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 01/29   The Stingy News Weekly: January 29, 2023 
 01/29   Be wary of extreme yields 
 01/29   No customer service 
 01/29   Tim talks value 
 01/29   Avoiding Unhappiness 
 01/29   Valuation risk strikes 
 01/29   Arithmetic vs. geometric returns 
 01/29   Asset allocation crash risk 


Most Recent Stingy News

The Stingy News Weekly: January 29, 2023
01/29/23 9:10 PM ESTSNW
This week we have dividends, value, phones, and more.
More SNW: The Stingy News Weekly: January 22, 2023
The Stingy News Weekly: January 15, 2023

Be wary of extreme yields
01/29/23 6:17 PM ESTStingy Investing
"Overall, returns tend to fall dramatically when yields reach extremely high levels."
More Stingy Investing: The easy way to returns
The smaller stable dividend portfolio

No customer service
01/29/23 6:05 PM ESTManagement
"When there's no option to pick up the phone, at some point it obviously creates all kinds of havoc in customers' lives"
More Management: Job interview nightmare
The Cheesecake Factory marvel

Tim talks value
01/29/23 5:46 PM ESTValue Investing
Tim McElvaine talks about some of his recent investments. [video]
More Value Investing: Valuation risk strikes
The bubble has not popped

Avoiding Unhappiness
01/29/23 5:15 PM ESTThrift
"it seems that we can't buy happiness with a fistful of dollars or a stack of credit cards. The thrill of a new purchase is short-lived. But money spent to reduce our financial worries, such as by paying off credit card debt, may help stave off the unhappiness that can lead to depression."
More Thrift: Rich income
Spending money

Valuation risk strikes
01/29/23 5:06 PM ESTValue Investing
"We think there's ample room for continued normalization of multiples that should continue to support small-cap and value stock returns globally in the decade ahead."
More Value Investing: The bubble has not popped
Vincent Daniel and Porter Collins interview

Arithmetic vs. geometric returns
01/29/23 4:52 PM ESTMarkets
"with apologies to all the people who know this by heart, let me spend today discussing the difference between arithmetic and geometric returns and why understanding this relationship is crucial for long-term investment success."
More Markets: Asset allocation crash risk
Price-to-fantasy ratio

Asset allocation crash risk
01/29/23 4:50 PM ESTMarkets
"While Factor-Based and Risk-Parity portfolios exhibit best risk-adjusted returns in the long run, the Dynamic Asset Allocation reduces the abandonment risk due to its lower expected drawdown. Across all strategies, risk-tolerant investors that rely on the longer history for setting their expectations, experience significantly better outcomes, particularly if their investment horizon includes times of crisis"
More Markets: Price-to-fantasy ratio
Harvey vs the spread

The Stingy News Weekly: January 22, 2023
01/22/23 6:55 PM ESTSNW
This week we have dividends, low fees, periodic mixing, and more.
More SNW: The Stingy News Weekly: January 15, 2023
The Stingy News Weekly: January 8, 2023

Rich income
01/22/23 5:35 PM ESTThrift
"if you're interested in understanding how your income compares to others in the U.S. (and whether that makes you rich), then you've come to the right place. So, how much income do you need to be rich? Let's find out."
More Thrift: Spending money
New rules for success

The easy way to returns
01/17/23 2:18 PM ESTStingy Investing
"Slashing fees is an easy, and practical, way to boost long-term returns and it explains the popularity of low-fee funds and very low-fee index funds in particular."
More Stingy Investing: The smaller stable dividend portfolio
Asset Mixer Update

The smaller stable dividend portfolio
01/17/23 2:17 PM ESTStingy Investing
"I used a combined injection of low-volatility and dividends on large stocks to form the Stable Dividend portfolio. This time around I'm using a similar approach to inoculate smaller stocks to form the, imaginatively named, Smaller Stable Dividend portfolio."
More Stingy Investing: Asset Mixer Update
Periodic Table Update

Price-to-fantasy ratio
01/17/23 1:58 PM ESTMarkets
"If reported earnings next year merely match the likely final 2022 level of $181, then the current price-to-forward earnings (P/F) ratio is 21. In 2023, if earnings tumble just 20% from 2022 levels, then the correct current P/F ratio is 26, hardly a bargain."
More Markets: Harvey vs the spread
A disaster for Tesla

