Posts filed under “Asset Allocation”
The week of May 4-8th, we will be in San Francisco and Silicon Valley meeting with clients, presenting to a few tech firms, and generally enjoying the Bay area.
To those of you who may be familiar with our investing philosophy but want to learn how we actually manage assets, please contact us. This visit presents an opportunity to have a more in depth and personal conversation. If you are interested in meeting with us, hearing our views on the markets, or simply discussing your own personal financial planning, give us an email or call.
Send email to Info -at- RitholtzWealth -dot- com, with the subject “San .”
Or call 212-455-9122 and ask for Erika.
As one of those folks who has spent a lot of time bashing economic and stock-market forecasters (see this, this, and this), I have no choice but to take issue with an argument made by former hedge-fund manager Jesse Felder, who asserts “that everything is a forecast.” To quote Felder: Can we please stop bashing forecasters already? There is a…Read More
Earlier this week, Greg Zuckerman of the Wall Street Journal pointed out one of the great mysteries of today’s investment landscape: Despite underperforming by a substantial margin, hedge funds keep attracting more investors and assets under management. It is almost as if (to borrow the headline on Zuckerman’s article), “Hedge Funds Keep Winning Despite Losing.”…Read More
Now before I commit blasphemy, a few words: I am as close to being a Boglehead as you will find, without actually being one. The bulk of my portfolio is in passive indexes. Most of the assets I manage are in a broad allocation model. This is a tribute to the wisdom and teachings of investing…Read More
This chart tells us three things: 1) People are obviously doing something wrong very wrong with their investment dollars; 2) Attempts at generating Alpha end up costing most investors their Beta; 3) Irrationality, emotions, and cognitive errors are the underlying cause of this poor performance. Source: ValueWalk
> My Sunday Washington Post Business Section column is out. This morning, we look at why It’s time to market forecasters to admit the errors of their ways. It is yet another look at the parade of really bad forecasts we get treated to constantly in the world of investing and finance. Here’s an excerpt…Read More
Wow, that was quick! We have one or two slots left to meet with folks in Seattle during the week of January 20th (I am coming into town to interview Howard Marks at the CFA dinner). For those of you who are familiar with my investing philosophy, this is an opportunity for a more in…Read More
The week of January 20th, I will be in Seattle to interview Howard Marks at the CFA dinner. I will also be visiting a few clients and prospective clients in the area as well. Many of you are familiar with my investing philosophy, but this is an opportunity to have a more in depth and personal…Read More
For investors, it’s a perfect time to go back to the basics Barry Ritholtz Washington Post, December 21, 2014 Look around you: This is the time of year when the pages of newspapers and magazines are filled with predictions and lists and all manner of money-losing nonsense. I have pushed back against much…Read More