Tag: asset allocation

AAII Asset Allocation Survey – Deploy the Cash… (or not?)

Equity allocations have surged to a 2-year high.Cash allocations have dropped to the bottom end of the range.(yet) cash *levels* have not changed much...

Asset Allocation Just Ain’t As Good As It Used To Be

For decades, the foundational bedrock of portfolio management has been asset allocation, essentially how your investments are diversified across different asset classes. Undoubtedly, the asset...

Stock Market Video (Aug. 4): The Changing Guard of Asset Allocation

Stocks moved higher once again last week with the S&P 500 (NYSEARCA: SPY) pushing higher by 0.8%. The index is roughly 2 percent off...

Emerging Markets ETF Assets Surge, But Is It Under-Allocated?

A curious chart was staring me in the face as I went through my excel models pressing 'refresh' on the data feeds. The chart showed...

Asset Allocation: Trends & Insights For Investors (April 2017)

This article looks at two lenses on individual investor asset allocations. Doing this allows us to have a gauge for where the average investor...

Cash Is A Position… But Investors Need A Plan

A hoard of cash in your portfolio is always a double-edged sword. It provides security, comfort, and the flexibility to deploy in virtually any...

Treasury Bonds Over-Loved And Over-Owned This Year

If there is one major theme that pervades the financial markets this year, it’s the shift from stocks to treasury bonds. You can romanticize...

Fund Managers Asset Allocation For July

Summary: Since February, US equities have risen nearly 20%. Equities outside the US have risen 12%. A tailwind for this rally has been the...

Fund Managers Asset Allocations For June

Summary of Fund Managers Asset Allocations: Through early June, US equities had risen 17% from their lows in February. Equities outside the US had...

Macro Market Update: Exposure To Equities Still High

Key Takeaway: Mutual funds are seeing outflows but cash is not really building up on the sidelines. Households continue to have above-average equities exposure...

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