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Avoid the Unforced Investment Errors Even Billionaires Make

The Big Picture

In How Not to Invest , I showcase extreme examples of unforced errors to illustrate these behavioral mistakes. All costs impact your returns, but high or excessive fees have an enormous impact as they compound or, more accurately, lessen your portfolios compounding over time. In 2023, he tweeted a list of overlooked facts.

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10 Biggest Ideas in “How NOT to Invest”

The Big Picture

The challenge in writing How NOT to Invest was organizing a large number of ideas, many of which were only loosely connected, into something coherent, understandable, and, most importantly, readable. That insight greatly simplified my task of making the book both fun to read and helpful for anyone interested in investing.

Investing 314
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Research links: more than math

Abnormal Returns

Skew Why investors avoid positive-skew investment strategies. rcmalternatives.com) How skew and kurtosis should play a role in portfolio construction. noahpinion.blog) Asset growth High investment has historically led to disappointing future returns. morningstar.com) Research The 2025 Global Investment Yearbook is here.

Math 147
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At the Money: Meb Faber on Tax Aware ETFs

The Big Picture

Meb Faber, founder and chief investment officer of Cambria Investments, speaks about a new ETF that may be the solution to the challenge of concentrated equity positions. Full transcript below. ~~~ About this week’s guest: Meb Faber is co-Founder and CIO at Cambria Investment Management, as well as research firm Idea Farm.

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"We're Living In 'End Times' When You Can't Retire On $1 Million"

Random Roger's Retirement Planning

What is the math for a 4-5% withdrawal rate? Part of adaptability is not making bad portfolio decisions like being too conservative with your portfolio. Do the math on your having just a 40% allocation which I would say is a little less than normal. million account can be a source of $70,000/yr for a very long time.

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Buffett vs. Graham vs. Lynch: Whose Strategy Wins Now & Over Time?

Validea

We dive into the numbers, examine the some of the portfolio stock selections, and offer guidance on what type of investor each strategy may suit best. Benjamin Graham – The Deep Value Purist Graham’s approach, considered the bedrock of value investing, focuses on balance sheet strength and low valuation. View the model portfolios.

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Transcript: Velina Peneva, Swiss Re Chief Investment Officer

The Big Picture

The transcript from this week’s, MiB: Velina Peneva, Swiss Re Chief Investment Officer , is below. Eva is group Chief Investment Officer for insurance, giant Swiss Ray. Really a fascinating conversation with someone who is uniquely situated in the investment world. I took a lot of math classes. at Wellesley.

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