Daily Charts - The best and the worst...

1.The best and the worst...

interesting chart demonstrating the importance of selecting a good fund manager, but also the different experiences across asset classes (e.g. the worst US large growth manager was better than the best foreign large cap equity manager).

That second aspect speaks to the “rising tide lifts all boats” part of asset allocation (in other words, yes pick the right stocks/fund manager, but also: make sure you pick the right asset mix!)

$.SPX(.SPX)$ $SPDR S&P 500 ETF Trust(SPY)$ $.IXIC(.IXIC)$ $NASDAQ 100(NDX)$ $Invesco QQQ(QQQ)$ $.DJI(.DJI)$ $GLOBAL X DOW 30® COVERED CALL ETF(DJIA)$

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2.Value signals help

-identify risk vs opportunity

-(across different assets)

-prioritize research efforts

-improve asset allocation

-insight into cycle/macro

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3.what minor super power would you rather have?

-the ability to telepathically make that annoying fly go out the window

-the ability to instantly recall that one tweet you saw without having to try to search for it for an hour

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  • KSR
    ·12-01
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