Have you ever been a part of one of those trusted conversations where you become privy to information that is so powerful it would disrupt the status quo?
Think of the conversations that occur behind closed doors at the White House, corporate boardrooms or U.S. Central Command. We all understand that there are elements of those [...]
Category Archives: Underperformance of Managers
Behind Closed Doors – The Untold Story About Diversification
Monday, March 8, 2010
If You Are An Index Investor, Where Does Explore Investing Fit In?
Thursday, December 31, 2009
In this week’s Forbes column, Rick Ferri asserts that “partial indexing works for Wall Street, not investors”. In this penetrating article, Rick ruthlessly uncovers Wall Street’s agenda is selling indexing for efficient markets while directing clients towards highly priced actively managed mutual funds for “inefficient markets”. As Ferry states, “Welcome to ‘Core and Explore’, also [...]
Tracking 9 ETF Portfolios – Surprise Winners and Losers So Far in 2008
Thursday, September 11, 2008
The famous professors at Yale have proven that asset allocation accounts for 90% of a portfolio’s return and that stock picking and market timing account for less than 10%. So what a great time to look at how different asset allocations are faring in this market!
In 2008 it turns out that asset allocation decisions have everything [...]
Can You Beat the Market? It’s a $100 Billion Question
Monday, March 3, 2008
By MARK HULBERT
Published: March 9,
2008 in the New York Times
INVESTORS collectively spend around
$100 billion a year trying to beat the stock market. That’s the finding of a
rigorous effort to measure the total costs of Americans’ efforts to surpass the
returns they would have received by simply holding a stock index fund. The huge
price tag helps explain [...]
How to avoid the mood-swings of "Mr. Market"
Tuesday, February 5, 2008
Analysts often use colorful images to explain how the markets work … or why
a particular index or asset class is “behaving” in a certain way.
We’ll hear references to the “Goldilocks” economy, a Santa Claus
rally, tigers and tea leaves, bubbles and roller-coasters. A single adjective
in a Fed speech may dominate headlines and drive speculation for two [...]
Wall Street Journal: Only 25 Funds out of 1,935 Beat The S&P since 1998
Wednesday, December 12, 2007
Winning
Funds Share Traits, But the Trick Is Finding Them
By JACLYNE BADAL
December 3, 2007; Page R1
Today’s
article in the Wall Street Journal attempts to help mutual fund investors
determine what characteristics a mutual fund had before it began an 8 year streak of beating the S&P.
“We started by identifying a group of
mutual funds with the longest winning streak against a [...]
