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  • The Importance Of Benchmarking In Strategy Evaluation [View article]
    It can be more difficult to find a benchmark in more specialized circumstances. Oftentimes, it means creating your own customized benchmark. For example, an investor using a proprietary momentum model may compare his or her results to the results of using a more simplified momentum model (perhaps a 200 day moving average).
    Feb 14 06:17 PM | Likes Like |Link to Comment
  • The Equity Growth Value Paradigm, Part I: What It Is Not [View article]
    All returns used are total returns and incorporate the effects of dividends, splits and price movements. The data can be found on Kenneth French's website.
    Feb 7 02:35 PM | Likes Like |Link to Comment
  • As Goes January, So Goes The Year? [View article]
    Most of the simple rules of thumb in the market can indeed be shot down. However, there are rules that are able to be more dynamic and truly add value for the investor. The trick is knowing how to distinguish between the former and the latter.
    Feb 7 01:15 PM | Likes Like |Link to Comment
  • The Equity Growth Value Paradigm, Part I: What It Is Not [View article]
    @msapp, for compliance reasons we're not allowed to provide you with recommendations regarding the appropriate balance for growth/equity.

    However, in Part II of this blog series, we will specifically address some of the underlying factors that explain style outperformance. At that point, you can do your own analysis and create forecasts around how you think these factors are expected to change, and then incorporate that information into your allocation decisions.
    Feb 6 12:34 PM | Likes Like |Link to Comment
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