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Chasing Returns has a High Cost

Chasing Returns has a High Cost

The investment behavior of households could be influenced by their own past experience, especially by the return performance of their portfolios.

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Behind the Bull Market: The Second Wave of Transformation by John Mauldin

Behind the Bull Market: The Second Wave of Transformation by John Mauldin

“It’s not too much of a stretch to say that we’re in a race between how much wealth and value and improvement in lifestyles human ingenuity can create versus how much destruction of wealth and lifestyles governments can destroy.”

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Arithmetic of All-In Fund Costs

Arithmetic of All-In Fund Costs

Compared to index funds, actively managed funds charge higher investment management fees and, because there is more turnover, they incur much higher transaction related costs.

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Smoking Gun on Active Management & Market Timing: the Performance of Tactical Allocation Funds

Smoking Gun on Active Management & Market Timing: the Performance of Tactical Allocation Funds

Following up on my recent post, New Research on All-in Funds, I thought it would be informative to show how this plays out in the real world.

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The One Thing You Must Master -- Your Own Behavior

The One Thing You Must Master -- Your Own Behavior

Young students coming out of business school invariably ask me, "What is the one thing I must master to achieve success in the investment world?"

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Best Advice I Ever Received

Best Advice I Ever Received

The holidays are a time for relaxing, helping the less fortunate, showering family and friends with love and attention—and, sometimes, for smiling and nodding through unsolicited stock tips from an overbearing relative who has been sampling the eggnog.

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Shiller and Fama: Nobel winning concepts at work in your portfolio

Shiller and Fama: Nobel winning concepts at work in your portfolio

It is gratifying that Eugene Fama and Robert Shiller won the Nobel Prize in economics last month because these scholars have had a formative influence on my investment thinking over the years, but their theories are contradictory... Which one is right?

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"The Investment Answer" Notes

"The Investment Answer" Notes

These are notes from the book I wish I’d written. It pretty much says it all. The path of the author, Gordon Murray, mirrors my own high-flying experience on Wall Street and subsequent epiphany about the right way for individual investors to find investment success.  

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