The Irrelevant Investor
APRIL 19, 2018
The average market strategist has a 2,943 year-end price target for the S&P 500. This is at the upper range of the typical 8 to 10% return that we expect strategists to expect every year. With an annual standard deviation of 20, an 8% average return means that stocks will return between -8% and +28% 68% of the time if they follow a normal distribution.
Brown Advisory
APRIL 18, 2018
Balancing Act | For Good Measure: How We Value Global Leaders achen Wed, 04/18/2018 - 11:03 Valuation is a critical component of active investment management, yet many investors restrict themselves to a very narrow view of valuation by focusing on simple metrics like the price/earnings (P/E) ratio. In this article, Global Leaders portfolio managers Mick Dillon and Bertie Thomson discuss the dangers of oversimplifying valuation.
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The Irrelevant Investor
APRIL 18, 2018
Stories Discussed Asia is disrupting Silicon Valley This guy has a $76,000 pension. Per month. Germans save a lot of money. Ben says the 200-day is bullet proof. What if the future is better than we think? Everybody expects lower returns. Borrowers are pushed deeper into debt. But the next recession doesn't have to mirror the last one. How to save more money Listen here: Tweets mentioned [link] [link] [link] Charts mentioned Recommendations: The Book of Basketball The Disappeared Dark on N
The Irrelevant Investor
APRIL 18, 2018
A few weeks ago Tadas Viskanta asked a bunch of bloggers the following question: What ETF, if it were launched tomorrow, would you invest in with little (or no) hesitation? Said another way what asset class or strategy is not currently (effectively) available in an ETF wrapper? My answer: Nothing. I’m content. Little did I know that just a few weeks before he asked this, iShares came out with an interesting new set of "evolved" sector ETFs.
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Brown Advisory
APRIL 18, 2018
Balancing Act | For Good Measure: How We Value Global Leaders. achen. Wed, 04/18/2018 - 11:03. Valuation is a critical component of active investment management, yet many investors restrict themselves to a very narrow view of valuation by focusing on simple metrics like the price/earnings (P/E) ratio. In this article, Global Leaders portfolio managers Mick Dillon and Bertie Thomson discuss the dangers of oversimplifying valuation.
The Irrelevant Investor
APRIL 17, 2018
Some things look really impressive at first glance. Walking on burning wood is a perfect example, which John Allen Paulos writes about Innumeracy: Mathematical Illiteracy and Its Consequences: The practice has often been cited as an example of "mind over matter" and you don't have to be innumerate to be impressed initially with such a feat. What makes this phenomenon less remarkable is the relatively little-known fact that dehydrated wood has an extremely low heat content and very poor heat con
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
Brown Advisory
APRIL 16, 2018
The Other 95%. achen. Mon, 04/16/2018 - 13:23. The traditional goal for a nonprofit’s investment portfolio was to earn a 5% return or so that could be used to fund the nonprofit’s programs. Today, we help nonprofits make an impact with the other 95% of their portfolio. Until recently, the role of a nonprofit’s investment portfolio was straightforward: Meet a designated annual spending rate or growth rate while preserving the underlying investment capital.
The Irrelevant Investor
APRIL 15, 2018
Articles Experience is a hard teacher because it gives the test first, and only then provides the lesson. By Carmen Sanchez and David Dunning Seeking out problems for which no solution currently exists By Amanda Cantrell It’s an uncertain business By Ben Smith Being human is being able to enjoy life By Khe Hy You couldn’t pay me six-figures to take back the experiences I had during my four years of college.
The Irrelevant Investor
APRIL 16, 2018
Poker is a what-if game. What if I re-raised instead of just called. What if I got the Queen on the river. What if I just folded pre-flop. There are 2,598,960 possible hands, so if you ever played, you've agonized over the what-ifs. Life delivers an endless array of what-ifs, because we only experience one version of what could have been. A lucky break here, a chance meeting there.
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