Articles under “Sharpe Ratio”

Battle of Passive Investing

Over the years there have been a number of highly contested battles — Coke vs. Pepsi, Lakers vs.

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Playing the Real Estate Game (part 2)

In last week’s post we provided the logic for why you should not try to invest in individual real estate properties (beyond your home) or try to pick which real estate market is likely to outperform the real estate market. This week we’ll explain how real estate as an asset class compares to alternative investments, specifically stocks. 

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The Right Way and the Wrong Way to Benchmark a Diversified Portfolio

One of the biggest challenges for an investor is to determine how well her diversified portfolio is performing. The two most common benchmarks featured in published advice are: S&P 500 A 60/40 Stock/Bond portfolio Unfortunately, most published advice is incorrect.

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Tech IPOs, a Good Investment or Not?

A number of potential clients have asked what returns they might expect from the average IPO. To determine the return of the average IPO we thought it might make more sense to look at a portfolio of all tech IPOs and compare it to the S&P 500, as well as a typical diversified portfolio.

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