Unlike
traditional asset allocation strategy, which generally shifts assets between «conventional» equities and bonds, I incorporate non-traditional asset classes including High - Dividend Stocks, Emerging Market Consumer Stocks, Master Limited Partnerships (MLPs), Real Estate Investment Trusts (REITs) and Bond Exchange Traded Funds (ETFs).
Unlike traditional asset allocation — which generally shifts assets between «conventional» equities and bonds — Sizemore Capital incorporates non-traditional asset classes including:
Moreover, Swan Global Investments in conjunction with Gordon Asset Management has recently unveiled a family of collective investment trusts (CITs) utilizing the DRS. Given target date funds» poor performance based
upon traditional asset allocation described previously, we believe the DRS addresses the biggest shortcoming in an otherwise practical idea.
In addition, Dave Ramsey's advice also flies in the face of
traditional asset allocation wisdom that suggests owning a certain amount of bonds or bond mutual funds in a portfolio to diversify its risk profile, given that bonds and stocks are not perfectly correlated investments.
Presented by: Horizons ETFs In this webinar, sponsored by Scotia iTRADE, and presented by Horizons ETFs, attendees will learn about
how traditional asset allocation can leave investors at the mercy of the market, either unnecessarily sacrificing returns or taking on too much risk.
If we
ignore traditional asset allocation (by age), and instead focus on valuations as you say, they could be saved from getting the short end of the stick of the bond bubble bursting right before they retire, assuming they're heavily tilted to bonds now.
A lot of times, this creates a situation that has an emotional component that complicates the otherwise straight - forward decision - making process of
traditional asset allocation decisions.
Compared to
traditional asset allocation approaches that are typically backward looking and statistically driven, the Sub-Advisor's approach will be forward looking and driven by global macro trends.
The traditional asset allocation funds, like James Balanced: Golden Rainbow Retail (GLRBX) and Vanguard Wellesley Income Inv (VWINX) can be found in the categories «Mixed - Asset Target Allocation Moderate» and «Mixed - Asset Target Allocation Conservative,» respectively.
We believe that
traditional asset allocation and diversification fails to sufficiently protect wealth during periods of severe market downturns.
The goal of this study is to show how hedged equity, through an investment vehicle such as the DRS, can be superior to
traditional asset allocation or help enhance it.
Accepting
a traditional asset allocation is accepting the possibility for disappointing returns in the years ahead.
They are a good hands - off way to diversify your portfolio beyond
the traditional asset allocation structure.
The Strategic Growth Allocations are Sizemore Capital's answer to
traditional asset allocation and will invest primarily using ETFs.
The Strategic Growth Allocations are Sizemore Capital's alternative to
traditional asset allocation and will invest primarily using ETFs.
The goal of this study is to show how hedged equity, through an investment vehicle such as the Defined Risk Strategy, can be superior to
traditional asset allocation or help enhance it.
Actively managed ETFs are new investment vehicles that will allow investors to participate in an actively managed portfolio strategy that could range from tactical to
traditional asset allocation and from sophisticated currency strategies to emerging markets.
Diversification also means incorporating other types of portfolio management strategies, for instance a tactical allocation strategy vs.
a traditional asset allocation strategy.
Using
the traditional asset allocation approach, I will buy low and sell high so as to rebalance.
«We believe that
the traditional asset allocation model of long - only stocks and bonds does not adequately position investors» portfolios for the risks and opportunities in today's global markets,» said Jerry Szilagyi, CEO of Rational Funds.
Traditional asset allocation can leave investors at the mercy of the market, either unnecessarily sacrificing returns or taking on too much risk.
But in today's environment, our next guest says
this traditional asset allocation may no longer work and could be putting your retirement nest egg at risk.