Value and Momentum: January 2014
One strategy we use to improve performance beyond Basic Strategy is to tilt client portfolios toward asset classes that are more attractive based on value and momentum measures. Value measures […]
Asset Allocation with Value and Momentum
Last time, we discussed the overwhelming evidence that investors fail to beat a long-term asset allocation strategy (or “Basic Strategy”), by picking funds or stocks to their own detriment. Following […]
What Makes Investing So Hard?
Anyone willing to do some research on how to invest will eventually find the relatively simple approach that most experts recommend to individuals. Like in Blackjack, let’s call this Basic Strategy:
Should You Dollar Cost Average?
When faced with a large windfall, most investors naturally rely on Dollar Cost Averaging (DCA) to gradually invest their portfolio. The touted benefits of DCA are usually (1) avoiding a […]
Value and Momentum: April 2014
One strategy we use to improve performance beyond Basic Strategy is to tilt client portfolios toward asset classes that are more attractive based on value and momentum measures. Let’s look […]