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Tristan Yates » Comments » IDU

  • Foreign Investing and Diversification Lessons From Berkshire Hathaway [View article]
    Good article. It looks to me that Buffet has a knack for picking large, growth, low-beta stocks that provide exceptional returns, which is really something when you consider that all of those factors are supposed to give you *lower* returns. And he is very well diversified - its not like he owns Coke and Pepsi. He picks a strong performer in an industry and holds it.
    May 20 19:42 pm |Rating: 0 0 |Link to Comment
  • 36-Month ETF Correlations with Russell 3000 [View article]
    I'm not sure that 36 months is enough of a time frame to use for this research, especially given health care's underperformance and energy's outperformance during the period. If you use the Sector SPDRs, like XLF, XLV, etc, you have a more data to work with.
    Mar 18 16:11 pm |Rating: 0 0 |Link to Comment
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