You Are Wasting Your Time Trying to Keep Up with the Joneses

My latest for Alpha Baskets covers a lot of ground from active versus passive, what investors should really be comparing themselves to and an investment philosophy that is similar to the 75/50 portfolio.

From the post;

Roberts showed the results of applying a strategy akin to the 75/50 portfolio (although his model was different) in isolating how crucial it is to avoid large declines or the full brunt of large declines anyway. As a reminder the 75/50 seeks to capture 75% of the upside with just 50% of the downside. There will be years of “underperformance” only tracking 75% of the bull market but the way the math has historically worked out it is more than made up for during the bear phase.

Please click through to read the rest.

CPW

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