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Mullooly Asset Management, Inc

Mullooly Asset Management

Fiduciary Fee-Only Financial Planner | Investment Advisor in Wall, NJ

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Problems With the Traditional Asset Allocation Model Video

September 16, 2013 by Thomas Mullooly

 


There are some glaring problems with the traditional asset allocation model that investors should be aware of. Financial planners and stock brokers are big advocates of the traditional asset allocation model. Typically they will display the model to clients on a pie chart, and it will feature a 60/40 or 70/30 split in investments. The split in these allocation models is between growth investments and fixed income investments. The growth investments will be made up of large-cap, mid-cap, and small-cap stocks and mutual funds, as well as some emerging market funds and international funds. The fixed income investments will be made up of things like CD’s, bonds, and money market investments.

In this video Tom discusses the bigger problems with the traditional asset allocation model, and why it might not be the best investing strategy out there. Here at Mullooly Asset Management we place importance on knowing what sectors are doing well. We can clearly see this through use of point and figure charts. Visit our point and figure section to learn more about these methods and how we utilize them. One of the biggest problems with the traditional asset allocation model is that it places little importance on being in the right sector. Instead investors are spread into a variety of sectors, and their results suffer as a consequence.

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Filed Under: Asset Management, Videos Tagged With: asset allocation

About Thomas Mullooly

Thomas Mullooly is owner and founder of Mullooly Asset Management, Inc. In 2002 Tom opened Mullooly Asset Management, a fee-only investment advisory firm. As an investment advisor, and not a broker, Tom works strictly for his clients. With the help of point and figure charting, Tom builds a realistic game plan for clients.

1971 State Route 34, Suite 102
Wall Township, NJ 07719

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The information on this website and blog do not involve the rendering of personalized investment advice. A professional advisor should be consulted before implementing any of the options presented. None of the content contained in this website should be construed as legal or tax advice. Always consult an attorney or tax professional regarding your specific legal or tax situation.

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