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 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…

Animal Spirits: Too Young, Too Dumb & Too Inexperienced

We’re back for show number two of this week. We discuss: Corporation inequality Retail spending is making a massive shift to online shopping Why aren’t video game company stocks up more? Deflation is here Inequality in the unemployment numbers Pain for even the very best restaurants Why the government needs to extend unemployment benefits and…

Nothing Fails Quite Like Success in the Stock Market

A reader sent me an old piece I wrote in early-2014 that contained a stat that made me do a double-take: The energy sector outperformed the S&P 500 by nearly 7% per year with nearly the same standard deviation. This seems almost impossible to believe at the moment. Oil prices went negative this year. Energy…