#18: “Your Asset Allocation Can Go A Long, Long Time Underperforming the S&P 500”
Most investors take an asset allocation approach to investing. They understand diversification will smooth their path vs. a stock-only benchmark like the S&P 500....
#17: “Global Stocks Have Better Risk-Adjusted Returns Than US Stocks”
US stocks have outperformed just about everything the past 125 years at about 10% per year. Astonishing.
A global portfolio (including US stocks) would have...
#16: “Stocks Can Go A Long, Long Time With No Returns”
The US stock market has never had a period of 20 years where stocks have lost money, even after inflation.
However, for MOST stock markets,...
#15: “Whatever The World Is Going Through, It’s Probably Been Worse Before…”
people love to complain about how bad things are, but let’s be clear they’ve been way worse
Via HistoryinMemes
Worst Year Ever:
"2020 was a terrible year,...
#14: “Utilities and the Nasdaq Have the Same Return”
Utilities and the Nasdaq have similar performance over the past 40+ years... ¯_(ツ)_/¯
#13: “What Country (and What State) You’re Born in Influences Your Allocation”
Most of us like to think we're independent, logical thinkers. Silly inputs like where, or when we're born shouldn't affect our investment process...right?
Right?
We've talked...
#12: You May Be Getting Paid To Invest
Most investors LOVE to obsess over fees, as they should. But most investors also overlook a critical input to the total fee costs that...
#11: You Don’t Have to Own US Stocks
I view diversification not only as a survival strategy but as an aggressive strategy because the next windfall might come from a surprising place.”...
#10 “You Can Replace The Bonds In The Traditional 60/40 Portfolio With Gold And It Makes No Difference”
If you read the headline of this article, you probably have the same thought as everyone else:
"No CHANCE"
Meaning, there is no way this headline...
#9 – “Institutions Can’t Beat A Basic Buy and Hold Allocation”
Pension funds’ annualized aggregate returns since 2000 have been virtually identical to a simple 60-40 index portfolio.
That feels somewhat expected it seems, but what...
