There are a lot of index funds in drag. Below are three must reads on the topic. If you are going to stray from market cap weighting, it pays to be concentrated and very different. Otherwise, what’s the point?! Make sure you read all three, e…
The 5 Mistakes Every Investor Makes is a recent book I read by Peter Mallouk, the #1 Investment Advisor in America. (I’m not poking fun, that’s just what it says on the cover.) In general it is an easy to read book that it quite reaso…
There’s all sorts of cool tools to play around with on PortfolioCharts.com. One new addition is the ability to select a group of assets, the required minimum rate of return, and it will spit out the portfolios that had the smallest yearly loss. B…
Below are a few upcoming speeches. If you are in town and want to schedule a meeting, or just want to say hello, please send me an email. April 9th, New York, QuantCon (This Saturday!) April 25 – 28, Arizona, FPA Retreat There will also be two …
I’ve given a speech on global stock market valuations about 20 times over the past few years. Usually, if the crowd is small enough, I’ll pass around a piece of paper and ask people one question: “How much of your global stock portf…
[View the story “Tweets of the Week” on Storify]
The post Tweets of the Week appeared first on Meb Faber Research – Stock Market and Investing Blog.
I wrote an article a few months ago on global valuations (we just updated the valuation metrics for 44 countries and sectors on The Idea Farm). The cheapest countries didn’t disappoint in the first quarter with strong returns, led by the cheap…
I’ll be in NYC at QuantCon April 7-11 and Arizona at FPA Retreat April 25 – 28. Come say hello!
The post Travel: NYC, Arizona appeared first on Meb Faber Research – Stock Market and Investing Blog.
Below is a basic chart cobbled together from public information and some ballpark guesses on my part. If you find any inaccuracies, let me know and I’ll fix. Some of these are hybrids (Vanguard, Personal) and some have some opaque fees (Schwab)…
[View the story “Best Tweets of the Week” on Storify]
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I’ll start publishing this weekly instead of monthly…here’s the first! [View the story “Tweets of the Week” on Storify]
The post Best Tweets of the Week appeared first on Meb Faber Research – Stock Market and…
When was the last time you had an idea that resulted in the threat of your torture? In the early 1600s, Galileo was expanding upon Copernicus’ idea that the earth revolves around the sun. The easy-going church was slightly less than enthused. In shor…
Two fun endnotes from a recent Arnott article: 1. Active managers have failed to deliver on clients’ return expectations through no fault of their own. This result is almost a tautology. When the capitalization-weighted index strategies are removed…
Last week I polled my Twitter followers, and as a result we’re moving the “Best Tweets” feature from monthly to weekly. It may end up as its own tab or even app, not sure quite what to do with it. Email in if you have any sugge…
One of the most fertile areas of research is in factor rotation. Any asset class, investment strategy, or factor, despite working well over time, goes through periods of over and underperformance. Those periods set the stage for future reversion, a…
A question… When an overvalued security continues rising in price, does that mean the valuation indicator is broken? If you listen to many investors, the answer would be “yes.” An oft-repeated phrase I hear goes something like: “ABC valuation i…
I started to fill out this table then quickly got bored. So, I’ll just include lots of links to PDFs of the source materials. Returns in the table are REAL returns, after inflation. GMO is the grumpiest, JPM the rosiest…Vanguard and B…
Ever wonder if Ken Fisher beats the market? If you’re searching for the answer online, you’re wasting your time. At least, I was; I couldn’t find his returns anywhere. But after some digging, I’ve tracked them down…and they’re very interest…
Ask any mutual fund manager why you should invest with them, and you’ll likely find yourself met with a barrage of sales points, all of which will underscore one takeaway—their fund deserves lots of your money. So why then do over 8,000 mutual fund…
I am currently updating The Idea Farm backtester, which lets you test any buy and hold allocation back to the 1970s, now across over 37 assets. There is also the ability to test basic relative strength and trendfollowing strategies. I’ve update…
Diversified Asset Allocation Portfolios For Your Plans
| Vanguard ETF: | 10%* |  |
| Diversified Core: | 11%* | |
| Six Core Asset ETFs: | 10%* | |
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