Webinar Wednesdays: Investment Performance Wrap-Up

If you missed our Webinar Wednesday on September 2, you can watch it here. 

In recent years, U.S. stocks have far outperformed international stocks and growth stocks have far outperformed value stocks. That has led many to question the benefits of diversification and ask what they should do when an investment strategy performs poorly. Larry Swedroe aims to answer that question in this talk.

Presentation slides:
https://www.aaii.com/files/images/Swedroe-09-02-2020.pdf

Post-Webinar Notes

AAII Articles

Articles by Larry Swedroe in the AAII Journal

• Getting the Same Return With Less Risk: The Power of Factors
• Factors Allow Investors to Think Differently About Diversification

Laddered Bond Portfolios
The Four Asset Classes With Great Long-Term Performance
Clarifying the Purpose of Diversification
To Beat the Market, Invest Differently Than the Market
Valuation’s Usefulness for Forecasting and Setting Asset Allocation
Valuations, Inflation and Real Returns
A Cautionary Note About Robert Shiller’s CAPE
Investment Strategy Claims: Don’t Fall Into the Data Mine
Achieving Greater Long-Term Wealth Through Index Funds
Active Management Stinks, But It Doesn’t Have To
An Evaluation of Value Investing

Books and Other Resources Mentioned

“Your Complete Guide to Factor-Based Investing” by Andrew L. Berkin and Larry Swedroe
“The Incredible Shrinking Alpha,” Second Edition by Larry Swedroe and Andrew L. Berkin
“Your Complete Guide to a Successful & Secure Retirement” by Larry Swedroe and Kevin Grogan
“Fooled by Randomness” by Nassim Nicholas Taleb
“The Cross-Section of Expected Stock Returns” by Eugene Fama and Kenneth French
“Is (Systematic) Value Investing Dead?” AQR research paper
Swedroe’s work can also be found at:
Advisor Perspectives
Alpha Architect
Seeking Alpha
The Evidence-Based Investor
Twitter