by admin | Jun 13, 2011 | Investment Performance Guy, News
I stumbled upon an article I had saved from The Wall Street Journal, April 24, 2006 issue titled “Alphabet Soup,” by Karen Hube. The subtitle reads “Financial advisors are adding more titles to their business cards. Do any of these labels really...
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...
