-year-old founder of Perry Capital, built his name in the world of merger arbitrage ... that requires fewer equity professionals. The nimble asset-allocation process that has been a hallmark ... Casualties include the failed buyouts of student lender Sallie Mae, Penn National Gaming, Alliance Data [more...]
Date: 2008-10-16 15:10:18
Quarterly Window Dressing - A Recurrent Wall Street Scam
Quarterly Window Dressing - A Recurrent Wall Street Scam "The time has come the walrus said, to talk of many things": ... the granite canyons of the Manhattan triangle, sending inappropriate signals to unwary investors ... . Long lasting investment portfolios are consciously asset allocated between high quality income [more...]
Date: 2008-06-25 19:16:29
Do You Have a ‘Risk-Taking’ Brain ?
This time of year, many investors are looking at their asset allocation, and stock selection. Perhaps they should be asking themselves, “How dense are my dopamine receptors?” As it turns [more...]
Date: 2009-01-03 11:54:24
Investing Rules Learned from the Bernard Madoff Scandal
The Bernie Madoff scandal is a sad case of the lack of care by the investing public ... have a diversified asset allocation! Spread out your wealth with stocks, bonds, savings, real estate ... investment for the future? Diversify Across Different Asset Classes - This is so important [more...]
Date: 2009-01-12 14:00:53
Will Savers Retreat Back to Bank Savings or Mattress Money?
We have already highlighted the potential selling pressure from hedge funds that had blocked redemptions in the final quarter of 2008 ... asset allocation, meaning they are likely to reduce exposure to equities and hedge funds/alternative [more...]
Date: 2009-01-13 06:14:00
Asset Re-Allocation Might Make S&P Rise 20%
Even in 2008, the classic Bond/Equity portfolio still worked well. As you can see from the chart below, a very simple portfolio with only Equity (]: S&P 500) and bond (]: iShares Lehman 20+ Year Treas Bond ) diversified your risk and did much better than the market: this simple portfolio was down 16%, vs. –40% for SPY in 2008 [more...]
Date: 2009-01-05 11:43:04
Sunday Morning Crumbs
Click charts to ENLARGE. No doubt that the big money comes from holding a trending, winning position, rather than trading ... out front. Remember Conor's CDS Primer? If you scan the YTD asset allocation choices, you'll note [more...]
Date: 2009-01-11 13:27:11
Goodbye 2008!
Another year comes to an end! I had a fantastic year and I hope you did too! Have fun tonight, and stay safe! ... % of Their Investments? What happened? And if you are close to retirement, shouldn’t your asset allocation [more...]
Date: 2008-12-31 14:29:20
Charles Kirk Interviews Jeff Miller, A Dash of Insight
Jeff is traveling, so we are republishing his recent interview from the Kirk Report, one of our featured sources ... it to make some asset allocation moves between stocks and bonds. I basically believed, as most [more...]
Date: 2008-11-26 17:10:46
Investing Opportunities from Tax-Loss Selling:
With 2008 in the rear-view mirror I thought readers might be interested in my December investing activities during the perennial tax-loss selling ... housecleaning. This often includes rebalancing of portfolios, a re-concentration on asset allocation [more...]
Date: 2009-01-09 11:00:01
CEO of AgileInvesting on Commodities
J.D. Steinhilber is the founder and CEO of AgileInvesting, an investment advisory firm that develops all-ETF portfolios using an active asset allocation strategy driven by valuation fundamentals and risk reduction. Steinhilber, who has been investing [more...]
Date: 2009-01-06 20:32:47
Can You Invest Your House Down Payment In The Stock Market?
Jordan has agreed to help out the crack writing staff here at Four Pillars by contributing the occasional post ... . The asset allocation is the ultra conservative portfolio recommended in “The Smartest Investment [more...]
Date: 2009-01-12 10:00:34
Contrarianism for the Birds!
Many a bright mind in the investing community likes to talk about “zagging when everyone else is zigging ... , says those who take a contrarian view from a macro perspective — asset allocation, sector [more...]
Date: 2008-12-18 15:39:10
Afternoon Reading: Madoff and Getting Metaphysical About Funds of Funds
The spotlight in the Bernard Madoff’s alleged $50 billion Ponzi scheme has now turned to the individuals and businesses that recommended investing ... that ordinary investors can’t and run the asset allocation. “Now ask yourself this: How many FoF [more...]
Date: 2008-12-17 12:22:00
Afternoon Reading: Madoff and Getting Metaphysical About Funds of Funds
The spotlight in the Bernard Madoff’s alleged $50 billion Ponzi scheme has now turned to the individuals and businesses that recommended investing ... that ordinary investors can’t and run the asset allocation. “Now ask yourself this: How many FoF [more...]
Date: 2008-12-17 12:22:00
Where to Invest 2009: Funds & ETF's
"If a man is proud of his wealth, he should not be praised until it is known how he employs it ... of illustrating the wisdom of asset allocation and risk management (click on the image [more...]
Date: 2009-01-12 01:37:39
UBS Lists Ten Possible Surprises for 2009
There certainly was no shortage of surprises in 2008 ... government bailouts are just a few. In a collaborative effort between its global equity strategy and asset allocation teams, UBS has put together a list of ten possible surprises for 2009. The goal [more...]
Date: 2008-12-19 07:30:19
Carnival of Personal Finance
Welcome to the Carnival of Personal Finance, where we gather the best articles and posts of all things personal finance related ... from Amateur Asset Allocator presents Arguments Against Investing In A 401k, and says, “Three [more...]
Date: 2009-01-11 08:15:48
ENERGY INVESTMENT - ENERGY RETURN
Peak Moment 136: In his display during a ASPO-USA 2008 conference, eccentric monetary expert Jim Hansen runs each investment by a rise oil test ... . Related posts:RETURN ON INVESTMENT SECRETS EXPOSED!SUGGESTED ASSET ALLOCATION FOR 23.7% RETURN [more...]
Date: 2009-01-11 15:25:37
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