May 30, 2018
Starting to be more research and info on factors applied to corporate bonds… Chart and download: —- —- Downloads Multi Factor Approach to Corporate Bonds Website https://www.robeco.com/en/ Good investing, Meb Faber theideafarm.com
May 28, 2018
Age old question: Do you rank factors individually then combine the portfolios, or average the rankings? Which works best? Chart and download: —- —- Downloads Food for Thought: Integrating vs. Mixing Website https://www.researchaffiliates.com/ Good investing, Meb Faber theideafarm.com
May 23, 2018
Been beating this drum for awhile now… Chart and download: —- —- Downloads How to Avoid a Shark Attack Website https://www.schwab.com/resource-center/insights/ Good investing, Meb Faber theideafarm.com
May 21, 2018
Nice chart book from Morningstar…I’m including two other pieces, all three worth reading. Chart and downloads: —- —- Downloads Morningstar Market Observer How Long Can a Good Fund Underperform Its Benchmark? Fund Fees Website https://www.morningstar.com/ Good investing, Meb Faber theideafarm.com
May 19, 2018
Great piece from Mladina on real estate betas… Short quote then the download: “The compensated portion of public REIT returns is explained by a rich factor mix that is analogous to a port- folio composed of approximately 60% small value […]
May 18, 2018
Some great charts in here that make you pause and recon Chart and download: —- —- Downloads Comfort is Not Your Friend Website https://www.hussmanfunds.com/comment/mc180508/ Good investing, Meb Faber theideafarm.com
May 18, 2018
This is a fun exercise…what’s more important, savings or returns? Chart and download: —- —- Downloads Savings or Returns? Website http://www.aaii.com/journal/article/the-impact-of-saving-versus-return-on-wealth Good investing, Meb Faber theideafarm.com
May 17, 2018
Good overview of the Target Date Fund Landscape… Chart and download: —- —- Downloads Morningstar Target Date Fund Overview Website https://corporate1.morningstar.com/ResearchLibrary/article/863877/2018-target-date-fund-landscape/ Good investing, Meb Faber theideafarm.com
May 10, 2018
Vanguard thinks you should hedge your global bonds…. Chart and download: —- —- Downloads Going global with bonds: The benefits of a more global fixed income allocation Website https://personal.vanguard.com Good investing, Meb Faber theideafarm.com
May 8, 2018
Lots of goodness in this article from Novus, an old regular here on the Farm we haven’t featured in awhile… Chart and download: —- —- Downloads Are Tiger Cubs Evolving Into Tiger Quants? Website https://www.novus.com/blog/ Good investing, Meb Faber theideafarm.com
April 30, 2018
Discount to NAV seems to be one of the best factors to select REITs, and here is a macro chart from Green Street on sector wide NAVs… Chart and download: —- —- Downloads Real Estate Stocks Are on Sale but […]
April 24, 2018
Some personal finance in here, lots of life thoughts too… Pic and download: —- —- Downloads Happiness and the Gorilla Website https://www.l2inc.com/daily-insights/no-mercy-no-malice/happiness-the-gorilla Good investing, Meb Faber theideafarm.com
April 23, 2018
Callum Thomas puts together a great chartbook, and he graciously agreed to share an issue….enjoy! Chart and download: —- —- Downloads April 2018 Website https://www.topdowncharts.com/ Good investing, Meb Faber theideafarm.com
April 22, 2018
There’s been a lot in the literature about how P/B has lost its mojo. Here’s OSAM on how to potentially fix that… Graph and download: —- —- Downloads Negative Equity, Veiled Value, and the Erosion of Price-to-Book Website http://www.osam.com/Commentary/BlogPost?BlogId=44 Good […]
April 18, 2018
I’m not that familiar with GDP linked bonds. Seems like an interesting idea Shiller has been talking about for a long time. Here is an article and free eBook on the topic (no pics straight to download). Downloads GDP Linked […]