Collective thoughts [investing mini-reference]
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Re: Collective thoughts [investing mini-reference]
Thank you LadyGeek. That was a fast response!
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Re: Collective thoughts [investing mini-reference]
This continues to be an amazing resource! Thank you, Robert T!
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Re: Collective thoughts [investing mini-reference]
Hi Robert,Robert T wrote: For Non-US Developed Market - SmB factor
We're on our own
The quote is from a mere ten years ago, and I'm wondering whether you have found better sources for SmB and international in general. Fwiw, I found a nice spreadsheet on the AQR site under data. It has HmL calculated both their way as well as the FF approach, and SmB. Would appreciate your thoughts on it.
cheers,
Sean
Edit: I hadn't seen it exists on the FF website. I guess my problem is solved
Re: Collective thoughts [investing mini-reference]
This is an excellent collection of articles, threads and pointers. The only thing you might consider adding in my opinion is a link to the Callan Periodic Table https://www.callan.com/formats/callan-periodic-table/ To me this is one of the most powerful pieces of visual evidence for the value of diversification and the futility of trying to time markets.
Last edited by Top99% on Tue Jul 25, 2017 6:30 am, edited 1 time in total.
Adapt or perish
Re: Collective thoughts [investing mini-reference]
^^^ I agree. The Callan table is in the wiki: Callan periodic table of investment returns
Re: Collective thoughts [investing mini-reference]
[edited to remove content]
Re: Collective thoughts [investing mini-reference]
Credit Suisse Global Investment Returns Yearbook 2018
https://www.credit-suisse.com/media/ass ... y-2018.pdf
(Update for OP's reference list.)
https://www.credit-suisse.com/media/ass ... y-2018.pdf
(Update for OP's reference list.)
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Re: Collective thoughts [investing mini-reference]
Credit Suisse Global Investment Returns Yearbook 2018
https://www.credit-suisse.com/media/ass ... y-2018.pdf
Interesting reading. Their summary comments on factor investing:
https://www.credit-suisse.com/media/ass ... y-2018.pdf
Interesting reading. Their summary comments on factor investing:
Garland WhizzerWe report on the profitability of following strategies based on market capitalization, value versus growth, dividend yield, stock-return momentum and low volatility investing. We conclude by arguing that, while factors will always be important in investment in terms of helping explain differential performance, there is no guarantee that factor premiums will persist. Smart-beta investors should focus on factors supported by robust evidence and should diversify across multiple factor risk premiums.
Re: Collective thoughts [investing mini-reference]
I could not follow your link. Here is the whole URL. Note it will download a .pdfgarlandwhizzer wrote: ↑Fri Aug 23, 2019 12:15 pm Credit Suisse Global Investment Returns Yearbook 2018
https://www.credit-suisse.com/media/ass ... y-2018.pdf
Interesting reading. Their summary comments on factor investing:
Garland WhizzerWe report on the profitability of following strategies based on market capitalization, value versus growth, dividend yield, stock-return momentum and low volatility investing. We conclude by arguing that, while factors will always be important in investment in terms of helping explain differential performance, there is no guarantee that factor premiums will persist. Smart-beta investors should focus on factors supported by robust evidence and should diversify across multiple factor risk premiums.
https://www.credit-suisse.com/media/ass ... y-2018.pdf
I'm just a fan of the person I got my user name from
Re: Collective thoughts [investing mini-reference]
All the images in the original post are gonzo. Wayback machine is not help - they aren't there either. Any chance this can be remedied? I referenced this post a lot and the missing images sure make me sad.
- oldcomputerguy
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Re: Collective thoughts [investing mini-reference]
The images in that post were being hosted by Tinypic, which shut down last month. I'm afraid it's up to the OP to upload his images elsewhere and edit his post to reflect the new image locations.
There is only one success - to be able to spend your life in your own way. (Christopher Morley)
Re: Collective thoughts [investing mini-reference]
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Thanks. I will upload the images to another site and relink. Any preferred alternatives to Tinypic?
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Thanks. I will upload the images to another site and relink. Any preferred alternatives to Tinypic?
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Re: Collective thoughts [investing mini-reference]
I don't think anyone has a preference, but here is a list of some Reddit user prefers. https://www.reddit.com/r/imguralternati ... s_view_all
. Give these a try:
https://postimage.io/ (Unlimited Bandwidth, Free to use but compresses image)
https://lensdump.com (Unlimited Bandwidth, Raw Uncompressed Image, Keeps Exif Data, More features for registered users and Free to use, 100MB max image file size)
http://cubeupload.com/ (Amazing and simple interface, Unlimited Bandwidth, Raw Uncompressed images, Free to use, 5MB max image file size)
https://flickr.com (This one is not for everyone, it is basically a service to showcase your artistic work but works as image host as well, owned by Yahoo!)
