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Why the Traditional Asset Allocation Model Fails
 

Why the Traditional Asset Allocation Model Fails

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The traditional asset allocation model is not always the best way to grow your portfolio. Knowing which sectors of the market are in favor is more helpful.

The traditional asset allocation model is not always the best way to grow your portfolio. Knowing which sectors of the market are in favor is more helpful.

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    Why the Traditional Asset Allocation Model Fails Why the Traditional Asset Allocation Model Fails Presentation Transcript

    • Mullooly Asset Management Podcast September 11, 2013 Mullooly Asset Management September 2013
    • Asset Allocation Means Pie Charts  The tool of most financial planners  Utilize the traditional 60/40 portfolio Mullooly Asset Management September 2013
    • Traditional 60/40 Portfolio  20% Large Growth stocks/funds  15% Mid-Cap stocks/funds  15% Small Cap stocks/funds  10% International/Emerging Markets  20% Fixed Income/Bonds  20% Cash/Money Market/Other Mullooly Asset Management September 2013
    • Problems  Past 12 years, small-caps have been the best performers  Large-cap have lagged for most of last 12 years  Fixed Income now looks to carry more risk  Cash/Money Market yields zero Mullooly Asset Management September 2013
    • Why Traditional Asset Allocation?  Most advisors do not know which sectors are doing well  They would rather spread around your dollars and the risk Mullooly Asset Management September 2013
    • None of the securities mentioned in this (or any) podcast or video represent past specific recommendations of Mullooly Asset Management. This video is NOT a recommendation to buy or sell any of the securities mentioned here. If you’re relying on a podcast for investment advice, you are likely making a huge mistake. We strongly urge our listeners to consult with their investment advisor before they make a decision to buy or sell any investment. Mullooly Asset Management September 2013
    • Mullooly Asset Management, LLC support (at) mullooly (dot) net 732-223-9000 www.mullooly.net Mullooly Asset Management September 2013