Why it’s so difficult to pick the best sectors to invest in.
Search Results for: "quilt"
Asset Allocation Quilt Redux
The annual update of my favorite performance chart drew a number of good responses and questions. I’m going to go through two that I thought were worth some more digging: Question 1: Can you take this allocation quilt back 20 years? The past 10 years have felt like complete and utter domination by large cap…
The 2019 S&P 500 Sector Quilt
Some stock market lessons from the performance of the S&P 500 sectors.
The S&P 500 Sector Quilt
“Rule number one: most things will prove to be cyclical. Rule number two: some of the greatest opportunities for gain and loss come when people forget rule number one.” – Howard Mark Here’s a breakdown of the S&P 500 sector ETFs ranked from best to worst performance by year over the past decade along with…
Asset Allocation Quilt
“The most important thing you can have is a good strategic asset allocation mix. So, what the investor needs to do is have a balanced, structured portfolio – a portfolio that does well in different environments….we don’t know that we’re going to win. We have to have diversified bets.” – Ray Dalio This is one of…
Equal Weight Investing
Investing in sectors, the S&P 500 or equal weight S&P 500.
Updating My Favorite Performance Chart For 2023
Asset class returns for 2023.
Updating My Favorite Performance Chart For 2022
Ben’s 2022 asset allocation quilt.
Updating My Favorite Performance Chart For 2021
The annual asset allocation quilt update.
Updating My Favorite Performance Chart For 2020
Asset class performance over the past 10 years.