The Stingy News Weekly: 01/22/2019
New from Norm
Buffett's wide-moat theory works
"While the no-moat portfolio won when it came to raw returns, it got those returns at the cost of a huge amount of volatility. It's a pattern that's fairly common when it comes to different stock picking (and market timing) strategies." [$]
Asset Mixer Update
We've updated our Asset Mixer to include nominal and real data for 2018.
Periodic Table Update
We've updated our periodic table of annual returns for Canadians to include nominal and real data for 2018.
The Bogle collection
"John C. Bogle was well-known for being the founder of The Vanguard Group and father of the index fund. What is sometimes not known as well is that he was a prolific educator and author - having written 10 books and countless articles, including 16 for CFA Institute. Below are the 12 he wrote for the Financial Analysts Journal." [Bogle]
A bad bond idea
"The Agenda assesses the value of social impact bonds - a tool used by some governments to raise private capital to pay for social services." [video] [Bonds]
"Those wanting to reduce short-term volatility can add a modest allocation to bonds instead of using multiple lookback models. This would be easier to do, less costly, and potentially more tax efficient. Results are also better." [Momentum Investing]
Conventional retirement advice may fail
"For many Canadians, retirement income planning is a bit like completing a jigsaw puzzle: the challenge is to fit all of the pieces together. But for those approaching retirement with fewer resources, the puzzle can be more difficult to complete." [Retirement]
"I was introduced to a suspiciously profitable practice called retail arbitrage. The concept is fairly simple: You purchase products from a retail store, like Walmart or Target, and then you sell them somewhere else, like Amazon, for a higher price." [Markets]
Is risk a function of sector or size?
"It would appear that the realized risk and returns in these were largely functions of their sector characteristics as opposed to size." [Markets]
S&P/TSX60 Value Screens
DOW 30 Value Screens
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