by admin | Jun 6, 2011 | Investment Performance Guy, News
In his weekend column for The Wall Street Journal, Jason Zweig points out a method that some advisors have apparently used to outperform (or at least increase their chances of outperforming) their benchmark: simply calculate the return of the index without taking...
by admin | May 24, 2011 | Investment Performance Guy, News
When we link money-weighted returns we get time-weighted returns, or more precisely, approximations to time-weighted returns, as discussed in today’s video.
by admin | May 16, 2011 | Investment Performance Guy, News
Today we address subportfolio returns, and why money weighting is the appropriate way to measure them.
by admin | May 2, 2011 | Investment Performance Guy, News
Today’s post is different than usual, as it’s a celebration of the accomplishment of a goal that America has unanimously supported.
by admin | Apr 25, 2011 | Investment Performance Guy, News
Although for many this topic will be quite basic, I’m hopeful that there are still some insights that might be of interest. In it I point to a situation where an investor had no interest in relative performance, although it was arguably the appropriate...
by admin | Apr 18, 2011 | Investment Performance Guy, News
While in China last week the subject of the value of rates of return came up a couple times; this inspired me to put this explanation together, which will be the first of at least three parts on this topic.
