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How Much Are Those Dividends Costing You?
...can meet your cash flow needs some other way. If so, then reallocating toward a low-dividend value strategy should increase your overall returns. Second, if you’re a dividend investor because you’ve been under the impression that dividend investing (and reinvesting those dividends for compound growth) is superior, it’s time to rethink that. When you factor in the tax implications of dividend investing versus a low-div value strategy, the differenc...
Things I Find Beautiful, Useful, or Downright Magical
...aves me hours each week and plenty of headaches of having to look up lost numbers. You can get a free premium subscription with the FoundersCard link below. TSA PreCheck/GOES – I joked the other day on Twitter that our first hiring question is “Do you have TSA precheck?” It is such a no-brainer that makes the misery of airport travel almost wonderful again. Ditto for GOES and international. Nancy Silverton’s Pizza Recipe – I’ve tried a million piz...
White Papers
...estors might find interesting, and we’ll offer a pointed word to advisors. DOWNLOAD Think Income and Growth Don’t Exist in this Market? Think Again. Are you have the following argument with yourself? “I need an investment that’s going to provide me not only income, but growth too. Unfortunately, investors have been piling into dividend funds for years now in their search for yield. I’m worried that this has left me few reasonably-valued opportunit...
Books By Meb Faber
...dividends due to legal, tax, and structural changes in the US markets. Dividend payments are only one use of a company’s free cash flow; other uses of cash include: share repurchases, debt paydown, reinvestment in the business, and mergers and acquisitions. Consequently, investors in the 21st century must look to all of the direct and indirect ways in which companies distribute their cash to shareholders, a metric commonly referred to as “Sharehol...
What You Don’t Want to Hear About Dividend Stocks
...bited without prior permission. All Rights Reserved. See NDR Disclaimer at www.ndr.com/copyright.html. For data vendor disclaimers refer to www.ndr.com/vendorinfo/. We also reran this study with 100 stocks versus 400 stocks. This is instructive for a few reasons. First, this provides us a much tighter grouping of the value strategies and their performance. When you remove the dividend stocks it reduces your universe size, so at 400 names the 400...
Building a $60 Billion Asset Manager – A Dive Into Ken Fisher’s Returns
...been running a mutual fund the entire time as well (Purisima, PURIX). So I compiled the main composite into a table below then compared it to their benchmark MSCI World and the mutual fund. The mutual fund and separate accounts have near identical performance, with an ever so slight edge to the fund. A couple notes. Fisher outperforms over the period by about 1 percentage point a year after fees (outperformance bumps to nearly 2% if you includ...
All the Allocation Models in the World
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 updated it through 2015, and thought about likewise updating the GAA book. I’ve included all of the sample allocations in the Excel sheet so that you can copy/paste the basics…and my question to you is, what allo...
Finding Yield In A Low Yield World – New White Paper!
...ecent shareholder meeting of the Daily Journal Corporation, Charlie Munger commented – ” [Negative rates]…surprised everyone, including economists who pretend that they knew it all along. I was flabbergasted when they became low, but when they get negative I became really flabbergasted.” Think about that for a second, paying governments to hold your cash! (Below is a chart courtesy of Pension Partners detailing some of the yields around the world....
Institutional Investors, They’re Just Like Us!
...is impossible. (And pro tip to journalists, you can look up any investors AUM online on sites like Brightscope.) I goto a lot of institutional conferences and while the themes change there is one constant – herding and chasing performance. In the early 2000s it was moving away from market cap indexes (and tech!) and back toward value, in the mid 2000s it was allocating to real assets to protect against coming inflation and rising interest rates, i...
New Quant Backtester Download
...n 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 classes. So, with the new download in January, it will add a whole bunch of new indexes, including sectors, trend stra...
