The Big Picture
NOVEMBER 27, 2023
Previously : The Timing Mistake: Thoughts & Pushback (August 26, 2020) Market Timing for Fun & Profit (August 28, 2020) The Art of Calling a Market Top (October 4, 2017) DOs and DONTs of Market Crashes (January 16, 2016) The Truth About Market Timing (March 13, 2013) Timing the Market? By Jeff Sommer New York Times, Nov.
The Irrelevant Investor
APRIL 12, 2017
Hendrik Bessembinder An excellent piece from Bloomberg came out over the weekend, The Math Behind Futility , which looks beyond the usual explanations as to why the majority of professional stock pickers fail to keep up with an index. In 2016, the average S&P 500 stock returned 1.5 down to 2.9%.
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Random Roger's Retirement Planning
DECEMBER 1, 2023
Part of the math that determines options premiums is the risk free rate of return from T-bills. We've also looked at countless ways to incorporate a small allocation to covered calls funds to help reduce portfolio volatility, so using them as alts in a matter of speaking. Covered call funds have many favorable attributes.
Brown Advisory
JANUARY 17, 2024
One of our colleagues, Ken Stuzin, likens portfolio construction to Darwinian Investing – it is about survival of the fittest. In a concentrated portfolio, it is the losers that kill you. What sort of hit rate should we then expect within their portfolio? 5 As Table 2 below highlights, this team appears to be seriously good!
The Better Letter
DECEMBER 15, 2022
Based on the above, nobody should be surprised that 2022 looks like it will be the worst year for the classic 60:40 portfolio since 1937’s -22 percent. Wes created a hypothetical stock portfolio constructed with perfect foresight, invested entirely in the top decile of stocks based on their performance over the upcoming five years.
Brown Advisory
MAY 31, 2018
Notably, between 2000 and 2016, U.S.-based STEM (science, technology, engineering and math) funding is steadily declining—a dynamic that potentially opens the door for China to gain ground on the AI innovation front. has commanded the majority of AI activity over the past two decades. Sharpened by both the U.S.
Brown Advisory
MAY 31, 2018
Notably, between 2000 and 2016, U.S.-based STEM (science, technology, engineering and math) funding is steadily declining—a dynamic that potentially opens the door for China to gain ground on the AI innovation front. has commanded the majority of AI activity over the past two decades. Sharpened by both the U.S.
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