Althucher guesses: trend funds to disappear within the next 10 years...

Discussion in 'Wall St. News' started by marketsurfer, Mar 27, 2006.

  1. Kevin Schmit refers to this paper by Tom Cover. Prof. Cover uses the phrase "Universal Portfolios" where others use the phrase "Volatility Pumping". A nice bibliography of Cover's papers about this topic is found here.

    Definitions and discussions of "Volatility Pumping" less mathematically sophisticated than Cover's, may be found in ref1 and ref2. Interestingly, Jack Schwager (author of the Market Wizards books) claims to have independently discovered the idea empirically in 1988. His claims appear on pages 190-193 of his book on Managed Futures. He calls it "Robin Hood Investing."

    H.
     
    #211     Jun 15, 2006
  2. fader

    fader

    thanks a lot - the two plain language references contain excellent summary illustrations; these are very useful concepts; really appreciate your input on this, H. - all the best.
     
    #212     Jun 16, 2006
  3. MGJ

    MGJ

    Good name, "Robin Hood Investing." You rob from the rich and give to the poor.
     
    #213     Jun 18, 2006
  4. Choad

    Choad

    Where do I sign up?

    Maybe I should move to N'Awlins?
     
    #214     Jun 18, 2006
  5. NOISY

    NOISY

    John Henry is a rich guy, but definitely not a billionaire. In fact, I don't know of any famous trend follower who is a billionaire. Trend following will never produce the likes of Soros, Simmons, Kovner, etc.
     
    #215     Jul 9, 2006
  6. Not many daytraders are billionaires either...
     
    #216     Jul 9, 2006

  7. i believe he has become "much less" rich over the last several years.

    is it possible to start now in the stock market, as a trend follower, and "make it" to the level of a henry, et al?? i would say it is impossible.

    surf
     
    #217     Jul 9, 2006

  8. the name just changes to fund manager.

    surfer:D :D
     
    #218     Jul 9, 2006
  9. Maverick74

    Maverick74


    Easy there. OK, not a billionaire, but worth $840 million. Not a bad chunk of change. And that is after the debacle he had last year. So I'm sure he was over a billion at one point last year.

    http://www.bostonmagazine.com/articles/the_50_wealthiest_bostonians


    John W. Henry
    56, Brookline and Boca Raton, FL; principal owner, New England Sports Ventures; founder and chair, John W. Henry & Company
    $840 million
    After leading the group that bought the Red Sox in 2002 for $700 million—more than twice the highest previous price for a sports team—Henry has become our most famous snowbird. Sure, his $3.1 billion investment firm’s funds reportedly lost $400 million in December alone, capping off its worst year ever. But Henry can spend the off-season in comfort on his $6.5 million Florida estate. During baseball season he docks his $34 million, 164-foot yacht, the Iroquois, at Rowes Wharf. And when he asks his guests to remove their shoes to protect the teak deck, he gives them red socks to wear.
     
    #219     Jul 9, 2006
  10. NTB

    NTB

    Both Soros and Kovner are trend followers.
     
    #220     Jul 9, 2006