Probably this is the best calculator to use. This one is total return with dividend included and inflation adjusted....
Currently Nikkei pays 1.4% with PE of around 20. Is it safe to assume 1.5% dividend yield when the index was trading above 100 PE? You are also...
It has sold off significantly after this year Hurricane, floods and fire damage. Looks like attractive to me, but I am dumb money. who knows...
There are many mutual funds in this space. http://stoneridgefunds.com/ SRRIX is the symbol,...
Yes. I posted my asset allocation in other thread. 80% in 14 asset classes, with value tilt, 10% in short vol currently (will move 5% to...
You need to incorporate inflation into account after retire. I know inflation is not an issue for japan. Japanese CPI figure shows, it was 89.7...
In all fairness, paper gives his due and respect in many places. "However, it cannot be emphasized enough that explaining Buffett’s performance...
I had to lookup the word "boffins". How would you invest with out looking into past?
Then I would question the investment thesis, without incorporating behavior biases. I was pointing out to the fact that delayed reaction by...
You can't be serious either. My post was about investor retiring 1989 following Buffet allocation of 90:10 and your mention of "performance...
I don't interpret that way. All it means is that, his methods can be replicable provided one have access to cheap leverage.
Having this view means there is no momentum premium. That is exactly reason the momentum premium survives. In fact momentum premium is the...
I agree with this. In fact, if you search my previous posts I am even advocating levering up stocks in their early years. Nothing special about...
Yes. Once investors decide asset allocation, they should hold for long periods other than rebalancing. Gold and Real estate both holds store of...
I used gold because poster said "uncorrelated instrument with dubious -ve real return". Gold fits that category. What other asset would you use...
That was terrible advice from Buffet. Buffet trust lives forever, so it is good allocation for that trust (may be). But for mom and pop investor...
3% return per day must be a typo, because strategy states that coin is flipped at the end of the month. For stock and bonds that model is using...
Would you invest in a coin flip fund (COINX)with zero (or even -ve assuming transaction costs) expected return, low correlation? The strategy...
Sharpe ratio measured over what periods? Most of these funds deliver "crisis alpha" during times of stress.
Thanks. I am surprised of his findings. I will take a look more once i get back home. But there are many white papers illustrating straddle...
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