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I’ve come to the conclusion that investors are insane. Given who you are, you may have one of two responses to that statement of fact: you agree you say, “huh?” If you find yourself agreeing that investors are insane, I’m preaching to the choir. If you don’t understand what I mean by that statement, be [...]
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On the back of an announcement that PIMCO is launching a pure assets ETF, Mebane Faber’s got an interesting run-down of the structure and performance of several lazy portfolios. The thought process here is that theoretically, one could create a truly diversified portfolio with just 3 ETFs: stocks, bonds and now, assets. This is Faber’s [...]
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AlphaClone is probably the best research platform out there for investors looking to recreate, or “clone”, portfolios developed by leading hedge fund and mutual fund managers. AlphaClone is Mebane Faber’s online foray that implements much of the research he recently published in The Ivy Portfolio: How to Invest Like the Top Endowments and Avoid Bear [...]
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Why create new, unfounded and unproven investment strategies when you can piggyback on top of the world’s best investors instead? Lots of investors are using the ideas of guru investors like Ken Heebner and Warren Buffett to mimic their investment strategies or build an all-star portfolio based on the best ideas of leading hedge fund [...]
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In our last post, Piggybacking guru investors for profit, we explored what piggybacking is (following the every move of uber-investors) and why it’s important (there are a small number of great investors who beat the market over the long term). So…how does an investor follow the trades of A-list hedge fund investors like Eddie Lampert, [...]
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Most people who trade relatively frequently don’t realize huge profits. Their losses typically match their gains, cancelling out much of their activity and racking up transaction costs. Others, particularly whom I like to refer to as guru investors, just print money.
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