TITLE

Is past performance really indicative of future results?

AUTHOR(S)
Bernicke, Ty; Mattson, Lucretia
PUB. DATE
August 2003
SOURCE
Futures: News, Analysis & Strategies for Futures, Options & Deri;Aug2003, Vol. 32 Issue 10, p34
SOURCE TYPE
Periodical
DOC. TYPE
Article
ABSTRACT
Presents a study on the implications of stock indexes for the traditional approach to asset allocation. Possibility of entrusting investment portfolios to modes of conventional wisdom; Application of the conventional wisdom of not chasing performance to broad categories of stocks; Pitfalls of chasing performance and the benefits of traditional asset location.
ACCESSION #
10456078

 

Related Articles

  • Blue chip S&P 500 has been hot, but diversification is better long-term strategy. Thompson, William // Business Journal Serving Fresno & the Central San Joaquin Valley;12/28/98, Issue 322400, p6 

    Focuses on the growth prospects for blue chip company stocks in the United States. Standard & Poor's 500 index growth that has outdistanced other stock market benchmarks; Benefits of a diversified portfolio; Combinations of growth and risk than the Standard & Poor's 500 during 20 years ending 1994.

  • The East is on the up. Abrams, Colin // Finance Week;3/29/2004, p26 

    Offers suggestions to South African traders and investors planning to diversify their portfolios in the Japanese and Australian stock exchanges. Performance of the Japanese and Australian stock exchanges; Stock price index; Relative strength index.

  • Follow the momentum. Brown, Simon // Finweek;9/26/2013, p41 

    The article offers helpful tips in selecting investment strategies for entry and exit by following the momentum. Topics include investment strategies including buying based on stock growth, purchasing based on stock quality as well as the cyclical, recovery and momentum strategies. It also...

  • Break Ranks to End the Loser's Game. Surz, Ronald J. // Journal of Financial Service Professionals;Jan2008, Vol. 62 Issue 1, p17 

    The article discusses an alternative to benchmarks and peer groups for assessing investment performance. Although often used as benchmarks, indexes aren't appropriate for managers who use a blend of investing styles. Peer groups have intuitive appeal, but composition, classification, and...

  • Navigating The Averages. Blau, Joel M.; Paprocki, Ronald J. // AUANews;May2007, Vol. 12 Issue 5, p23 

    The article discusses issues related to the evaluation of one's individual stock performance in relation to various market averages or indices. According to the article, the reports published in morning papers focus on the movement of groups of stocks rather than individual issues. The article...

  • Vic's almost red face.  // Finweek;12/9/2010, p20 

    The article discusses the author's response to a commentary about his article "Nine shares to beat Satrix 40." He says that comments made to his article backfire badly on him. He emphasizes that his article is intended to present shares that look excellent exposures to high-yielding...

  • MARKET INDEXES: Russell 1000 + Russell 2000 = Russell 3000.  // Pensions & Investments;3/22/2004, Vol. 32 Issue 6, p44 

    This article presents information on total U.S. equity returns for periods ended February 29, 2003. While the dividend yield of the broad-market Russell 3000 index approached 2% in February 2003, appreciation of the equity market over the past 12 months has reduced it to 1.6%. Dividend yield...

  • BTSX - 2014, Another Good Year. Grant, Ross // Canadian MoneySaver;Feb2015, p9 

    The article presents the January-December 2014 results as well as the 2015 portfolio of the Beating the TSX (BTSX), an investment strategy developed by David Stanley and publicized in "Canadian MoneySaver" magazine. The average results of the BTSX since 2000 and the 17.9% return for its...

  • The Tortoise Portfolio. Larson, Paul // Morningstar StockInvestor;12/15/2008, Vol. 8 Issue 6, p2 

    The article reports on the performance of Tortoise portfolio which was adopted by several companies as of 2008. It recounts that on June 18, 2001 until December 4, 2008, the portfolio has returned 44.3% compared with a negative 20.3% total return for the Standard & Poor's (S&P's) 500 Index....

Share

Read the Article

Courtesy of THE LIBRARY OF VIRGINIA

Sorry, but this item is not currently available from your library.

Try another library?
Sign out of this library

Other Topics