Showing posts with label asset allocation. Show all posts
Showing posts with label asset allocation. Show all posts
Tuesday, October 14, 2025

Flight to safety in September or just rebalancing?

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  401(k) plans saw ‘flight’ to cash, bonds in September, analysis finds ... Bond funds captured 39% of fund inflows, while 25% of net invest...
Tuesday, September 27, 2022

The Great Long Term Investment Grade Bond Debacle of 2022

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Safe havens aren't supposed to do this. Long term return for VWESX since inception in 1973 near the end of 2018 reached north of 8%. In ...
Tuesday, May 10, 2022

If 42% of your wealth comes from the stock market, YOU ARE AN IDIOT and deserve everything that's coming to you

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 The is-is-ought fallacy in action. In today’s environment, the notion that the stock market isn’t the economy doesn’t hold up anymore : “I...
Monday, January 19, 2015

Bob Brinker's advice to stay fully invested in stocks in 2008 beats Jim Cramer's to sell

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Bob Brinker famously said on his radio show Moneytalk during the 2008-2009 market meltdown that "no one could have predicted this...
Saturday, December 20, 2014

The latest snapshot of the asset allocation of the United States is "risk on"

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Total bond market per SIFMA through 3Q2014: $38.65 trillion (49.8%) Total stock market capitalization per ^W5000 right now: $26.07 tri...
Sunday, September 21, 2014

The Current Asset Allocation of The United States

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Allocated to bonds of all types, through 2Q2014:   $38.17 trillion. Allocated to stocks (current Wilshire 5000 X 1.2): $25.46 trillion....
Friday, September 27, 2013

Talmudic Asset Allocation Strategy

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A third in land, a third in business, a third in reserve. (h/t Mebane Faber ) "And Rebbe Yitzchak said, A person should always divide h...
Tuesday, May 21, 2013

The Current Asset Allocation Of The United States

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Total bond market: $38 trillion (Bloomberg/SIFMA here ) Total stock market: $21 trillion ( Wilshire 5000 x 1.2) MZM money stock:$12 trillio...
Tuesday, September 11, 2012

America's Current Asset Allocation

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Approximately $37 trillion to bonds (year end 2011): 54 percent. Approximately $21 trillion to stocks (April 2012):      31 percent. Approxi...
Sunday, November 20, 2011

Where The Money Is: America's Asset Allocation as of 12/31/10

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Cash: $8.8 trillion (14.4 percent). Stocks: $17.1 trillion (27.9 percent). Bonds: $35.3 trillion (57.7 percent).
Saturday, June 25, 2011

Asset Allocation: The Big American Picture, Built on Debt

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Cash:   14 percent ($8.3 trillion) Stocks: 27 percent ($16 trillion) Bonds: 59 percent ($35 trillion)