Weekend Reading – What Worked? Returns Of Popular Portfolios.
January 5, 2024
Weekend Reading – What Worked? Returns Of Popular Portfolios.
Weekend Reading is a collection of Investment Research and Lifestyle topics from all corners of the Web. We source the highest quality insights from Wall Street and Main Street that you may apply to your investment process. Unlike the rest of Bankeronwheels.com, this series is provided without additional guidance. As usual, everything is to be used at your own risk. Below is the type of content we shortlist:
If you put the government in charge of the Sahara Desert, in five years there’d be a shortage of sand
Portfolio Construction
Asset Allocation
Our Unmissable Top 10
As we prepare our pipeline of articles and ideas for 2024 it’s time to summarise what you liked in the prior 12 months.
Here are some of our most-read posts of 2023, and some of your favourites.
Did you catch them all?
- 2023 Performance of Popular Portfolios (Portfolio Charts)
- UBS - Global Family Office Report (Asset Allocation) (UBS)
- Visualizing 60 Years of Stock Market Cycles (Visual Capitalist)
- Corey Hoffstein talks with Nick Baltas, at Goldman Sachs about multi-strategy portfolios (Flirting With Models - 1 hr 8 min)
Vanguard TOP Reading list: From 60/40 to securities lending (Vanguard)
Vanguard: We’re looking back at some of our more popular and enduring investing topics of 2023. The 60/40 portfolio sparked a lot of conversation, as did the impact of rising bond yields on retirement portfolios. The 60/40 portfolio is not a one-size-fits-all approach, Vanguard researchers say. It’s also not so rigid that it can’t be customized to suit individual needs and preferences. And investors who use the 60/40 strategy should review their portfolio periodically to make sure the allocation is still right for their circumstances. Our approach to securities lending also resonated with readers.
Read more on Vanguard
UNDERSTAND FINANCIAL MARKETS
Long History of US 10-Year Treasury Yields (Goldman Sachs)
Yields have stabilised and dropped c. 1% from recent highs.
Where are we looking at the history of the 10-year Treasuries?
Read more on Goldman Sachs
HOW TO INVEST
Active Investing
FACTOR investing
Trends and Cycles of Style Factors in the 20th and 21st Centuries (Journal Of Portfolio Management - BlackRock)
The recent weaker performance of value in the 21st century, including the value drawdown over 2017 to 2022 which is the worst value drawdown ever experienced, can be attributed to both a decreasing trend component and downturns in cyclical components. Momentum performance has also declined in the post-2001 period due to decreasing trends, while the trends of the quality and size factors have increased.
Read more on BlackRock
discretionary investing
ALTERNATIVE ASSET CLASSES
WALL STREET
SUSTAINABLE investing
BAD BETS
ETFs
UCITS ETFS
US ETFs
BlackRock is set to launch ten ETFs focused on Treasury inflation-protected securities (TIPS). Ranging in maturity from 2024 to 2033, these ETFs will seek to provide inflation protection to investors concerned with erosion of purchasing power. The new TIPS-defined maturity bond ETFs will carry an expense ratio of 0.1%. [ETF.com]
Wealth Management
Personal Finance
UBS - Global Wealth Report (UBS)
The annual UBS Wealth report is here. Belgium has the highest median wealth per adult. Denmark and Switzerland are not far off. North America and Europe account for 56% of total global household wealth, but contain only 16% of the world adult population. The U.S. accounts for 38% of the world’s millionaires, well-ahead of China in 2nd place with 10%.
Read more on UBS
Early Retirement
DESIGN YOUR LIFESTYLE
Personal Development
Mullenweg is co-founder of the open-source publishing platform WordPress, which now powers over 40 percent of all sites on the web. Additionally, Matt runs Audrey Capital, an investment and research company. In his spare time, Matt is an avid photographer. He currently splits his time between Houston and San Francisco.
Health & Wellness
CAREERS & Entrepreneurship
Travel
The Future of Tech & Economy
economy
Something Terrible Is Happening in Italy (Economics Explained - 18 min)
Italy is in trouble… but this doesn’t seem to be a new thing. With mountainous protection from the north and great trade connections through the Mediterranean sea, Italy has been in an ideal geographic position that has benefitted the country economically for millennia. After a decade of stagnation, can Italy boom like it has in the past, or is this time different?
TECH AND SCIENCE
An Introduction to AI for everyone (Andrej Karpathy - 1 hr)
This is a 1 hour general-audience introduction to Large Language Models: the core technical component behind systems like ChatGPT, Claude, and Bard. What they are, where they are headed, comparisons and analogies to present-day operating systems, and some of the security-related challenges of this new computing paradigm.
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☕ Every Saturday morning with your coffee, enjoy FREE:
✅ Investing guides & tools
✅ Curated insights on investing strategies, ETFs, brokers, early retirement & lifestyle
✅ Exclusive articles crafted for wise investors like you
📩 Bonus: FREE Portfolio Checklist! Sign up today and receive a FREE 2-page checklist to:
- Build & monitor an efficient portfolio
- Clean up your personal finances.
🔒 We respect your privacy and never spam. Try it. Feel free to unsubscribe at any time.
Get Wise The Most Relevant Independent Weekly Insights For Individual Investors
If you’ve enjoyed our high-quality guides, you will love Europe’s best Wise Investing newsletter even more. Join tens of thousands of individual investors who trust us.
☕ Every Saturday morning with your coffee, enjoy FREE:
✅ Investing guides & tools
✅ Curated insights on investing strategies, ETFs, brokers, early retirement & lifestyle
✅ Exclusive articles crafted for wise investors like you
📩 Bonus: FREE Portfolio Checklist! Sign up today and receive a FREE 2-page checklist to:
- Build & monitor an efficient portfolio
- Clean up your personal finances.
🔒 We respect your privacy and never spam. Try it. Feel free to unsubscribe at any time.
And finally
What The Prisoner's Dilemma Reveals About Life, The Universe, and Everything (Veritasium - 28 min)
The video “What The Prisoner’s Dilemma Reveals About Life, The Universe, and Everything” focuses on the Prisoner’s Dilemma, a well-known problem in Game Theory. It features insights and expertise from notable figures such as Prof. Robert Axelrod and Prof. Steven Strogatz, with references to various resources related to the topic, such as Axelrod’s work, TED-Ed content on outsmarting the Prisoner’s Dilemma.
Good Luck and Keep’em* Rolling!
(* Wheels & Dividends)
