Stock Valuations and Returns in 2015

Most global stock markets got spanked in 2015.  The average country lost about 10% (USD based investor.) Using a value approach worked well however.  The cheapest third of global stock markets outperformed the most expensive by about 5 percentage points.  That is why I say value investing is as much about avoiding the expensive stuff as investing in the cheap...You...

2015 Automated Platform Performance Review: Betterment vs. Wealthfront

I've written a lot on asset allocation and the automated investment services.  In general I am positive on the low cost, tax efficient, algorithmic investing platforms.  The big four, in order of AUM, are Vanguard, Schwab, Betterment, and Wealthfront.  Vanguard is somewhat of a hybrid with over $20B, charging 0.3% and including an advisor, whereas Schwab ($4B) Betterment and...

Top Investment Writing of 2015

Inspired by a lot of the year end lists, Tadas and I asked our writer friends two questions:  What was the best article you wrote in 2015, and what was the best article you read in 2015?  (This is similar to Bloomberg's Jealousy List which is also great). See below for the pieces....enjoy! (You can also find my 10 favorite articles I...

The Best Podcasts of 2015

I polled some writer friends and asked them, "What was the best podcast you listened to in 2015?" Below are the answers, enjoy!  

Top Posts of 2015

Below I thought I would aggregate my favorite 10 or so articles I've written over the past year.  I'll be adding a fun addition next week with Tadas of AR featuring the top posts from our blogger friends, and their favorite reads too. Enjoy!

New Quant Backtester Download

One of the main reasons people subscribe to The Idea Farm is that it comes with an Excel download that lets you backtest asset allocation and tactical strategies back to 1973.  Honestly I think this is worth the subscription fee alone. It currently includes 12 broad asset classes.  One of the biggest requests from subscribers is to add more asset...

Over $100k in Prizes

We’ve had a few five figure winners from blog readers in past contests, let’s get some more! AQR Insight ($100,000 prize) NAAIM Wagner Award ($10,000 prize) MTA Dow Award ($5,000 prize)

What is a Better Strategy – Invest in Berkshire, or Buffett’s Stock Picks?

As many of you know, I've finished my 5th book, due in early December January. I think you all will really like this one.  The focus is on 13F investing and tracking some of the most brilliant stock pickers in the world.  Below is a last minute study I added to the book.   It was generated from a Q&A...