AAII’s Level3 Passive Portfolio looks to improve upon the long-term return of the market-cap-weighted S&P 500 using index funds of smaller companies, value-oriented stocks and real estate.
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Decisions based on less than five years of performance returns are mostly based on noise. Many strategies look good over shorter periods, but fare much worse over longer periods. Money manager James O’Shaughnessy discusses his view that, in order to beat the market, an investor needs a portfolio that looks very different from the market.
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The volatility incurred in 2018 was high enough to bring the equity allocations back toward their targeted range, preventing the need for rebalancing.
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While stocks have been shown to outperform other assets in the long term, history shows that they can also exhibit extreme volatility in the short term. Therefore, when determining the optimal allocation for your own portfolio, it’s best to focus first on how much you are able and willing to lose.
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Member Question Is/was your college major related to your career?
A) Yes
B) No
Be sure to vote on this week’s question for the opportunity to offer your insights on our open-ended question.
Previous Week’s Results Would you be willing to share more personal data—location data, lifestyle information, etc.—with financial institutions in exchange for lower pricing on products and services or other benefits?
No :76%Not sure :14%Yes :9% Poll results are as of 9 a.m. (Central) on Monday. 1,723 respondents.
More and more, companies collect personal data on consumers to craft marketing messages, develop new products or even sell to other firms. But how much personal information are you willing to provide? What if you were able to get reduced fees or better rates from financial institutions in exchange for more personal information? Last week’s reader question asked just that. To follow up, our latest special question asked readers what steps they take to protect their personal data.
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“Easier said than done” is a common saying that applies well to developing an overall strategy for your investment portfolio. The basic concepts are relatively easy, but they become more complex and less clear-cut when it comes to applying them to real-world situations. This e-book, available exclusively to AAII members, is designed to bridge the gap between theory and practice.
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The American Association of Individual Investors (AAII) is an independent nonprofit corporation
formed in 1978 for the purpose of assisting individuals in becoming effective managers of their
own assets through programs of education, information and research. Since our inception,
AAII has helped over 2 million individuals build their investment wealth through our educational
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