PDF Mansi Singhal Active Investing
Active Investing
vs
Buy and Hold
Mansi Singhal
qplum
Disclosures: qplum LLC is a registered investment adviser. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and are never guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein. Past performance is not indicative of future performance.
1
What will we cover today
Buy-and-hold, the "What if" strategy The most popular passive investor: Warren Buffet
How active is your portfolio? Selecting an active strategy
U.S. Investor Index
Terms: tracking error, alpha decay, target risk, dynamic asset allocation
qplum Research
2
What if...
[1]: Yahoo Finance, Jan 2008 Close Value: 19.33 and May 2018 Close value: 187.38
3
What if...
[2]: Yahoo Finance, Jan 2004 Close Value: 1.61 and May 2018 Close value: 187.38
4
What if...
[3]: Yahoo Finance, Jan 2008 Close Value: 122.25 and May 2018 Close value: 12.65
5
What if...
[4]: Yahoo Finance, Jan 2004 Close Value: 38.50 and May 2018 Close value: 12.65
6
Can you really have a buy-and-hold strategy for the long term?
7
Deeper look at Warren Buffet's portfolio
According to research* that analyzed Buffet-owned Berkshire Hathaway trades for 26 years, only 20% of stocks were held for more than 2 years.
And more than 60% of stocks were sold in less than a year.
*Source: Overconfidence, Undereaction, and Warren Buffett's Investments [SSRN]
8
................
................
In order to avoid copyright disputes, this page is only a partial summary.
To fulfill the demand for quickly locating and searching documents.
It is intelligent file search solution for home and business.
Related download
- pdf abstract
- pdf top 20 shares by volume
- pdf changes in the djia babson college
- pdf getting started user guide international trading platform
- pdf stock doctor stock exit re entry strategies
- pdf mansi singhal active investing
- pdf analysis of stock market investment strategies
- pdf aswath damodaran new york university
- pdf fidelity select health care portfolio
- pdf investments the hebrew university of jerusalem
Related searches
- start investing in mutual funds
- financing and investing activities
- investing for beginners with little money
- investing for retirement at 60
- most active stocks screener
- nyse most active 100 wsj
- investing online
- best investing websites
- investing for immediate monthly income
- investing in mutual funds for beginners
- investing money for beginners
- investing in mutual funds