Don't use the these image hosts; Get miles away from them. :
https://tinypic.com (Old Outdated interface, No multi image upload support, Compresses image, No hotlinking)
https://imgur.com (Compresses images, biased and deletes images based on their own opinion)
https://photobucket.com (Old, Can't upload images as guest, Parent company of Tinypic, so even worse than tinypic)
https://imageshack.us (Only paid accounts have unlimited bandwidth)
Edit: Adding some cons as requested by OP. Don't have much time as I am at the office, but I think it should give an overall idea.
Re: Collective thoughts [investing mini-reference]
Thanks. Images are back. Used postimage.orgceedub wrote: ↑Wed Oct 16, 2019 8:19 am I don't think anyone has a preference, but here is a list of some Reddit user prefers. https://www.reddit.com/r/imguralternati ... s_view_all
.
Re: Collective thoughts [investing mini-reference]
Hello,
I am not sure if this has been posted as a source, but I thought I would share a link to the 2019 Matrix Book. If it has already been posted, my apologies.
Here is the link:
https://www.google.com/url?sa=t&source= ... 3135004476
I am not sure if this has been posted as a source, but I thought I would share a link to the 2019 Matrix Book. If it has already been posted, my apologies.
Here is the link:
https://www.google.com/url?sa=t&source= ... 3135004476
Re: Collective thoughts [investing mini-reference]
Can you update for 2020? That would be amazing.
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Re: Collective thoughts [investing mini-reference]
I seem to have trouble in accessing the Morningstar links given in the original post, such as the following:
http://socialize.morningstar.com/NewSoc ... 60038.aspx
I have a Morningstar account and am able to login, but I don't seem to be able to access this link. Can someone please tell me if I am doing something wrong?
Thanks
http://socialize.morningstar.com/NewSoc ... 60038.aspx
I have a Morningstar account and am able to login, but I don't seem to be able to access this link. Can someone please tell me if I am doing something wrong?
Thanks
"Crossing the steam by feeling the stones"
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Re: Collective thoughts [investing mini-reference]
I have the same problem, @StoneFeeler! Would love to know what's under those dead linksStoneFeeler wrote: ↑Wed May 12, 2021 1:39 am I seem to have trouble in accessing the Morningstar links given in the original post, such as the following:
http://socialize.morningstar.com/NewSoc ... 60038.aspx
I have a Morningstar account and am able to login, but I don't seem to be able to access this link. Can someone please tell me if I am doing something wrong?
Thanks
- firebirdparts
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Re: Collective thoughts [investing mini-reference]
I looked in the wayback machine. That was a link to a thread called "the Loser's Game", and I can see the old Bogleheads(Tm) Unite forum headings but I can't read the thread. That's just one example of course.
Whatever is lost as old forums get purged is sad, I know. Collectively you can type an enclyclopedia in a forum and sometimes it all gets deleted. They just can't be depended on. I guess nothing on the internet is entirely dependable over decades.
Whatever is lost as old forums get purged is sad, I know. Collectively you can type an enclyclopedia in a forum and sometimes it all gets deleted. They just can't be depended on. I guess nothing on the internet is entirely dependable over decades.
This time is the same
Re: Collective thoughts [investing mini-reference]
Fyi, the OP has been updating the original post (last edit was in 2021).
"Buy-and-hold, long-term, all-market-index strategies, implemented at rock-bottom cost, are the surest of all routes to the accumulation of wealth" - John C. Bogle
Re: Collective thoughts [investing mini-reference]
I'm new here and this is an incredibly helpful post. Thanks for writing it up!
Re: Collective thoughts [investing mini-reference]
Welcome to the forum! I agree, so I've bookmarked the page, which provides a notification whenever someone comments in this thread.
Thank you for cueing me to check back in on the OP.
A useful razor: anyone asking about speculative strategies on Bogleheads.org has no business using them.
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Re: Collective thoughts [investing mini-reference]
Thank you for the thread.
Does anyone has a working link for this item:
Use a sound framework - Have a sound intellectual framework for making decisions - Warren Buffet
Does anyone has a working link for this item:
Use a sound framework - Have a sound intellectual framework for making decisions - Warren Buffet
- dratkinson
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Re: Collective thoughts [investing mini-reference]
Could search: https://www.google.com/search?&q=have+a ... en+Buffett
Or: https://duckduckgo.com/?q=have+a+sound+ ... en+Buffett
d.r.a., not dr.a. | I'm a novice investor; you are forewarned.