#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...
#8 – “Your Asset Allocation Doesn’t Really Matter If You Have All The Main Ingredients…So What DOES Matter?”
If you’re like most investors, you’re asking the wrong questions.
I was chatting with a group of advisors about a decade ago in La Jolla...
#7 – “REITs and Gold Have Outperformed US Stocks This Century”
Let’s rewind to Y2K. Britney was topping the charts, people were hoarding water in prep for the digital apocalypse, and U.S. stocks had just...
#6 – “The Stock Price Drops When The Company Pays A Dividend””
Investors love passive income. They fantasize about sitting on the beach, drinking pina coladas while their dividend checks roll in.
However, each dividend payment causes...
#5 – “The US is a Minority of Global GDP”
Most investors assume the US economic juggernaut is the world's largest, and they'd be right. But if you were to guess just how much...