Asset Mixer Update
01/17/23 12:54 PM ESTStingy Investing
We've updated our Asset Mixer to include real data for 2022.
More Stingy Investing: Periodic Table Update
Asset Mixer Update

Periodic Table Update
01/17/23 12:53 PM ESTStingy Investing
We've updated our periodic table of annual returns for Canadians to include real data for 2022.
More Stingy Investing: Asset Mixer Update
Periodic Table Update

The Stingy News Weekly: January 15, 2023
01/15/23 9:34 PM ESTSNW
This week we have Cliff, interviews, bacon, and more.
More SNW: The Stingy News Weekly: January 8, 2023
The Stingy News Weekly: January 1, 2023

Cliff Asness interview
01/15/23 8:56 PM ESTAsness
"Cliff joins the show to discuss FTX, AMC, why hedge funds aren't hedging, the role of index funds and a whole lot more."
More Asness: Clifford Asness talks value
Quant Cassandra

A place to start
01/15/23 8:29 PM ESTRetirement
"The 4% rule may be making a comeback. But it's just a starting point - and you shouldn't necessarily follow it precisely."
More Retirement: It is not a bad time to retire
Going the distance

Job interview nightmare
01/15/23 8:32 PM ESTManagement
"Companies are seemingly coming up with new, higher, and harder hoops to jump through at every turn. That translates to endless rounds of interviews, various arbitrary tests, and complex exercises and presentations that entail hours of work and prep. There can be good reasons for firms to do this - they really want to make sure they get the right person, and they're trying to reduce biases - but it's hard not to feel like it can just be too much."
More Management: The Cheesecake Factory marvel
CFO age and financial misreporting

Uncorrelated assets
01/15/23 8:28 PM EST:Asness
"Recently, Dimensional Fund Advisors wrote critically on 'liquid alts.' They make some good points, but they also draw some odd conclusions that if applied more generally would not be to their (or our) liking. Besides discussing their piece, below I take this opportunity to review the general rationale behind holding uncorrelated assets (in particular, equity 'factors' held in a long-short manner)."

Spending money
01/15/23 8:11 PM ESTThrift
"How people invest their money tends to be hidden from view. But how they spend is far more visible, so what it shows about who you are can be even more insightful."
More Thrift: New rules for success
Save enough

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2020: Down 32.3% (for subs)
2019: Up 0.0% (for subs)
2018: Up 19.6% (for subs)
2017: Up 58.3%
2016: Up 8.4%
2015: Down 1.4%
2014: Up 6.9%
2013: Up 37.8%
2012: Up 10.9%
2011: Down 16.1%
2010: Up 69.4%
2009: Up 64.5%
2008: Down 40.1%
2007: Down 5.5%
2006: Up 28.9%
2005: Up 29.2%
2004: Up 29.8%
2003: Up 33.8%
2002: Down 1.9%

Top 200
+12.5%/yr (CAGR)


2021: New Picks (for subs)
2020: Down 15.4% (for subs)
2019: Up 5.9% (for subs)
2018: Down 14.5
2017: Up 13.5%
2016: Up 2.8%
2015: Up 2.1%
2014: Up 2.3%
2013: Up 55.0%
2012: Up 13.4%
2011: Down 4.2%
2010: Up 19.7%
2009: Up 41.0%
2008: Down 32.9%
2007: Up 16.2%
2006: Up 37.6%
2005: Up 57.6%

Defensive Graham Stocks
+15.6%/yr (CAGR)


2018: New Picks
2017: Up 12.8%
2016: Up 1.6%
2015: Up 2.2%
2014: Up 5.1%
2013: Up 19.0%
2012: Up 26.6%
2011: Up 4.1%
2010: Up 2.3%
2009: Up 2.2%
2008: Down 6.5%
2007: Up 34.4%
2006: Down 3.8%
2005: Up 46.6%
2004: Up 32.2%
2003: Up 56.8%
2002: Up 28.2%
2001: Up 20.2%

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